Vietnam's Plant Production and Protection Department held a conference with fertilizer producers to discuss stabilizing fertilizer prices and securing crop supply. Companies reported that the Middle East conflict since late February 2026 has raised transport, raw material and production costs.
Vietnam's urea capacity is about 2.8 million tons per year against domestic demand of about 2.1 million tons, leaving a surplus that firms want to export.
Higher Middle East-driven input costs and tight global nitrogen supply lift urea and fertilizer prices, which feed into farm production costs and feed grain economics. Vietnam's surplus and export balancing is a modest offset that may limit regional urea price gains.
Após 205 eventos altista de geopolítica passados, Ureia subiu em mediana +0,4% em 5 sessões (53% de alta; metade central de -2,1% a +3,0%), e -0,4% em 20.
Variações do benchmark de cada commodity desde o último fechamento antes do evento. As leituras históricas agregam eventos passados do mesmo tipo; descrevem o que aconteceu, não o que vai acontecer. Não é recomendação de investimento.