
Fertilizer analysts say the Israel-Iran strikes pushed North American urea prices up about $50-60 per ton, with international markets rising substantially as wartime premiums are priced in. Even without direct damage to production at that point, the market was reacting to supply risk from the region.
Iran is a major nitrogen and potash trade player, and the region is critical for global fertilizer shipments.
Wartime premiums are lifting nitrogen prices in advance of confirmed supply losses, raising the cost of fertilizer for grain and feed producers. Continued risk to Middle East exports could keep urea and related prices elevated.
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.