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China's Nitrogen Fertilizer Association set a urea export quota of 2 million tonnes, well below the 4 million tonnes initially reported, with application windows from May to September. Export certificates are valid one month and ex-factory prices are capped at May 6 levels, while DAP and MAP prices are climbing on reduced Chinese export quotas of 2 million and 1 million tonnes.
Constrained Chinese urea and phosphate exports keep global fertilizer supply tight, supporting input costs for feed producers and farmers' crop margins.
czapp.comStein Chingen Haugan19 de mai. de 2025Após 129 eventos altista de política passados, Ureia subiu em mediana -0,1% em 5 sessões (47% de alta; metade central de -1,3% a +2,3%), e +1,4% em 20.
Após 151 eventos altista de política passados, DAP subiu em mediana +0,0% em 5 sessões (50% de alta; metade central de -0,6% a +0,9%), e +1,9% 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.
Reduced Chinese DAP/MAP export quotas (2 Mt and 1 Mt) constrain supply and push DAP prices higher, matching the timing of the move.
China's reduced DAP and MAP export quotas of 2 and 1 million tonnes tighten global phosphate supply and push DAP prices higher, though the news came a few days before the move.
China's 2 Mt urea export quota with ex-factory prices capped signals a resumption of Chinese supply, which weighs on global prices from tight-supply highs.
Reduced Chinese DAP/MAP export quotas of 2 Mt and 1 Mt are pushing DAP prices higher via constrained supply.
