Yükleniyor…
Urea prices edged up after a successful India tender, with Egyptian sellers concluding smaller cargoes to Europe at USD 393/tonne FOB and Dangote reportedly selling cargoes in the mid-to-high USD 340s FOB. Southeast Asian urea sales were reported in the low-to-middle USD 360s FOB, while Indonesian exports remain absent.
Suggestions of a large Chinese oversupply raise the prospect of renewed Chinese exports.
Tender-driven demand is lifting urea prices, but a possible return of Chinese export volumes could cap gains and pressure prices in the coming months. Buyers should expect firm nitrogen costs near term with downside risk if China resumes exports.
czapp.comStein Chingen Haugan23 Ara 2024176 geçmiş yükseliş yanlı ticaret olayları olayından sonra, Üre 5 seansta medyan +%0,1 hareket etti (%51 daha yüksek; orta yarı %-1,3 ile +%2,4 arası) ve 20 seansta +%1,6.
Her emtianın referansının olaydan önceki son kapanışa göre hareketi. Geçmiş okumalar aynı türdeki geçmiş olayları birleştirir; neyin olduğunu anlatır, neyin olacağını değil. Yatırım tavsiyesi değildir.
A successful India tender and firmer FOB offers from Egypt, Nigeria and Southeast Asia point to stronger demand and a price uplift, though the note describes only a modest gain and flags Chinese export risk, and it predates the move by a few days.
