
Nepal faced an acute fertiliser shortage this year after the importers Shailung Enterprises and Honiko Multiple defaulted on contracts, citing the lockdown. India had frozen fertiliser exports, and Nepal's annual demand is about 800,000 tons.
The shipment arrived too late for the paddy season, so rice output is not expected to rise despite a healthy monsoon.
Late urea supply cuts Nepal's fertiliser application and limits rice yields, which tightens domestic rice supply and keeps import needs and prices elevated.
在过去 168 次看涨的政策事件之后,稻谷 在 5 个交易日内中位数变动 +0.8%(57% 上涨;中间一半区间为 -1.7% 至 +2.1%),20 个交易日内为 -0.4%。
在过去 129 次看涨的政策事件之后,尿素 在 5 个交易日内中位数变动 -0.1%(47% 上涨;中间一半区间为 -1.3% 至 +2.3%),20 个交易日内为 +1.4%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。