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The effective closure of the Strait of Hormuz has blocked urea shipments, leaving large volumes stranded in the Gulf. Iranian drone attacks on Qatar and Bahrain have also damaged production, and Mideast urea output has dropped.
Urea is a core nitrogen source, and losing Gulf supply tightens global availability for farmers and pushes nitrogen fertilizer prices higher, raising feed-grain production costs.
bloomberg.comEleanor Thornber2026年4月27日在过去 205 次看涨的地缘政治事件之后，尿素 在 5 个交易日内中位数变动 +0.4%（53% 上涨；中间一半区间为 -2.1% 至 +3.0%），20 个交易日内为 -0.4%。
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。
