Fertilizer prices continue to climb, though supply has not yet been a problem, according to StoneX fertilizer director Josh Linville. He warned of barge constraints from different flood stages on the lower Mississippi, slow rail service, and a shortage of truckers.
Linville also said the entire Corn Belt could begin planting on the same day, and the logistics would not be in place to handle it.
Transport bottlenecks during peak spring application could tighten nitrogen supply and keep fertilizer costs high, which raises input costs for corn growers and feeds into corn price expectations.
在过去 49 次看涨的物流事件之后,尿素 在 5 个交易日内中位数变动 -0.3%(45% 上涨;中间一半区间为 -1.3% 至 +2.2%),20 个交易日内为 -0.4%。
在过去 285 次看涨的物流事件之后,玉米 在 5 个交易日内中位数变动 +0.1%(52% 上涨;中间一半区间为 -1.5% 至 +1.5%),20 个交易日内为 +0.8%。
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。