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An IFA Global Markets Conference summary says geopolitical and logistics risks have become structural for fertiliser markets. Argus estimates the Middle East supplies about 50% of global sulfur exports and over 30% of urea exports, and about 5.5 Mt of urea output was disrupted during the conflict.
Structural disruption to Gulf urea and sulfur supply keeps nitrogen and phosphate prices elevated and raises the risk premium on fertiliser imports.
fertilizer.org2026年7月24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。
