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Australian urea prices have drifted down near or below pre-war levels, with stocks at high mid-season volumes. Concerns are rising over availability and cost of MAP, DAP and superphosphate, mainly sourced from the Middle East, which could be constrained by Red Sea hostilities.
Red Sea disruption threatens Middle East phosphate shipments to Australia, supporting phosphate prices while urea stays weak.
在过去 64 次物流事件之后,尿素 在 5 个交易日内中位数变动 -0.3%(48% 上涨;中间一半区间为 -1.0% 至 +2.3%),20 个交易日内为 -0.3%。
在过去 31 次看涨的物流事件之后,DAP 在 5 个交易日内中位数变动 +0.5%(58% 上涨;中间一半区间为 -0.4% 至 +0.9%),20 个交易日内为 +1.6%。
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。