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France's government announced a nitrogen fertilizer aid package on July 9 that pays farmers at least 50 euros per ton on straight nitrogen purchases made between June 1 and September 30. Urea demand accelerated immediately and French granular urea rose to about 495 euros per ton from 460.
UAN demand also surged, and some suppliers withdrew offers pending price reassessment.
The subsidy pulls nitrogen demand forward into the purchase window, tightening European urea supply and supporting prices. The measure also diverts demand away from NPK and ammonium sulfate, which are not covered.
worldfertilizer.comOliver Kleinschmidt2026年7月16日在过去 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。
