
Shipping through the Strait of Hormuz has slowed sharply, with only six commercial vessels transiting on one Sunday, many with tracking systems off. Analysts say the strait is effectively shut for practical purposes.
Fertilizer prices are rising as the market prices in fewer vessels and higher risk for fall supplies.
Roughly a fifth of global fertilizer exports move through Hormuz, so disruption pushes up urea and other nitrogen and phosphate costs. Higher input prices squeeze feed grain margins and can lift corn and other crop prices over time.
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%。
在过去 114 次看涨的地缘政治事件之后,DAP 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -0.3% 至 +1.2%),20 个交易日内为 +0.3%。
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。