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Urea barge prices in New Orleans fell 55% from the April peak to $350 per tonne on June 22 after the Hormuz ceasefire and renewed Chinese exports. Futures also dropped below pre-war levels, and analysts are watching India's next urea import tender for a possible price floor.
Sharp wholesale declines lower the cost of nitrogen for crops, but the timing of India's tender and China's export volumes will determine whether prices find a floor before fall demand.
在过去 17 次看跌的地缘政治事件之后,尿素 在 5 个交易日内中位数变动 -1.9%(41% 上涨;中间一半区间为 -3.1% 至 +2.8%),20 个交易日内为 +0.2%。
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。