
China has issued urea export quotas, according to sources cited by Reuters, after banning many fertilizer exports in March. Two Chinese producers confirmed receiving quotas, and India is expected to be a major buyer.
Renewed Chinese supply could ease global urea prices that have surged since Hormuz closed, lowering nitrogen input costs for grain producers.
在过去 34 次看跌的政策事件之后,尿素 在 5 个交易日内中位数变动 -0.8%(38% 上涨;中间一半区间为 -3.3% 至 +1.8%),20 个交易日内为 -4.5%。
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。
Reuters-sourced confirmation that Chinese producers received export quotas validated the return of Chinese supply, triggering sharp selling.
Reuters-sourced confirmation that Chinese producers received export quotas, with India a likely buyer, reinforced expectations of added global supply.