
Millions of gallons of Middle East nitrogen and other fertilizer exports were reported stranded at the top of the Strait of Hormuz in early March 2026 as the US and Israel bombed Iran. Midwest farmers face high fertilizer costs and are looking at reducing nitrogen use, including by adding oats to rotations, though oat demand remains limited.
Stranded fertilizer supply and higher nitrogen costs tighten the input market and support urea prices. Growers may shift acres toward crops that need less nitrogen, which would change corn and soy demand 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 96 次中性各类事件之后,燕麦 在 5 个交易日内中位数变动 -0.1%(48% 上涨;中间一半区间为 -2.7% 至 +3.4%),20 个交易日内为 -1.2%。
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。