Vietnam's Plant Production and Protection Department held a conference with fertilizer producers to discuss stabilizing fertilizer prices and securing crop supply. Companies reported that the Middle East conflict since late February 2026 has raised transport, raw material and production costs.
Vietnam's urea capacity is about 2.8 million tons per year against domestic demand of about 2.1 million tons, leaving a surplus that firms want to export.
Higher Middle East-driven input costs and tight global nitrogen supply lift urea and fertilizer prices, which feed into farm production costs and feed grain economics. Vietnam's surplus and export balancing is a modest offset that may limit regional urea price gains.
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%。
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。