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European UAN 32% fob Baltic rose $60/mt week over week to $340/mt, and ammonia production costs climbed to about $740/mt as Northwest European gas prices topped Eur60/MWh, the highest since January 2023. Russian sanctions and freight disruptions added to supply constraints across Eastern and Western Europe.
Higher gas and ammonia costs lift the floor under nitrogen fertilizer prices, reinforcing the cost pressure on crop input markets and supporting grain prices through higher production costs.
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 60 次中性的地缘政治事件之后,原油(WTI) 在 5 个交易日内中位数变动 -0.9%(43% 上涨;中间一半区间为 -4.7% 至 +2.3%),20 个交易日内为 -1.9%。
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。