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Urea prices have spiked close to 30% since Iran shut shipping through the Strait of Hormuz, which has halted close to half of the world's urea exports. US farmers, including Kansas grower Matt Ubel, are facing higher nitrogen costs just as spring planting of corn begins.
Reduced Gulf fertilizer exports raise input costs for US corn growers during peak nitrogen application, which may trim planted acreage or yields and support feed grain prices.
npr.orgFrank Morris2026年3月26日在过去 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 323 次看涨的地缘政治事件之后，玉米 在 5 个交易日内中位数变动 +0.5%（57% 上涨；中间一半区间为 -1.5% 至 +2.9%），20 个交易日内为 +0.9%。
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。
Hormuz shipping halt reportedly stopped close to half of world urea exports, a trade-flow shock that supports continued upward pressure on urea.
