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Fitch Ratings raised its 2026 price forecasts for ammonia to about $375/t from $300 and urea to about $420/t from $340, citing Hormuz disruption. It expects phosphate rock to stay near $150/t FOB Morocco.
Higher nitrogen fertilizer forecasts raise input costs for grain and forage production, while stable phosphate prices suggest Moroccan phosphate supply remains relatively insulated from Gulf disruption.
在过去 92 次看涨的宏观事件之后,尿素 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -2.0% 至 +3.6%),20 个交易日内为 +4.8%。
历史可比事件尚不足,暂无法给出历史解读。
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。