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Fitch expects ammonia near $375/t and urea near $420/t in 2026, up from earlier estimates, due to energy disruption from the Hormuz closure. It sees phosphate rock stable near $150/t FOB Morocco.
The nitrogen price upgrade raises fertilizer costs for feed grain producers, while steady phosphate supports the view that Morocco-linked phosphate supply is less affected.
millingmea.comEditor Milling2026年3月18日在过去 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。
