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Episode3's fertiliser model shows urea prices in Australia up about A$100/t since mid-December, but flat over the previous three weeks. Indian tender buying of about 1.27 million tonnes, with offers above 3 million tonnes, is cited as a main driver.
Escalating US-Iran tensions also threaten Middle East urea supply.
Australian farm input costs for the coming seeding season rise as urea import parity climbs. Further Indian tenders and any Middle East energy spike could push urea higher again.
在过去 176 次看涨的贸易事件之后,尿素 在 5 个交易日内中位数变动 +0.1%(51% 上涨;中间一半区间为 -1.3% 至 +2.4%),20 个交易日内为 +1.6%。
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。