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UK fertiliser prices held roughly flat over the new year but are now rising as supply chain bottlenecks feed through. AHDB data put granular urea at £424/t in December, more than £50/t above a year earlier, and some February quotes were around £385/t with March increases expected.
Uncertainty over the EU's Carbon Border Adjustment Mechanism, along with US tensions with major urea exporters, is also cited as lifting prices.
Logistics delays and geopolitical risk tighten urea availability for UK and European buyers and support higher nitrogen prices into spring. Feed and grain producers face higher crop input costs.
fwi.co.ukCharlie Reeve2026年1月28日在过去 49 次看涨的物流事件之后，尿素 在 5 个交易日内中位数变动 -0.3%（45% 上涨；中间一半区间为 -1.3% 至 +2.2%），20 个交易日内为 -0.4%。
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。
