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The EU's Carbon Border Adjustment Mechanism (CBAM) starts in January 2026, but key aspects of the charge calculation are still unconfirmed. The charge depends on each plant's reported emissions, ranging from about €15/t for efficient plants to €70-80/t or more for others.
Market participants disagree on whether importers or origin producers will bear the cost.
CBAM adds a carbon cost to urea imported into the EU, which could lift delivered prices or pressure FOB prices at origin. Until the methodology is confirmed, traders face added uncertainty in pricing and trade terms.
worldfertilizer.comOliver Kleinschmidt2025年12月11日在过去 26 次中性的政策事件之后，尿素 在 5 个交易日内中位数变动 -1.0%（27% 上涨；中间一半区间为 -4.1% 至 +0.6%），20 个交易日内为 -2.5%。
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。
