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The EU introduced a progressive tax on Russian and Belarusian fertilizer imports, with a 6.5% duty plus a €40/t levy since July. Urea imports from Russia fell by about two-thirds in July and August.
The levy will rise to a maximum of 6.5% plus €430/t by July 2028.
Reduced Russian supply into Europe tightens the European urea market and supports European producers, which can raise prices. The tax also links fertilizer output to EU gas demand.
在过去 129 次看涨的政策事件之后,尿素 在 5 个交易日内中位数变动 -0.1%(47% 上涨;中间一半区间为 -1.3% 至 +2.3%),20 个交易日内为 +1.4%。
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。