
Tightening supplies and tariff concerns have pushed up costs for potash, nitrogen and phosphate fertilizers. A North American fertilizer price benchmark rose to its highest level since at least 2016 relative to grain and oilseed futures, above its Russia-Ukraine invasion peak.
Farmers are earning less for their harvests while input costs climb.
Higher fertilizer prices relative to crop values squeeze farm margins and can reduce application rates, which tightens future feed grain supply. Buyers should expect firm nutrient prices and weaker farm economics to keep upward pressure on input-linked feed costs.
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%。
历史可比事件尚不足,暂无法给出历史解读。
在过去 193 次看涨的贸易事件之后,DAP 在 5 个交易日内中位数变动 +0.4%(54% 上涨;中间一半区间为 -0.3% 至 +1.8%),20 个交易日内为 +1.9%。
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。