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China will send specialty fertilizers to India within 20 to 25 days after assurances from Foreign Minister Wang Yi, with urea and DAP shipments likely within a fortnight. The shipments are timed for India's rabi sowing season after months of supply disruption.
Resumed Chinese urea and DAP shipments to India ease the supply squeeze ahead of rabi planting and reduce pressure on import prices. However, the reprieve is described as temporary given planned Chinese export controls from October.
livemint.comVijay C Roy2025年8月26日在过去 81 次看跌的贸易事件之后，尿素 在 5 个交易日内中位数变动 -1.0%（28% 上涨；中间一半区间为 -7.2% 至 +0.4%），20 个交易日内为 -5.5%。
在过去 40 次看跌的贸易事件之后，DAP 在 5 个交易日内中位数变动 -0.1%（38% 上涨；中间一半区间为 -3.7% 至 +0.5%），20 个交易日内为 -2.4%。
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。
China reviving urea shipments to India signals more Chinese supply and less Indian reliance on other origins, which is bearish for global prices.
