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Argus analysts say the Israel-Iran conflict is already disrupting fertilizer supply chains, including attacks on gas production facilities. Brazil's nutrient purchases for the 2025-26 soybean and corn crops are advancing, but product availability and Chinese phosphate policy are complicating the market.
Gas-related supply disruption and limited Brazilian product availability support nitrogen and phosphate prices ahead of the main buying season.
argusmedia.com2025年6月23日在过去 205 次看涨的地缘政治事件之后，尿素 在 5 个交易日内中位数变动 +0.4%（53% 上涨；中间一半区间为 -2.1% 至 +3.0%），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。
