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JIRCAS republished an AMIS overview of recent fertilizer market trends, noting about 169 million tonnes expected to be traded in 2024. It describes China's export restrictions since 2021, which cut its urea and phosphate exports by 95% and 21% since 2020, and the effects of sanctions on Belarus and the Ukraine conflict on regional supply.
Persistent export curbs from China and Russian/Belarusian supply constraints keep fertilizer costs elevated, which raises input costs for feed-grain producers and supports the case for higher corn and soy production costs.
jircas.go.jpJapan International Research Center2025年5月13日在过去 92 次看涨的宏观事件之后，尿素 在 5 个交易日内中位数变动 +0.0%（50% 上涨；中间一半区间为 -2.0% 至 +3.6%），20 个交易日内为 +4.8%。
在过去 28 次看涨的宏观事件之后，DAP 在 5 个交易日内中位数变动 -0.2%（36% 上涨；中间一半区间为 -0.9% 至 +1.3%），20 个交易日内为 -0.8%。
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。
