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The US Trade Representative proposed service fees of up to $1 million to $1.5 million per US port call for ships with Chinese ownership or Chinese-built vessels. Operators with over half of new orders at Chinese yards would face an extra $1 million per vessel.
Russian granular urea sold to Brazil at $360 to $365/t CFR, a steep discount from the previous week.
The proposed fees would push cargoes away from US ports, raising ocean freight costs and diverting shipments. Urea and other fertilizer flows to Brazil would benefit from cheaper Russian supply, which pressures prices.
历史可比事件尚不足,暂无法给出历史解读。
在过去 64 次物流事件之后,尿素 在 5 个交易日内中位数变动 -0.3%(48% 上涨;中间一半区间为 -1.0% 至 +2.3%),20 个交易日内为 -0.3%。
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。