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Urea prices remained weak on low demand as of early December, with Brazilian bids below $330/tonne CFR and Iranian producers holding over 350,000 tonnes of inventory. Analysts said Q1 2025 could see a rebound if the US returns to the market, and China's potential export restrictions added uncertainty to DAP and MAP.
Weak near-term demand keeps nitrogen costs soft, but expected US buying and possible Chinese export curbs could lift prices in early 2025.
在过去 23 次中性的贸易事件之后,尿素 在 5 个交易日内中位数变动 0.0%(48% 上涨;中间一半区间为 -1.1% 至 +1.0%),20 个交易日内为 +2.8%。
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。