Rabobank's semi-annual Global Fertiliser Outlook says prices for nitrogen, phosphates and potash have gradually eased from 2022 highs but remain elevated historically. Muted global demand is expected to feed into prices over the next six months, with markets likely to stay volatile in 2025.
Easing but still-high fertiliser costs keep farmer input margins tight, which can curb planted area and feed-grain supply growth. Expected softer demand points to flat-to-lower fertiliser prices, with volatility persisting.
在过去 42 次看跌的报告事件之后,尿素 在 5 个交易日内中位数变动 +0.3%(57% 上涨;中间一半区间为 -1.9% 至 +3.3%),20 个交易日内为 +2.9%。
在过去 35 次看跌的报告事件之后,DAP 在 5 个交易日内中位数变动 0.0%(37% 上涨;中间一半区间为 -0.7% 至 +1.5%),20 个交易日内为 +0.6%。
历史可比事件尚不足,暂无法给出历史解读。
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。