Russia's government issued an order setting temporary quantitative export restrictions on certain mineral fertilizers for non-EAEU countries, with quotas for June 1 to November 30, 2024. The quotas cover nitrogen-based codes (3102) and compound fertilizer codes (3105), and the order was later amended in October 2024 to add volume.
Russia is a major fertilizer exporter, so capped export volumes tighten global nitrogen and phosphate supply during the northern hemisphere application season. This is likely supportive for urea and DAP prices.
在过去 129 次看涨的政策事件之后,尿素 在 5 个交易日内中位数变动 -0.1%(47% 上涨;中间一半区间为 -1.3% 至 +2.3%),20 个交易日内为 +1.4%。
在过去 151 次看涨的政策事件之后,DAP 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -0.6% 至 +0.9%),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。