DTN retail data for late March 2024 show all eight major fertilizers priced higher than a month earlier, with urea up 8% to an average of $576 per ton. Analysts said the Francis Scott Key Bridge collapse has closed the Port of Baltimore, which handles about 10% of US UAN imports, and could cause spring UAN supply disruptions.
Port closure risks tighter US nitrogen supply during the spring application window, supporting higher fertilizer costs for farmers. Higher input costs can reduce planted acreage and affect future grain and feed supply.
在过去 49 次看涨的物流事件之后,尿素 在 5 个交易日内中位数变动 -0.3%(45% 上涨;中间一半区间为 -1.3% 至 +2.2%),20 个交易日内为 -0.4%。
在过去 31 次看涨的物流事件之后,DAP 在 5 个交易日内中位数变动 +0.5%(58% 上涨;中间一半区间为 -0.4% 至 +0.9%),20 个交易日内为 +1.6%。
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。