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Egyptian producers Mopco and Alexfert sold 6,000t cargoes of granular urea at $495-505/t fob for March loading, mainly for Europe. Prices rose after the US military began major combat operations in Iran.
Israeli gas fields were shut, which raises concern about Egyptian urea output.
Egypt normally exports about 4mn t/yr of urea, mostly to Europe, so gas disruptions there would tighten supply to Europe and support global urea prices. Higher nitrogen costs feed into feed-grain production costs.
argusmedia.comHarry Minihan2024年3月25日在过去 205 次看涨的地缘政治事件之后，尿素 在 5 个交易日内中位数变动 +0.4%（53% 上涨；中间一半区间为 -2.1% 至 +3.0%），20 个交易日内为 -0.4%。
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。
