
Urea CFR values rose in Brazil, the US Gulf and parts of Europe this week, mainly because of higher freight rates rather than stronger demand. Chinese export clearances have been halted, and processed phosphate prices are rising.
Brazilian granular potash prices fell.
Higher freight costs are lifting delivered fertilizer prices even without new demand, and Chinese restrictions keep supply tight, so buyers face higher delivered costs for urea and phosphates while potash eases.
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。
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。