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South Korea will consult China over delays to urea export clearances. South Korea imports over 90% of its urea from China.
The article notes concern about a repeat of the 2021 supply crunch, when China effectively halted urea exports.
Uncertainty over Chinese urea clearances raises the risk of a supply crunch in Asia, which could support urea prices as importers scramble for non-Chinese tons.
在过去 176 次看涨的贸易事件之后,尿素 在 5 个交易日内中位数变动 +0.1%(51% 上涨;中间一半区间为 -1.3% 至 +2.4%),20 个交易日内为 +1.6%。
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。