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Indian fertilizer companies are waiting before buying after China banned urea exports, with the government negotiating supply deals on their behalf. Stocks in the pipeline are said to cover urea demand until mid-December, and DAP and potash until December.
Some companies fear the Chinese ban could push up DAP and muriate of potash prices, as happened during the 2021 ban.
Because India is heavily import-dependent, its delay in buying limits near-term urea demand, but a Chinese export ban could still lift DAP and potash prices if supply tightens further.
thehindubusinessline.comPrabhudatta Mishra2023年9月8日在过去 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%。
在过去 193 次看涨的贸易事件之后，DAP 在 5 个交易日内中位数变动 +0.4%（54% 上涨；中间一半区间为 -0.3% 至 +1.8%），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。
