
Western Australia has reportedly run out of urea as unexpectedly heavy winter rains prompted farmers to start unplanned topdressing. Suppliers say they have enough stock for current orders, but there are concerns about supply if more rain arrives later in July.
Growers had earlier shown muted interest in urea because of dry-season concerns and a falling price.
A regional shortage of urea during peak topdressing can lift local nitrogen prices and tighten supply for growers. Because the tightness comes from a sudden demand surge rather than a global supply shift, the impact on international urea prices is likely to be limited.
在过去 30 次看涨的天气事件之后,尿素 在 5 个交易日内中位数变动 +1.4%(67% 上涨;中间一半区间为 -0.3% 至 +1.6%),20 个交易日内为 +9.1%。
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。