Genesis Fertilizers reports that Canpotex agreed a potash contract with China at US$307/mt CFR for shipments through December 2023, down from US$590/mt last year and below the US$422/mt India contract. North American urea and phosphate prices were mostly flat, with NOLA barge prices volatile across the week.
A sharply lower China potash benchmark signals weaker global potash pricing, which lowers input costs for feed producers' crop inputs and points to bearish fertilizer sentiment that could weigh on corn and soy input economics.
历史可比事件尚不足,暂无法给出历史解读。
在过去 23 次中性的贸易事件之后,尿素 在 5 个交易日内中位数变动 0.0%(48% 上涨;中间一半区间为 -1.1% 至 +1.0%),20 个交易日内为 +2.8%。
在过去 36 次中性的贸易事件之后,DAP 在 5 个交易日内中位数变动 +0.7%(64% 上涨;中间一半区间为 -0.0% 至 +2.1%),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。