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Fitch expects urea to average $630/tonne in 2022 after lower year-to-date prices, and says most fertilizer prices will fall in 2023 but stay above mid-cycle levels. The agency cites 3.8m tonnes of new global urea capacity in 2022 excluding China, with further additions in 2023 and 2024.
New capacity additions and easing ammonia supply constraints point to lower nitrogen input costs for feed grain growers, though prices remain elevated.
在过去 42 次看跌的报告事件之后,尿素 在 5 个交易日内中位数变动 +0.3%(57% 上涨;中间一半区间为 -1.9% 至 +3.3%),20 个交易日内为 +2.9%。
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。