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A Rabobank report expects fertilizer consumption to improve in some regions in 2023 as prices decline. The affordability index is trending lower and is expected to keep falling over the next three months, although it will stay above normal.
Nitrogen products are the main risk because of the European natural gas crisis.
Easing fertilizer prices and affordability could support demand in 2023, but nitrogen costs remain exposed to European gas prices.
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。