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The EU's nitrogen fertilizer output is being cut by an estimated 400,000 to 500,000 tonnes per month, according to Argus Media, with plant shutdowns starting in Poland and spreading to producers such as Achema, Yara and Borealis. Less than 30 percent of UAN capacity is expected to run by early fall.
Deep European curtailments remove a large share of global nitrogen supply, supporting fertilizer prices and raising production costs for feed grains.
在过去 49 次看涨的物流事件之后,尿素 在 5 个交易日内中位数变动 -0.3%(45% 上涨;中间一半区间为 -1.3% 至 +2.2%),20 个交易日内为 -0.4%。
在过去 359 次看跌的物流事件之后,玉米 在 5 个交易日内中位数变动 -0.3%(44% 上涨;中间一半区间为 -1.5% 至 +1.5%),20 个交易日内为 -0.5%。
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。