加载中…
Mosaic and CF Industries said they expect global fertilizer supply to stay tight as the Ukraine war, heat in Europe and the US, and drought signs in southern Brazil constrain crops. Mosaic still expects a potash shortfall of about 8 million tonnes this year, and CF expects LNG markets to stay tight.
A sustained fertilizer shortfall and high LNG-linked nitrogen costs support higher fertilizer prices and push up the cost of grain and oilseed production. Feed buyers should plan for firm input-driven price support.
历史可比事件尚不足,暂无法给出历史解读。
在过去 205 次看涨的地缘政治事件之后,尿素 在 5 个交易日内中位数变动 +0.4%(53% 上涨;中间一半区间为 -2.1% 至 +3.0%),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。