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Russia's government has suspended fertilizer exports, a move that analysts expect to threaten supplies in the EU, South America and Africa and eventually raise prices for US farmers. Belarus is also not exporting potash because of problems moving product through the Klaipeda port in Lithuania.
Analysts say the halt could be long-lasting.
A export halt from two major potash and nitrogen suppliers removes a large share of readily exportable nutrient supply, which pushes urea and potash prices higher. Feed grain producers face higher crop input costs in the next planting cycle.
在过去 129 次看涨的政策事件之后,尿素 在 5 个交易日内中位数变动 -0.1%(47% 上涨;中间一半区间为 -1.3% 至 +2.3%),20 个交易日内为 +1.4%。
历史可比事件尚不足,暂无法给出历史解读。
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。