
StoneX analyst Josh Linville says Russia's decision to halt fertiliser exports for the rest of 2022 removes major supply, since Russia accounts for about 14% of global urea exports and large shares of UAN and potash. He adds that China could worsen the situation, because China and Russia together supply about 40% of global phosphate.
Losing Russian and possibly Chinese export volumes tightens global nitrogen, phosphate and potash supply, which keeps fertiliser prices elevated and raises feed grain production costs.
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%。
在过去 151 次看涨的政策事件之后,DAP 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -0.6% 至 +0.9%),20 个交易日内为 +1.9%。
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。