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USDA's Prospective Plantings survey shows US corn acres rising about 4.73 million to roughly 95.3 million, the highest since 2013. Mid-South states add a combined 670,000 corn acres, up 31% from a year ago.
Urea prices in the region are up 33% since January, and University of Arkansas economists attribute the rise mainly to demand from corn acreage rather than tariffs.
Larger corn acreage points to heavier corn supply later in the year, which is bearish for corn prices. The added nitrogen demand keeps fertilizer costs elevated for growers.
uaex.uada.edu2025年4月30日uaex.uada.edu2025年4月30日在过去 1,102 次看跌的报告事件之后，玉米 在 5 个交易日内中位数变动 -0.2%（47% 上涨；中间一半区间为 -1.8% 至 +1.3%），20 个交易日内为 +0.0%。
在过去 76 次看涨的报告事件之后，尿素 在 5 个交易日内中位数变动 0.0%（49% 上涨；中间一半区间为 -2.2% 至 +2.9%），20 个交易日内为 -0.3%。
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。
Record-high corn acreage since 2013 raises nitrogen demand, a fundamental demand driver supporting the urea price rise.
Corn acreage at its highest since 2013 raises nitrogen demand, and Mid-South urea is up 33% since January, a demand-side driver of the rally.
Record corn acreage lifts nitrogen demand in the US, a fundamental driver of rising urea prices.
Record corn acreage lifts fertilizer demand and supports higher urea prices, but it is a slower-moving structural driver and does not explain a single-day jump.
