Phosphate fertilizer prices in Argentina are rising, while granulated urea shows signs of recovery after Egyptian plants suspended operations due to gas cuts. Brazilian urea sold at 380-410 USD/t CFR, and China's quota-based export restart is expected to be delayed until mid-to-late June.
Egyptian urea supply losses and anticipated Indian demand support near-term nitrogen prices. Firm fertilizer costs in South America pressure farm margins for corn and soybean planting.
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 31 次看涨的物流事件之后,DAP 在 5 个交易日内中位数变动 +0.5%(58% 上涨;中间一半区间为 -0.4% 至 +0.9%),20 个交易日内为 +1.6%。
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。
Dated on the move day, it reports Brazilian urea at 380-410 USD/t CFR, far below the 515 USD/t wholesale reference of late May, and says China's export restart is expected mid-to-late June, which fits a sharp price reset.