
Agri-Access principal Peter McEwen says political decisions in Russia, Egypt, Morocco and China, including new export tariffs and Chinese export restrictions, have driven fertiliser prices to record levels. He said urea has hit an all-time high above 2008 peaks, with potash expected to follow in early 2022.
Export tariffs and Chinese restrictions tighten global nutrient supply, keeping fertiliser costs elevated for feed grain producers and raising input costs for corn and other crops that feed livestock.
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。
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%。
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。