
Bloomberg reports that Chinese authorities are holding some fertilizer cargoes for extra checks or new export certificates, with supplies either sold domestically or delayed. The move follows an October 15 customs rule requiring inspection of 29 fertilizer product categories, including urea.
Global fertilizer costs have reached record levels amid energy crises in Europe and China.
Delayed Chinese exports reduce global availability of urea and related fertilizers at a time of record prices, which keeps upward pressure on fertilizer costs and food inflation. Buyers outside China face tighter supply through the 2022 season.
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%。
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。