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Nitrogen fertiliser prices have surged, with Gulf urea rising from about $420 to $700 per ton in two months. The increase reflects higher natural gas costs in Europe, which have forced plant curtailments, and reduced Egyptian shipments as Europe buys more from there.
Lower Chinese production and rising crop values are also supporting demand.
Multiple supply constraints and strong farm demand are pushing nitrogen to record levels for the past decade. Higher fertiliser costs squeeze farm margins and can reduce corn acreage, affecting feed grain supply.
在过去 92 次看涨的宏观事件之后,尿素 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -2.0% 至 +3.6%),20 个交易日内为 +4.8%。
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。