
The Fertilizer Institute's CEO says a series of events, including COVID-era demand planning, extreme weather, plant shutdowns and government sanctions, have pushed fertilizer prices to record highs. Strong corn and soybean markets have added demand pressure, especially on nitrogen, which faces higher natural gas costs.
Record fertilizer costs, particularly nitrogen tied to natural gas, raise grain production costs and may influence planted acreage and 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%。
在过去 155 次看涨的宏观事件之后,天然气 在 5 个交易日内中位数变动 +0.1%(51% 上涨;中间一半区间为 -4.0% 至 +7.1%),20 个交易日内为 +2.0%。
在过去 28 次看涨的宏观事件之后,DAP 在 5 个交易日内中位数变动 -0.2%(36% 上涨;中间一半区间为 -0.9% 至 +1.3%),20 个交易日内为 -0.8%。
历史可比事件尚不足,暂无法给出历史解读。
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。
Industry commentary on plant shutdowns, sanctions, high gas costs and strong corn demand supports tight nitrogen supply and demand pressure.