
Hurricane Ida disrupted Gulf Coast grain and soybean shipments and knocked out production of some fertilizers and crop chemicals, including Bayer's Louisiana glyphosate plant. Urea barge prices at New Orleans rose from $450 to $552 a ton after the storm, and farmers face tight supplies ahead of harvest and wheat planting.
Tighter nitrogen and crop chemical supply raises input costs for feed grain and oilseed production, and the export disruption from the Gulf adds to pressure on US grain basis and freight.
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%。
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。
Hurricane Ida knocked out Gulf Coast fertilizer production and lifted New Orleans urea barge prices from $450 to $552/t, a direct supply shock to US Gulf urea.
Hurricane Ida knocked out Gulf fertilizer production and urea barge prices at New Orleans jumped from $450 to $552/t.