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CF Industries began restarting ammonia units at its Donaldsonville, Louisiana complex after Hurricane Ida, but urea and UAN restarts were to follow. Gulf barge logistics remain disrupted, and prompt September barges reached $552/t fob, the highest since 2012.
Slow plant restarts and barge logistics problems keep US nitrogen supply tight during the fall application season, supporting urea prices and freight costs.
profercy.comChris Yearsley2021年9月15日在过去 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。
