
Fertilizer prices in the Netherlands are rising during the summer, which is unusual because prices normally fall after the season. The KAS 27 price has climbed to about €27.90 per 100 kg, driven largely by higher natural gas prices.
Asian buyers are building LNG stocks, which competes with European storage.
Higher natural gas costs raise nitrogen fertilizer production costs, supporting urea and nitrogen prices into the next season.
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%。
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。
Rising European natural gas prices and LNG competition raise nitrogen production costs, which is a plausible input-cost driver of firmer urea prices.