
The European Commission proposed import tariffs on Russian and Belarusian fertilizers, excluding ammonia. If approved, they would start July 1, 2025, rising to between EUR 315 and EUR 430 per tonne by 2028, on top of the existing 6.5% duty.
Russia supplied about 25% of EU DAP, MAP, NPK and NPS imports in January to October 2024.
Higher tariffs on Russian product will shift trade flows toward Morocco and the Middle East, raising European delivered prices for phosphates and urea.
在过去 318 次看涨的政策事件之后,玉米 在 5 个交易日内中位数变动 -0.1%(48% 上涨;中间一半区间为 -1.4% 至 +1.5%),20 个交易日内为 -0.2%。
历史可比事件尚不足,暂无法给出历史解读。
在过去 129 次看涨的政策事件之后,尿素 在 5 个交易日内中位数变动 -0.1%(47% 上涨;中间一半区间为 -1.3% 至 +2.3%),20 个交易日内为 +1.4%。
在过去 151 次看涨的政策事件之后,DAP 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -0.6% 至 +0.9%),20 个交易日内为 +1.9%。
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。
EU proposal on 2025-02-03 to tariff Russian and Belarusian fertilizers threatens import supply to Europe, and the title explicitly links it to urea rising that day.