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Farm Futures analyst Bryce Knorr says fertilizer prices are showing signs of topping out, but lower input costs will not reach farmers until summer. The Suez Canal blockage by the Ever Given added shipping delays for grain and fertilizer on top of a difficult winter and coronavirus disruption.
Higher and slow-to-fall fertilizer costs raise the cost of growing crops and squeeze farm margins, which can support grain prices and tighten feed supply in the near term.
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%。
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。