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National Fertiliser Development Centre data showed Pakistani urea offtake rose 4.9% month on month and 81% year on year to 1.16 million tonnes in June 2020. First-half offtake declined 7% to 2.6 million tonnes, and urea inventory fell 63% to 414,000 tonnes.
The June surge followed delayed purchases in May while farmers awaited a subsidy.
Low urea inventory and a rebound in offtake point to firmer near-term nitrogen demand in Pakistan, but the cumulative decline and subsidy uncertainty limit price upside. Buyers should monitor LNG supply to plants for August to October.
在过去 26 次中性的报告事件之后,尿素 在 5 个交易日内中位数变动 -0.4%(42% 上涨;中间一半区间为 -4.1% 至 +1.5%),20 个交易日内为 +0.9%。
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。