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European ammonium nitrate plants are shutting down fully or partly due to high gas prices, with Polish plants Anwil and Grupa Azoty halting production and Lithuania's Achema due to close on 1 September. Imported AN was offered at £820-£835/t and urea rose to £745-£760/t delivered as buyers switched away from AN.
Gas-driven fertilizer supply cuts push nitrogen prices higher and the trade expects up to a 35% drop in fertilizer use for the coming crop, which could trim yields and raise grain costs.
fwi.co.ukSuzie Horne2022年8月23日在过去 323 次看涨的地缘政治事件之后，玉米 在 5 个交易日内中位数变动 +0.5%（57% 上涨；中间一半区间为 -1.5% 至 +2.9%），20 个交易日内为 +0.9%。
在过去 361 次看涨的地缘政治事件之后，小麦(SRW) 在 5 个交易日内中位数变动 +0.7%（58% 上涨；中间一半区间为 -1.4% 至 +3.7%），20 个交易日内为 +1.3%。
在过去 205 次看涨的地缘政治事件之后，尿素 在 5 个交易日内中位数变动 +0.4%（53% 上涨；中间一半区间为 -2.1% 至 +3.0%），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。
European gas-driven shutdowns of ammonium nitrate plants (Anwil, Grupa Azoty, Achema) tightened nitrogen fertiliser supply and pushed buyers to switch to urea, lifting delivered urea prices, though the report dates to 3 days before the move and the size of a 19% one-day jump suggests other drivers also contributed.
European AN plant shutdowns pushed buyers toward urea, raising urea demand and delivered prices (£745-760/t).
