
US Gulf urea barge values hit a nine-year high as buyers competed for nearby barges after Hurricane Ida. CF Industries' Donaldsonville plant shut down with restart delayed by power outages.
The US became the premium western market, and North African cargoes were being considered for diversion to the Gulf.
Hurricane-driven plant outages and limited barge supply lift US nitrogen prices and pull export cargoes away from other destinations, raising input costs for US feed producers.
在过去 30 次看涨的天气事件之后,尿素 在 5 个交易日内中位数变动 +1.4%(67% 上涨;中间一半区间为 -0.3% 至 +1.6%),20 个交易日内为 +9.1%。
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。
US Gulf (Nola) urea barges hit a nine-year high on 2021-09-03 as Hurricane Ida shut CF's Donaldsonville plant, tightening nearby supply and directly driving the one-day jump.
Hurricane Ida shut CF's Donaldsonville plant and tightened US Gulf supply, pushing Nola urea barges to a nine-year high within the move window.
The CF Donaldsonville shutdown after Ida tightened US Gulf urea supply and lifted barges to a nine-year high, though the report is dated a day after the move.
Nola barges hit a nine-year high on tighter supply after Ida and the CF Donaldsonville outage, but the 2021-09-03 date falls just after the window, so it is partly confirmatory.