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Rabobank's semi-annual Fertiliser Outlook says global fertilizer affordability is declining, with prices up about 15 percent between April and September 2025 and phosphates up nearly 19 percent. The bank expects weaker fertilizer demand in 2025 and a sharper downturn in 2026, with Australian farmers facing persistent input inflation.
Falling fertilizer demand expected in 2026 may reduce application rates and future crop output, while weaker affordability could cap grain and feed demand. Phosphate and urea prices are less affordable, which may weigh on demand over the next season.
dairynewsaustralia.com.auSophie Baldwin2025年12月4日在过去 35 次看跌的报告事件之后，DAP 在 5 个交易日内中位数变动 0.0%（37% 上涨；中间一半区间为 -0.7% 至 +1.5%），20 个交易日内为 +0.6%。
在过去 42 次看跌的报告事件之后，尿素 在 5 个交易日内中位数变动 +0.3%（57% 上涨；中间一半区间为 -1.9% 至 +3.3%），20 个交易日内为 +2.9%。
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。
