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StoneX fertilizer VP Josh Linville said Iran's attack on Israel added to an already tight urea market where many countries had sharply cut exports. He reported urea barge load prices were up 10% that week, with anhydrous and UAN values following.
He warned that any Middle East conflict would significantly affect global fertilizer supply.
The Middle East and North Africa supply about half of traded urea, so regional conflict tightens global nitrogen supply and raises input costs. Higher fertilizer prices pressure farm margins and can shift acreage away from corn.
brownfieldagnews.comJared White2024年10月2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 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。
Iran's attack on Israel on a tight urea market raised supply-disruption fears and lifted barge prices about 10% that week, a direct sentiment and supply driver of the 1 Oct-3 Oct jump.
Iran's attack on Israel on Oct 1-2 added a risk premium to an already tight urea market, with barge prices reportedly up sharply, which fits the 1-day jump.
