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CRU reviewed its top 10 fertilizer forecasts for 2020 and found most still on track despite COVID-19 disruption. China's DAP and urea exports are expected to fall, and India's urea imports are projected to decline while DAP imports rebound.
The review was published as a mid-year update.
Lower Chinese phosphate and urea export availability tightens the balance for importers, while India's shifting import needs change where global demand comes from.
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%。
在过去 38 次中性的报告事件之后,DAP 在 5 个交易日内中位数变动 +0.5%(61% 上涨;中间一半区间为 -0.5% 至 +1.6%),20 个交易日内为 +3.9%。
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。