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A Rabobank annual outlook warns that geopolitical risks, including escalating tensions with Iran, a major urea and ammonia producer, could push fertilizer prices higher in 2026. The report says New Zealand farmgate prices should stay high, supported by solid export demand.
Tensions involving Iran threaten supply of nitrogen fertilizers, which could raise input costs for feed and crop producers. Stronger farmgate prices support demand for feed.
rnz.co.nzTe Reo Irirangi o Aotearoa2026年2月2日在过去 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。
