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CRU reviewed Q2 results from Nutrien, CF Industries and Mosaic, which all signaled optimism for North American fertilizer demand in 2020. The outlook is based on positive corn price expectations and expected planting increases next year.
The analysis also flags that US urea and potash prices have been volatile and that flooding disrupted logistics this spring.
Expected higher corn plantings in 2020 would lift nitrogen and phosphate demand in North America. The optimism supports the fertilizer price outlook, but its realization depends on corn prices and weather.
news.agropages.com2019年9月4日在过去 1,040 次看涨的报告事件之后，玉米 在 5 个交易日内中位数变动 +0.5%（62% 上涨；中间一半区间为 -0.9% 至 +2.0%），20 个交易日内为 +0.8%。
在过去 76 次看涨的报告事件之后，尿素 在 5 个交易日内中位数变动 0.0%（49% 上涨；中间一半区间为 -2.2% 至 +2.9%），20 个交易日内为 -0.3%。
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。
