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Indian monsoon rains recovered after a very dry June, with July rainfall 4.6% above average and the August surplus running higher. Fertiliser sales of urea, DAP and NPK complexes have picked up, and kharif planted area has narrowed its gap with last year to 2.3%.
Stronger rainfall and planting support rising Indian fertilizer demand and reduced price pressure from companies cutting prices, which lifts import needs for urea and phosphates.
在过去 30 次看涨的天气事件之后,尿素 在 5 个交易日内中位数变动 +1.4%(67% 上涨;中间一半区间为 -0.3% 至 +1.6%),20 个交易日内为 +9.1%。
在过去 13 次天气事件之后,DAP 在 5 个交易日内中位数变动 0.0%(46% 上涨;中间一半区间为 -0.2% 至 +0.9%),20 个交易日内为 +0.7%。
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。