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China suspended urea exports on October 15, and strong Indian demand is tightening the market. Urea prices in New Orleans rose 4% in October and 23% year on year, with forward prices for December and January also climbing.
India must source urea elsewhere after China's ban, which is expected to support global nitrogen prices into 2026. The export suspension is a major supply shock.
在过去 176 次看涨的贸易事件之后,尿素 在 5 个交易日内中位数变动 +0.1%(51% 上涨;中间一半区间为 -1.3% 至 +2.4%),20 个交易日内为 +1.6%。
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。
It reports China's urea export halt and strong Indian demand tightening supply, with New Orleans prices and forward December/January prices rising, which supports continued upward price pressure into Nov 3.