
Chinese officials have forced natural gas-powered fertilizer plants in areas like Sichuan and Yunnan to shut in order to divert gas to northern home heating. Urea prices in Shandong rose to a four-year high, and Chinese urea exports are expected to fall sharply to 4.3 million tonnes this year from 8.9 million in 2016.
Tighter Chinese urea supply removes a major export source from the global nitrogen market, supporting higher fertilizer costs for feed grain growers and suggesting higher Chinese corn planting costs next year.
在过去 318 次看涨的政策事件之后,玉米 在 5 个交易日内中位数变动 -0.1%(48% 上涨;中间一半区间为 -1.4% 至 +1.5%),20 个交易日内为 -0.2%。
在过去 129 次看涨的政策事件之后,尿素 在 5 个交易日内中位数变动 -0.1%(47% 上涨;中间一半区间为 -1.3% 至 +2.3%),20 个交易日内为 +1.4%。
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。