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Australian urea wholesale prices have fallen to about A$950/t from A$1390 earlier in the month, shifting from shortage toward oversupply. Retailers are criticizing the government's A$7.5 billion import underwriting scheme as distorting the local market.
A growing global backlog of Persian Gulf product is expected to arrive by spring, pointing to further nitrogen price declines. Input cost relief for Australian livestock and grain producers is likely, though the subsidy scheme adds local price distortion.
farmonline.com.auAndrew Marshall2026年6月23日在过去 34 次看跌的政策事件之后，尿素 在 5 个交易日内中位数变动 -0.8%（38% 上涨；中间一半区间为 -3.3% 至 +1.8%），20 个交易日内为 -4.5%。
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。
