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India's RCF urea tender closed on 3 October for shipments to 20 November, coinciding with escalating Middle East tensions that lifted derivatives and physical offers. Egyptian granular urea rose $17/t in under five days to about $387/t FOB, and US Gulf barge prices exceeded $330/t FOB Nola for the first time since June.
Middle East suppliers are the primary source for India, so risk to those cargoes and the firm tender outcome support higher global urea prices and nitrogen input costs.
profercy.comChris Yearsley2024年10月4日在过去 205 次看涨的地缘政治事件之后，尿素 在 5 个交易日内中位数变动 +0.4%（53% 上涨；中间一半区间为 -2.1% 至 +3.0%），20 个交易日内为 -0.4%。
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。
The Indian tender and Middle East tensions lifted physical offers and NOLA barge prices, but the article is dated Oct 4, after the move, so it is a partial confirmation.
