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Russia is using its natural gas to produce urea, which is exempt from European Union sanctions, and exporting it to Europe. Yara says the practice is substantial and is distorting the EU urea market.
The sanctions on Russian gas have already raised energy costs for European fertilizer producers.
Sanction-exempt Russian urea flowing into Europe adds supply to a market already facing high gas-driven production costs, which tends to weigh on European urea prices while keeping the cost floor high.
cen.acs.orgAlex Scott2024年5月3日在过去 17 次看跌的地缘政治事件之后，尿素 在 5 个交易日内中位数变动 -1.9%（41% 上涨；中间一半区间为 -3.1% 至 +2.8%），20 个交易日内为 +0.2%。
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。
