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SunSirs reports that global nitrogen and phosphate fertilizer prices have risen sharply since the US-Israel-Iran conflict began, with urea up as much as 50% in some regions. China's domestic fertilizer market has stayed stable, with nitrogen prices under half of international levels and phosphate more than RMB1,000 below world prices.
A large gap between Chinese domestic and world prices signals that Chinese export restraint is keeping supply tight outside China, supporting international urea and phosphate prices.
news.chemnet.com2026年4月7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%。
在过去 114 次看涨的地缘政治事件之后，DAP 在 5 个交易日内中位数变动 +0.0%（50% 上涨；中间一半区间为 -0.3% 至 +1.2%），20 个交易日内为 +0.3%。
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。
