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Trade sources in India say China's order to suspend some urea exports will have limited direct impact on India's supply, since its China imports are already small and falling. However, the decision could lift global urea prices, which had already risen about 30% in India between July and August.
Even with limited direct impact on India, the loss of Chinese tonnage and firm Brazilian and Argentine demand point to higher global urea prices and costlier import purchases.
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。