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StoneX fertilizer analyst Josh Linville says China is tightening urea exports while India is seeking more tonnage, and international urea values rose more than $100 per ton over the holiday weekend. He notes that higher urea prices shift demand toward anhydrous and UAN.
Rising urea prices are likely to push US farmers toward cheaper nitrogen alternatives such as anhydrous and UAN, supporting those prices during a large fall application season.
brownfieldagnews.comCarah Hart2023年9月5日在过去 176 次看涨的贸易事件之后，尿素 在 5 个交易日内中位数变动 +0.1%（51% 上涨；中间一半区间为 -1.3% 至 +2.4%），20 个交易日内为 +1.6%。
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。
Dated the same day as the move, it reports international urea values up over $100/ton over the holiday weekend as China tightens exports and India seeks more tonnage, a direct supply and demand driver.
China tightening urea exports while India seeks more tonnage lifted international urea values by over $100/ton over the holiday weekend, directly explaining the spike.
