摩根士丹利：化工行业-尿素价格上涨，钾肥小幅上涨，磷肥基本持平；大豆压榨利润大多上升

Potash prices rise modestly. SE-Asia MOP prices were +$5/t to $335-355/t cfr WoW while Pupuk still has to award its MOP tender post various suppliers rejecting its second counterbid of $338/t cfr (while most suppliers are looking for $360/t cfr and more). US NoLa MOP prices were +$2/st to $315-320/st fob as the market is relatively quiet post the tariff exemptions, and farmers are overall well-covered for spring season needs; summer fills typically start in June. NW-EU MOP prices stable at €340-360/t cif Wo ...