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CVR Partners: Fertilizer Prices Will Surge If Hormuz Closure Blocks Global Gas Supplies
Seeking Alpha· 2025-06-23 20:38
Market Overview - The fertilizers market is experiencing a resurgence after being subdued for over two years, with the Fertilizers Price Index rising approximately 13% over the past year [1] - Despite the increase, the index remains significantly below its 2022 highs, indicating that a key inflection point has likely been passed [1] Analyst Background - The analysis is provided by a financial analyst with over a decade of experience in the fertilizers market, who has been writing on Seeking Alpha since 2018 [1] - The analyst has a professional background in private equity, real estate, and economic research, along with academic expertise in financial econometrics, economic forecasting, and global monetary economics [1]
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
摩根· 2025-05-08 01:49
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 ...