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Fertilizer Stocks Traded Higher On Monday: Here's Why

Fertilizer Stocks Traded Higher On Monday: Here's Why

週一股票肥料交易上漲:原因在這裏
Benzinga ·  11/04 14:57

Fertilizer stocks, including Mosaic Company (NYSE:MOS) and Nutrien Ltd (NYSE:NTR), got a lift on Monday after Belarusian President Alexander Lukashenko suggested a coordinated production cut in potash with Russian producers.

肥料股票,包括美國美盛(NYSE:MOS)和nutrien有限公司(NYSE:NTR),在白俄羅斯總統亞歷山大·盧卡申科建議與俄羅斯生產商協調減少鉀肥生產後,週一受到提振。

What To Know: Lukashenko has proposed approaching Russian fertilizer producers to coordinate a 10% potash output cut in an effort to raise prices. He reportedly made the suggestion during a meeting with Andrey Rybakov, CEO of Belaruskali, the country's largest potash producer. Lukashenko said the cut could increase potash prices and help the industry adapt to recent economic pressures, according to Bloomberg.

要知道:盧卡申科提議與俄羅斯肥料生產商協調削減10%的鉀肥產量,以提高價格。據彭博社報道,在與白俄羅斯最大鉀肥生產商白俄羅斯卡利公司CEO安德烈·裏巴科夫的會議期間,他提出了這一建議。盧卡申科表示,這種削減可能會提高鉀肥價格,並幫助該行業適應最近的經濟壓力。

"Everyone will understand that this is an expensive product and you need to pay the appropriate amount for it," Lukashenko reportedly said, suggesting Rybakov should discuss the idea further with Russian companies.

「每個人都會明白這是一種昂貴的產品,你需要付出適當的金額,」據報道,盧卡申科建議裏巴科夫應進一步與俄羅斯公司討論這個想法。

Belarus and Russia collectively supply about 40% of the world's potash, a critical ingredient in agricultural fertilizers. Although Belaruskali faces sanctions from the EU and U.S., Russia's main potash producer, Uralkali, is not under similar restrictions, giving it more flexibility in the market.

白俄羅斯和俄羅斯共同供應全球大約40%的鉀肥,這是農業肥料的關鍵成分。儘管白俄羅斯面臨來自歐盟和美國的制裁,但俄羅斯的主要鉀肥生產商烏拉爾卡利並未受到類似限制,這使其在市場上更具靈活性。

The proposed cut comes at a time when cheap potash supplies are available from other markets and the potash industry is facing higher costs due to sanctions and market rerouting. If implemented, this coordinated reduction could support higher potash prices, benefiting producers globally amid shifting trade dynamics.

在其他市場有廉價鉀肥供應且鉀肥行業因制裁和市場重定位而面臨較高成本的情況下,提出的削減計劃出現在合適的時間。如果實施,這種協調的減少可能支撐較高的鉀肥價格,在貿易動態轉變之際使全球生產商受益。

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