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Signycle · Signal

Urea Price

Source: Argus / ICIS
530 $/t
NEUTRAL
BUY <230 SELL >620

Urea granular CFR Brazil spot price — the global benchmark for nitrogen fertilizer. Tracks natural gas prices (feedstock), grain prices (demand) and Chinese export policy.

Signal Thresholds
BUY: Urea falls below $230/t — fertilizer stocks at trough, BUY zone
SELL: Urea rises above $620/t — fertilizer stocks at peak, reduce exposure
Key Cycle Dates
Date Level Event
Jun 2020 $220 Demand trough — BUY signal
Mar 2022 $900 Russia-Ukraine gas crisis peak — SELL signal
Apr 2026 $530 Near SELL zone — approaching peak
Key Stocks — this signal
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