The US market for granular urea was stable throughout the week after CHS sales in the $470s/mt FOB were replaced by confirmed deals around $483/st FOB for prompt physical positions. Forward optimism on additional strength in a supply system with exceptionally low inventories was boosted via the Trammo purchase from MOPCO at $513/mt FOB. The destination for the cargo remains uncertain at press time, but the trader is likely considering a shipment to the Mississippi River. The break-even cost for the position is assessed around $495/st FOB barge, suggesting belief in a stronger US domestic market once the summer ends.
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机译:在美国,散装尿素市场在整个星期保持稳定,CHS销售价格为$ 470s / mt FOB,已被确认的即时实货持仓价为$ 483 / st FOB左右。通过从MOPCO以513美元/吨FOB的价格购买Trammo,增强了对库存极低的供应系统中额外实力的乐观态度。截止发稿时,货物的目的地仍不确定,但贸易商可能正在考虑将货物运往密西西比河。该仓位的收支平衡成本约为$ 495 / st FOB驳船,表明人们相信,夏季结束后,美国国内市场将更加强劲。
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