据知情人士透露，美国司法部正对全球化肥行业展开反垄断调查，涉及多家国际巨头。目前被列入审查名单的企业包括加拿大化肥商Nutrien Ltd、美国美盛公司(Mosaic Co)、CF工业控股(CF Industries Holdings Inc)、美国科氏工业(Koch Inc)以及挪威雅苒国际(Yara International)。
此次调查聚焦于化肥生产商是否存在操纵市场价格的行为。值得注意的是，被点名的五家企业均是全球化肥市场的重要参与者，其业务涵盖氮肥、磷肥和钾肥等主要化肥品类。
业内人士分析，此次调查可能影响全球化肥供应链格局。当前正值春耕备肥关键时期，监管动向已引发资本市场高度关注。相关企业股价在消息传出后出现明显波动。
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