金吾财讯 | 美国美盛(MOS)盘前涨5%，截至发稿，报30.820美元。消息面上，RSM US LLP首席经济学家兼负责人Joseph Brusuela表示：“化肥成本上涨肯定会导致美国超市物价上涨。”联合国估计，2024年全球约三分之一的海运化肥贸易——约1600万吨——需要通过霍尔木兹海峡。行业专家警告称，化肥等关键农业投入品价格上涨，可能给美国经济带来巨大的通胀压力。全球农业赖以生存的化学品，如尿素、氨、硫磺、氮肥和磷酸盐，自战争爆发以来价格飙升，而此时正值春季播种季节。农民需要这些肥料来种植玉米、小麦、棉花和其他主要农作物。
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