金吾财讯 | 美国美盛(MOS)盘前涨超3%，截至发稿，报32.520美元。花旗发研报指，霍尔木兹海峡的船运中断，不仅仅是一场能源危机，更是一场正在酝酿中的化肥危机，并将通过成本传导机制，深度冲击全球谷物价格。方正证券发布研报称，中东是国际尿素重要供应国。伊朗+卡塔尔合计影响全球尿素贸易量900-1000万吨，占全球贸易总量接近20%，因此中东在国际尿素供应中扮演举足轻重的角色，美伊局势的加剧势必将造成这部分产能的供应缩减，从而推高国际尿素价格。此外，天然气价格飙升将进一步推高中东尿素生产成本，进而影响国际尿素价格。霍尔木兹海峡停航导致国际海运费上升，则将推高国际钾肥价格。
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