金吾财讯 | 化肥生产商Nutrien（NTR）完成战略替代方案评估，将关停位于特立尼达和多巴哥Point Lisas工厂的氮肥业务，主要受当地天然气供应持续受限、不确定性较高影响。距离该工厂启动有序关停已过去近一年，此前公司就曾提及当地港口准入限制，以及缺少可靠、经济的天然气供应等问题。Nutrien表示，本次关停不会影响2026年氮肥销量预期，公司此前已经假设该特立尼达工厂不再开展生产。依托可靠性升级与消除运营瓶颈项目，公司北美氮肥资产可充分满足客户需求、实现产量提升。公司给出2026财年产销指引：氮肥销量920万-970万公吨，钾肥销量1420万-1480万公吨，磷肥销量240万-260万公吨；该特立尼达工厂历史月产可达8.5万吨氨、5.5万吨尿素。
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