Irán es uno de los mayores productores de urea del mundo, con capacidad para cerca de 9 millones de toneladas al año.
Según la analista y consultora de Safras & Mercado, Maisa Romanello, el mercado de la urea ya venía descontando la ausencia de Irán. Sin embargo, el agravamiento del conflicto y el escenario de incertidumbre deberían provocar nuevas subas, evalúa. Además, el aumento del petróleo y del gas natural encarece los costos de producción y de logística.
A esto se suma el temor de que una posible limitación en la oferta de gas natural provoque menores tasas de operación en la industria de nitrogenados.
El mercado de la urea continúa con precios sostenidos por restricciones de oferta, con las cuotas de exportación de China y un escenario geopolítico convulsionado (Irán, Rusia y Venezuela). También se suma la fuerte demanda de India, agrega.
Para la analista, el mercado debería registrar amplia volatilidad, con proyección alcista para las
próximas semanas.
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