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Morocco's OCP cut production about 30% in the second quarter after sulphur prices rose following Hormuz disruptions. It is returning to full output by the end of June and shifting toward low-sulphur TSP, which now makes up 65% of its Nutricrops volumes.
Full OCP output adds DAP supply, which is bearish for DAP prices. The shift to TSP supports TSP supply and reduces the sulphur exposure that drove costs higher.
en.hespress.comAmira EL MASAITI19 jun 2026Tras 126 eventos de geopolítica pasados, DAP se movió una mediana de 0,0 % en 5 sesiones (48% al alza; mitad central entre -0,7 % y +1,2 %), y +0,2 % en 20.
Todavía no hay suficientes eventos comparables pasados para una lectura histórica.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.
OCP's return to full output by end-June and its shift to low-sulphur TSP point to more Moroccan phosphate supply and less sulphur dependence, which is bearish for DAP.
