
OCP is studying with EDF and Orano the terms of a possible agreement to produce and supply uranium concentrate recovered from Moroccan phosphates to France, with production possibly starting in 2028 near Jorf Lasfar. Le Monde reported on November 13, 2026 that talks began after Macron's October 2024 state visit, and a memorandum could be signed during a planned January 2027 state visit by King Mohammed VI to France.
EDF declined to comment and Orano did not confirm a deal.
This is a uranium deal with no direct effect on feed or fertilizer supply and prices.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.