# US phosphate major Itafos in talks with Indian companies for rock phosphate projects  - The HinduBusinessLine

> US phosphate producer Itafos is in advanced talks with Indian companies over a Guinea-Bissau rock phosphate project, with an NDA already signed. Itafos CEO David Delaney said China, Morocco, Saudi Arabia and Jordan currently restrict US phosphate supply to only Canada and Brazil. Developing the project depends on building a port for shipping rock to DAP producers.

- Date: 2025-09-28 · published 2025-09-28T12:00:00.000Z
- Category: trade · region India · magnitude low
- Page: https://feedsoft.ai/events/12024-us-phosphate-major-itafos-in-talks-with-indian-companies-for-rock-phosphate
- Commodities: [DAP](https://feedsoft.ai/c/DAP.md)

## Why it matters

Export restrictions from major phosphate producers keep global DAP supply tight, and a new source would only help if the project is developed. Near-term price impact is limited because the project is still at an early stage.

## Read by commodity

- DAP: neutral

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DAP | 2025-12-05 | [Morocco’s OCP sees phosphate exports to India to rise nearly 40% during CY2025 - The HinduBusinessLine](https://feedsoft.ai/events/21832-morocco-s-ocp-sees-phosphate-exports-to-india-to-rise-nearly-40-during-cy2025.md) | -0.8% | -3.8% |
| DAP | 2021-04-15 | [Phosphate finds new way to reach the Prairies \| The Western Producer](https://feedsoft.ai/events/47918-phosphate-finds-new-way-to-reach-the-prairies-the-western-producer.md) | -0.1% | +6.7% |
| DAP | 2026-06-23 | [In May 2026, China's phosphate rock exports rebounded significantly month-on-month, while supplies of high-grade ore remained relatively tight. - ChemNet](https://feedsoft.ai/events/19129-in-may-2026-china-s-phosphate-rock-exports-rebounded-significantly-month-on.md) | -4.2% | -0.6% |
| DAP | 2025-08-12 | [India’s RCF opens phosrock, MAP prices in tender \| World Ports Organization](https://feedsoft.ai/events/23652-india-s-rcf-opens-phosrock-map-prices-in-tender-world-ports-organization.md) | 0.0% | -2.8% |
| DAP | 2022-07-06 | [India hooked on diammonium phosphate from Russia](https://feedsoft.ai/events/40824-india-hooked-on-diammonium-phosphate-from-russia.md) | +4.7% | +0.3% |

## Sources

- thehindubusinessline.com: https://www.thehindubusinessline.com/economy/agri-business/us-phosphate-major-itafos-in-talks-with-indian-companies-for-rock-phosphate-projects/article70105153.ece

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.