
Rabobank analyst Samuel Taylor says phosphate fertilizer prices will not fall in 2026. He points to Trump administration tariffs that have flattened DAP imports since Liberation Day, along with reduced Chinese phosphate exports and declining imports from Russia, Morocco and Saudi Arabia.
Tight phosphate supply and high DAP costs keep feed and crop input costs elevated for buyers. Tariffs and China's export limits support DAP prices through the spring buying season.
Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
After 193 past bullish trade events, DAP moved a median +0.4% over 5 sessions (54% higher; middle half -0.3% to +1.8%), and +1.9% over 20.
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.