# Priced abroad, produced at home: The structure of US phosphates and what comes next - Rabobank

> Rabobank analysis of US phosphate production says domestic producers face compressed margins, with their profitability tied to imported inputs and pricing set abroad. The report expects margins to improve as feedstock costs decline.

- Date: 2026-10-29 · published 2026-10-30T10:05:49.941Z
- Category: report · region US · magnitude low
- Page: https://feedsoft.ai/events/2198-priced-abroad-produced-at-home-the-structure-of-us-phosphates-and-what-comes
- Commodities: [DAP](https://feedsoft.ai/c/DAP.md), [TSP](https://feedsoft.ai/c/TSP.md)

## Why it matters

Phosphate fertilizer cost structure affects crop input economics and could shift the cost of phosphate-based feed supplements over time.

## Read by commodity

- DAP: neutral
- TSP: neutral

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DAP | 2025-09-01 | [Morocco’s phosphate sector powers ahead with strong growth in production and exports - The Morocco Post](https://feedsoft.ai/events/23219-morocco-s-phosphate-sector-powers-ahead-with-strong-growth-in-production-and.md) | -0.6% | -3.8% |
| DAP | 2023-12-17 | [US (Gulf) DAP Price Report: Nov 2023 Updates and Analysis -](https://feedsoft.ai/events/33034-us-gulf-dap-price-report-nov-2023-updates-and-analysis.md) | +0.9% | +3.9% |
| DAP | 2021-06-10 | [Global food security concern sees West Australian farmers moderate phosphorous use - ABC News](https://feedsoft.ai/events/46911-global-food-security-concern-sees-west-australian-farmers-moderate-phosphorous.md) | +2.1% | +1.3% |
| DAP | 2023-03-24 | [Morocco: Decline in Phosphate Sales - The Maghreb Times !](https://feedsoft.ai/events/37185-morocco-decline-in-phosphate-sales-the-maghreb-times.md) | +0.8% | +4.1% |
| DAP | 2022-09-27 | [Fertilizer Prices, Rates, and Costs for 2023 - farmdoc daily](https://feedsoft.ai/events/11906-fertilizer-prices-rates-and-costs-for-2023-farmdoc-daily.md) | -2.6% | -2.2% |

## Sources

- rabobank.com: https://www.rabobank.com/knowledge/q011556078-priced-abroad-produced-at-home-the-structure-of-us-phosphates-and-what-comes-next

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