
China plans to reimpose export restrictions on specialty fertilisers from October through tighter inspections and consignment delays, after a temporary resumption of exports. The Soluble Fertilizer Industry Association says the curbs will apply to the whole world market, not only India.
Renewed Chinese export controls would cut a significant supply source for phosphate and specialty fertilizers just as Indian demand peaks. This is likely to support fertilizer prices into the fourth quarter.
After 151 past bullish policy events, DAP moved a median +0.0% over 5 sessions (50% higher; middle half -0.6% to +0.9%), and +1.9% over 20.
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.