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A Kelewell article reports that China's NDRC held a May 7 seminar confirming export controls on MAP, DAP and urea. It describes a dual-track model where domestic prices are regulated and export prices follow global conditions.
Confirmed Chinese export controls on phosphate and urea restrict global supply, supporting higher phosphate and nitrogen prices that raise feed-crop production costs.
kelewell.deDongxu LiMay 11, 2025After 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.
After 129 past bullish policy events, UREA moved a median -0.1% over 5 sessions (47% higher; middle half -1.3% to +2.3%), and +1.4% 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.
