US diammonium phosphate (DAP) prices rose from about $700/t at the start of 2026 to roughly $850/t. Mosaic suspended operations at its South Fort Meade facility amid raw material difficulties.
China's phosphate fertilizer exports have fallen to almost zero this year.
Sulfur shortages and near-zero Chinese exports tighten global phosphate supply, supporting higher DAP prices and pressuring phosphate-dependent feed producers' input costs.
After 11 past bullish disease events, DAP moved a median +0.9% over 5 sessions (64% higher; middle half 0.0% to +3.3%), and +2.9% over 20.
Not enough comparable past events yet for a historical read.
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.