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Vietnam proposed cutting its fertilizer export tax, which would directly raise net selling prices for fertilizer exporters. Analysts view the change as most positive for Dam Ca Mau and neutral for DDV, and potentially negative for BFC.
The proposal still requires approval.
A lower export tax makes Vietnamese urea and phosphate more competitive internationally, adding export supply and pressuring global fertilizer prices if approved.
aveluro.comOct 28, 2026After 34 past bearish policy events, UREA moved a median -0.8% over 5 sessions (38% higher; middle half -3.3% to +1.8%), and -4.5% over 20.
After 50 past bearish policy events, DAP moved a median +0.9% over 5 sessions (62% higher; middle half -0.1% to +1.6%), and +0.9% 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.
