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S&P Global analysed how logistical disruptions would affect phosphate fertilizer flows, estimating 2019 global demand at about 48.5 million tonnes of P2O5 content, or roughly 150 million tonnes of product. It converts this into weekly volumes to gauge the short-term impact of country-level disruptions.
Phosphate availability depends on weekly port and logistics flows, so disruptions could tighten DAP supply and lift prices for buyers in import-dependent markets.
spglobal.comApr 21, 2020After 31 past bullish logistics events, DAP moved a median +0.5% over 5 sessions (58% higher; middle half -0.4% to +0.9%), and +1.6% 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.
