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OCP's first-half 2026 results showed sulfur costs roughly tripling and EBITDA falling 28.5%. The company shifted its product mix toward triple superphosphate, which now makes up 35% of fertilizer exports.
Higher sulfur costs squeeze phosphate producers' margins and can support phosphate fertilizer prices, though the shift toward TSP shows producers adapting.
gidex.comOct 7, 2026Not enough comparable past events yet for a historical read.
After 28 past bullish macro events, DAP moved a median -0.2% over 5 sessions (36% higher; middle half -0.9% to +1.3%), and -0.8% 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.
