Mosaic presented at the CRU Phosphates 2017 conference in Tampa on March 14, 2017, outlining the global phosphate outlook. The presentation's safe-harbor statements reference Mosaic's proposed acquisition of Vale's global phosphate and potash operations through Vale Fertilizantes.
Consolidation of major phosphate and potash supply under Mosaic could shift producer pricing power and affect DAP and potash availability for feed phosphate buyers.
After 38 past neutral report events, DAP moved a median +0.5% over 5 sessions (61% higher; middle half -0.5% to +1.6%), and +3.9% over 20.
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.