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CSPI International, a Hong Kong-based credit rating agency, published a report on the global phosphate fertilizer sector, citing Morocco's 68.5% share of global phosphate rock reserves and forecasting 17% capacity expansion for 2025-2030, with new capacity peaking in 2027-2028. The report flags Middle East supply contraction, Hormuz shipping disruption, and Chinese export controls as near-term supply risks, and says high fertilizer costs continue to weigh on farmer affordability.
Sulfur and ammonia cost pressure from Hormuz disruption and tight phosphate supply support DAP and MAP prices, raising feed-ingredient input costs over the coming year. Capacity additions expected in 2027-2028 could ease prices later.
finance.sina.com.cnNov 4, 2026After 66 past bullish report events, DAP moved a median 0.0% over 5 sessions (41% higher; middle half -0.6% to +0.7%), and +0.3% 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.
