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Morocco’s OCP cut fertilizer production by up to 30% in the second quarter of 2026 as sulfur supply constraints disrupted operations. The company shifted toward products that use less sulfur; disruption to shipping through the Strait of Hormuz has affected supplies of the input needed to make sulfuric and phosphoric acid.
Reduced output from a major phosphate-fertilizer producer could tighten available supplies and support prices for phosphate fertilizers such as DAP and TSP.
armees.comLa rédaction d'Armées.comNov 7, 2026After 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.
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.
