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Mosaic expects fertilizer markets to remain bullish in 2027, citing stronger demand and supply constraints linked to geopolitical factors. It said phosphate supply remains tight amid sulfur availability constraints and low inventories, while Brazilian inventories are below last year and China is expected to export little or no DAP and MAP through spring.
North American inventories are also expected to stay low, and Mosaic forecast plant DAP prices of $820–840 per tonne in Q4.
Constrained phosphate supply alongside renewed buying could keep DAP prices supported, particularly as Brazil returns to the import market. Continued geopolitical disruption adds upside risk to fertilizer costs.
bcinsight.crugroup.comBeatrice BedeschiNov 11, 2026After 114 past bullish geopolitics events, DAP moved a median +0.0% over 5 sessions (50% higher; middle half -0.3% to +1.2%), 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.
