China's phosphate market is waiting for details on proposed 2027 export quotas for MAP and DAP, with export prospects still limited. The article also notes China extended its suspension of export controls on five rare earth elements to January 10, 2027.
Limited Chinese MAP and DAP exports keep phosphate supply tight for importers, supporting phosphate fertilizer prices and raising feed-adjacent input costs. Clarity on 2027 quotas could move prices either way.
After 151 past bullish policy events, DAP moved a median +0.0% over 5 sessions (50% higher; middle half -0.6% to +0.9%), and +1.9% 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.