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From November 6 to 12, 2026, phosphate rock supply fell after a full shutdown in the Yichang area of Hubei and environmental and safety inspections in Sichuan and Guizhou. Southern prices held steady while northern prices declined under sales pressure.
Monoammonium phosphate plant utilization was 34.68%, with output of 139,400 tonnes; Egyptian 26-28% grade export prices were stable, with Abu Tartour exports still halted.
Lower Chinese phosphate rock supply tightens feedstock for DAP and MAP, which supports phosphate fertilizer prices and raises input costs for feed-grain and oilseed producers, while the northern price drop signals softer regional demand.
mysteel.comNov 12, 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.
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.
