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US phosphate producer Itafos is in advanced talks with Indian companies over a Guinea-Bissau rock phosphate project, with an NDA already signed. Itafos CEO David Delaney said China, Morocco, Saudi Arabia and Jordan currently restrict US phosphate supply to only Canada and Brazil.
Developing the project depends on building a port for shipping rock to DAP producers.
Export restrictions from major phosphate producers keep global DAP supply tight, and a new source would only help if the project is developed. Near-term price impact is limited because the project is still at an early stage.
thehindubusinessline.comPrabhudatta Mishra28 Sep 2025Setelah 36 peristiwa perdagangan netral sebelumnya, DAP bergerak median +0,7% selama 5 sesi (64% lebih tinggi; separuh tengah -0,0% sampai +2,1%), dan +0,4% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
