
Phosphate prices to Argentina, Uruguay and Paraguay rose sharply this year because of the Middle East war, with Argentine DAP/MAP at $825/t cfr on 19 March, the highest since August 2022. Imports have held up so far but are expected to slow as affordability weakens.
Up to 488,000t of DAP/MAP/TSP has been sold on the spot market for arrival by May.
War-driven phosphate price increases in the Southern Cone threaten to cut import volumes, which could weigh on fertilizer demand and farm input affordability in the region.
Belum cukup peristiwa historis yang sebanding untuk analisis historis.
Setelah 114 peristiwa geopolitik bullish sebelumnya, DAP bergerak median +0,0% selama 5 sesi (50% lebih tinggi; separuh tengah -0,3% sampai +1,2%), dan +0,3% 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.