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China's National Development and Reform Commission is moving to restrict phosphate fertiliser production and exports until mid-2022. Chinese producers are expected to stop exporting for more than six months.
Australia sourced 65% of its MAP from China last year, and US duties on Moroccan and Russian phosphates had already doubled prices over the past year.
Restricting Chinese exports removes a major share of global phosphate supply during Australia's planting season, which keeps phosphate prices high and raises food production costs.
abc.net.auLucinda Jose, Angus Verley1 Okt 2021Setelah 151 peristiwa kebijakan bullish sebelumnya, DAP bergerak median +0,0% selama 5 sesi (50% lebih tinggi; separuh tengah -0,6% sampai +0,9%), dan +1,9% selama 20 sesi.
Belum cukup peristiwa historis yang sebanding untuk analisis historis.
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.
Reports on 2021-10-01 that China's NDRC will restrict phosphate production and exports until mid-2022 point to a direct supply shock to the largest phosphate exporter, which fits the sharp one-day DAP rise.
