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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 Mishra2025/09/28過去の中立な貿易イベント36件の後、DAP は5営業日で中央値 +0.7% 動き（64% が上昇。中央50%は -0.0% から +2.1%）、20営業日では +0.4% 動きました。
イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。
