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Re-export demand for DAP at New Orleans pushed prices up, with barges trading at $640-645/st fob and new offers at $650/st fob, about 4pc above last week. Nearly all the barges sold were for re-export to a major global distributor with a large position in Latin America.
Traders are also weighing supply risk from Saudi Arabia because of the Iran conflict.
Re-exports tighten US phosphate supply during spring demand, and possible Strait of Hormuz disruption to Saudi cargoes could tighten global DAP further, supporting prices. Weak farmer affordability may limit how far those gains carry.
argusmedia.comTaylor Zavala2024/03/25過去の強気な貿易イベント193件の後、DAP は5営業日で中央値 +0.4% 動き（54% が上昇。中央50%は -0.3% から +1.8%）、20営業日では +1.9% 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。
