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StoneX's fertilizer analyst says global phosphate supplies remain tight as Chinese export volumes stay far below normal and Indian stockpiles are low. Suppliers have strong pricing power because Indian demand is considered insensitive to price.
Tight supply with little near-term new production means phosphate prices are likely to stay firm or rise, raising input costs for feed and livestock producers.
stonex.comJosh Linville2025/07/31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。
StoneX notes tight global phosphate supply, very low Chinese exports and low Indian stocks with price-insensitive Indian demand, giving suppliers pricing power and supporting DAP prices.
StoneX's 31 July view that phosphate supply is tight, with Chinese exports far below normal, Indian stocks low and Indian demand price-insensitive, gives suppliers strong pricing power and supports a sharp DAP price jump.
StoneX flagged tight global phosphate supply, with Chinese exports far below normal, low Indian stocks and price-insensitive Indian demand, which gives suppliers pricing power and supports a DAP rally.
Dated on the move day, it says global phosphate supply is tight with low Chinese exports and low Indian stocks, and that suppliers have strong pricing power, which supports a sharp DAP price rise.
