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Coronavirus lockdown in Hubei province has halted transport and may limit phosphate movement. MAP 11-52 rose to $310/t cfr Brazil from $278/t at end-December, though still well below a year earlier.
Hubei is a major phosphate and NPK production hub, so logistics halts could tighten global supply and support Brazilian phosphate prices, though high Brazilian inventories cap gains.
argusmedia.com2020/01/31過去の強気な疾病イベント11件の後、DAP は5営業日で中央値 +0.9% 動き（64% が上昇。中央50%は 0.0% から +3.3%）、20営業日では +2.9% 動きました。
過去の傾向を示すのに十分な類似イベントがまだありません。
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。
Hubei lockdown halting transport and limiting phosphate movement lifted MAP cfr Brazil from $278/t to $310/t, a direct phosphate supply-disruption price signal consistent with DAP's jump.
Hubei lockdown halting transport may limit Chinese phosphate movement, and MAP prices into Brazil are already rising, which supports DAP via supply and trade-flow tightness.
Hubei lockdown halting phosphate transport lifted MAP cfr Brazil from $278 to $310/t, directly showing phosphate price strength in the same period.
