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India's government fertiliser subsidy outlay is expected to rise sharply because continued disruption to Chinese DAP supply has pushed international fertiliser prices higher, according to a CareEdge Ratings report. China has withheld inspection clearances for DAP and speciality fertiliser exports to India since April 2025.
Higher international DAP prices raise India's import bill and subsidy needs, signalling sustained demand for imports and firm phosphate prices.
tribuneindia.comANI2025. 7. 29.과거 상승 지정학 이벤트 114건 이후, DAP은 5거래일 동안 중앙값 +0.0% 변동(상승 50%; 중간 50% 범위 -0.3%~+1.2%), 20거래일 동안 +0.3%.
각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.
Continued Chinese DAP export disruption to India has pushed international prices higher, a direct supply-side driver of DAP strength.
Continued Chinese DAP export disruption to India is pushing international prices higher, which is a supply-side driver of the rally.
The CareEdge report ties continued Chinese DAP export disruption to higher international prices and a rising Indian subsidy outlay, which signals Indian willingness to pay and supports bullish sentiment.
The CareEdge report ties continued Chinese DAP disruption to higher international prices, reinforcing the supply-driven upward pressure.
