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Indian fertiliser importers expect higher costs if coronavirus disruptions in China shut plants and extend workers' holidays. Chinese New Year celebrations were cancelled and China's fertiliser exports could decline.
Reduced Chinese output of fertilizer would tighten global supply and could push DAP and other fertilizer prices higher, raising feed-grain input costs over time.
business-standard.comBS Reporters2020. 1. 31.과거 상승 질병 이벤트 11건 이후, DAP은 5거래일 동안 중앙값 +0.9% 변동(상승 64%; 중간 50% 범위 0.0%~+3.3%), 20거래일 동안 +2.9%.
과거 상승 모든 종류 이벤트 758건 이후, 요소은 5거래일 동안 중앙값 +0.1% 변동(상승 51%; 중간 50% 범위 -1.6%~+2.7%), 20거래일 동안 +1.3%.
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.
Expected Chinese plant closures and lower fertiliser exports from the coronavirus raise import cost expectations for DAP buyers like India, a supply-side driver of the price jump.
Chinese plant closures and cancelled holidays could cut China's fertiliser exports, raising import costs for buyers like India and lifting DAP prices through supply and trade-flow effects.
Expected Chinese plant closures and lower fertiliser exports raise import-cost expectations for major DAP buyer India, supporting DAP prices through supply and sentiment channels.
