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China's National Development and Reform Commission is moving to restrict phosphate fertiliser production and exports until mid-2022. Chinese producers are expected to stop exporting for more than six months.
Australia sourced 65% of its MAP from China last year, and US duties on Moroccan and Russian phosphates had already doubled prices over the past year.
Restricting Chinese exports removes a major share of global phosphate supply during Australia's planting season, which keeps phosphate prices high and raises food production costs.
abc.net.auLucinda Jose, Angus Verley2021. 10. 1.과거 상승 정책 이벤트 151건 이후, DAP은 5거래일 동안 중앙값 +0.0% 변동(상승 50%; 중간 50% 범위 -0.6%~+0.9%), 20거래일 동안 +1.9%.
과거 비교 가능한 이벤트가 아직 부족해 이력 분석을 할 수 없습니다.
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.
Reports on 2021-10-01 that China's NDRC will restrict phosphate production and exports until mid-2022 point to a direct supply shock to the largest phosphate exporter, which fits the sharp one-day DAP rise.
