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Morocco's OCP group said it could stop selling fertilizer in the US if a countervailing duty is imposed on its imports, and would redirect exports to other markets. OCP plans to challenge the petition, which was filed by Mosaic, and says its products receive no state subsidy.
If OCP exits the US, global phosphate supply would be redirected rather than lost, but US buyers could face tighter DAP and MAP availability and higher prices.
en.yabiladi.comLatifa Babas2020. 7. 24.과거 상승 무역 이벤트 193건 이후, DAP은 5거래일 동안 중앙값 +0.4% 변동(상승 54%; 중간 50% 범위 -0.3%~+1.8%), 20거래일 동안 +1.9%.
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.
OCP's warning that it could stop selling in the US and redirect exports signals potential US supply tightness and trade flow disruption, adding to bullish DAP sentiment.
