Laden…
Australian MAP and DAP fertiliser prices jumped sharply, with world ammonium phosphate values up US$120/t since December, the largest rise in many years. A local trader reported quotes moving from $595 to $675/t ex-port plus freight.
Supply was diverted to the US after the US investigated subsidised gas used for ammonia and raised tariffs on Russian and Moroccan imports.
Tight global phosphate supply and diverted cargoes raise input costs for feed and crop producers and are expected to keep prices elevated and volatile. Higher fertiliser costs can also push up future grain production costs.
theland.com.auJamie Brown28 jan 2021Nog niet genoeg vergelijkbare eerdere gebeurtenissen voor een historische analyse.
Na 193 eerdere opwaarts handel-gebeurtenissen bewoog DAP zich mediaan +0,4% over 5 sessies (54% hoger; middelste helft -0,3% tot +1,8%), en +1,9% over 20.
Bewegingen van de benchmark van elke grondstof sinds de laatste slotkoers vóór de gebeurtenis. Historische waarden bundelen eerdere gebeurtenissen van hetzelfde soort; ze beschrijven wat er gebeurde, niet wat zal gebeuren. Geen beleggingsadvies.
Directly reports a sharp DAP/MAP price surge of about US$120/t since December, driven by supply diverted to the US after tariffs on Russian and Moroccan imports, which is a trade-flow mechanism that fits the timing of the move.
Published 2021-01-28, just before the move: reports a sharp jump in world ammonium phosphate prices (up US$120/t since December) as supply was diverted to the US after the subsidised-gas investigation and tariffs on Russian and Moroccan imports, a trade-flow supply squeeze that plausibly drove DAP higher.
World ammonium phosphate prices rose US$120/t since December as supply was diverted to the US because of tariffs on Russian and Moroccan product, a trade-flow driver of tightness.
