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StoneX's fertilizer analyst says global phosphate supplies remain tight as Chinese export volumes stay far below normal and Indian stockpiles are low. Suppliers have strong pricing power because Indian demand is considered insensitive to price.
Tight supply with little near-term new production means phosphate prices are likely to stay firm or rise, raising input costs for feed and livestock producers.
stonex.comJosh Linville31 lip 2025Po 193 wcześniejszych Wydarzenia typu wzrostowy: handel DAP wzrósł medianowo o +0,4% w ciągu 5 sesji (54% wyżej; środkowa połowa od -0,3% do +1,8%), a o +1,9% w ciągu 20.
Ruchy benchmarku każdego towaru od ostatniego zamknięcia przed wydarzeniem. Odczyty historyczne łączą przeszłe wydarzenia tego samego rodzaju; opisują, co się stało, a nie co się stanie. Nie jest to porada inwestycyjna.
StoneX notes tight global phosphate supply, very low Chinese exports and low Indian stocks with price-insensitive Indian demand, giving suppliers pricing power and supporting DAP prices.
StoneX's 31 July view that phosphate supply is tight, with Chinese exports far below normal, Indian stocks low and Indian demand price-insensitive, gives suppliers strong pricing power and supports a sharp DAP price jump.
StoneX flagged tight global phosphate supply, with Chinese exports far below normal, low Indian stocks and price-insensitive Indian demand, which gives suppliers pricing power and supports a DAP rally.
Dated on the move day, it says global phosphate supply is tight with low Chinese exports and low Indian stocks, and that suppliers have strong pricing power, which supports a sharp DAP price rise.
