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Coronavirus lockdown in Hubei province has halted transport and may limit phosphate movement. MAP 11-52 rose to $310/t cfr Brazil from $278/t at end-December, though still well below a year earlier.
Hubei is a major phosphate and NPK production hub, so logistics halts could tighten global supply and support Brazilian phosphate prices, though high Brazilian inventories cap gains.
argusmedia.com31 de jan. de 2020Após 11 eventos altista de doença passados, DAP subiu em mediana +0,9% em 5 sessões (64% de alta; metade central de 0,0% a +3,3%), e +2,9% em 20.
Ainda não há eventos comparáveis passados suficientes para uma leitura histórica.
Variações do benchmark de cada commodity desde o último fechamento antes do evento. As leituras históricas agregam eventos passados do mesmo tipo; descrevem o que aconteceu, não o que vai acontecer. Não é recomendação de investimento.
Hubei lockdown halting transport and limiting phosphate movement lifted MAP cfr Brazil from $278/t to $310/t, a direct phosphate supply-disruption price signal consistent with DAP's jump.
Hubei lockdown halting transport may limit Chinese phosphate movement, and MAP prices into Brazil are already rising, which supports DAP via supply and trade-flow tightness.
Hubei lockdown halting phosphate transport lifted MAP cfr Brazil from $278 to $310/t, directly showing phosphate price strength in the same period.
