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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 Verley1 de out. de 2021Após 151 eventos altista de política passados, DAP subiu em mediana +0,0% em 5 sessões (50% de alta; metade central de -0,6% a +0,9%), e +1,9% 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.
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.
