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US phosphate producer Itafos is in advanced talks with Indian companies over a Guinea-Bissau rock phosphate project, with an NDA already signed. Itafos CEO David Delaney said China, Morocco, Saudi Arabia and Jordan currently restrict US phosphate supply to only Canada and Brazil.
Developing the project depends on building a port for shipping rock to DAP producers.
Export restrictions from major phosphate producers keep global DAP supply tight, and a new source would only help if the project is developed. Near-term price impact is limited because the project is still at an early stage.
thehindubusinessline.comPrabhudatta Mishra2025年9月28日在过去 36 次中性的贸易事件之后，DAP 在 5 个交易日内中位数变动 +0.7%（64% 上涨；中间一半区间为 -0.0% 至 +2.1%），20 个交易日内为 +0.4%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件；仅描述已发生的情况，不代表未来走势。不构成投资建议。
