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Maaden and OCP reported higher sales of phosphate fertilizers to Latin America, including MAP at $815-820/t cfr and TSP at $645-650/t cfr for April shipment. Maaden's cargo is likely bound for Argentina, and its shipping route may be affected by the closure of the Strait of Hormuz.
Higher phosphate sales at firm prices, together with Hormuz shipping disruption, point to tighter phosphate supply and upward pressure on fertilizer costs for feed producers.
历史可比事件尚不足,暂无法给出历史解读。
历史可比事件尚不足,暂无法给出历史解读。
在过去 31 次看涨的物流事件之后,DAP 在 5 个交易日内中位数变动 +0.5%(58% 上涨;中间一半区间为 -0.4% 至 +0.9%),20 个交易日内为 +1.6%。
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。