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The Fertilizer Institute warned of an emerging sulfur shortage after the Strait of Hormuz blockade removed most commercial sulfur flows. Russia extended its sulfur export ban through end-2026, removing two of the three largest sulfur sources.
Four Mosaic plants have already cut output, and DAP in Illinois reached $912.22/t.
Losing two of the three top sulfur suppliers tightens sulfuric acid supply for phosphate producers worldwide, supporting higher DAP prices into the fall application and Indian import seasons.
fertilizerdaily.comKim Clarksen2026年8月18日历史可比事件尚不足，暂无法给出历史解读。
在过去 114 次看涨的地缘政治事件之后，DAP 在 5 个交易日内中位数变动 +0.0%（50% 上涨；中间一半区间为 -0.3% 至 +1.2%），20 个交易日内为 +0.3%。
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。
