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Morocco's OCP Group is on track to add about 4.5 million metric tons per year of phosphate fertilizer capacity by end-2026 under its SP2M plan. The plan targets 9 million metric tons of new capacity by 2028, and OCP is investing $5.25 billion in 2026 alone.
Large new Moroccan supply, combined with China's export restrictions, is reshaping phosphate trade flows toward Moroccan product. Rising supply is bearish for DAP and TSP prices over the coming years.
fertilizerdaily.comKim Clarksen2026年8月29日在过去 40 次看跌的贸易事件之后，DAP 在 5 个交易日内中位数变动 -0.1%（38% 上涨；中间一半区间为 -3.7% 至 +0.5%），20 个交易日内为 -2.4%。
历史可比事件尚不足，暂无法给出历史解读。
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。
