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CRU reports OCP cut Moroccan phosphate capacity by up to 50 percent through the second quarter of 2026 due to sulfur shortages and deteriorating sulfur availability. Mosaic also curtailed operations at three US and Brazil locations.
Middle East sulfur exports have fallen by over 1.0 million tonnes monthly since March.
Sulfur is the binding input for sulfuric acid used in phosphate fertilizer, so curtailed phosphate output tightens DAP/MAP supply and supports phosphate and feed-phosphate prices.
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 11 次看涨的疫病事件之后,DAP 在 5 个交易日内中位数变动 +0.9%(64% 上涨;中间一半区间为 0.0% 至 +3.3%),20 个交易日内为 +2.9%。
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。