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An Africa Report feature examines how OCP was hit by the Hormuz crisis, which exposed its reliance on imported sulphur and ammonia. The reopening of Hormuz traffic has eased fertilizer market pressure.
OCP's rich rock reserves did not protect it from input shortages.
Reopening Hormuz traffic eases sulfur and ammonia supply concerns, which is mildly bearish for phosphate and nitrogen input costs.
在过去 126 次地缘政治事件之后,DAP 在 5 个交易日内中位数变动 0.0%(48% 上涨;中间一半区间为 -0.7% 至 +1.2%),20 个交易日内为 +0.2%。
在过去 11 次中性的地缘政治事件之后,尿素 在 5 个交易日内中位数变动 +0.4%(64% 上涨;中间一半区间为 -1.0% 至 +5.9%),20 个交易日内为 +7.8%。
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。