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Morocco's OCP cut production about 30% in the second quarter after sulphur prices rose following Hormuz disruptions. It is returning to full output by the end of June and shifting toward low-sulphur TSP, which now makes up 65% of its Nutricrops volumes.
Full OCP output adds DAP supply, which is bearish for DAP prices. The shift to TSP supports TSP supply and reduces the sulphur exposure that drove costs higher.
en.hespress.comAmira EL MASAITI2026年6月19日在过去 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%。
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。
OCP's return to full output by end-June and its shift to low-sulphur TSP point to more Moroccan phosphate supply and less sulphur dependence, which is bearish for DAP.
