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The US International Trade Commission has launched a mandatory five-year review of countervailing duties on Moroccan and Russian phosphate fertilizers, requesting information from the domestic industry. The duties were first imposed in 2021 and later revised, with OCP facing over 16% and Russian exporters facing 17.2% to 47.1%.
If the duties are removed, more Moroccan and Russian phosphate could return to the US market, which would ease supply tightness and could pressure US DAP and phosphate prices lower over time.
在过去 50 次看跌的政策事件之后,DAP 在 5 个交易日内中位数变动 +0.9%(62% 上涨;中间一半区间为 -0.1% 至 +1.6%),20 个交易日内为 +0.9%。
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。
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。