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StoneX's Josh Linville says China set an October 15 deadline for its phosphate export window and has since slowed shipments. Global phosphate demand has been slow, and many importers have stayed out of the market, keeping volumes thin.
Tightening Chinese export flows combined with compressed spring buying windows could trigger a sharper phosphate price repricing, supporting DAP prices.
stonex.comJosh Linville2025年12月2日在过去 151 次看涨的政策事件之后，DAP 在 5 个交易日内中位数变动 +0.0%（50% 上涨；中间一半区间为 -0.6% 至 +0.9%），20 个交易日内为 +1.9%。
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。
