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StoneX analysts say China could restrict fertilizer exports in the fourth quarter of 2025, a recurring pattern meant to protect domestic planting supply. The report flags nitrogen and phosphate products, especially MAP, which made up about 16% of global volume in 2024.
Brazil, a major MAP importer, is cited as most exposed.
Possible Chinese curbs would reduce global MAP and urea availability and increase competition for shipments to Brazil. This points to firmer phosphate and nitrogen prices and tighter margins for Brazilian growers.
datamarnews.comLucas Lorimer2025年10月22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%。
在过去 129 次看涨的政策事件之后，尿素 在 5 个交易日内中位数变动 -0.1%（47% 上涨；中间一半区间为 -1.3% 至 +2.3%），20 个交易日内为 +1.4%。
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。
