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Itafos CEO David Delaney says phosphate fertilizer costs will stay elevated because of limited new global capacity, declining Florida ore reserves, and China pulling back from exports. He noted US domestic phosphate operating rates have roughly halved since 1990 and that no new US production is expected within five years.
Tight phosphate supply and weak new capacity support higher DAP and TSP prices, raising costs for feed-grain and livestock producers' inputs over the medium term.
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。
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。