
India began October with about 2.4 million tonnes of DAP in stock, after September imports of 994,000 tonnes exceeded domestic offtake of 967,000 tonnes. Stocks are about 700,000 tonnes higher than a year earlier, following a strong kharif import season of 4 million tonnes.
Imports of about 2.2 million tonnes would be needed in October-December to keep stocks steady.
A large Indian DAP stockbuild reduces near-term import demand pressure in a major phosphate market, which can soften global DAP pricing. The need for further imports in the fourth quarter still provides underlying support for phosphate prices.
在过去 40 次看跌的贸易事件之后,DAP 在 5 个交易日内中位数变动 -0.1%(38% 上涨;中间一半区间为 -3.7% 至 +0.5%),20 个交易日内为 -2.4%。
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。