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StoneX's Josh Linville says China's phosphate exports in January through March 2025 totaled only about 111,000 tons, far below the 900,000-plus tons of a normal year. Phosphate prices have stayed high compared with typical springs, and he expects some farmers to cut fall phosphate applications if supplies stay tight.
Reduced Chinese export flows keep phosphate supply tight and prices elevated, raising fertilizer costs and possibly lowering application rates that affect future crop output.
在过去 193 次看涨的贸易事件之后,DAP 在 5 个交易日内中位数变动 +0.4%(54% 上涨;中间一半区间为 -0.3% 至 +1.8%),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。