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Morocco's OCP exported a record 12.37 million tons of fertilizer in 2024, with TSP rising sharply as a share of its sales. OCP forecasts 2025 exports of 13.4-13.5 million tons, and combined DAP/TSP exports could rise by as much as 1.9 million tons.
Larger expected DAP/TSP availability from OCP partly offsets strong demand from India and Ethiopia, so phosphate prices may find less upside than tight-supply stories suggest.
历史可比事件尚不足,暂无法给出历史解读。
在过去 38 次中性的报告事件之后,DAP 在 5 个交易日内中位数变动 +0.5%(61% 上涨;中间一半区间为 -0.5% 至 +1.6%),20 个交易日内为 +3.9%。
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。