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StoneX's Josh Linville tells 980 CJME that Hurricane Milton will disrupt phosphate supply from Tampa Bay facilities, which already had tight, high-priced phosphate and reduced tons. He expects limited structural damage but some supply loss right before fall application.
Hurricane-related supply disruption on top of already tight phosphate markets supports DAP prices and could raise input costs for crop producers.
在过去 13 次天气事件之后,DAP 在 5 个交易日内中位数变动 0.0%(46% 上涨;中间一半区间为 -0.2% 至 +0.9%),20 个交易日内为 +0.7%。
历史可比事件尚不足,暂无法给出历史解读。
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。