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Analysis of India's DAP import market notes that the government has refused to raise phosphate fertiliser subsidies. With current subsidies, the import breakeven is no more than $505 per tonne CFR, so importers are losing money.
Suppliers are still placing tonnes despite the weak economics.
Import margins that are squeezed below breakeven can reduce Indian DAP purchases, which weighs on global phosphate prices unless buying resumes.
fertilizerdaily.com2024年7月26日在过去 50 次看跌的政策事件之后，DAP 在 5 个交易日内中位数变动 +0.9%（62% 上涨；中间一半区间为 -0.1% 至 +1.6%），20 个交易日内为 +0.9%。
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。
