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Re-export demand for DAP at New Orleans pushed prices up, with barges trading at $640-645/st fob and new offers at $650/st fob, about 4pc above last week. Nearly all the barges sold were for re-export to a major global distributor with a large position in Latin America.
Traders are also weighing supply risk from Saudi Arabia because of the Iran conflict.
Re-exports tighten US phosphate supply during spring demand, and possible Strait of Hormuz disruption to Saudi cargoes could tighten global DAP further, supporting prices. Weak farmer affordability may limit how far those gains carry.
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。