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Moroccan phosphate rock and fertilizer exports rose 17% year on year in January, with fertilizer sales up 20% and phosphoric acid exports up 26%. The gains followed a 34% export decline in 2023.
OCP's profits rose 21%, although its fourth-quarter revenues fell 20%.
Stronger Moroccan export volumes add supply to global phosphate markets, which is mildly bearish for DAP and phosrock prices. Recovering demand from the agriculture sector supports the outlook.
历史可比事件尚不足,暂无法给出历史解读。
在过去 36 次中性的贸易事件之后,DAP 在 5 个交易日内中位数变动 +0.7%(64% 上涨;中间一半区间为 -0.0% 至 +2.1%),20 个交易日内为 +0.4%。
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。