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DTN's outlook says global phosphorus fertilizer demand should recover about 5% in 2023 to 46 million tonnes, with decent supply and a neutral price outlook into 2024. Key uncertainties are how much phosphorus China exports and how US phosphate export tariffs resolve.
A neutral price outlook with China export volumes as the swing factor means phosphate costs are unlikely to fall sharply in 2024 without more Chinese supply.
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。