A magnitude 6.8 earthquake struck Morocco on September 8, followed by a magnitude 4.8 quake on September 14, causing damage to phosphate and phosphoric acid operations. Morocco is a major phosphoric acid exporter to India, Turkey and Brazil, and supply from the country was slightly disrupted.
Morocco is a dominant supplier of phosphate products, so reduced phosphoric acid availability during strong South Asian and South American demand tightens DAP and MAP supply and supports higher fertilizer prices.
在过去 31 次看涨的物流事件之后,DAP 在 5 个交易日内中位数变动 +0.5%(58% 上涨;中间一半区间为 -0.4% 至 +0.9%),20 个交易日内为 +1.6%。
历史可比事件尚不足,暂无法给出历史解读。
在过去 64 次物流事件之后,尿素 在 5 个交易日内中位数变动 -0.3%(48% 上涨;中间一半区间为 -1.0% 至 +2.3%),20 个交易日内为 -0.3%。
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。