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China extended its phosphate export restrictions through the end of 2022 with a quota of 3.16 million tonnes for the second half, down from 5.5 million tonnes a year earlier. Argus estimates 2.4 million tonnes will be DAP and 765,000 tonnes MAP, with DAP exports about 40% below the three-year average.
A tighter Chinese export quota removes a major source of phosphate supply from world markets, which keeps DAP prices elevated and raises costs for feed and grain producers.
在过去 151 次看涨的政策事件之后,DAP 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -0.6% 至 +0.9%),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。