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Indian fertiliser businesses are seeking alternative sources of muriate of potash and DAP from Jordan, Morocco and Canada after the Russia-Ukraine crisis threatened supplies from Russia and Belarus. Stocks are adequate until March, with April to September requirements the concern.
Manufacturers expect sanctions to complicate potash delivery and raise import prices from the current $600/tonne.
India's large potash import needs and the shift to new origins could lift global potash and DAP prices. Higher input costs may also flow through to phosphatic fertilizer output.
历史可比事件尚不足,暂无法给出历史解读。
在过去 114 次看涨的地缘政治事件之后,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 -0.3% 至 +1.2%),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。