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DTN reports that 2021 phosphorus supply was limited by US countervailing duties on Moroccan and Russian phosphate, and by China's decision not to export phosphate until at least June 2022. China accounts for about 30% of global phosphate trade.
Demand is expected to rise in 2022.
With China's exports halted and demand growing, tight phosphate supply is likely to keep DAP and rock prices elevated, raising fertilizer costs for grain and oilseed production that feeds into feed prices.
在过去 193 次看涨的贸易事件之后,DAP 在 5 个交易日内中位数变动 +0.4%(54% 上涨;中间一半区间为 -0.3% 至 +1.8%),20 个交易日内为 +1.9%。
历史可比事件尚不足,暂无法给出历史解读。
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。