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Morocco's OCP has had its exports to North America at a standstill since July 2020, after Mosaic filed a petition alleging subsidies and seeking countervailing duties. OCP is one of the world's top five phosphate producers, and the case is a first in its 100-year history.
The final outcome is expected around March 2021.
The loss of OCP's supply to North America tightens phosphate availability in the US market, which supports DAP prices until the trade dispute is resolved.
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%。
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。