The US International Trade Commission began a countervailing duty investigation into phosphate fertilizer imports from Morocco in June 2020, after a petition from Mosaic. Imports of DAP and MAP from Morocco fell to zero by August, and a final duty decision is expected in February 2021, with duties possibly applied retroactively to June.
Halted Moroccan imports tighten US phosphate supply ahead of spring application, which supports higher DAP and MAP prices. The pending duty decision adds further uncertainty to availability and cost.
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。
The US CVD investigation on Moroccan phosphate cut imports to zero and tightened US supply, with a final decision due in February 2021, supporting a sharp DAP price jump.