Combined US MAP and DAP imports fell 43 percent between July and December 2020 as the countervailing duty investigation advanced against Morocco and Russia. Those two countries had supplied about 80 percent of US MAP and DAP imports, and non-traditional suppliers such as Australia, Egypt and Jordan could not fully replace them.
Duty-driven supply shortfalls are likely to keep US MAP and DAP prices elevated through the spring season. Importers relying on non-traditional origins face volume risk, which supports prices.
在过去 283 次贸易事件之后,尿素 在 5 个交易日内中位数变动 -0.4%(45% 上涨;中间一半区间为 -2.2% 至 +1.9%),20 个交易日内为 +0.1%。
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。