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The US Department of Commerce preliminarily found that phosphate fertilizer imports from Morocco and Russia benefit from countervailable subsidies. Calculated rates were 23.46% for OCP in Morocco, and 20.94%, 72.5% and 32.92% for Russian producers, with cash deposits to begin within days.
Final determinations are due by February 8, 2021.
Preliminary duties of up to 72.5% sharply raise the cost of imported phosphate into the US, which should lift domestic DAP and phosphate prices and tighten import flows.
investors.mosaicco.com2020年11月24日
thefederalregister.orgCommerce Department, International Trade Administration2020年11月23日
trade.gov2020年11月24日历史可比事件尚不足，暂无法给出历史解读。
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。
Commerce's preliminary CVD rates (21-72.5%) on Moroccan and Russian phosphate, announced Nov 23 with cash deposits starting within days, restrict US import supply and likely drove DAP higher in the window.
