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An AgriBusiness Global article says the coronavirus has had limited overall impact on fertilizer industry, though cashflow problems are emerging in some sectors. China's fertilizer production has recovered after lockdown cut output and disrupted rail, road and sea transport.
Hubei's plants, a key source of phosphoric acid, caused China to shift from a DAP exporter to a net importer.
China's recovering output and export capacity could ease phosphate supply tightness over time, but its shift to DAP imports supports global phosphate prices in the near term. Logistics disruptions remain a risk to supply timing.
agribusinessglobal.comMatt Hopkins2020年7月6日在过去 40 次物流事件之后，DAP 在 5 个交易日内中位数变动 +0.4%（57% 上涨；中间一半区间为 -0.6% 至 +0.9%），20 个交易日内为 +1.1%。
在过去 64 次物流事件之后，尿素 在 5 个交易日内中位数变动 -0.3%（48% 上涨；中间一半区间为 -1.0% 至 +2.3%），20 个交易日内为 -0.3%。
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。
