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Fertilizer freight rates on some routes have started to rise after falling for seven weeks. Argus tracked a $1.25/t weekly increase across four phosphate routes, including Morocco and the US to Brazil.
The rise follows an uptick in marine bunker fuel prices in Singapore from late April.
Higher freight costs erode supplier netbacks and push up delivered phosphate prices, which squeezes margins for importers. Higher bunker fuel also points to firmer shipping costs more broadly.
在过去 31 次看涨的物流事件之后,DAP 在 5 个交易日内中位数变动 +0.5%(58% 上涨;中间一半区间为 -0.4% 至 +0.9%),20 个交易日内为 +1.6%。
历史可比事件尚不足,暂无法给出历史解读。
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。