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S&P Global analysed how logistical disruptions would affect phosphate fertilizer flows, estimating 2019 global demand at about 48.5 million tonnes of P2O5 content, or roughly 150 million tonnes of product. It converts this into weekly volumes to gauge the short-term impact of country-level disruptions.
Phosphate availability depends on weekly port and logistics flows, so disruptions could tighten DAP supply and lift prices for buyers in import-dependent markets.
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%。
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。