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Hoosier Ag Today reports that about 60 percent of Wuhan's 14.7 million tonnes of annual finished phosphate output is offline due to coronavirus shutdowns. Remaining plants are running at reduced rates, and labor and logistics constraints will slow recovery.
RaboResearch expects tighter phosphate exports and possibly weaker ammonia demand from China.
Lost Chinese phosphate exports tighten global DAP supply and push prices higher. Weaker Chinese ammonia demand could pressure urea and other nitrogen prices.
hoosieragtoday.comProduction2020年3月11日在过去 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%。
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。
