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Rabobank's Samuel Taylor says the coronavirus outbreak could create fertilizer pricing shifts for US farmers this spring. Hubei province, which accounts for nearly 30% of China's phosphate capacity, has seen production fall 30% to 40% year over year, with logistics disruptions compounding the shortfall.
Lower Chinese phosphate output tightens global DAP and MAP supply, which could lift phosphate prices and raise costs for US crop producers heading into planting.
历史可比事件尚不足,暂无法给出历史解读。
历史可比事件尚不足,暂无法给出历史解读。
在过去 11 次看涨的疫病事件之后,DAP 在 5 个交易日内中位数变动 +0.9%(64% 上涨;中间一半区间为 0.0% 至 +3.3%),20 个交易日内为 +2.9%。
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。