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StoneX's Josh Linville says phosphate supplies are tight and demand has not yet weakened, so prices should hold or rise. Sulfur and ammonia costs have surged, and phosphate production costs are up about 200% since summer 2020.
Russian and Chinese exports remain largely blocked, though talk of demand destruction is growing.
Restricted Chinese and Russian phosphate exports keep supply tight, supporting DAP and phosphate rock prices. Buyers are advised to delay forward purchases, as the price risk remains upward while demand holds.
stonex.comJosh Linville2022年4月1日在过去 151 次看涨的政策事件之后，DAP 在 5 个交易日内中位数变动 +0.0%（50% 上涨；中间一半区间为 -0.6% 至 +0.9%），20 个交易日内为 +1.9%。
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。
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。
