Inside Fertilizer Analytics: Processed phosphates, May 2021
Argus Media - Un pódcast de Argus Media
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At the start of the year DAP prices were on firm footing and increasing, MAP showed more stability – particularly in Latin America, while US duties on Russian and Moroccan phosphates were proposed. How have things developed since then? Join Claira Lloyd - Phosphate and Phosphate Rock Research Manager and Tim Cheyne - VP, Fertilizers as they begin with a discussion on the return of firmness in the MAP market, and the reasons for this change. We then move on to the impact of US duties on Russian and Moroccan phosphates and the resulting change in trade flows. We review legislation in China (the Yangtze river protection law) and assess its potential impact on key Chinese phosphate producers within the Yangtze river economic region. We review how seasonality of purchasing in India has evolved, India’s DAP subsidy and our view of its influence. We cover India and Pakistan’s potential DAP capacity additions and their expected impact on East of Suez market dynamics in the medium term. We finish with how we see processed phosphates prices developing in the medium term. Related Links Argus Processed Phosphates Analytics Argus Phosphate Rock Analytics Request a sample/more information