'Fertilizer Week' notes.
-"OCP has settled February DAP and MAP business with buyers in Europe and Brazil at prices in the mid-$460s/mt FOB"
That seems in line with the current commentary and the recent notes on March business running at $480ish FOB Tampa. It is still quite bullish.
The other thing from todays quarterly is MAKs current quote of $120 per tonne RP. That quote should be on the increase in the near future with my estimate of $160-170 based on a $450 Tampa FOB DAP pricing.
quarterly report analysis, page-6
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