Ahh I think prices are set to stay high until 2027-28 when a fair few African projects are set to be completed. I've always contended that AEV are not feasible for fertilizer (not gonna rehash that argument), and honestly have no clue what a price disparity is between fertilizer at 32% and lfp rock. Fertilizer phosphate is opaque as it is, let alone a subsidiary market of lfp rock.
the only that that could blow up rock phosphate market in short term is China re exporting rock phos (not dap). But their domestic market is still stupidly strong on their historocal levels
Ahh I think prices are set to stay high until 2027-28 when a...
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