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Mosaic Raises Q2 DAP Price Guidance, Trims Phosphate Sales View
ZACKS· 2025-06-09 13:51
Key Takeaways MOS boosts Q2 DAP price forecast to $650 - $670/ton, citing strong market conditions. Phosphate sales outlook cut to 1.5 - 1.6 Mt for Q2, with full-year production output lowered to 7.0 - 7.3 Mt. Bartow, New Wales, and other sites driving higher production ahead of H2 2025 ramp to 8 Mt run rate.The Mosaic Company (MOS) has updated its guidance for the second quarter and full-year 2025. It has raised the outlook for phosphate prices. Strong market conditions have caused DAP price outlook to r ...
高盛:金属评论-黑色金属周反馈 -难以摆脱看空论调
Goldman Sachs· 2025-06-05 06:42
We attended Singapore International Ferrous Week from 26-30 of May, meeting with industry players, including iron ore miners, steel producers and investors throughout the week. We highlight our key takeaways for the iron ore price outlook, supply and demand. 4 June 2025 | 2:45PM BST Metals Comment: Singapore International Ferrous Week Feedback: Hard To Escape The Bearish Thesis Singapore International Ferrous Week Feedback: Hard To Escape The Bearish Thesis We attended Singapore International Ferrous Week f ...