A Moroccan-American $450 million project for a phosphate fertilizer plant in the United States
The planned fertilizer plant would add phosphate fertilizer production capacity in the U.S.
Source →The trace
How it reaches your house.
Starting from Fertilizers and crop inputs, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Sulfuric Acid (H₂SO₄) for Phosphate Fertilizer Production →supply upSulfuric acid is a critical input to phosphate fertilizer production, and the new U.S. phosphate plant materially expands output capacity, so fertilizer/crop input supply should rise.
94% confidenceFertilizers and crop inputs →Prices risePhosphate Rock (Fluorapatite Ore)
A large new phosphate-fertilizer plant will directly increase phosphate-rock feedstock demand, and this edge is critical with full dependency strength.
88% confidenceFertilizers and crop inputs →Prices riseHop 2
Phosphate Rock (Fluorapatite Ore) →Stands to benefitThe added U.S. phosphate-fertilizer capacity should raise demand for phosphate rock, and OCP is a major supplier on this edge with a 31% share.
79% confidencePhosphate Rock (Fluorapatite Ore) →Stands to benefitHigher phosphate-rock demand should benefit source countries, and this edge assigns China a 43% supply share.
72% confidencePhosphate Rock (Fluorapatite Ore) →Stands to benefitPhosAgroPHOR
Hop 3
OCP Group →Prices risePhosphate Rock (Fluorapatite Ore)
A new U.S. phosphate fertilizer plant should raise demand for OCP's 31% share fluorapatite-ore supply, tightening this phosphate-rock input and pushing its price up.
74% confidenceThe Mosaic Company →Prices risePhosphate Rock (Fluorapatite Ore)
Added U.S. phosphate fertilizer capacity should raise demand for phosphate rock feedstock, tightening this input market for Mosaic and peers.
52% confidenceThe Mosaic Company →Prices rise