ShockAtlas

ORGANISATION · MA · NACE C20.15 Manufacture of fertilisers and nitrogen compounds; B08.91 Mining of chemical and fertiliser minerals

OCP S.A. (OCP Group)

www.ocpgroup.ma · 1 documented exposure in the atlas.

US phosphate: Mosaic curtails, citing limited affordable sulfur; US sulfur and phosphate exports are up in 2026

Competitor · Supply chain · evidenced · Supply shock, 2026-11-03

“The U.S. government suspended the application of these duties on June 29, 2026, allowing OCP North America to ship its first cargo since the suspension: 54,000 metric tons of Triple Super Phosphate” — source, 2026-11-13

The article reports the first Moroccan cargo to the United States after the duty suspension, arriving at New Orleans on 19 August 2026; the trade file shows DAP and MAP imports from Morocco appearing in September. The group is also a large sulfur importer whose first-half results cite the sulfur price. Inferred: it competes for US sulfur cargoes (trade press reports Gulf shipments to North Africa for fertilizer production) while selling phosphate into the US market; no source read names it as the buyer of those cargoes.

Series concerned: us-dap-map-imports-morocco-p-st us-dap-map-imports-p-st tsp-usd-t us-sulfur-exports-kt · read the edition →

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