Phosphate fertilizer supply chain chokepoints

category tradeable chokepoint

How scores are shown

Criticality

Comes from the trace model and describes the node's dependency importance.

Evidence

Comes from the canonical Vein Graph: AI assertions, user corrections, and external sources. Provisional — needs corroboration or an external source before strong wording.

Completeness

A data-coverage label based on available summary, evidence, sources, tickers, and chokepoint rationale.

Dynamic claims are capped below 100% and AI-only edges remain labeled as inferred.

Model: trace-score-v1

⚠ Hidden chokepoints found

Moroccan phosphate rock44% confidence — Morocco controls a large share of exportable rock.

Phosphoric acid & DAP/MAP44% confidence — Sulfur and ammonia co-inputs tie margins to energy.

Phosphate supply chainAgriculture inputs

Rock mining through acid plants to finished fertilizers.

Criticality: unknownEvidence: UnverifiedCompleteness: thin

Moroccan phosphate rockMining⚠ provisional chokepoint

OCP-led exports from Khouribga and Benguerir.

Morocco controls a large share of exportable rock.44% confidence

MOS—Mosaicstock

ProducerSupplies into this nodeSupply-chain context only — not investment advice.

Criticality: high (provisional)Evidence: UnverifiedCompleteness: partial

— core tradeable element

Phosphoric acid & DAP/MAPProcessing⚠ provisional chokepoint

Wet-process acid and granulation plants.

Sulfur and ammonia co-inputs tie margins to energy.44% confidence

Criticality: high (provisional)Evidence: UnverifiedCompleteness: partial

— core tradeable element

Florida & Peru rock minesMining

Legacy US mines and Andean deposits.

Criticality: unknownEvidence: UnverifiedCompleteness: thin

— core tradeable element

Import-dependent marketsDemand

Brazil, India, and EU import large phosphate volumes.

Criticality: unknownEvidence: UnverifiedCompleteness: thin

— core tradeable element

Sector templates

Generated analysis — not investment advice.

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