offtake · non-aligned supply brief

Phosphate Rock (P)

fertilizer · criticality 7/10 · substitutability: none

MOS Rank

#38

score 16.9 · conf 43%

Published 2026-04-17 · Mineral Opportunity Score ranks all 58 tracked minerals by broker profitability.

Why this week

  • —Thin non-aligned supply — sourcing hard
  • —No liquid exchange → broker opportunity

Supply concentration

47% of global production is in China + Russia

HHI 2200

China 40% · Russia 7%Non-aligned 53%

Top producers

  • China40%
  • Morocco18%
  • USA10%
  • Russia7%
  • Jordan4%

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