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This year early in August, Russia announced on August 15 this year to temporarily ban the end of this year and exports of food. In the September 2 meeting of the Bureau of Government meeting, Putin said that the abolition of the embargo on grain exports should clarify the situation before next year's food harvest, and discussion. This means that Russia should have expired at the end of this year's grain export ban will probably continue until after the grain harvest in September.
Investment Advisor in the chemical industry researcher Yi Zhi Chang pointed out that as a rare high temperature and drought this summer, the weather, led to the Russian grain production is declining dramatically, making the Russian government had taken measures to restrict grain exports. If Russia's measures to restrict grain exports continued into next year in September, which will give significant impact on the global agricultural market, making up global food prices.
Yi-Chi Chang further pointed out that world food prices, will stimulate people's interest in agricultural production, thereby increasing fertilizer and other agricultural products. Currently, people and food related industries growing degree of concern, especially food production is closely related to the fertilizer industry, the market for its special attention this year.
For example, because the future to see the huge market demand of fertilizer, the current high price of BHP Billiton To purchase add Potassium; in the beginning of this year, Brazil's CVRD (Vale) and Bunge (Bunge Limited) agreement, will be 3.8 billion acquisition of Bunge in Brazil, phosphate mining, fertilizer factories, mining business; and Russia will have to buy 苏莱曼克里 Alimov 西利维尼特 Inc. (Silvinit) of a majority interest; In addition, several Japanese trading house is also the source of agricultural fertilizer mineral strong investment interest in the case.
Yi-Chi Chang believes that the current world population is increasing, the demand for food will increase, and now cultivated area and the decreasing trend, which will increase the awareness of food production per unit area yield requirements. Imposed on grain production of fertilizer is one of the important ways, the future global fertilizer will increase the demand.
Zhang, director of investment consultancy Yan Lin believes that by Russia faces severe drought, Australia, Argentina, together relatively dry climate, floods in Germany and Pakistan, and other factors, global food supply will be reduced, this will lead to international grain prices rise to the formation of the positive development of the fertilizer industry. (Light blue)
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