Domestic ammonia market continued to rise, rising trend is relatively rapid. Data show that in October 27th the domestic ammonia index was 2028, November 16th domestic ammonia index was 2349, just 20 days, the domestic ammonia index rose 321 points, or 15.83%. At present, some of the industry are more confused. Why the continued rise in ammonia synthesis and the future of the market up space is how much?
Rising cost and demand,
Boost synthetic ammonia market turnover focus step by step up
First, from raw materials, coal prices have more than doubled, the cost pressure is heavy, the current national efforts to regulate and control the coal market, coal companies even take the initiative to cut prices, but is currently in the heating season, the market supply is tight, short-term coal prices are still relatively high, the ammonia production cost is still relatively high.
Secondly, from the sales point of view, the recent export volume is relatively stable, individual manufacturers sales declined, with the late urea prices continue to push higher, foreign sales may reduce ammonia.
Again, from the downstream products, since urea at the beginning of November, the price index rose 96 points, the current supply and demand pattern, urea market is still up space; the compound fertilizer market device operating rate rose slowly, but 11 months late, at any time the introduction of price increase enterprise, winter storage market clear, stocking distributors enthusiasm the increase in operating rates rise or increase the amplitude; ammonium phosphate transport, the cost of raw materials prices and other good support, the market has been pushed up, along with the increased demand, may improve the operating load.
It can be seen that the demand for synthetic ammonia in the fertilizer showed a good trend, the latter with the downstream start load increase, there is an increase in demand for the possible. Industrial demand is more normal, the performance of the general. Overall, the downstream demand for ammonia synthesis has continued to enhance the possibility of. Cost increase as well as the late demand is expected to increase, boost the focus of the synthetic ammonia market turnover step by step.
Look forward to winter start again after stepping up
From the point of view of production costs, the current majority of synthetic ammonia production costs in 2000-2250 yuan / ton, on the current price point of view, the mainstream enterprise price basically in the cost of the line, but not very strong profit. The latter accompanied by rising prices of urea, ammonia is reduced after the foreign sales expectations, if entering the winter, the fertilizer market demand into the season, there is room for improvement, the contradiction between supply and demand will gradually weaken, the market is still likely to continue upward. But the current supply and demand situation, the local price is still inconsistent, short-term market push rate would be narrowed, market or will start again after winter to step.