Approved by the CPC Central Committee and the State Council, the fourth batch of the Central Environmental Protection Inspectorate in August 7th to 15 has been stationed in Jilin, Zhejiang, Shandong, Hainan, Sichuan, Tibet, Qinghai, Xinjiang (including the Corps), the provinces (autonomous regions and municipalities) inspectors full coverage. The inspection is very strict, I heard that many complex fertilizer enterprises will face limited production or even stop production, environmental protection is not up to the standard of small enterprises, or later will no longer produce. It is the production stage of high phosphorus compound fertilizer in autumn, and the overall operating rate of compound fertilizer enterprises will be affected, which will certainly affect the purchase of raw materials. The conditions of nitrogen, phosphorus and potassium are different:
Urea: small fluctuations in the previous urea prices, mainly due to the short duration of agricultural rainfall, since mid July, urea almost completely bid farewell to the needs of the "shelter", the price of a downward spiral. In the case of stable urea production rate, the agricultural support capacity is weak, and the industry has not seen a large demand support. The imbalance between supply and demand has resulted in the downward price of urea. In urea poor market conditions, dealers are not optimistic about the compound fertilizer, compound fertilizer of urea enterprises have gradually lack of confidence, coupled with their own operating rate is affected, the purchaser shall still be Suihangjiushi urea, on-demand procurement.
A recent market weakness: ammonium ammonium on the horizon, the market has a lack of confidence on ammonium sound, stable kicked upstairs, the current Hubei 55% powder ammonium Shandong acceptance storage price for 1970-2000 yuan / ton, a single individual is below 1970 yuan / ton. Shandong, a procurement ammonium compound fertilizer enterprises more volume, accounted for about 2/3 in late autumn, the amount of replenishment, and by the recent environmental impact, the operating rate will be down, but are still in the hands of a trader ammonium supply, therefore the compound fertilizer enterprises of ammonium procurement slowdown.
K: potassium chloride Market Piandan, local price drop, recently heard that the end of the month will start a large number of arrival port, although the Hong Kong stock increases is not too obvious, but also bring bad influence to the demand of potassium chloride, 62% potassium white price of about 1960-1990 yuan / ton range, 60% red particles in addition to high low-end, mainstream quotation about 1930-1950 yuan / ton, the domestic potassium goods to go, Hefei complex enterprise procurement of the potassium chloride enthusiasm is not high, only to take the goods according to the purchasing plan, the late arrival of imported k about next month.
Potassium sulfate high-end quote slightly increased. Mannheim potassium sulfate starts by environmental security influence slightly downward, SDIC k-lo summer shutdowns, the overall operating rate is low, and the tobacco tender season, compound fertilizer enterprises on the high degree of concern, the purchasing situation is relatively ideal.
In summary, environmental inspectors season coming again, around the compound fertilizer enterprises operating rate of more or less will be affected, resulting in more, not on raw materials procurement slowdown is expected in the short term will not get better, mainly focus on the effects of environmental inspectors on late fertilizer enterprise strength.