Eleven return, urea high steady, mainly due to raw coal prices, enterprises operating in India and bidding and other factors support, although the price of scenery, but the downstream compound fertilizer enterprises purchase only, more with the mining, agriculture is also due to the demand for off-season purchases not. Ammonium is different, before the 55% Hubei powdery ammonium high-end factory price 1900 yuan (ton price, the same below), the current high-end factory price has reached 1950-2000 yuan near Sichuan before 55%; Dachang powder ammonium outside issued factory price in 1850 yuan, after pushing up rose to 1950 yuan; the company suspended ammonium or limit orders, some enterprises to execute orders in mid November, a price rose again became the new darling of ammonium.
So what are the factors that support the price hike? And listen to the road:
First, the demand is released in advance. Shandong, with the fall of fertilizer production plant composite mast near the end of a raw material inventory of ammonium decreased gradually, and the part of the enterprise environmental inspection and other reasons not early because of large reserves of ammonium, leading to the current enterprise ammonium shortage, the current spot is hard to find. Before the northeast region had received 130 thousand tons of ammonium orders, the festival is still growing in the recent Heilongjiang area compound fertilizer, mixed fertilizer procurement enterprises have joined the army, eager to seek the spot, even if not rush to production enterprises have also begun to inquiry, according to my understanding to the northeast is a part of the goods to the enterprise and ammonium trader northeast goods are also still on the road, everyone on the map more optimistic, some traders recently gave up other kinds of fertilizer, invested in a body of ammonium.
Two, the supply is not large. Although a preparation for the October overhaul of the Dachang ammonium has not yet started formal maintenance, but the operating rate of ammonium is low, the Hubei part of the small factory has been discontinued because of environmental and other reasons, individual manufacturers started relatively early days normal levels decreased, maintenance of rotation device. Some enterprises said that at present there are more orders for the main momentum, momentum orders, orders to be executed, is expected by the end of October near the beginning of maintenance for a period of about 1 months. Sichuan Dachang also said that due to the shortage of raw materials supply and other reasons, the operating rate will gradually decline. It can be seen that the operation rate of ammonium in the later stage is expected to decrease.
Three, raw material prices continue to rise. The price of raw materials after, especially sulfur prices continued to fluctuate, mainly because WaiPan prices continued to firm, and cargo operators reluctant to sell, the price of sulfur particles is the Yangtze River port before rose to 150 yuan to more than 1270 yuan, the domestic price of sulfur after Puguang raised 90 yuan to 1120 yuan in Wanzhou port and Dazhou plant 1025 yuan, although raw materials the rise in the price of the lag of the downstream ammonium, but it is understood that Hubei sulfur storage than before also rose to 1300 yuan. Not only sulfur prices, liquid ammonia also before the liquid ammonia storage acceptance not resigned to playing second fiddle, Hubei in 2900 yuan slightly higher, probably has reached 3000 yuan, Yunnan, Guizhou ammonia storage is also more than 3000 yuan, and slightly shortage. In summary, the author rough calculation, Hubei 55% powder ammonium high-end full cost has reached 1870 yuan, visible raw material cost for ammonium support intensity is relatively strong.
In summary, raw material prices lead to skyrocketing ammonium costs continue to rise, the market confidence was sufficient, the spot is hard to find, and winter demand early release, is expected before the meeting of ammonium phosphate fertilizer prices continue to rise.