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To say that is because the smooth sales driven urea market, enterprises for inventory pressure and worries about the market and promote the urea prices, Xiao Bian is sincerely convinced. But the current situation of the market is still not heard of the downstream dealers a large number of weak storage and rapid recovery of industrial production news, but due to a variety of positive support, the price of urea is still high at a time. Xiao Bian also worked in an article in the times before the release of the list of urea on the market interest to a clear mind, but the recent news has been on the market of urea to small brain burned out, usually caused the factors, export, started at the end of high cost we will not talk, we accompany stroked a stroke recently the emergence of these wonderful good.
First of all, the Beijing meeting ended, the recovery rate of urea began to drop again after the expected. The end of the meeting should be ordinarily industrial production will resume stage, a period of time before the method surrounding urea enterprises also said that due to production orders before basically finished, when enterprises resume production low in advance part of the order, then according to the number of new single set of new price of urea. This does not, at this time to prepare the resumption of production of some enterprises in Shanxi began to advance the matters. But the plan did not change quickly, the enterprise of new orders in advance fast as a new round of environmental inspection will once again in the news to.... Shanxi coal group and a few other companies just individual rehabilitation expressed frustration may therefore be discontinued again in mid October. In fact, after every kind of environmental protection check bombarded, most enterprises have developed not urea examination skills, but under the eaves, had to bow ah, I do not know the specific because of what, anyway, let's have to stop production. In addition, Shaanxi is also a big business plan rather baffling into the city, the next time the most load is only about 50%, coincidentally, before a Shandong landmark and a Hebei large enterprises large enterprises have all been zoned into the city, it is currently and the relevant department to negotiate the specific matters.
Second, the supply of natural gas is tight and prices rise. Because of the long-term coal price is too strong, so early news that Beijing development and Reform Commission after the end of the meeting or compulsory intervention in coal prices this bad news, making the industry bearish future market to support the cost of urea in a period of time. But this is not the coal price trend setting, Sichuan and Chongqing natural gas supply can not keep up, Sichuan gas based urea enterprises have been forced to reduce the load; and the urea gas price rise again, the most painful is Chongqing a urea manufacturers, the production cost of urea with market rumors natural gas prices before at least 200 yuan / ton. The sharp rise in the cost of supply, the price is lower and lower, do not rise? Rose! At present, the mainstream factory quotation in Sichuan has reached 1830-1880 yuan / ton, the high-end is brewing; the mainstream factory quotation in Chongqing area is 1780-1800 yuan / ton, the enterprise has been limiting orders, ready to rise.
Have to say, excluding the influence of supply and the cost, in recent years the price of urea movements by policy intervention often do not follow the routine play, it is difficult to guarantee the next will not a bad policy of urea market, so the risk is relatively large long-term reserves of urea. But in the short term on the surface of the agricultural large gap in the market, the end of the meeting after phosphate compound fertilizer enterprises should be based on the collection and appropriate procurement of raw materials, the urea operating rate of recovery difficult and raw material prices high, so that the expected price of urea should be up to shock.
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