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Urea: all of us are guessing that we should go up.
Time:2018-05-17   Read:633second  

At the middle of May, the price of the domestic urea is high and the part is still deliberately pushed up, such as the idea that the large grain urea in the south of Hainan is likely to rise in price, and the wholesale price of the local basic urea in Central China is also on the top. Eager to raise the price signal, downstream purchasing thin ice, then the tour side whether to consider "find another", find a way out?

Urea prices continue to rise, from the two aspects of supply and demand.

First, supply: the start-up rate of urea enterprises will not rise to high level, and the supply of goods on the market is limited. First, the impact of early environmental inspection, the low level of social inventory, and the environmental inspection has never been reduced; two is a temporary failure of the local minority urea manufacturers, some urea enterprises rational maintenance or re production plan exists variables, such as Shaanxi, Henan, and other parts of the large plant urine production load of only half or a line production Three is to understand from the market that Xinjiang has not much urea in Xinjiang, and basically has high price areas such as Guangdong and Guangxi, Sichuan and other high price areas, Inner Mongolia urea external hair limited, the rest of the market is good price is good; four is the June Shandong Qingdao "summit" on the surrounding chemical fertilizer, chemical production and other aspects of the limit.

Secondly, demand: if we only look at the urea trend from the perspective of demand, there is not much chance of success. The overall demand for agriculture is poor, whether the price is rising or falling. In addition to a small number of large agricultural companies who have dared to risk a little more urea, most dealers always insist on one principle - according to the demand, especially in the recent high price stage. There are slightly more sources of goods, but most of the new ones are small ones. However, when the operating rate of urea enterprises is low, it is inevitable that they will be stalemate and support their prices to be strong.

The industrial plywood factory is limited by the environmental inspection factors, and the expectation of urea purchasing support may not be expected. The main energy is to be put on the high nitrogen fertilizer market. It is understood that the high nitrogen fertilizer demand is not much and not concentrated, the nitrogen fertilizer support is more sufficient, but the phosphorus and potassium support is not up, the overall price is weak, and the compound fertilizer manufacturer is also In order to take the goods as the main, there is a certain discussion space in the implementation price, the long-term view on the support of the urea market is insufficient, but in other words, considering the slow production progress in industry, the stock of raw materials is also limited, and the urea is also a demand for the supplement.

Again, the chemical market of liquid ammonia and other chemical quotations: domestic methanol, liquid ammonia market is better, no pressure, especially local liquid ammonia prices are still rising, such as the Shandong region liquid ammonia current transaction factory reference price in 2970-3200 yuan / ton, the local urea plant quoted at about 1950-1980 yuan / ton, Hebei area liquid ammonia owners The reference price of flow acceptance and transaction is up to about 3000-3200 yuan / ton. (according to the ratio of liquid ammonia price by 0.6+200 yuan), the manufacturer is more willing to choose more liquid ammonia to earn profits. Therefore, the liquid ammonia market will be a stronger backing of the urea market in the short term.

On the whole, the production and supply of urea are limited, but there is still demand in the lower reaches, but it should be postponed for the time being, and the stalemate should be maintained for the time being. Even if the downstream market is looking for new people, such as the selection of some new fertilizers in the local agricultural fertilizer application or the substitution of ammonium chloride or granular ammonium sulfate in the area of local agricultural fertilizer, low price ammonium chloride is used in the industrial production of raw material fertilizer, but it is not realistic or effective to use the difference of fertilizer, the habit of fertilizer and the price ratio in each region. In the short term, urea prices continue to be strong and push up.

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