This year the urea market as a whole presents a good development trend, the recent urea price by multiple favorable pull, the price still has the upward trend, is now the mainstream of urea manufacturer price shocks 2000 yuan (ton price, the same below) above the price, Shandong Linyi urea mainstream delivery price has also risen to between 208 0-2100 yuan, each urea. Spot supply in the main supply areas is tight, due to the lower purchasing intention of the downstream distributors in the early stage, the volume of transactions is small, but due to the rapid price adjustment of enterprises, the transaction further slowed down, although the price of high consolidation, but the new orders are few; the early orders issued by enterprises, coupled with the recent rise in international urea prices, some domestic enterprises turned out. In the export market, the shortage of domestic spot supply is aggravated, the domestic urea price continues to rise, and the recent urea profit is much higher, mainly reflected in the following aspects:

First of all, limiting production will further expand. Recent feedback from the market that natural gas supply has become inevitable, supply or will be affected to some extent, according to the statistics of China Chemical Fertilizer Network, the daily output of urea has dropped to 136,000 tons, equivalent to the starting rate of about 55%, and gas prices will further increase in the latter period, driven by the above two points, late winter again. After the start-up, the price of urea will have room for further expansion under the premise of supply shortage.

Secondly, domestic enterprises take more orders. Recent large urea enterprises have received a number of scattered orders, waiting for delivery is still tens of thousands of tons, combined with late restrictions on gas and other reasons, the enterprise's desire for low-cost delivery is relatively low, although the autumn market urea demand is relatively small, but there is still a certain amount of demand, domestic spot supply is limited, plus Enterprises are reluctant to sell more emotionally, and urea quotes are temporarily running high.

Although the current urea enterprises benefit a lot, but there are still some hidden worries: on the one hand, the acceptance of low-priced downstream, although the early low-priced supply can rely on the current urea market for high-priced sales, but late urea new single, after all, there is still a period of time before urea can enter the winter storage peak season, and in order to ensure the downstream draw money. Enthusiasm, urea enterprises still have the possibility of reducing prices to absorb orders; on the other hand, the recent small fluctuations in liquid ammonia, liquid ammonia in some areas slightly hindered, such as the late trend of liquid ammonia from prosperity to decline, then the supply of urea will increase appropriately.

Overall, the recent urea rally is a little weaker than the previous period, but in the short term by early orders and cost support, the market can at least maintain stability, but there is still the possibility of volatility in the latter period.