To say that the most painful fertilizer is urea, to say that the most painful chemical raw material is liquid ammonia. For example, the recent urea, since the news came out, the market immediately reflected that, of course, prices rose, but it only maintained for a few days. At present, the urea market is once again in a stalemate, wholesale prices in some areas are still down, the transaction is light, and the big agricultural dealers are worried about temporarily maintaining a wait-and-see attitude. More people in the market are bullish, which is a good thing. "A drop in the bucket".

At this time, the liquid ammonia Market shocks, showing a polarized situation. Some of the liquid ammonia enterprises in central and northwest China are affected by environmental protection. Some of them have limited or stopped production, and the supply of goods on the market has decreased, especially low-cost supplies. In addition, some of the liquid ammonia enterprises in Sichuan and Chongqing have stopped because of the limited supply of natural gas, most of them have stopped, the demand for liquid ammonia is tight, and the surrounding liquid ammonia is in short supply. Ammonia prices went up. However, the supply of liquid ammonia in North China and other regions has increased, and the demand of ammonia enterprises is not good, resulting in a certain extent of decline in the price of liquid ammonia. At this time, the price of urea is suddenly deadlocked, and even bearish sentiment exists in most areas. Some people will worry that enterprises will shift their production focus to liquid ammonia, in order to save the urea exploration market to a certain extent, and add fuel to the fire of many liquid ammonia enterprises. Therefore, the trend of urea and liquid ammonia will become the focus of attention.

Firstly, the supply of urea is limited, but the demand is not much. Parking time of some gas-head urea enterprises in Inner Mongolia and Northeast China is earlier than that outside, and then with the continuous parking of gas-head urea enterprises in Sichuan-Chongqing market, the starting rate of urea enterprises in China is about 46.48%, and this low-level start should be maintained after the Spring Festival. That is to say, low-level start is still one of the greatest advantages of urea enterprises. If the price of urea falls later, part of it will be possible for urea enterprises to start at a low level. Enterprises should take advantage of the good momentum of liquid ammonia to shift the focus of production to liquid ammonia, which will reduce the total supply of urea; in addition, it seems that there is no good study of urea. First, although the good storage of light urea has led to an increase in urea prices, it seems that the upward trend is not far off. Although some large agricultural dealers have heartbeat, but the action is not big, it is still a wait-and-see mood. Thickly, there are also some plans to make adequate reserve after returning funds, and then fill warehouses appropriately; secondly, farmers are more wait-and-see at this time, the terminal market is quiet, and will start next spring; thirdly, compound fertilizer plants have poor sales, poor income, high cost pressure, limited urea reserves, or choose low-content, low-price nitrogen fertilizer as alternative raw materials; fourthly, plywood plants open in the off-season. Low rate of work, limited demand for urea, temporarily can not be expected. The favorable factors are barren, the bad times are frequent, and it is expected that the good market will last for a limited time, but there will be room for a fall.

Looking at the polarization of the liquid ammonia Market between the north and the south, prices have risen and fallen, ranging from 50 to 150 yuan per ton. Under such a chaotic situation, the urea deadlock has thrown a basin of cold water on the liquid ammonia market. If the price of urea rises steadily after the latter period, or even can not be maintained, it will surely lead some enterprises to shift the production focus to liquid ammonia. In addition, the overall industry of compound fertilizer enterprises starts at a low level, the cost pressure is high, the enthusiasm of raw material procurement is not high, and the overall demand for liquid ammonia is real. But looking at the liquid ammonia market, we can find some good results. For example, under the pressure of environmental protection, some liquid ammonia enterprises limit or stop production, especially in Henan, Shaanxi and other places. In the early period, a large number of ammonia producers stopped releasing ammonia, which raised the price of liquid ammonia in the local market and also increased the price of liquid ammonia in the surrounding areas. But in other words, the higher the price of liquid ammonia, the more rigid the price of urea. The focus of production enterprises will be more focused on the conversion of liquid ammonia, good market will be affected by urea.

In a word, urea and liquid ammonia can not get rid of the relationship between lip death, tooth cold and mutual injury. The urea market can hardly arouse the long-term enthusiasm of manufacturers by relying solely on the quantity of low start-up and low storage. After all, the light demand is the key to suppress prices, so there is still the risk of stalemate downward; that indirectly affects the market of liquid ammonia.