Will the label return the urea to its original form? How does compound fertilizer meet the spring market?
Time：2019-01-24 Read：583second
Since January 9, India has issued tender information to pay more attention to the final information of Indian tender in fertilizer market, because the domestic urea price has been stagnant recently. If this Indian tender can boost the domestic urea market and price, it can also be regarded as a ray of sunshine for the domestic stalemate fertilizer market.
However, facts and imagination do not go the same way. India opened its tender on February 28. The tender price is 295.8 US dollars per ton on the east coast of India. The price of Yantai Port and other major ports in China is only 1780 yuan per ton. The price of the printed tender is very low compared with that of Shandong. It must be said that it is very clever for India to initiate tender in this period, but domestic urea enterprises are not. Vegetarian, gas-headed urea enterprises have not fully resumed production, and it is said that a temporary parking of an enterprise in Inner Mongolia, the overall starting rate is only about 44%, and there is still a lot of room for spring demand, I believe that few domestic enterprises will pay attention to this tender, after all, lower prices than production costs is a good thing.
And in terms of the current form of light storage before the Spring Festival, the possibility of urea price warming is not great, but there is tender information in the later period. In the short term, the urea market will remain low and narrow, so for the high nitrogen compound fertilizer which has a large demand in spring, the price trend of urea is very important. If urea can meet the situation of stability and rebound, compound. Fertilizer enterprises may be able to improve slightly, then facing such a light demand, how should compound fertilizer face?
_According to the research and development of China Chemical Fertilizer Network, at present, most of the compound fertilizer enterprises can not sit on their stools and feel sad at the end of the year. After all, they still have the desire to ship before the Spring Festival, and the long-term slow-moving compound fertilizer enterprises have a backlog of inventory. Most of the enterprises have about 5-100,000 tons of inventory, and the pressure of shipment makes some enterprises have to adjust their quotations downwards. Recently, a large-scale compound fertilizer enterprises in Henan Province have to adjust their quotations Compound fertilizer enterprises for winter storage in Northeast China have issued a 45% sulfur-based compound fertilizer buyout price of 2 280 yuan/ton, which really touched the nerves of some downstream distributors, especially in Liaoning, Jilin and other areas distributors have started slowly, and some of the winter storage progress has been slowly advancing. In addition, some compound fertilizer enterprises are firm in the high-end quotation, not prepared to reduce the quotation, on the one hand, subject to the pre-order to be issued; on the other hand, subject to the pre-purchase of high-priced raw materials, so in the near future, some enterprises would rather take the initiative to reduce production capacity to meet the holiday break, rather than adjust prices.
_Comprehensive market view, some low-end supply will be a few years ago, but most of the compound fertilizer enterprises will also face the situation of light years ago, in the nitrogen, phosphorus and potassium raw materials step by step down now, in the downstream currency wait-and-see now, all hope can only be achieved in the spring market, I hope the spring market will usher in a new situation.
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