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Every time the bid is printed and the market fluctuates, the same is true this time. It seems to be an inexplicable "rule" at this stage. According to the data, India won nearly 1 million tons of urea in the tender. It is known that 150,000 tons of urea are exported from China, and 50,000 tons of each ship is the source of Chinese cargo. He does not know yet; not to mention the price, only from the quantitative point of view, it will not play a major role in supporting the domestic market. At present, the domestic urea market is weakening, and the price is also falling in varying degrees. For example, the receiving price of urea for the compound fertilizer enterprises in Linyi area of Shandong Province has also dropped from 1890-1900 yuan/ton to 1830 yuan/ton before the festival. If you want to know the detailed prices of other enterprises, you are welcome to join the member zone of China Chemical Fertilizer Network.
_Urea production enterprises start high, according to the statistics of China Chemical Fertilizer Network about 56.5%, enterprises'pending orders are gradually decreasing, support weakening; large traders will not reserve at this time, one is to buy up or not buy down, the other is to use the rational operation with picking, the third is the overall performance of terminal revenue this year is not good, the enthusiasm for fertilizer preparation has somewhat improved. Reduce, some areas also need to pay close attention to the price of food, vegetables, fruits and then operate; the industrial sector, too, is limited by environmental protection, safety or other factors, and raw material procurement progress is slow. Most of the markets in various areas are looking down on urea trend. What is the reason?
_The supply and demand are not "symmetrical" and the market pressure is difficult to reduce under the prominent contradiction. According to the statistics of China Chemical Fertilizer Network, the daily output of urea in China is as high as 158,600 tons, and a few urea enterprises in Shaanxi Province are about to resume production. Under normal environmental protection and safety inspection, the start-up of urea enterprises is basically at a normal level; in the other eleventh period, there may be corresponding measures requiring urea enterprises. It is not clear whether to limit or stop production, but the start-up of urea enterprises has not been affected before; however, there is still some expectation that the support of liquid ammonia will be supported. Now the price of liquid ammonia has rebounded moderately in some areas. If the price of urea falls too much, some enterprises should choose to temporarily shift the production focus to liquid ammonia, and then slow down. Remove urea delivery pressure. Although the supply is expected, it still has little support. Looking at the light demand, first of all, in the off-season of agriculture, it is generally said that goods are going light and sales progress is slow. Among them, large agricultural merchants have repeatedly said that on-demand purchasing, with in-and-out operations, urea speculation has also become "resistant" this year, affected by the weather. Crops or cash crops in both the north and the south are affected, with poor harvest and expected decrease in revenue, so that the grass-roots market will not be intentionally depleted; in addition, the use of new fertilizers in some areas such as Gansu and Inner Mongolia will gradually impact on traditional fertilizers; secondly, industrial demand will make the industry more vulnerable.“ Cold heart ", plywood plant has been affected by environmental protection inspection for a long time and can only be in a low load state, and the purchase of raw material urea is on the low side; although the overall industry of compound fertilizer enterprises started to rebound slowly, it only maintained at a slightly high level of 50%, and because of long-term environmental protection and safety inspection, it is difficult to rebound significantly, according to another evidence. The market feedback compound fertilizer enterprises have more stocks, and some small and medium-sized enterprises are not active in production. In order to alleviate the cost pressure, the raw material fertilizer purchasing volume is limited.
_This time the mark is still thunderous and raindrops are small. Prices of urea were rising before the publication of the tender, and then began to fall after the tender. It is nothing more than that the quantity and price have no obvious support in China. Up to now, India's total medium-scale volume is nearly 1 million tons, and its export volume is 150,000 tons from China. There are two ships each with 50,000 tons as China's source of cargo. Others are unknown. The CIF prices of the East and west coasts of India are 278,000 tons, respectively. Dollar/ton, $276.06/ton, both quantity and price have no support for China's exports.
In a word, the urea market has a high start-up rate, and factories generally have no willingness to take the initiative to reduce the load, so the pressure of shipment can hardly be eased in the short term; whether the domestic demand for Industry and agriculture is light, cautious wait-and-see, or the label is not dominant, the voice of multi-party speculation gradually subsides. It is anticipated that under the contradiction between supply and demand, the downstream still clearly believes that urea has a greater operational risk, which accounts for the majority.
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