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After urea has gone up, is ammonium chloride still short of "fire"?
Time:2019-12-15   Read:1053second  

Recently, the situation of urea must have been clear to the insiders. After the price increase, the volume of transactions has decreased, and the prices of some enterprises have also declined or declined slightly. Of course, at this time, some enterprises are increasing their prices continuously. For example, the factory price of urea in a factory in Liaoning has risen to 1740 yuan / ton (1690 yuan for fire transportation). Ammonium chloride is also supported by urea, and the price has stopped falling, although it is not divorced from the low price , but the local price has been tentatively rising, and there is also an induction in the downstream. However, if the price is to rise generally, it seems that it is not so hot.

It is understood that the current domestic mainstream factory quotation of wet ammonium is about 300-420 yuan / ton, and that of dry ammonium is about 450-550 yuan / ton. The deal can be negotiated or preferential. The start-up of ammonium chloride enterprises is reduced, the price of urea has also increased, and the price of ammonium chloride is almost on the rise. There must be some reasons.

On the one hand, the operating rate of the combined alkali enterprises has been significantly reduced. At present, the load of some ammonium chloride enterprises in Northeast China and Tianjin is low, and they basically start to work at about 30-60%. A factory in Jiangsu is still shut down. In the overhaul of a factory in Hubei Province, some units in a factory in Sichuan Province are overhauled, while others are temporarily at a high level. According to the statistics of China fertilizer network, the overall industrial operation rate of combined alkali enterprises is about 74.43%, which is significantly lower than that of last week, but the chlorination of some overhauls in this month Ammonium enterprises will resume production in succession, which means that the supply of goods in the later period will increase again. In addition, although the stock of raw materials of downstream compound fertilizer and extruded granular ammonium chloride enterprises is limited, some ammonium chloride production enterprises have a certain amount of stock to digest, and some traders also have sufficient early guaranteed orders in the arrival, which may suppress the delivery progress of ammonium chloride enterprises. However, as the market of soda ash is weak and the cost pressure of associated soda enterprises is large, some enterprises should consider to keep a slightly lower start-up and maintain the relative stability of ammonium chloride.

On the other hand, the demand for ammonium chloride has increased, but it is still in the "bottleneck" stage. The way to deal with the downstream market in the off-season is to be cautious. The raw material fertilizer purchase is operated on demand, and the supply of large agricultural material dealers is sufficient, especially in the low-end market, so the purchase volume of new orders should be limited. However, considering the orderly production promotion of winter storage fertilizer in Northeast China and the reserve of raw material fertilizer before and after the Spring Festival, the delivery volume of ammonium chloride should be increased.

 It will be more cautious. It is expected that the market of ammonium chloride will be mainly stable in the short term, with minor adjustment in some areas.

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