with coal prices rise and light storage approaches, domestic fertilizer prices significantly in the recent rebound, manufacturers hype to meet market demand eagerly. But behind the laughter, the tension of the tight supply capacity is gradually let the market worry.
| Thiourea dioxide |
Since the “transportation vehicle management regulations” after the introduction of many areas of highway freight increase, a large number of sources from the road return railway, railway transportation and increase the burden of coal, grain and other bulk cargo transport seasonal peak arrival more strained furtheraggravate.
Hard to find a car to dispatch poor so many domestic fertilizer enterprises scorched by the flames. According to the Qinghai related enterprises, currently from Qinghai fertilizer volume only meet the actual demand of 1/5, a large number of potash in the factory hoarding. The compound fertilizer enterprises in inland areas also suffered raw materials, double products going to attack. The market believes that the current fertilizer circulation “poor blood” may lead to local structural fertilizer shortage, and if these problems can not be solved by structural, spring fertilizer peak or will face a serious shortage.
Qinghai potash “trapped in place”
According to the relevant enterprises, from mid September this year, the Qinghai area has the appearance of potash fertilizer capacity shortage. Today, Qinghai potash demand on the wagon at 400-500 / day, but every day only 100 knots of actual wagon is issued, only Cha Er Han area for accumulation of about 2000000 tons of potash. Qinghai Province circle for potash scorched by the flames.
| Thiourea |
Qinghai Saline Lake industrial Limited by Share Ltd sales company general manager Yang Jinbang told reporters: “the current enterprises are facing great difficulties, the main problem is concentrated in the wagon supply is far less than the requirements of enterprises. Such serious transportation difficulties have for many years has not been met, and the problem of long duration also allows the normal operation of enterprises affected.”
According to the Inner Mongolia potash circulation, the current domestic potash fertilizer production capacity is stable, but Qinghai, Xinjiang, Inner Mongolia potash transportation difficulties are key factors for long-term business development limited. He added: “the high degree of dependence on K transport railway, most of the Qinghai area radius of potash sales in more than 2500 kilometers, the road is very far, the high cost of highway transportation. But relatively speaking, K is low value-added products, so the railway transportation is the best way to K. However, the Qinghai area population, consumer demand, the development pattern of Qinghai belongs to the resource output plus the arrival of Qinghai Tibet Railway Corporation, the weight of the car is relatively small, empty a serious shortage of resources. At this stage the Saline Lake stocks reached 1 million 800 thousand tons, 500 thousand tons of potash Tibet grid inventory, other small factory also has 300 thousand tons, a total of more than 2 million 600 thousand tons of domestic potash inventory. Pre orders do not go out, can not guarantee delivery time, delivery time will be postponed. This market has been worried.”
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Faced with soaring prices of fertilizers?
From September 21st onwards, “transportation vehicle management regulations” formally implemented. With the increase of highway transportation costs, many companies choose to increase the amount of fertilizer transport railway transport and shipping. At the same time, domestic coal transportation, food transport into the seasonal peak, considering factors such as Spring Festival, the railway is expected to supply tension will continue until 2017 “51″.
| Sulfamic acid |
In fact, the domestic fertilizer transport has been blocked for several months, the market is most concerned about the topic is: inadequate supply of raw materials, products shipped difficulties, chemical fertilizer reserves in winter will not be affected? Next spring fertilizer will not appear shortage? Will fertilizer market price inflation?
Although recent potash prices rose 150-200 yuan / ton, but affected by the exchange rate, rising costs have more than 240 yuan / ton, road transport costs also increased, or even in some areas reached 30%. This cost pressure in the future or will continue to shift to the lower. Qinghai Golmud Tibet lattice potash company vice president Fang Li held the same view. She said: “the enterprise warehouse inventory is limited, great pressure. But the domestic potash fertilizer capacity shortage has seriously affected the sales process, directly lead to downstream fertilizer production enterprises and dealers’ no rice. “.”
| Magnesium sulphate |
In this regard, middle peasants group Cmi Holdings Ltd K manager Wang Bei said: “the short-term prices of imported potash are affected by multiple factors. First, exchange rate changes lead to the cost of imports rose 70-80 yuan / ton; secondly, highway transportation, railway freight regulations limit super cancel preferential policies superimposed after increasing pressure caused by transportation; in addition, the previous stage of potash low prices, sales of large, near port potash inventory low and border trade volume is less, the price rebound in reason.”
How to protect the agricultural demand?
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