Ammonium chloride brewing to rise again

The ammonium chloride market is developing well.
In some markets, the operating rate of Hou's enterprises is low, or ammonium chloride is mainly used for self-use, and the spot supply is tight, such as Tianjin, Northeast, Hubei and other regions, so prices have reasons to continue to rise
.
Recently, ammonium chloride downstream compound fertilizer companies are actively purchasing, and traders are also looking for the right time to get the goods.
As a result, manufacturers generally have no inventory, especially dry ammonium
.
At present, the mainstream ex-factory price of domestic wet ammonium is about 450-470 yuan/ton, the mainstream ex-factory price of dry ammonium is about 500-550 yuan/ton, and the high-end quotation transaction has room for negotiation of 20-30 yuan/ton
.
Reasons for the continued rise: 1.
The operating rate of Hou's enterprises is low? When downstream demand meets the low operating rate of upstream, what kind of market will be deduced? ? There is no suspense-prices are rising
.
According to statistics, the overall industry operating rate of domestic Hou Soda enterprises is about 71.
5%, which is slightly higher.
However, if you look closely, the Hou Soda enterprises in Tianjin and Dalian have shut down their installations, while the Hou Soda enterprises in Northwest China are under-operating.
Although ammonium chloride enterprises are basically producing at full capacity, their self-use production accounted for more than half, resulting in extremely tight local stocks.
This added fuel to the fire during the peak demand season, and demand was in short supply.
In addition, it entered April.
, There are still ammonium chloride companies in East China that plan to overhaul or temporarily suspend inspections, so the operating rate of Hou Soda companies will not be very high in the short term
.
Second, the market for soda ash is not good? The market for soda ash and ammonium chloride are intertwined, repelling and attracting each other.
As we all know, one ton of soda ash produces one ton of ammonium chloride
.
Many manufacturers said that the current market for soda ash can be described as a resumption of mountains and rivers.
The main reason is that the soda ash plants that were suspended in the previous period have basically resumed production, such as Shandong Haihua, Qingdao Soda Industry, Zhonghai Winbond (formerly Huaerrun), etc.
, and the supply of soda ash.
Increasingly, the downstream real estate market is weak, the glass market is sluggish, and the inventory of raw soda ash continues to increase.
This makes it difficult for soda ash plants to ship and the supply exceeds demand.
Therefore, it is necessary to rely on the "comrades" brother ammonium chloride to seek out the dark flowers.

.
When the two market performances are opposite, manufacturers will inevitably have a choice.
From the recent situation, manufacturers will use the good market of ammonium chloride to raise prices again to reverse the profit loss of soda ash to the greatest extent.

.
3.
The urea market has been boosted.
Recently, the urea market has performed well.
Some dealers expressed surprise at the sudden improvement in the urea market.
However, the price has actually risen and the market has rebounded.
However, it is not ruled out that there is suspicion of speculation and fear of later period.
The lack of motivation, there are many analysis of urea market "and increase and cherish", "risk or to" and other words
.
Even so, this has given a boost to the ammonium chloride market
.
In the process of contacting ammonium chloride manufacturers, their perspective gradually shifted from their own demand to urea, because as a fertilizer of the same family, the market trend of urea influences the development trend of ammonium chloride to a certain extent
.
The urea market has risen by nearly 100 yuan/ton.
For example, the mainstream ex-factory price of urea in Jiangsu is 1440-1480 yuan/ton, and the transaction price can be at least 20 yuan/ton lower.
The local mainstream dry ammonium ex-factory price is 530-540 yuan/ton, and the transaction is slightly less.
Low, although it cannot be generalized, compared with urea, ammonium chloride still has a great price advantage.
Therefore, in the spring when the demand is peak and the supply is tight, there is still room for ammonium chloride to rise
.
? Although the recent ammonium chloride market is rising like a rainbow, considering the different peak seasons of regional demand, for example, the fertilizer period in Northeast China is only one season, so after the end of spring fertilizer, its supply will gradually be sent to surrounding markets such as Central Plains, which may appear In the case of oversupply, there should be limited room for ammonium chloride to rise again
.
On the whole, the current ammonium chloride market is supported by its own insufficient production and tight downstream demand.
The market still has an upward trend.
It is feasible for its price to rise again in the short term until early April
.