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"Since the beginning of this year, energy prices have been steadily rising, nitrogen fertilizer companies have increased their cost pressures, production has been subject to certain restrictions, and nitrogen fertilizer stocks in various links have also fallen to a low level
Cost pressure doubled
Cost pressure doubled cost pressure doubledSince the beginning of this year, as domestic and foreign energy prices have risen sharply, the cost pressure of fertilizer companies has doubled
It is understood that since September, international energy prices have been rising steadily
Rising energy prices are bound to affect the production of nitrogen fertilizer companies
From a domestic point of view, domestic coal prices soared in October.
According to nitrogen fertilizer companies, gas supply contracts for some gas companies in December and January of next year have not been signed, and the price will be determined based on the auction transaction price at that time, and gas price increases will be an inevitable trend
Low inventory levels
Low inventory levellow inventory levelAccording to Gao Li, the deputy secretary-general of the Nitrogen Fertilizer Association, since this year, the output of China's nitrogen fertilizer industry has fallen, and the inventory has been at a low level
According to a survey conducted by the Nitrogen Fertilizer Association on December 7, the current operating rate of urea enterprises nationwide was 62.
According to Gao Li, the task of China's chemical fertilizer reserve is mainly undertaken by the production and circulation enterprises of the national chemical fertilizer commercial reserve
Supply and demand are generally stable
Supply and demand are generally stable Supply and demand are generally stableAccording to the forecast of the Ministry of Agriculture and Rural Affairs, the demand for fertilizer for the whole year next year is 51.
According to Gu Zongqin, 100 million mu of crops will be over-seeded this winter and next spring
It is understood that due to insufficient supply of coal and electricity in some areas, fertilizer production has declined recently
In view of the severe fertilizer supply situation, the Ministry of Industry and Information Technology held a fertilizer industry production operation scheduling symposium on November 12, and emphasized that all regions and units must fully understand that ensuring the supply of fertilizers and the basic stability of prices are important for protecting farmers’ enthusiasm for growing food and maintaining the overall situation of national food security.
From the current point of view, it is still at the beginning of spring plowing and fertilizer preparation, and the supply and demand of chemical fertilizers are generally stable