Compound fertilizer: slowing down of raw material procurement

Near the Spring Festival, although the environmental protection inspections in Hebei, Shandong and other places have led to a rebound in the operating rate of compound fertilizers, on the whole, new orders for compound fertilizer companies have been averaged recently.
In addition, the logistics and transportation are not smooth, and the enthusiasm for downstream purchases is not high.
The current business owners For pre-orders.
The procurement situation is not performing well.
The author interviewed several large compound fertilizer companies in the raw material procurement industry to see their companies’ pre-holiday raw material procurement and their views on the post-holiday raw material market.
The details are as follows: Jiangxi compound fertilizer industry believes that in the near future Environmental pressures, difficulties in logistics and transportation, and tight railway wagons have caused the overall circulation of goods to be longer.
Some of the raw materials purchased earlier by the company have not been fully delivered.
Therefore, some urea and monoammonium will inevitably be purchased to ensure at least 2 In the normal production of compound fertilizers at the end of the month, the potash fertilizer is basically the salt lake potassium chloride purchased in the early stage.
The market for nitrogen, phosphorus and potassium after the holiday is temporarily unclear.
Although the company's own production capacity is large, the output of branch plants scattered in various regions is relatively small.
The procurement of raw materials will be based on the raw material market in the region where they are located.
They are not optimistic about the urea market after the holiday.
They mainly focus on the recovery of urea production companies after the holiday.
Procurement sources in Shandong's compound fertilizer enterprises said that the compound fertilizer production rate was 50% recently.
During the Spring Festival, the production will be adjusted according to the order status and hydrochloric acid inventory.
Before the Spring Festival, we have to purchase more than 1,000 tons of urea and monoammonium.
Urea has always been purchased frequently, but the purchase amount is not large each time.
Recently, a lower price of monoammonium was purchased from a local trader, and the storage price was low.
Until 2030 yuan/ton, potash fertilizer has been a contract signed in the early stage, and the price will not be set temporarily, and a partial payment will be made for every 3,000 tons delivered.
After the Spring Festival, there is a high degree of attention to the urea market, and specific attention is paid to the increase in the operating rate of urea enterprises after the festival.
In addition, Shandong compound fertilizer companies said that compound fertilizer production was basically stopped during the Spring Festival, and their own urea inventory was not large.
They believed that urea should not change much before the tenth day of the first month.
After the tenth day, logistics gradually recovered, agricultural demand improved, and prices increased.
It is expected that after the holiday, there will still be an appropriate amount of urea purchased on the market, and there will be no risky purchase; the monoammonium inventory can be maintained until mid-March, so there will be no rush to purchase monoammonium after the holiday, and it is expected that the price of monoammonium will continue to fall; there is not much potassium in its own inventory.
, Especially the salt lake potassium chloride, will always pay attention to the transportation situation.
Sichuan compound fertilizer companies claim that the raw materials are available for normal production of compound fertilizers until the end of February.
Recently, they are mainly concerned about the urea market.
The amount of purchases due to poor logistics before the holiday is not large.
Pay attention to the urea market after the holiday.
For the price of urea after mid-February Decrease expectations; Monoammonium is self-produced and used for its own use.
It is reported that the purchase of compound fertilizer companies has slowed down recently.
The pre-ex-factory price of 55% powdered ammonium is above 2000 yuan/ton, and it has recently fallen to 1950 yuan.
/Ton, we are not optimistic about the monoammonium market after the holiday; after the holiday, depending on the shipping situation of the salt lake, the price trend of imported potassium will be considered appropriate to purchase imported potassium.
Generally speaking, the compound fertilizer companies will only replenish the stocks of urea, monoammonium and potash fertilizer in an appropriate amount before the holiday.
It is expected that there will be basically no purchase activities next week.
After the Spring Festival, normal purchases will gradually resume from the tenth day of the Lunar New Year to the Lantern Festival.
Enterprises generally pay more attention to urea.
Some people think that the demand for urea will increase after the holiday, but some people are worried about the urea market.
The low price of monoammonium before the holiday makes enterprises think that there will be no market after the holiday.
Large changes, so the attention is not high, mainly focusing on the situation of new orders received by large monoammonium companies after the holiday; the trading of potash fertilizer before the holiday is light, and the replenishment of imported potassium by compound fertilizer companies has basically ended.
During the Spring Festival, the focus is still on the delivery of salt lakes.