Methionine - high price is cold

just a month, China's methionine market price has risen in a straight line, has been close to a record high of 70 yuan / kg, the market is almost no spot availableGoods to the port is snapped up, hoarding goods in the odd, looking forward to higher returns on profitsSmall and medium-sized feed enterprises appear helpless, look at the sighBut the methionine windfall has become a fact, Boya and The News believe: methionine windfall, high cold, distorted market, later will probably also be color3h6
At present, the European market price is relatively broad, end-user stoave from traders to take the spot price of about 4.20 -4.6 euros / kgSome traders get the manufacturer's fourth-quarter remaining quota at 3.50-3.80 euros/kg3h6
Analysis, the recent market methionine price surge, there are several factors:3h63h61, 2014 1-3 quarter methionine production enterprises to supply the Chinese market plan is tight
3h6in the fourth quarter of 2013 Ziguang Chongqing plant due to environmental problems, the Chinese market is back to rely on importsImport manufacturers to estimate the demand monthly to develop import plans, China is basically not inventory Import manufacturers in China's second quarter of the demand judgment is not optimistic, resulting in supply and demand appeared time difference, supply and demand tight In the second quarter, imports of methionine were 30,883 tons, down 27% YoY, and total imports in the first half of the year were 76,927 tons, down 10% YoY, and domestic demand was about 15,000 tons per month Although the supply of the AndiSu Nanjing plant increased, but the decline in imports, coupled with the consumption of domestic methionine inventory, triggered a panic of corporate procurement, in addition, traders pushed to create methionine all the way up 3h6
3h6 the market expected the price of methionine will stabilize in the third quarter, but the Ziguang Ningxia plant project is still no production plan, Andisu Nanjing plant was discontinued, the U.S supplier of methionine raw materials interrupted, August and September imports and domestic supply further reduced, resulting in the recent supply tension situation intensified 3h6
　　2, the third quarter of the recovery of poultry production growth, increased the market demand for methionine 3h6 the third quarter of 2014, poultry breeding benefits gradually out of the trough, according to Thea and Thesun statistical survey data show: July commodity egg-substitute chicken storage column of 1.683 billion, an increase of 7% month-on-month, August 1.708 billion, is expected to reserve commodity chicken storage column in September will continue to pick up Commodity broiler column volume is also recovering, it is estimated that in July, the volume of commodity chicken column increased by more than 10% month-on-month, up more than 30% YoY; The recovery growth of poultry farming led to a rebound in demand for poultry feed, and invisibly accelerated the consumption of methionine 3h6
3h6 3h6 3, the irrational rise in methionine prices to whom? 3h6
　　From a global perspective, the price of methionine in the Chinese market is significantly higher than in Europe, and has become a direct victim of the current price increase 3h6
　　The sharp rise in the price of methionine has caused great distress to end users, and the protection of constant goods has become the first element to be considered Feed enterprise concentration in the continuous improvement, large group feed enterprise procurement advantage is large, bargaining power, which also determines the cost advantage of large enterprises, although the market price increases, but the contract agreement, coupled with long-term cooperative relations, the current price increase, the large enterprises are not a big problem Directly hit are a large number of small and medium-sized feed enterprises 3h6
　　According to Boa husse analysis, in the past 2 years, methionine manufacturers direct sales to large feed enterprises accounted for more than 60% of the total market supply, to ensure the stability of their customers supply, while traders sell contracts are very limited, the market supply is shrinking Thus, small and medium-sized enterprises for amino acid production enterprises to provide a higher rate of return on profits 3h6
　　4 Can methionine return rationally in 2015? 3h6
　　According to Thea and Xun tracking analysis, in 2014 the global methionine production capacity of about 1.3 million tons, demand of about 100-1.05 million tons, the overall production capacity is greater than market demand, reasonable arrangements for production to meet market demand without any doubt U.S methionine production will resume at the end of October, with Chinese market expectations expected to resume by mid-December, taking into account logistics and supply chain factors 3h6
　　It is worth looking forward to, in 2015 Andisu, Sumitomo, Ziguang in China's methionine production plant into the normal production, Shijie in Malaysia L-methine and Evonik Singapore's methionine plant will also be put into production, the global production capacity is expected to reach more than 1.6 million tons in 2015, when the market price of methionine will be towards a rational return 3h6 just a month, China's methionine market price has risen in a straight line, has been close to a record high of 70 yuan / kg, the market is almost no spot available Goods to the port is snapped up, hoarding goods in the odd, looking forward to higher returns on profits Small and medium-sized feed enterprises appear helpless, look at the sigh But the methionine windfall has become a fact, Boya and The News believe: methionine windfall, high cold, distorted market, later will probably also be color 3h6
　　At present, the European market price is relatively broad, end-user stoave from traders to take the spot price of about 4.20 -4.6 euros / kg Some traders get the manufacturer's fourth-quarter remaining quota at 3.50-3.80 euros/kg 3h6
　　Analysis, the recent market methionine price surge, there are several factors: 3h6 3h6 1, 2014 1-3 quarter methionine production enterprises to supply the Chinese market plan is tight
3h6 in the fourth quarter of 2013 Ziguang Chongqing plant due to environmental problems, the Chinese market is back to rely on imports Import manufacturers to estimate the demand monthly to develop import plans, China is basically not inventory Import manufacturers in China's second quarter of the demand judgment is not optimistic, resulting in supply and demand appeared time difference, supply and demand tight In the second quarter, imports of methionine were 30,883 tons, down 27% YoY, and total imports in the first half of the year were 76,927 tons, down 10% YoY, and domestic demand was about 15,000 tons per month Although the supply of the AndiSu Nanjing plant increased, but the decline in imports, coupled with the consumption of domestic methionine inventory, triggered a panic of corporate procurement, in addition, traders pushed to create methionine all the way up 3h6
3h6 the market expected the price of methionine will stabilize in the third quarter, but the Ziguang Ningxia plant project is still no production plan, Andisu Nanjing plant was discontinued, the U.S supplier of methionine raw materials interrupted, August and September imports and domestic supply further reduced, resulting in the recent supply tension situation intensified 3h6
　　2, the third quarter of the recovery of poultry production growth, increased the market demand for methionine 3h6 the third quarter of 2014, poultry breeding benefits gradually out of the trough, according to Thea and Thesun statistical survey data show: July commodity egg-substitute chicken storage column of 1.683 billion, an increase of 7% month-on-month, August 1.708 billion, is expected to reserve commodity chicken storage column in September will continue to pick up Commodity broiler column volume is also recovering, it is estimated that in July, the volume of commodity chicken column increased by more than 10% month-on-month, up more than 30% YoY; The recovery growth of poultry farming led to a rebound in demand for poultry feed, and invisibly accelerated the consumption of methionine 3h6
3h6 3h6 3, the irrational rise in methionine prices to whom? 3h6
　　From a global perspective, the price of methionine in the Chinese market is significantly higher than in Europe, and has become a direct victim of the current price increase 3h6
　　The sharp rise in the price of methionine has caused great distress to end users, and the protection of constant goods has become the first element to be considered Feed enterprise concentration in the continuous improvement, large group feed enterprise procurement advantage is large, bargaining power, which also determines the cost advantage of large enterprises, although the market price increases, but the contract agreement, coupled with long-term cooperative relations, the current price increase, the large enterprises are not a big problem Directly hit are a large number of small and medium-sized feed enterprises 3h6
　　According to Boa husse analysis, in the past 2 years, methionine manufacturers direct sales to large feed enterprises accounted for more than 60% of the total market supply, to ensure the stability of their customers supply, while traders sell contracts are very limited, the market supply is shrinking Thus, small and medium-sized enterprises for amino acid production enterprises to provide a higher rate of return on profits 3h6
　　4 Can methionine return rationally in 2015? 3h6
　　According to Thea and Xun tracking analysis, in 2014 the global methionine production capacity of about 1.3 million tons, demand of about 100-1.05 million tons, the overall production capacity is greater than market demand, reasonable arrangements for production to meet market demand without any doubt U.S methionine production will resume at the end of October, with Chinese market expectations expected to resume by mid-December, taking into account logistics and supply chain factors 3h6
　　It is worth looking forward to, in 2015 Andisu, Sumitomo, Ziguang in China's methionine production plant into the normal production, Shijie in Malaysia L-methine and Evonik Singapore's methionine plant will also be put into production, the global production capacity is expected to reach more than 1.6 million tons in 2015, when the market price of methionine will be towards a rational return 3h6
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