What do you think of potassium chloride rising potassium sulfate?

Looking at the spring plowing, the demand in the northeast market of Maoerdong will be all up in one click.
The urea, potassium chloride, etc.
, have risen a lot! Potassium chloride is up, what do you think of potassium sulfate? Alas, I can still look at it, squatting while pulling the birds and watching quietly! I'm not kidding you two about the pimple here.
Potassium sulfate is really uncontrollable! ? (Cough~cough~ With the launch of the Northeast market, let’s talk about the Northeast, and I will enter the topic immediately.
) Spring plowing is about to begin, and the concentrated release of demand in the Northeast market in the early stage has resulted in higher prices for urea and potassium chloride.
Significantly rise.
Potassium chloride has gone up, what about potassium sulfate? Alas, it was still as calm as a pool of stagnant water.
For the time being, it seems that the market for potassium sulfate is still hard to get better.
? Looking at the trend of potassium sulfate prices above and the changes in the operating rate of the Mannheim industry, it can only be said that the potassium sulfate market is still in dire straits.
"Water depth" mainly refers to pressure from the cost aspect, and "hot" refers to pressure from peer competition.
? According to the current prices of potassium chloride, sulfuric acid, natural gas and by-product hydrochloric acid, the complete cost of Mannheim potassium sulfate manufacturers ranges from 2000-2600 yuan (ton price, the same below), and most of them should be 2300-2400 According to data from China Fertilizer.
com, the mainstream ex-factory quotation for Mannheim’s 50% powdered potassium sulfate in late March has basically fallen to 2300-2400 yuan, and due to sales difficulties, the actual transaction may still be 50-100.
Yuan discount space.
Under such circumstances, the price of 62% white potassium in northern ports has risen a little, which will undoubtedly further increase the burden on some potassium sulfate enterprises.
? Then some people may ask, potassium sulfate can transmit cost pressure downstream, shouldn't it rise? The reason is this, but the actual situation is that it is difficult for the current potassium sulfate market to achieve a rising tide.
In addition to the weak demand compared with previous years, competition between industries is also an important reason.
Addu combed through the domestic production capacity and found that the total production capacity of potassium sulfate has exceeded 6 million tons, which is similar to ammonium and diammonium, and there is a nearly 100% surplus.
This is mainly due to the crazy expansion of Mannheim's production capacity and the sharp increase in the production of resource-based potassium sulfate in 2015.
Since the beginning of this year, some resource-based potassium sulfate enterprises in Qinghai have chosen to produce potassium chloride instead of potassium sulfate, and the operating rate of the Mannheim industry in the above table has gradually dropped to about 50%, especially when the most intuitive price has fallen below the cost.
All illustrate the intensity of competition.
? Potassium chloride drops and rises, for the majority of potassium sulfate companies, it is a joy for several companies Several worrying situations, and the potassium sulfate market is destined to undergo a "baptism".
It can only be said that companies with cost advantages have a greater chance of surviving.
In addition, the expansion of sales channels and the upgrade of product quality Companies should also seriously consider other factors.
All in all, potassium sulfate is an absolutely high-quality fertilizer, and the industry's prospects are also very bright.
If you want to always get a share of the pie, companies have to work harder!