August Miracle: Potassium Chloride Joins Hands with Ammonium Mononitrate to Increase 500 Urea Has Been sidelined

Compound Fertilizer, Monoammonium Phosphate, Nitrogen Fertilizer, Phosphate Fertilizer, Potassium Chloride, Potassium Fertilizer, Potassium Sulfate

Compared to the end of July, the fertilizer prices at the end of August did not show much change in Wuwuchacha's urea. The high and low urea prices were the same, just like carving the spot into a K-line chart. You can call it horizontal consolidation and high volatility, but the four times a day is not very exciting; Diammonium and compound fertilizers have increased somewhat, and their attention has been quite high, but the increase is not significant for the time being (on the surface of Diammonium, it seems like this), so their momentum is relatively weak and they have been lost; Only potassium chloride and monoammonium have risen by about 500 yuan in this month, creating another miracle!





In the past few days of late August and early September, the market attention has been attracted by a few pieces of paper! These few pieces of paper are from leading enterprises, industry associations, urea, and potassium fertilizers. Simply put, ensuring supply and stable prices must have a political height, condemning the hoarding and hoarding of the upper and middle reaches, and warning the downstream not to blindly follow the trend. Who knows if urea futures are obedient or something, they unexpectedly hit the limit today! However, there is still an increase in spot prices, an increase in potassium fertilizer, and you cannot buy ammonium phosphate





When it comes to hyping up the market, anything that comes out is good: the strength of urea and ammonium phosphate is good (after all, I have reason to chase up the price of potassium fertilizer); An international increase is positive (after all, $5 or $10 is not also an increase); Russia's establishment of a unified fertilizer export trading company is beneficial, and imposing tariffs is even more beneficial ("men" who have increased by 500 yuan a month are still stingy about the over 100 yuan); Now that the proposals for ensuring supply and stabilizing prices have all come out, of course it's still good because it's not a problem. Why is he putting in so much effort? (Okay, you're tough!)





Recently, there has been a significant increase in the number of bonded to conventional goods, and the total amount of potassium chloride stored in the port is still nearly 3 million tons, which is not low; There are no major issues with the production and shipping of domestically produced potassium. Even though there has been a decrease in production in the first half of the year, the manufacturer has stated that they will strive to achieve the overall annual target in the second half of the year; The land transportation volume is indeed somewhat low, which gives the port the opportunity to increase prices recklessly. Why are you lacking in land transportation?





Since ports are the leaders, let's talk about ports. At present, China's $307 contract is at the low end of the international market, but it is not alone. The Brazilian market, which has rebounded to $350-360 and stabilized, has slightly rebounded, but the low end is still in the Southeast Asian market of $300-320. According to the usual premium relationship, our depression is actually similar to the flat land. At present, the spot price of the port has risen to around 3000 yuan, which translates to an import cost price of up to $350. Even if it is not an international high-end, it is not much different. At this time, it is good for the government to intervene in a timely manner and let enterprises calm down. Is it true that the Chinese market is once again leading the global potassium fertilizer price increase? At this moment, I remember Mr. Yu's catchphrase 'far ahead', and I sincerely hope that enterprises and fields like Huawei can always be far ahead! Do you understand the meaning of this, the person who stirs up the market?





Yes, there are risks to supply, but what should be done more is to do everything possible to ensure imports? Say a thousand words, you can't wake up a person pretending to sleep! This article does not mention the market situation, nor does it serve as a reminder of risks. Potash fertilizer prices