ZMP Cockpit – News Summary
Market Commentary 15.08.2019
- KAS: heavily reduced urea imports -> more nitrate demand
- KAS: reasonable price compared to HS with UI
- Ammonia: first price increases enforced
- Phosphates: usual premium for Europe disappeared
- Phosphates: higher demand expected in Q4 from South America
- Phosphates: Price rally in soy allows higher P-prices
- Phosphates: price decline stopped due to soil formation
- Phosphates: strained margin on the producer side
- KAS: falling urea prices in North Africa
- KAS: high margins of producers at full production
- Urea: possible imports of cheap Iranian goods to Europe
- Urea: falling prices in South America, especially Brazil
- Hemp: rising production in China
- Phosphates: falling demand in Europe, especially Germany
- Phosphates: new, very high production capacity in Morocco
- Phosphates: big export pressure from China
ZMP Market Analyses
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FAO and IFA: Potash supply is getting tighter - potash prices are on the rise
2019 Aug 21 - 2:46pm
FAO and IFA: Global Potassium Fertilizer Supply Dwindling Stockpiles in Western Europe The United Nations Food and Agriculture Organization (FAO) and the International Fertilizers Association (IFA) are consistently forecasting a global shortage of potash fertilizers with a particular focus in Western Europe....
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Globally more phosphate fertilizer - prices are declining
2019 Aug 19 - 12:27pmFAO and IFA: Increasing Fertilizer Phosphates Worldwide - Phosphate Prices Falling Strong Consistent forecasts for the supply of fertilizer phosphates have been published by the United Nations Food and Agriculture Organization (FAO) and the International Fertilizers Association (IFA) in their...
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Yara predicts lower urea supply
2019 Aug 18 - 12:50pmYara: Global N-fertilizer market will be tighter in the future - prices are picking up. In the past years 2015 to 2018, there has been an above-average increase in global (excluding China) urea production capacities . The urea prices fell on average by 25%....
