ZMP Fertilizer News-Cockpit

ZMP Cockpit – News Summary

Market Commentary 15.08.2019

Uncertainty about the applicability of certain fertilizer (mixtures) in the spring of 2020 has brought the market to a standstill. The new fertilizer ordinance, which will mainly use urea and phosphates, is unsettling both trade and agriculture. While it has long been speculated that "normal" urea will still be used in blends, the BMLE thwarted the whole thing - even urea in fertilizer mixtures...
  • 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

  • Price explosion for fertilizers

    High price increases on the mineral fertilizer market: + 50% since the beginning of the year   Contrary to the common decline in fertilizer prices after the end of the main fertilization period in early summer, prices have risen steeply this year. Falling fertilizer prices in the summer months regularly provide...

  • Feb. 2021: Fertilizer prices rose sharply

    Feb. 2021: The price of fertilizers rose unexpectedly. The prices for N fertilizers rose sharply in February 2021. KAS and AHL increased by around € 20 / t. Several factors play a decisive role in the price development:

    Energy prices have risen unusually sharply. Natural gas prices are of great importance...
  • Slowdown in demand in the fertilizer market - declining prices

    Depressed price sentiment on the fertilizer markets - phosphate, potash and AHL decline The autumn price trend for 2019 shows that fertilizers have little tendency to orientate upward. Rather the opposite. The DAP courses have still not formed a reliable bottom after a strong slide to the month of July / August...

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