尿素インターナショナル
中宇情報レポート:
The reduced bidding volume in India reduced the optimism for urea
Due to financial reasons, India reduced the urea output tendered on December 27 に 710000 トン, instead of the expected 1-1.1 百万トン. 約 200000-300000 tons may come from Chinese ports and 4-500000 tons from other countries.
But this will not support the market for a long time. Middle Eastern producers sold 130000 tons directly FOB at US $244 トン当たり, but it remains to be seen whether this price can be repeated in other markets. Baltic and Black Sea producers will miss the comfort of India’s January sales.
Market attention will turn to Europe and the United States, which will be the main market driver in the first quarter. The FOB price in Egypt has increased in the past two weeks. Now the FOB price in February is 250 米ドル / 君の, not 245 米ドル / 君の.
ドロップ鍛造コンベヤチェーンとトロリーのほとんどはヨーロッパに輸出されています
India usually suspends bidding before April, resulting in a three-month gap in the Asian market, which is difficult to fill.
七面鳥 / ヨーロッパ
Turkey’s market is very active, while most European countries lag behind in importing urea in spring. 1月に, demand here should support higher prices in Egypt.
そして次の価格の下落でバイヤーの期待
With the progress of the first quarter, urea transportation should increase. The current price is equivalent to 240 米ドル / 中国の低生産は、第4四半期にインドの供給不足につながる可能性があります, but the price needs to be increased to attract more urea.
そして次の価格の下落でバイヤーの期待: some active demand areas will support stronger prices, but overall, the news from India is unfavorable to the market in the first quarter.
