尿素インターナショナル: 全体的な市場は弱い
ソース: 中宇情報時間: 5月 8, 2020
中宇情報レポート:
Waiting for India
Apart from knowing that 14 quotations have been submitted, mmtc, which submitted the bid on May 7, インド, knows little about it. The quotation will start on May 8. The consensus at the time of bidding is that the quotation will fall at the cost and freight price of US $230 トン当たり.
This may be too low for Chinese suppliers, so it may be difficult for India to buy more than 1 million tons of urea required by the bidding. しかしながら, by the first half of June, China should be able to digest the spot supply from the Middle East, the Russian Federal Reserve Bank (FSU) and Egypt to help stabilize oil prices temporarily. 最近の販売では, the price of urea in the Middle East has been reduced to US $220 / トンFOB. 今週, Egyptian urea was sold to Latin America at a FOB price of US $210 トン当たり. The FOB price of the Black Sea is between us $200 / トンと米国 $210 / 君の.
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
インド
After the high sales in April, in order to obtain the required imports, it may have to bid again in June
ブラジル
今週, CFR prices in major Western spot markets have fallen to $215 a tonne. The next trend of prices will have a significant impact on the market in June
オーストラリア
In the first half of June, a large number of buying continued, mainly importing urea from the Middle East and Malaysia, reducing the spot supply in the East
30 – 60 中国市場は非常にタイトです
Oversupply means that the market is generally weak, but Indian purchases should stabilize prices in May.
