Synthetic ammonia market analysis

Since the National Day, the overall speed of the ammonia has risen, and the state of rapid decline has been rapidly declining, and the market role has changed rapidly. At present, the ammonia market has once again entered the atmosphere of the linkage to weaken, or it is based on the fundamental aspects. The new production capacity has been gradually released. The supply of some areas is abundant. In some areas, in some areas, the short -term reduction price is high. In the current two days alone, the northern decline has reached 280 yuan/ton, and other areas falling around 100-150 yuan/ton.

The market atmosphere is changing rapidly. Although it must be used to speculate on momentum, the continuous change of supply and demand has indeed made the market a successful opportunity. Some ammonia factories fail, last week's maintenance partial concentration, and some regions in the early stage to be released in the early period of short -term shipments. It has a catalyst effect on the favorable market fermentation. Release, the market mentality has changed significantly again.

Supply fluctuations frequently, continuous increase or decrease

On October 31st, the daily supply of ammonia in the main production area was 22,200 tons, which was at a relatively high level in the past week. At present, the urea market is raised sharply again, and the field or storage is bottomed out, but in the long run, the market atmosphere is still empty. After all, consider the pre -release expectations of the new production capacity of the peripheral part and some preliminary parking companies may be recovered one after another. Can increase 1000-2000 tons. Even if the new production capacity release is not considered, at present, some maintenance of some of the maintenance of ammonia companies will be restored one after another.

Directed downstream urea markets to increase again

According to statistics, the current Shandong urea from the factory from the factory to 2480 yuan/ton, the mainstream price of the synthetic ammonia to 3576 yuan/ton, the current price of the urea is exceeded by 134 yuan/ton. The price of urea is about 96 yuan/ton, but most of this year, when the urea is better than the ammonia price, the majority of ammonia is better than urea. Therefore, with the recent narrowing price of urea price than ammonia price, due to the inventory of the urea factory and the temporary low level of social inventory, high yield may not be enough to form a large and negative market. After all, the urea demand or phase increase in November, and the light storage is advancing according to time, and the staged position may increase expectations from October, and after all, the current export factors also restrict the urea market.

Facilities and emptiness, the game of ammonia market

The current amount of ammonia in the supply side has not been fully released. Although the local demand has obviously weakened the local market, the price of some areas has fallen first, and the pressure of shipments has been significantly relieved. The order is average, but there are local deposits and reductions. The price of goods in the southwestern region is high, not to mention that the import ammonia is small. Except for the high -level survivability, the rest of the new orders are introduced, and the atmosphere is clear. However, in the long run, after the supply increases the same winter storage, the market may continue to play. After all, the fertilizer market is still available.