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On February 19, 2024, domestic urea prices rose, and mainstream regional factories almost raised 20-80 yuan/ton , and urea prices rose nearly 100 yuan in two days.

2024219日,国内尿素价格大面积上涨,主流区域工厂几乎全线上调20-80/吨不等,尿素报价两天时间上涨近百元。

Due to the backlog of orders to be issued by the compound fertilizer factory before the Spring Festival, the current logistics has not fully recovered, resulting in a general shortage of spot shipments in the factory (there is no delivery), coupled with the release of demand after the festival, Shandong, Henan, Hebei and other major wheat producing areas to open a centralized stock mode to prepare for wheat greening, the market inquiries have increased significantly, and enterprises have a strong price mentality.

由于春节前复合肥厂大量待发订单积压,当下物流又未完全恢复,导致工厂现货普遍发运吃紧(有货发不出),加之节后需求释放紧跟,山东、河南、河北等小麦主产区开启集中备货模式为小麦返青做准备,市场询单增多明显,企业挺价心态强烈。

At the same time, the spring temperature is higher than in previous years, the spring fertilizer season or will be ahead of schedule, agricultural urea demand is expected to continue to warm, the urea market is expected to run well, urea prices in the domestic supply and demand leading industry price background or will continue to rise.

同时,今春气温高于往年,春耕用肥旺季或将提前,农业尿素需求有望继续回暖,预计尿素市场将向好运行,尿素价格在国内供不应求主导行业价格背景下或将持续走高。

In fact, in the global nitrogen fertilizer, phosphate fertilizer, potash fertilizer three major fertilizer, nitrogen fertilizer (urea) supply is relatively excess, after the Spring Festival prices rose so rapidly, indicating that the demand is strong, then for the potash fertilizer itself has monopoly properties and there is a gap between supply and demand in recent years, the price rise after the festival can be expected, or will welcome the “opening”.

实际上,在全球氮肥、磷肥、钾肥三大肥种中,氮肥(尿素)供应是相对过剩的,春节过后价格上涨如此之迅速,说明需求之强劲,那么对于本身就具有垄断属性且近几年存在供需缺口的钾肥来说,节后价格上涨可期,或将迎来“开门红”。


Post time: Mar-01-2024