Inquiries are increasing, and the potash fertilizer market is gradually benefiting

Before the Spring Festival holiday, the domestic potash market basically entered a stagnant state, mainly stabilized, the trading atmosphere was light, and the inquiries gradually decreased. The end of the Spring Festival holiday, the fertilizer market slowly started, inquiries significantly increased, but the enthusiasm for trading is still insufficient. In terms of price, unlike urea and phosphate fertilizer, the price of potash fertilizer has not changed significantly. It is expected that in the short term, the domestic potash market will be mainly stable.

The price of Potassium chloride is relatively stable

At present, the downstream demand for Potassium chloride is weak, the enthusiasm of the market is also poor, the price has not changed much compared with the holiday, and it has not risen due to the rise in urea prices, nor has it fallen due to sufficient supply.

In terms of domestic potassium, the operating rate has not significantly improved, and the market wait-and-see sentiment is still heavy. Before the Spring Festival, the operating rate of Potassium chloride units in Qinghai continued to decline, and small factories were basically in the winter maintenance period, and production was expected to resume in March. At present, the tentative arrival price of 60% white potassium in Qinghai is still maintained at 2860 yuan/ton, and the factory price of 57% powder in Qinghai small factory is 1900 yuan/ton, and the market is waiting for the settlement price of Qinghai Salt Lake shares at the end of February.

In terms of imported potassium, the port supply is sufficient, and the current port inventory is about 4 million tons, which is at a high level. In terms of price, imported potassium has not significantly fluctuated, and traders currently basically maintain the price of the previous year. At present, the price of 62% white Potassium in the port is 2,500 yuan/ton, and the price of 60% red particles in the port is 2,750 yuan/ton.

In terms of border trade, it is still in a normal sales state, and the new monthly orders have not been determined, and the orders are mostly small orders. In terms of price, the current price of 62% white potassium car board is 2400 yuan/ton. There is news that the border trade may suspend imports next month, but the news has not yet been confirmed. The reporter learned that even if the border trade stops importing next month, there will be no shortage of stocks. Gu Kai, a general manager of domestic company, told reporters that the current Bayuquan port spot is sufficient, and the Northeast market has spread more than half of the downstream goods before the Spring Festival, so the northeast region basically need not worry about shortages.

The Potassium sulphate market fluctuated little

The quotation of domestic Potassium sulphate manufacturers basically continues the quotation before the holiday, and the market activity has increased, and the current supply of manufacturers can still ensure the normal domestic supply.

Processing type Potassium sulphate, Mannheim Potassium sulphate factory operating rate is higher, reference about 70%. At present, the manufacturer still has some orders to be issued, mainly to execute earlier orders. With the start of spring ploughing and fertilizer preparation, logistics gradually recovered, and the atmosphere of new orders was also improved. In terms of price, the high-end price has been reduced, but the low-end price has remained stable, the factory price of Mannheim 50% powder of Potassium sulphate is 3,300 yuan/ton, and the factory price of Mannheim 52% powder of Potassium sulphate is 3,400 yuan/ton.

   In terms of resource-based Potassium sulfate, the operating rate of the manufacturer is still maintained at a high level, and some devices still maintain normal production during the Spring Festival. In terms of price, the official price of the manufacturer has no new policy, the market price varies from place to place, Qinghai 50% powder of Potassium sulfate’s arrival price is 3400 yuan/ton, Xinjiang 52% powder of Potassium sulfate market price 3700 yuan/ton.

In the short term, it may still be stable

At this stage, the overall performance of downstream demand in the potash market is still relatively light, the enthusiasm of new transactions is also poor, and a large area of concentrated goods has not yet begun. The reporter learned that although the downstream compound fertilizer enterprises began to recover gradually, most companies had stored enough raw materials before the year, so the procurement of potash and other raw materials was not too active.

Gu Kai reflected that after the end of the Spring Festival holiday, the domestic potash prices are basically stable, the downstream inquiry gradually increased, and the goods have just begun, it is expected that after the 15th day of the first month, under the pull of just need, the transaction will increase. Huang Rui, Hubei ZhongNong Zhongjia revealed that the price of potash fertilizer after the year was basically flat with the year before, the spring fertilizer season is coming, and the operating rate of the downstream compound fertilizer plant has increased, and the situation of potash fertilizer is showing signs of improvement over the year before.

   

For the price trend of domestic potash fertilizer in the later stage, the industry generally believes that the power of price increase is still insufficient, but in the next just need to pull, the possibility of a downward adjustment is not very likely. Gu Kai said that the current urea prices pull up, phosphate fertilizer is also stable bullish, but the domestic potash supply is sufficient, the price is still weak, so the possibility of potash fertilizer market rise is unlikely. Huang Rui also said that the adjustment of urea prices did not drive the rise in potash prices, the main reason is that the current domestic potash supply is sufficient.

Overall, the domestic potash market is dominated by those with a stable attitude, and it is expected that after the Lantern Festival, the domestic potash market will gradually become clear. In the later stage, we should continue to pay attention to the price trend of urea, phosphate fertilizer and other fertilizers, changes in port stocks and international factors.