Trading rhythm of spring potash fertilizer market is not up to expectation

Potassium fertilizer domestic supply is more than affluent, demand in spring is coming to the end. April is the spring farming terminal fertilizer procurement stage, raw material potassium chloride import price is advancing, domestic potassium Market operation. However, since entering the second half of the month, considering that spring tillage and fertilizer preparation in most areas of the north-central region will end in May, the hesitation of the traders to wait for the market is breeding.

Potassium chloride is well supplied and well priced for domestic sale. In addition, the main domestic enterprises in Northwest China, such as Salt Lake and Zangger, have normal supply. Railway transportation effectively supplements regional supply, and the bargaining price is stable. At present, the mainstream port of 62 white potassium is offered 2350-2400 CNY/ton, 60 white potassium is offered 2330-2370 CNY/ton, and large granule is offered 2400-2480 CNY/ton. The actual transaction is a single negotiation. The border trade potassium overstock in April is limited, and the high price runs at 62 white potassium 2200 CNY/ton port.

Potassium Sulphate Jilu market Mannheim plant started about 70% of the total, and demand weakening in the late spring is expected to be obvious. Enterprise planned overhaul exists; Shandong Union Mannheim Potassium Sulfate plan entered the rotation at the end of April. In addition, the northwest main source of water and salt 50 powder in Shandong province is 2580-2600 CNY/ton, and the price of water and salt 50 powder in Shandong enterprises is 2700 CNY/ton. Preferential space is subject to negotiation. Mannheim East China North China 50 powder mainstream ex-factory quotation 2850-2900 CNY/ton, 50 particles, 52 powder mainstream quotation 2950-3050 CNY/ton.

Raw potassium fertilizer has a high enthusiasm for implementation. Northeast enterprises said that due to the normalization of environmental security and the tight supply of potassium chloride, which is the advantage of border trade price, the start-up of Mannheim plant is still conservative. In spring, the Northeast Fertilizer Market is expected to end in early May. The volume of new orders is less rational, and the downstream urges for unfulfilled orders are obvious. Taking the rice height in Northeast China as an example, the large granules of potassium chloride still need to be developed in the early stage of Liaoning rice height; the unstable operation of Jilin rice height plant and the backlog supply of the quantity to be released continue to be tight; the Heilongjiang rice height plant has not yet been put into operation; and the coordinated delivery performance of enterprises in Northeast China is urgent.

Northern farmers need to release the final signal, while Southern markets are pushing forward single-handedly. Driven by the high-end fertilizer habits, Mannheim 52 powder in Southwest China and other regions is in good condition relative to 50 powder, and the price gap widens to 150-200 CNY/ton; the mainstream price of 50 powder in the region is 2850-2950 CNY/ton, and the mainstream price of 52 powder is 3050-3150 CNY/ton.

In the past half of April, although the spring potassium fertilizer market was relatively high, the actual turnover rhythm did not reach the active expectation in the peak season; the late spring fertilizer end and summer fertilizer to be prosperous, predicting that potassium fertilizer prices in May will again show a high probability of market shortage.