This week (July 11-15), the domestic liquid ammonia market rebounded after falling. According to the monitoring of the business community, the weekly increase was 4.32%, and the cumulative increase this week reached 300-500 yuan. Many large factories have raised prices continuously this week, with a cumulative increase of more than 300 yuan. However, urea is still low, and the downstream demand is still weak. At present, the reduction of ammonia in the region is affected by the load reduction of some enterprises, the supply pressure is significantly relieved, and the inventory of enterprises and markets is still in the process of de stocking. As of the weekend, the mainstream price in this region is 3750-3950 yuan / ton.
Polyglutamic acid |
From the above figure, the profit of liquid ammonia industrial chain is still in a reasonable range, and the price of liquid ammonia rebounds, but the downstream is generally relatively weak. Due to the weakening of seasonal demand, it is still difficult to stop the decline in the middle and lower reaches, such as urea and compound fertilizer. Enterprise profits meet the test, and ammonium chloride, urea and melamine all fall to varying degrees.
Business news agency believes that at present, the supply pressure of domestic liquid ammonia market has been greatly relieved. Previously, affected by the sharp downward price, the load of devices has been reduced and increased, and the influence of maintenance enterprises, the price of liquid ammonia has continued to rebound. However, considering that the decline of downstream compound fertilizer is difficult to stop, and the demand is still constrained, it is expected that liquid ammonia may not continue to rise.
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