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In August, can the autumn fertilizer be fired again?

   In August, for the compound fertilizer market, the state of the wave has not changed much. After the first round of autumn fertilizer collection work, most of the compound fertilizer enterprises have started to ship, the main delivery areas. It is still near the north of the Yangtze River and near the Central Plains. However, compared with the beginning of July, most of the compound fertilizer companies have a very slow progress in collecting new orders. Urea is consolidating at a low level and the downstream is watching a serious mentality. Can the autumn fertilizer still be fired again? 

  First of all, the first wave of autumn fertilizer preparation is insufficient, and there is room for surplus demand. At the beginning of July, the first wave of autumn fertilizer enterprises received the end of the collection. Some of the compound fertilizer companies that produced the explosive products were still able to collect the money, but they could not fully cover them. However, the compound fertilizer enterprises that normally introduced the autumn fertilizer prices received more general collections. In the local area of the Central Plains, the fertilizers in the autumn are insufficient. Some dealers have not yet begun to prepare fertilizers. In the face of the recent instability of the fertilizer market, they are more and more hesitant, so there is still some surplus space in the late August and early September. .

Secondly, the environmental protection step by step has increased, and the pressure on the compound fertilizer enterprises is not large. Recently, environmental protection security inspections in Shandong and Lianghe are relatively strict. Most compound fertilizer enterprises are limited in operation, and the market demand for shipment is not large. Therefore, in the short-term, most compound fertilizer enterprises have no inventory pressure, but there is a certain amount of financial pressure. In the late September military parade, environmental protection security inspection continued or increased strength, it is not excluded that in the fall of September, when the second wave of fertilizer demand was concentrated, there was a shortage of supply.

Again, urea futures are expected, and there are still many uncertainties in the later period. Urea futures will start soon, and the effect will be difficult to determine later. After all, the operation panel of urea is still relatively large. If the price of urea can be stabilized or the price rises, the fertilizer market for the late autumn fertilizer or winter storage will bring more or less. I hope that the second half of the year and the winter season are the most strict periods of environmental protection. The limited construction and the superposition of various factors may give fire to the autumn fertilizer.

In short, everything is only owed to the east wind, all expectations are met under the conditions of various factors. In recent years, the fertilizer market is unpredictable, and the competitive pressure of compound fertilizer will only become more intense.


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