概要

肥料業界は、政策や規制の変更、政情不安、紛争、新たなマクロ経済の現実によってもたらされる課題によって、市場力学に劇的な変化が起きています。また、エネルギー転換と野心的なゼロカーボン目標に向けた動きは、業界に新規参入と新たな機会をもたらしています。

市場の全体像を把握することは、機会を生かし、課題のリスクを管理するために、これまで以上に必要となりました。

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最新ニュース

世界の肥料産業に関する最新の市場動向ニュース

Latest fertilizer news
25/01/23

China’s SOP exports in 2024 fall to five-year low

China’s SOP exports in 2024 fall to five-year low

Singapore, 23 January (Argus) — The halt in customs inspections for SOP exports led to a sharp fall in China's shipments in 2024 as export volumes fell to a five-year low. China's SOP exports in 2024 fell by 84pc on the year to just 16,700t, the lowest since 2018, which recorded 8,700t of exports, GTT data show. About 75pc of total 2024 exports took place in the second half of the year, as buyers sought to shift more product in 9.5kg bags. But this type of packaging was not favoured by buyers from Latin American markets which typically buy for bulk blending, as they needed to pay for additional labour costs to remove these bags. As a result, shipments to Peru and Mexico plunged to 23,800t and 2,600t from 8,600t and 40,500t, respectively. South Africa replaced Mexico as the top export destination in 2024, but shipments to South Africa nearly halved on the year to 4,600t. Chinese SOP exports saw significant growth in 2019-20, supported by strong demand from Latin American and south Asian markets. But export volumes took a downturn from 2021 onwards as suppliers were urged to prioritise supplies for the domestic market and keep domestic prices stable. China mainly exports SOP that is produced by the Mannheim process, which uses MOP as a raw material. China depends heavily on MOP imports based on an annual contract price with global major producers as well as a monthly cross-border contract price with Russian producer Uralkali, as its domestic MOP production is not enough to meet the country's needs. Most Chinese suppliers halted export offers for SOP in 9.5kg bags in January, after a change in the customs clearance definition for small-volume exports was implemented from 1 January 2025, making it difficult for suppliers to ship 9.5kg bags in jumbo bags via break bulk vessels. This could further limit China's SOP export availability this year. By Huijun Yao Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Latest fertilizer news

Brazil real recovers ground on US dollar


25/01/22
Latest fertilizer news
25/01/22

Brazil real recovers ground on US dollar

Sao Paulo, 22 January (Argus) — The Brazilian real continued to strengthen against the US dollar today thanks to increased investor confidence domestically and an easing in the dollar globally in recent days after the real tumbled in the last weeks of 2024 on fiscal concerns. The exchange rate ended the session at R5.946/$1, as the real appreciated by 1.4pc on the day. The real has strengthened by about 7.8pc to the dollar from an intradday low of R6.4/$1 on 25 December. The last time the exchange rate between the two currencies ended the day below the R6/$1 threshold was on 11 December, when it stood at R5.989/$1. The real's recent appreciation took place as domestic investors are more confident about the country's spending cut plans, according to Sidney Lima, an analyst at Ouro Preto Investimentos, an investment management firm. But it is hard to say whether the recent appreciating trend will continue in the future, he said. That will "depend on the continuity of fiscal reforms in Brazil and global economic conditions," he added. At the same time, the US dollar index, which tracks the dollar against six main trading partner currencies, has fallen from a more-than two-year high on 12 January on uncertainty over whether US president Donald Trump will follow through on his tariff threats. Still, the Brazilian real has depreciated by around 20pc to US dollar since 22 January 2024. By Lucas Parolin Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Latest fertilizer news

India’s RCF gets offers for phosrock, NPS in tender


25/01/22
Latest fertilizer news
25/01/22

India’s RCF gets offers for phosrock, NPS in tender

London, 22 January (Argus) — Indian fertilizer importer and producer RCF received offers from seven trading firms in its tender to buy phosphate rock and/or NPS 20-20-0+13S, which closed today. TLI Tradelink, Sun International, Agrifields, Aditya Birla, Indagro, Midgulf International and Hexagon Fertilizers Asia submitted offers in the tender. RCF will open the prices after evaluating the technical offers. The importer sought offers for two 35,000t cargoes of 29pc P2O5-minimum phosphate rock. The first cargo is to be shipped within 30 days from issuing the purchase order, with the second cargo in March, both to Hay Bunder, Mumbai on India's west coast. TLI Tradelink, Sun International and Midgulf International offered Egyptian rock for both cargoes. Agrifields and Aditya Birla offered Jordanian rock for both cargoes. Indagro offered Jordanian rock only for the second cargo. RCF also sought offers for two 35,000t cargoes of 20-20-0+13S in the tender. The first cargo is to be shipped on or before 20 March and the second is to be shipped on or before 20 April, both to any port on India's east coast. Midgulf International submitted offers for both NPS cargoes. Hexagon Fertilizers Asia offered only for the second NPS cargo. Fellow importer NFL bought 25,000-30,000t of 20-20-0+13S from Saudi Arabian producer Sabic at $396-397/t cfr earlier this week. By Tom Hampson Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Latest fertilizer news

Brazil Potash, Keytrade sign potash offtake deal


25/01/16
Latest fertilizer news
25/01/16

Brazil Potash, Keytrade sign potash offtake deal

London, 16 January (Argus) — Brazilian fertilizer company Potassio do Brasil, a wholly owned subsidiary of Canada-based Brazil Potash, has signed a memorandum of understanding with Swiss trading firm Keytrade to supply up to 1mn t/yr of potash from its Potassio Autazes project in Amazonas. Potassio do Brasil already has an existing offtake agreement with Brazilian agricultural firm Amaggi for about 500,000 t/yr. The Potassio Autazes project has a planned capacity of 2.4mn t/yr and began construction in September. It is expected to start operating in 2029. Potash from this project will be destined for the domestic market. Brazil currently imports about 96pc of its potash needs. By Julia Campbell Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Latest fertilizer news

Узбекистан начал поставлять карбамид в Бразилию


25/01/16
Latest fertilizer news
25/01/16

Узбекистан начал поставлять карбамид в Бразилию

Riga, 16 January (Argus) — Компания Uzkimyoimpeks в декабре приступила к контейнерным поставкам карбамида в направлении Бразилии. Первый блок-поезд с 54 сорокафутовыми контейнерами (по 28 т карбамида в каждом) компания отправила 11 декабря с терминала First Dry Port Terminal в Ташкенте. Состав с удобрениями производства компании Maxam-Chirchiq отправлен транзитом через Туркменистан и Азербайджан в направлении грузинского порта Поти. В Поти контейнеры планируется погрузить на морское судно для доставки в бразильский порт Паранагуа. Ожидается, что вся партия карбамида будет доставлена из Узбекистана в Бразилию в течение 60—70 дней. Из Узбекистана в Поти контейнеры планируется доставить за 20 дней, а морская перевозка займет 35—45 дней. До конца текущего года компания планирует вывезти в направлении Бразилии всего 108 контейнеров с карбамидом. Услуги по экспедированию контейнеров до конечного пункта оказывает компания First Dry Port Terminal, которая владеет терминалом для сухих грузов, площадью в размере 22 га в районе железнодорожной станции Сергели в Ташкенте. Станция оборудована восемью подъездными путями общей длиной 5,3 км. С данного терминала вывозится также минеральная продукция в направлении портов Латвии и Эстонии. Uzkimyoimpeks, дочерняя госкомпании Узкимесаноат, оператор экспортно-импортных операций химической продукции предприятий Maxam-Chirchiq, Аммофос-Максам и других производителей Узбекистана. ________________ Больше ценовой информации и аналитических обзоров рынка транспортировки грузов в странах Каспийского региона и Центральной Азии — в отчете Argus Транспорт Каспия . Вы можете присылать комментарии по адресу или запросить дополнительную информацию feedback@argusmedia.com Copyright © 2025. Группа Argus Media . Все права защищены.

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