Adubos: Heringer reduz estimativas de venda

: Fertilizers
18/08/14

A misturadora brasileira Fertilizantes Heringer reduziu suas projeções para o crescimento anual das entregas em 2018 de 2pc para zero, após a greve de caminhoneiros que durou 11 dias entre maio-junho.

Em uma teleconferência com analistas na semana passada, a companhia também apontou a incerteza sobre os valores futuros de frete como um dos fatores para a redução de suas estimativas de demanda.

A Heringer destacou que as entregas de fertilizantes no Brasil tiveram recuo anual de 27,3pc em maio, depois de crescerem 25pc em abril.

Devido aos impactos da greve, as entregas da Heringer no segundo trimestre caíram 5pc na comparação anual para 723.000t. Já as entregas totais da empresa no primeiro semestre somaram 1,59 milhão de t, recuo anual de 1,8pc.

Já as entregas totais de nutrientes ao mercado brasileiro tiveram recuo anual de 2,3pc no primeiro semestre de 2018, disse a Associação Nacional para Difusão de Adubos (Anda).

O diretor de relações com investidores da Heringer, Rodrigo Rezende, afirmou que a greve de motoristas em maio, somada à alta nos custos das matérias-primas disparada pela desvalorização do real ante o dólar norte-americano, deve manter os volumes de venda estáveis este ano ante 2017. Anteriormente, a empresa projetava crescimento anual de 2pc.

O CEO da empresa, Dalton Heringer, adicionou que o cronograma de entregas de fertilizantes será muito mais apertado no segundo semestre. "O preço das safras como soja, milho, laranja e algodão estão em níveis favoráveis à aquisição de adubos", disse.

Apesar da queda nas vendas totais no segundo trimestre, as entregas da Heringer para uso nas safras de soja e milho tiveram alta anual de 2,8pc e 4pc, respectivamente, enquanto as entregas para canaviais permaneceram inalteradas e aquelas para uso na safra de café despencaram 31pc na mesma base de comparação.

A empresa teve prejuízo líquido de R$277,3 milhões ($72,1 milhões) no segundo trimestre, ante R$99,5 milhões em perdas líquidas no mesmo período em 2017.

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25/12/18

Indian local urea sales on track for record in December

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CBAM documents outline preliminary ammonia values

25/12/17

CBAM documents outline preliminary ammonia values

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Mosaic halts SSP production in Brazil

25/12/16

Mosaic halts SSP production in Brazil

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Mosaic pauses Esterhazy potash mining after fatality

25/12/15

Mosaic pauses Esterhazy potash mining after fatality

Houston, 15 December (Argus) — North American fertilizer producer Mosaic paused potash production today in Esterhazy, Saskatchewan, after a worker died in a mine collapse. According to Mosaic, a "fall of ground" incident took place at the K3 underground mine in Esterhazy, resulting in the death of one employee. No other injuries were reported. The producer's emergency response team was activated following the incident. The site is being secured and a full investigation is underway, Mosaic said. The Esterhazy site has a nameplate capacity of 7.8mn metric tonnes/yr of potash and three mines— K1, K2 and K3— with K3 completed in 2022. By Taylor Zavala Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

US-Belarus potash trade may soften MOP pricing outlook

25/12/15

US-Belarus potash trade may soften MOP pricing outlook

London, 15 December (Argus) — Potash trade between the US and Belarus is set to be reinstated after an absence of almost four years, following the lifting of US sanctions on Belarusian potash on 13 December with immediate effect — a move that could soften the outlook for global MOP prices as supply options increase. The relationship between the US and Belarus had started to ease earlier this year when Belarus agreed to release 52 political detainees from its prisons in exchange for the lifting of some sanctions on Belarusian flagship airline Belavia in September. This limited rapprochement generated talk among market participants of the possibility of a further lifting of US sanctions on Belarus, which could affect Belarusian potash. US sanctions on Belarusian potash , which is produced by state-owned Belaruskali and marketed by BPC, have been in place since 2021. But the announcement over the weekend has largely caught the market by surprise. 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Belarusian MOP has not touched US soil since February 2022, but in 2017-21 an average of 635,000 t/yr of Belarusian MOP was brought into the country. This policy change also comes just days after US president Donald Trump claimed he could impose severe tariffs on Canadian fertilizer imports, and the return of trade with Belarus may be used as leverage for the US in the current tariff war between the two countries. But the US will not be able to replace all of the 11mn-12mn t/yr of Canadian potash it needs with Belarusian product. It is also in line with Trump's strategy to secure the country's critical minerals needs. Trump included potash in the administration's list of American critical minerals this year and ordered the US government to fast-track permit reviews for critical minerals projects . The importance of potash was also highlighted when the White House spared a number of potassium-based fertilizer products — MOP, SOP, NOP, NPK and magnesium sulphate — from a raft of tariffs imposed earlier this year. In the US domestic market, traders appear largely unfazed by the new development. There have been strong MOP imports this year and there are currently healthy inventories of MOP across the Corn Belt. Additional volumes from Belarus could oversupply the market, pressuring prices downwards at a time when potash is already the most affordable nutrient domestically. But it is likely to take some time for Belarus to regain market share as it is possible that some companies may self-sanction against Belarusian potash — similar to companies self-sanctioning against Russian potash — while suppliers currently find prices in the US unattractive at $305-310/st fob Nola and alternative markets such as Brazil are providing a better netback, which could deter Belarus from promptly returning to the US market. Potash suppliers often switch between the US and Brazil, depending on which market is paying a premium. Moreover, the administrative processes to facilitate the return of Belarusian trade in the US will also likely take some time to be implemented. What's in it for Belarus? Belarusian potash is one of the most important commodities for the Belarusian economy and provides the country with a major source of foreign revenue. Following sanctions, Belarusian MOP practically disappeared from the global potash market in 2022. Yet Belarus regained its footing in the international market far quicker than expected and has managed to continue selling significant volumes of potash to the global market with the help of creative paperwork and lax enforcement of the sanctions. Russia played a pivotal role in this recovery. After Belarus lost access to the Lithuanian port of Klaipeda — previously the main export hub for Belarusian potash exports — from 1 February 2022, the marketer was forced to declare force majeure and find alternative routes to export its product. Today, most Belarusian potash exports flow through Russian ports, a shift that has increased costs and extended lead times. Argus estimates that Klaipeda typically handled 9mn-11mn t/yr of Belarusian MOP. This year, Belarus is on track to export more than 12mn t, surpassing pre-sanction export levels. Without access to the US and EU markets, Belarus has leaned heavily on markets such as Brazil, China and southeast Asia, often pricing aggressively to maintain market share. The reopening of US trade offers a chance to reduce dependence on these regions. The lifting of the sanctions will also make it significantly easier for companies to trade Belarusian potash around the world, except in the EU and the UK, where sanctions remain on Belarus. Importers that had previously stopped taking Belarusian MOP may now be open to trading with Belarus again. By having an additional supply option, buyers may find they have a stronger negotiating position with existing suppliers, which could put downward pressure on prices. Conversely, markets where Belarus has a strong presence could see a reduction of Belarusian volumes if product shifts toward the US, potentially making those regions less competitive. The policy change also comes at a time when Belarusian MOP capacity is increasing capacity, with the 2mn t/yr Nezhinsky MOP project scheduled for commissioning in the second quarter of 2026, and underscores Belarus' commitment to continue growing its footprint in the global potash market. By Julia Campbell and Taylor Zavala Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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