«Еврохим» купит фосфорный проект Yara в Бразилии
Российский производитель подписал соглашение о приобретении фосфорного предприятия Serra do Salitre в Бразилии, которым владеет норвежская компания Yara.
Этот проект находится на юго-востоке Бразилии, в штате Минас-Жерайс. Предприятие планируется полностью запустить в эксплуатацию в 2023 г. и выпускать 1 млн т/год моноаммонийфосфата и других азотно-фосфорных удобрений, а также простого и тройного суперфосфата. Завод выйдет на полную мощность в 2024 г., согласно прогнозу «Еврохима».
Объем добычи фосфорной руды в рамках проекта составляет 1,2 млн т/год, запасы руды оцениваются более чем в 350 млн т.
Рудник и обогатительная фабрика уже работают — добывается 500—600 тыс. т фосфорной руды. Здесь также будут построены установка по выпуску серной кислоты, линия по производству фосфорной кислоты и склад для хранения 400 тыс. т готовых удобрений.
«Еврохим» приобретет этот проект, владельцем доли которого Yara стала в 2014 г., посредством покупки акций с денежной компенсацией в размере $410 млн. Сделка, которая потребует одобрения регулирующих органов, будет завершена через шесть месяцев, ожидает Yara.
Норвежская компания получила полный контроль над проектом Serra do Salitre, завершив покупку 40% акций у Galvani Industria, Comercio e Servicos, как было объявлено в октябре 2018 г.
Бразилия в центре внимания
Бразилия является одним из лидирующих сельхозпроизводителей и крупнейшим в мире импортером моноаммонийфосфата. В прошлом году в страну ввезены рекордные 4,76 млн т этого удобрения. Бразилия производит крупные объемы сои, для выращивания которой требуются фосфорсодержащие удобрения. В 2021/2022 сельскохозяйственном сезоне Бразилия произведет 144 млн т сои, согласно последним прогнозам минсельхоза США.
«Еврохим» в последние годы уделяет все больше внимания Латинской Америке. Так, в прошлом году компания увеличила продажи удобрений в этом регионе на пятую часть по сравнению с предыдущим годом, до 5,09 млн т.
Российский производитель в 2020 г. переключил поставки фосфорных удобрений, в основном на Латинскую Америку, после ввода антидемпинговых пошлин на такие продукты российского производства в США в феврале. В прошлом году на долю Латинской Америки пришлась четверть всех продаж «Еврохима», при этом на Бразилию — 22%, сообщила компания.
Yara сохраняет ощутимое присутствие в Бразилии, расширяя свою операционную деятельность в этой стране. Так, в конце марта текущего года норвежская компания ввела в эксплуатацию комплекс по грануляции удобрений мощностью до 1,2 млн т/год в штате Риу-Гранди-ду-Сул на юге Бразилии. Кроме того, Yara владеет крупным комплексом в штате Сан-Паулу, а также предприятием в Кубатане, которое купила у горнодобывающей компании Vale в 2018 г. Кроме того, норвежской компании принадлежит завод по выпуску простого суперфосфата в Паулинии.
Продажи удобрений Yara в Бразилии во II квартале текущего года уменьшились на 4%, до 2,21 млн т.
Гарри Минихан / Татьяна Давыдова
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Актуальные вопросы рынка удобрений будут рассмотрены на конференции Argus Минеральные удобрения 2021. Рынки стран СНГ, Каспия и Черного моря 15—16 сентября в Батуми, Грузия.
Больше ценовой информации, новостей и аналитических обзоров мирового рынка фосфорных удобрений — в издании «Argus Фосфорные удобрения».
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