Price Trend
According to the price monitoring of business associations, the market offer price of 50% granular potassium sulphate in the northern region is about 2950-3050 yuan/ton. There is no obvious pressure on the stock of potassium sulphate Market for the time being. Price stabilization is the main factor, and the market demand has not obviously recovered in the near future.
| PVA 0599 (PVA BF05) |
II. Market Analysis
At present, the start-up rate of Mannheim potassium sulfate is slightly lower, and there are few new orders. Mannheim 50% powder ex-factory price is more than 2750-2850 yuan/ton, 52% powder ex-factory price is 2900-3000 yuan/ton, particle and 52% powder transaction situation is obviously better than 50% powder source, downstream water-soluble fertilizer factory has a certain raw material procurement. Resource-based potassium sulfate prices are temporarily stable, Qinghai water salt 50% powder arrival quotation is still 2550-2580 yuan/ton, the national investment of potassium 52% powder price is more than 2800-2850 yuan/ton, different regional prices slightly different, but more according to the actual order pricing.
III. Industrial Chain
Upstream: Domestic potassium is still in good condition in the near future. The pre-factory orders are abundant. In succession of shipments, the official quotation of salt lake is higher. The pre-sale price of distributors in different regions is lower, but it has been raised to the normal sales level. In terms of import potassium, there is a slight upward trend in port stability. The port stock is about 2.1 million tons. Referring to the mainstream quotation, 62% of the port price of Russian-white potassium is about 2350-2400 yuan/ton, Russian-red potassium is 2300-2350 yuan/ton, and granular potassium is about 2420-2450/ton. The actual transaction orders are mainly negotiated, with a certain preference.
| PVA |
Downstream: The overall raw material cost of compound fertilizer has not changed much, the demand has entered the peak season, the local goods are concentrated and tense, and the quotation of compound fertilizer will maintain a relatively stable state in the short term.
IV. Future Market Forecast
Potassium sulfate analysts at the business association believe that demand for potassium sulfate is not strong and cost support is weakening, and the trend is expected to stabilize mainly in the short term.
| POLYVINYL ALCOHOL |