This report provides an analysis of China's phosphate fertilizer (MAP and DAP) import and export data for November 2023. The data reveals significant increases in both MAP and DAP exports compared to the previous year and month, with notable changes in the average prices. The report details the export and import quantities, price trends, and key destination countries for Chinese phosphate fertilizers. The data indicates robust growth in exports and fluctuating imports, reflecting China's active role in the global phosphate fertilizer market. The report underscores the importance of analyzing trade data to understand market trends and China's position in the international phosphate fertilizer industry.

This report provides a comprehensive analysis of the phosphate fertilizer market for the week, highlighting a general decline in prices and a weak market atmosphere. Both MAP and DAP experienced overall price stability with minor declines. The market was affected by cautious downstream demand, leading to a subdued market atmosphere and limited transactions. The operating rates in both the MAP and DAP industries slightly declined but remained higher than the same period last year. Weekly production trends for both MAP and DAP showed a slight decline, with port inventories remaining stable. The market forecast suggests that MAP prices are likely to continue a stable to slightly declining trend, while DAP prices may undergo stagnant adjustments due to reduced supply and cautious downstream purchasing. The report indicates that the current market dynamics are likely to continue influencing the pricing trends in the phosphate fertilizer industry.

This report provides a comprehensive analysis of the urea market for the week, highlighting an overall price decline and a weak market atmosphere. The market saw a decrease in prices across various regions, with enterprises facing pressure in shipments and cautious downstream purchasing. The urea price index indicates a slight decrease, while the futures market shows a consistent trend with significant holding positions. The report details the production and operating rates in the urea industry, noting a decrease but still higher than the same period last year. Inventory levels at enterprises and ports have varied, with some increases and decreases. The compound fertilizer industry experienced stable prices with minor adjustments, while the melamine industry saw a slightly warmer market atmosphere. The international market shows a decrease in Chinese urea FOB prices. The expectation is for a continued reduction in supply and cautious demand, influencing the urea market dynamics in the short term.

This report provides an analysis of the current state of the urea market, highlighting a slight decrease in prices and a weak market performance. The futures market indicates a consistent trend with significant holding positions. The report points out that most manufacturers are maintaining stable prices, with some adjusting their prices upwards and others downwards to attract orders. The overall market is influenced by this week's inclement weather, leading to poor transportation and low purchasing enthusiasm. The supply side shows a slight increase in overall production, while the demand side is marked by cautious purchasing and a wait-and-see approach. The expectation is for the urea market to maintain stability with minor adjustments in the short term, reflecting the current market dynamics and cautious approach of downstream enterprises.

This report provides an overview of phosphate fertilizer production in November 2023, including both monoammonium phosphate (MAP) and diammonium phosphate (DAP). The report highlights a slight decrease in MAP production compared to the previous month due to maintenance activities and environmental restrictions in Sichuan, but an overall increase compared to the previous year. The operating rate for MAP showed an increase both month-on-month and year-on-year. For DAP, there was a decrease in production due to limited domestic orders and raw material shortages, leading to a tight domestic supply. However, the DAP production also increased compared to the same period last year. The operating rate for DAP showed a minor decrease from the previous month but an increase year-on-year. The report indicates overall growth in the industry's production and operating rates, reflecting the dynamics of the domestic phosphate fertilizer market in 2023.

This report provides an analysis of the current state of the phosphate fertilizer market, with a focus on monoammonium phosphate (MAP) and diammonium phosphate (DAP). Both markets are experiencing stability in prices. The MAP market is supported by pending orders, with some enterprises lowering prices covertly due to limited pending orders, leading to a somewhat disorganized market. The DAP market continues its stable operation, supported by sufficient pending orders and high raw material costs. The overall trading atmosphere in the market is lukewarm, with a general wait-and-see sentiment. The demand in both markets is average, with slow progression in the winter storage market and a prevailing cautious approach. The expectation is for both MAP and DAP market prices to maintain their current states in the short term, reflecting the balance between supply, demand, and cost influences.

This report provides an analysis of the current state of the urea market, highlighting a slight increase in prices, particularly in East China. The market has experienced an increase in transactions and order receipts, leading to a slight upward adjustment in prices. The futures market indicates a consistent trend with significant holding positions. The report points out that the market is influenced by the fundamental supply and demand situation, with an increased purchasing tendency in the market. The expectation is for the urea market to maintain stability with minor adjustments in the short term, reflecting the current market dynamics and the cautious approach of downstream enterprises. The overall market atmosphere is warming, with a focus on the approaching winter storage period.

This report provides an analysis of the current state of the phosphate fertilizer market, highlighting the stagnant trends in both monoammonium phosphate (MAP) and diammonium phosphate (DAP) markets. The MAP market is experiencing a slight downward price adjustment due to reduced pending orders and a weak transaction atmosphere. The DAP market maintains stability, with enterprises executing earlier orders and maintaining stable prices. The overall sentiment in the market is cautious, with a general wait-and-see approach in the winter storage market. The costs of raw materials such as synthetic ammonia and phosphate rock remain high, influencing the pricing strategy of enterprises. The expectation is for both MAP and DAP market prices to maintain their current states in the short term, reflecting cautious market sentiment and cost-based pricing approaches.

This report provides an analysis of the current urea market, highlighting a stable yet firm trend due to reduced pending orders at enterprises. The urea price index has slightly decreased, reflecting a cautious approach in the market. The futures market shows an increase in positions, indicating ongoing market interest. Spot market prices have shown little change, with a firm overall trend. The analysis points out that despite a reduction in market supply, it remains sufficient for the current demand. The forecast suggests that the urea market will maintain its stability with minor adjustments in the short term, influenced by the cautious sentiment in the market and the balance between supply and demand.

This report provides an analysis of the current phosphate fertilizer market, highlighting the performance of both monoammonium phosphate (MAP) and diammonium phosphate (DAP). The MAP market is experiencing a downward price adjustment due to a decrease in demand influenced by market news, despite a reduction in pending orders at manufacturing plants. The DAP market remains stable with a cautious market atmosphere, as enterprises focus on fulfilling a backlog of orders extending into January. Supply is slightly tighter compared to previous years, and winter storage demand is not robust. Raw material costs for both synthetic ammonia and phosphate rock are influencing prices. The report concludes that both MAP and DAP markets are expected to maintain their current states in the short term, influenced by market news, with prices undergoing minor adjustments.

This report provides an analysis of the current urea market, highlighting the recent downward adjustment in domestic urea prices and the urea futures market trends. The spot market has seen a mix of stable and declining prices, with a generally stagnant atmosphere due to minor overall price changes. The report discusses the factors influencing these market dynamics, including policy-driven supply reduction and its minimal impact on the market. The urea market is currently focused on fulfilling prior orders, with factories expected to slightly accumulate inventory and continue controlling new orders. The market is experiencing a weak atmosphere with cautious trading, as supply is gradually tightening due to maintenance activities in production facilities. The demand side shows a significant gap in industrial and agricultural needs, with increased agricultural reserve replenishment but cautious purchasing behavior due to high prices and policy controls. Overall, the urea market is expected to maintain stable prices with minor adjustments in the short term, responding to policies aimed at ensuring supply and stabilizing prices.

This article delves into the recent decision by China to strengthen export controls on urea and ammonium phosphate and its significant impact on South Korea. The dependence of South Korea on Chinese urea imports, which exceeds 90%, has led to concerns and emergency measures within the country. The article discusses the historical context of similar export controls in 2021 and the reasons behind South Korea's heavy reliance on Chinese urea. It also touches on the broader implications of this decision in the context of China's domestic priorities and South Korea's geopolitical challenges, including the halting of the "September 19 Military Agreement" with North Korea. The move is seen as a strategy to ensure domestic supply in China, particularly considering the importance of fertilizers for the upcoming spring planting season and overall food security.

This report provides an analysis of the phosphate fertilizer market, focusing on the price trends of monoammonium phosphate (MAP) and diammonium phosphate (DAP). The report observes minor price adjustments in the market, with a flat demand. It highlights the stability in MAP prices and a slight downward adjustment in DAP prices. The operating rates and production trends for both MAP and DAP are discussed, showing a slight decrease in MAP production and an increase in DAP production. The report also covers the inventory trends at major ports for both types of phosphate fertilizers, noting a significant year-on-year decrease in MAP inventory and an increase in DAP inventory. The future outlook suggests minor adjustments in prices for both MAP and DAP, considering the raw material costs and market demand.

This report provides an overview of the urea market, highlighting price fluctuations influenced by supply and news. The domestic urea market experienced minor oscillations with a general trend of initial decline followed by a rise. Regional pricing varied across different parts of China, with some regions experiencing price drops while others saw increases. The report also covers industry dynamics, including daily production, product types, and production processes. It notes the inventory levels at companies and ports, along with a brief overview of the compound fertilizer and melamine industries. The international market is discussed, including FOB prices for various.

This report provides an overview of the daily urea market, highlighting the resilience of the market despite negative news influences. The domestic urea price index has shown a slight increase, while the urea futures market has experienced a minor decrease. The spot market analysis reveals a modest increase in urea prices across various regions in China, with most companies maintaining stable prices. The report forecasts that factory prices will continue to run stable, focusing on fulfilling pre-received orders. The market is currently observing a cautious attitude due to negative news, with a slight decrease in inquiries. Supply is expected to decrease as more plants undergo maintenance. Demand remains cautious, with agricultural needs focusing on winter storage and industrial demand showing a wait-and-see approach due to cost pressures. Overall, the urea market is expected to undergo steady consolidation in the short term amidst a cooling of new transactions and a cautious downstream purchasing sentiment.