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欧洲天然气供应紧张或会利好中国部分草甘膦生产企业
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欧洲天然气供应紧张或会利好中国部分草甘膦生产企业
9月,由于俄罗斯宣布"无限期"关闭向欧洲输气的"北溪1号"天然气管道,欧洲市场天然气供应紧张,农化产品的生产受到负面影响。一方面生产成本在不断攀升。另外一方面有不少化工原材料由于生产企业停产而供应紧缺。当前,欧洲天然气断供的负面影响在不断发酵中扩大。 有媒体认为,天然气是草甘膦原药等农药的重要成本要素,所以天然气上涨会间接导致欧洲草甘膦原药等农药成本上涨。对于欧洲当地草甘膦原药价格的上涨,部分中国草甘膦原药生产企业在国际贸易上或会占据有利位置。据西美信息统计近三年的草甘膦产品出口状况看,出口到欧...
Glyphosate China Monthly Report (Chinese version) 202209
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