CCM: Chinese DAP enterprises encounter unprecedentedly difficult year in 2016 08-15-2016

In May 2016, China’s diammonium phosphate (DAP) market entered the off-season after the spring ploughing period.



Source: Baidu


In the domestic market, trading was slack and the DAP price began to fall slightly. To be more specific:
- In Yunnan Province: operating rate declined; most enterprises maintained their suspension of production; a few enterprises have received new export orders at low prices.


- In Hubei Province: operating rate was quite stable; trading was lax; the average ex-works price of 64% DAP was about USD402.69 million (RMB2,600/t).


- In Shandong Province: trading was lax and enterprises suffered heavy pressure from inventory; quotations for ex-works price of 57% DAP were around USD356.23 million (RMB2,300/t).


Usually, Chinese phosphate fertilizer enterprises can run down their inventory thanks to the increasing sale of compound fertilizers in summer. However, this year, influenced by the adjustment to the crop planting structure by the Ministry of Agriculture of the P.R.C., sales of traditional compound fertilizers are down. As a result, most phosphate fertilizer manufacturers lack faith in the market and have reduced their operating rates.


Xu Dingguo, sales manager of Yunnan Yuntianhua Co., Ltd., disclosed: “Our DAP operating rate is below 70% currently, down significantly compared with about 80% in previous years.”


In regard to the overseas markets, Chinese phosphate fertilizer enterprises have been suffering YoY falls in both volume and price in the first half of 2016.




“Judging from the export market in the first half of the year, the total demand for DAP in the whole of 2016 from overseas markets may reduce by 40% YoY,” Sales manager Xu said. “That’s mainly because market demand will be influenced by droughts in Southern Asia and fluctuation of exchange rates may also impair initiative in imports in Southern Asia and South America. Today, at an export price of USD300-340/t, Chinese enterprises reap very limited profits. Nevertheless, DAP price still keeps falling in the international market.”


Between Jan. and March 2016, China exported 593,784 tonnes of DAP, decreasing by 36.55% YoY and the average export price was USD404.48/t, down by 11.94% YoY, according to data from the General Administration of Customs of the P.R.C.


According to CCM’s research, many Chinese DAP enterprises have attempted to battle against the depressed market conditions in the following ways:


1. By controlling operating rates so as to avoid excess inventory;
2. By expediting adjustment to product structure and develop innovative service mode;
3. By further exploring potential markets in China and building new sales channels as well as expanding targeted markets in foreign countries.


As market demand from domestic and overseas markets is unlikely to recover in the short run, CCM believes that the above measures will not have an immediate effect. With the market price of DAP remaining low, 2016 may be an unprecedentedly difficult year for Chinese DAP enterprises.

 

This article comes from Phosphorus Industry China Monthly Report 1605, CCM

 



About CCM:

CCM is the leading market intelligence provider for China’s agriculture, chemicals, food & ingredients and life science markets. Founded in 2001, CCM offers a range of data and content solutions, from price and trade data to industry newsletters and customized market research reports. Our clients include Monsanto, DuPont, Shell, Bayer, and Syngenta. CCM is a brand of Kcomber Inc.

 

For more information about CCM, please visit www.cnchemicals.com or get in touch with us directly by emailing econtact@cnchemicals.com or calling +86-20-37616606.

 

Tag: fertilizer  DAP   phosphate

 

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