路透社: 钾肥价格崩溃,因俄国退出卡特尔

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路透社: 钾肥价格崩溃,因俄国退出卡特尔

Potash plunges as Russia quits cartel

Reuters
8:12 AM, E.T. | July 30, 2013
Canadian

U.S.-traded shares of Potash Corp. (POT-T 38.9 0.76 1.99%) fell 18.2 percent before the opening bell and shares of Mosaic Co. (MOS-N 53.21 0.6 1.14%) tumbled 17.7 percent after Russia’s Uralkali dismantled one of the world’s largest potash partnerships by pulling out of a venture with its partner in Belarus, a move it expects will cause global prices to plunge by 25 percent.

he break-up of the Belarus Potash Company leaves North America’s Canpotex as the ruling potash export venture. Belarus Potash and Canpotex had accounted for 70 percent of global trade in potash, an important ingredient for fertilizer, and the duopoly had set identical prices in key markets such as China and India.

Uralkali said it was pulling out after reaching “deadlock” over sales and would export all potash via its Swiss-based Uralkali Trading. The decision may lead to a fall in the global potash price to below $300 US per tonne in the second half of 2013, from the current $400 per tonne, it said.


http://www.bnn.ca/News/2013/7/30 ... a-quits-cartel.aspx
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路透社: 钾肥价格崩溃,因俄国退出卡特尔

Potash plunges as Russia quits cartel

Reuters
8:12 AM, E.T. | July 30, 2013
Canadian

U.S.-traded shares of Potash Corp. (POT-T 38.9 0.76 1.99%) fell 18.2 percent before the opening bell and shares of Mosaic Co. (MOS-N 53.21 0.6 1.14%) tumbled 17.7 percent after Russia’s Uralkali dismantled one of the world’s largest potash partnerships by pulling out of a venture with its partner in Belarus, a move it expects will cause global prices to plunge by 25 percent.

he break-up of the Belarus Potash Company leaves North America’s Canpotex as the ruling potash export venture. Belarus Potash and Canpotex had accounted for 70 percent of global trade in potash, an important ingredient for fertilizer, and the duopoly had set identical prices in key markets such as China and India.

Uralkali said it was pulling out after reaching “deadlock” over sales and would export all potash via its Swiss-based Uralkali Trading. The decision may lead to a fall in the global potash price to below $300 US per tonne in the second half of 2013, from the current $400 per tonne, it said.


http://www.bnn.ca/News/2013/7/30 ... a-quits-cartel.aspx
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好事情啊。那个联盟就是专门坑兔子的玩意儿,咱们最缺钾肥了。
看看国内化肥行业成什么了?再这样必定死一批,但是农民还是得不到实惠。
加拿大该死啊
可以赶紧囤吗?小时候看电视广告就是加拿大红色钾肥啊!
应该是罗布泊的钾肥原料开始投产了,这是大杀器哦
南金爵 发表于 2013-7-30 23:21
应该是罗布泊的钾肥原料开始投产了,这是大杀器哦
放风,压价,趁价格低,赶紧囤,钾肥也能算是战略物资吧!要学学小本同学,东京湾冷冻凹凸慢的精神!
哈密到罗布泊的铁路修通了,国际上还能用这货卡兔子?
打铁也需自身硬啊,没有天南地北的地质队、黄金部队这些人,我们在这些战略物资上要受多大罪啊
假大空 发表于 2013-7-31 00:14
哈密到罗布泊的铁路修通了,国际上还能用这货卡兔子?
罗湖钾肥,九牛一毛,根本解决不了中国钾肥饥渴。

ligand 发表于 2013-7-31 06:45
罗湖钾肥,九牛一毛,根本解决不了中国钾肥饥渴。
严重低估罗布泊钾肥了,他可以满足中国一半的需求量。
spj218 发表于 2013-7-31 10:29
严重低估罗布泊钾肥了,他可以满足中国一半的需求量。
那是很理想的等全部产能达到以后,现在中国钾肥大部分靠进口,这个数量极其庞大,缺口不是短期内可以弥补的
之前不是有个大老板去加拿大囤积了大量的钾肥矿么,这下亏惨了。
有了金坷垃,还怕氮磷钾?
刚才上了下cbc,各种骂potash corp没良心。
襄樊-陆压 发表于 2013-7-30 21:33
好事情啊。那个联盟就是专门坑兔子的玩意儿,咱们最缺钾肥了。
兔子好象钾盐很丰富,准格尔盆地那钾盐...
cnnetspy2000 发表于 2013-7-31 13:14
兔子好象钾盐很丰富,准格尔盆地那钾盐...
丰富个屁,世界最大的钾肥进口国

唯物 发表于 2013-7-31 13:28
丰富个屁,世界最大的钾肥进口国


您都没读出我的讥讽吗?
中国加盐.jpg


唯物 发表于 2013-7-31 13:28
丰富个屁,世界最大的钾肥进口国


您都没读出我的讥讽吗?
中国加盐.jpg

spj218 发表于 2013-7-31 10:29
严重低估罗布泊钾肥了,他可以满足中国一半的需求量。
目前产能够了?
roach1234 发表于 2013-7-31 13:42
目前产能够了?
罗布泊现在年产120万吨钾肥。远景是300万吨。
spj218 发表于 2013-7-31 13:49
罗布泊现在年产120万吨钾肥。远景是300万吨。
中国不是人口这么多的话,肯定是够了
加拿大钾肥。。。。
丰收不能没有你。。。。。。。
加拿大红色钾肥!!!!!!!
不怕,我们有金克拉
gdwmcy 发表于 2013-7-30 22:16
可以赶紧囤吗?小时候看电视广告就是加拿大红色钾肥啊!
我也有印象,还是大山给做的广告。