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The China Nitrogen Fertilizer Industry Association recently conducted a survey of nitrogen fertilizer companies in five provinces of Shandong, Hebei, Henan, Jiangsu, and Anhui, where nitrogen fertilizer is produced. According to the 25 companies surveyed, apart from the slightly better supply of coal by the three companies, the Other 22 companies have experienced a tight supply of coal. Among them, there are 5 companies that can maintain the production of coal for 9 to 12 days, 10 companies that can maintain production for 6 to 8 days, and 7 companies that can maintain production for 1 to 5 days. According to a survey conducted by the Nitrogen Fertilizer Association, the days of the nitrogen fertilizer companies located in the big coal province are also not good. A company in Shanxi was in a hurry because of coal. It only took half a car to remove it during the loading and loading of coal. Even a full wagon could not wait.
At present, the cash rate for signing contracts between chemical fertilizer companies and coal mines is very low, and the contract redemption rate for most companies is only 10% to 30%.
In addition, the price of coal has risen greatly, one price per day. One of the main reasons is that due to the tight supply of coal, coal mine owners sit on the ground and have a low quality. On March 31, coal mining prices have reached 700 yuan/ton. Second, the tension in railway transportation also caused the price of coal to rise. Railway transportation was strained and fertilizer companies had to rely on road transport. However, due to over-limitation of governance, rising diesel prices, and other reasons, road freight has skyrocketed. At present, the average price of anthracite used by nitrogen fertilizer companies has reached 1,100 yuan/ton, and the factory price of bituminous coal has reached 650 to 700 yuan/ton. Compared with the price before the Spring Festival, anthracite coal prices rose by 20% to 25%, and bituminous coal rose by 50%. Above, the urea cost of most companies has reached or exceeded the national maximum factory price limit.
If the supply of coal cannot be improved in the second quarter, it will have a serious impact on the use of spring plowing. To this end, the China Nitrogen Fertilizer Industry Association urgently appeals: First, it is hoped that the country will guarantee the use of coal for chemical fertilizers like coal for electricity, especially the supply and transportation of anthracite in Shanxi; the second is to ensure the supply of natural gas for fertilizer production to make up for the coal enterprises. Reduce production; Third, increase the maximum price of urea as soon as possible, the proposed urea factory mid-price from the current 1,500 yuan / ton to 1,700 yuan / ton, floating 15% range of the same.
First quarter nitrogen fertilizer production has become a foregone conclusion
The Nitrogen Fertilizer Association calls for keeping chemical fertilizers like coal to ensure the need for spring farming. On March 31, the reporter learned from the China Nitrogen Fertilizer Industry Association and some chemical fertilizer companies that many nitrogen fertilizer companies have been caught due to the tight supply of coal and the large price increase. "No rice pot" dilemma, nitrogen production in the first quarter has become a foregone conclusion. To this end, the China Nitrogen Fertilizer Industry Association urgently appealed that, in order to protect the fertilizers for spring farming, it hoped that relevant departments would take measures as soon as possible to ensure coal supply and stabilize coal prices.