China phosphates: At present, the concentrated port of diammonium phosphate factories, the tight domestic spot supply, the tight market situation, the concentrated release of exports will aggravate the domestic supply pressure, the short-term price rise can be foreseen. Although the domestic demand is weak, the raw material cost and export support the price, the possibility of decline is low; at the same time, pay attention to the "price stabilization and supply guarantee" initiative of the industry association and the binding force of the social responsibility evaluation system, and do not rule out the suppression of irrational price rise.
Last message, ultra low energy users equates to cheap production, matty note XLX 🙂
According to the information of Seven Chemical Construction, on May 15, 2025, with the first large-particle urea product filling completed, a test drive was successful at stage 6 of Xinjiang XinJian Energy Recycling Joint Chemical Project built by China Chemical Seven Chemical Cutting, marking the full completion of this modern nitrogen fertilizer production base. Segment 6 serves as the closing segment of the entire project and contains the final conversion link of the urea production line. This process can directly process liquid urea into agricultural urea, automotive urea and other finished products. Since May 2023, Hefei project department has successfully completed the construction of melamine packaging plant, urea synthesis plant, fluidized bed / tower compound fertilizer plant and supporting storage and transportation system. At present, the project team is working with the owner to climb the production capacity, and it is expected to reach full capacity by the end of this month. New Ji energy 1.5 million tons / year of urea using the Netherlands Stamicabon carbon dioxide stripping technology. The urea produced will serve as an input to the melamine device coupled, as well as produce 1,560 tons of small particle urea per day and 1,098 tons of large particle urethane per day. The project is designed to produce small particle and large particle urea and diesel exhaust treatment liquid. At present, the domestic users of Stamicabon ultra-low energy consumption urea technology have Jiujiang XLX, Sanning Chemical, Xinxiang XLX, Xinji Energy, Shandong Union, Jiangsu Huachang Chemical, Shandong Runyin and so on.
According to China's customs statistics, in April 2025, China exported a total of 2.54 million tons of various fertilizers; of which, urea 0.23 million tons, ammonium sulfate 1.28 million tons, diammonium phosphate 0.24 million tons, and monoammonium phosphate 419,000 tons.
From January to April 2025, China's cumulative export of various fertilizers was 9.69 million tons, an increase of 37.5% year-on-year; the cumulative export amount was 1.996 billion US dollars, an increase of 22.1% year-on-year. Among them, the cumulative export of urea was 0.89 million tons, a decrease of 71% year-on-year; ammonium sulfate was 5.34 million tons, an increase of 32.7% year-on-year; diammonium phosphate was 796,000 tons, a decrease of 85.3% year-on-year; monoammonium phosphate was 752,000 tons, a decline of 75.7% year-on- year.
In terms of nutrient content, China's cumulative exports of urea, ammonium sulfate, and ammonium phosphate from January to April amounted to 1.222 million tons of nitrogen, phosphorus, and potassium.
*Supply tight*
Limited spot availability reported.
*Analyst note*
Market sentiment: 19.
*Weather impact*
Rain delays in key regions.
*Inventory update*
Levels at 7% capacity.
*Supply tight*
Limited spot availability reported.
*Freight steady*
No major changes in rates.
*Freight steady*
No major changes in rates.
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*Prices up*
Spot market sees a $18/mt increase.
*Supply tight*
Limited spot availability reported.
*Freight steady*
No major changes in rates.
*Analyst note*
Market sentiment: 13.