{"id":67535,"date":"2021-06-15T15:52:39","date_gmt":"2021-06-15T19:52:39","guid":{"rendered":"https:\/\/www.agribusinessglobal.com\/?p=67535"},"modified":"2021-06-15T15:52:39","modified_gmt":"2021-06-15T19:52:39","slug":"china-price-index-shipping-woes-complicate-supply-chains-prices-mostly-stable","status":"publish","type":"post","link":"https:\/\/www.agribusinessglobal.com\/es\/agrochemicals\/china-price-index-shipping-woes-complicate-supply-chains-prices-mostly-stable\/","title":{"rendered":"\u00cdndice de precios de China: los problemas de env\u00edo complican las cadenas de suministro, los precios son pr\u00e1cticamente estables"},"content":{"rendered":"

La escasez de contenedores vac\u00edos ha provocado un fuerte aumento de los costes de env\u00edo en mayo. Seg\u00fan la Aduana de China, todav\u00eda no hay suficientes env\u00edos en los puertos de China. Los env\u00edos de entrada y salida de China fueron 1.7% m\u00e1s bajos en el a\u00f1o 2020. Antes de la pandemia de COVID-19, los env\u00edos eran de alrededor de 39.67 miles en abril de 2019. Actualmente, la congesti\u00f3n de contenedores vac\u00edos en los puertos de EE. UU., Australia y la UE es la raz\u00f3n clave del Arreglo de env\u00edo dif\u00edcil en China.<\/p>\n

Si bien los costos de env\u00edo al extranjero se han elevado durante alg\u00fan tiempo, el costo de env\u00edo en mayo aument\u00f3 abruptamente, lo que gener\u00f3 un riesgo inesperado para la gesti\u00f3n de la cadena de suministro global. El \u00edndice de carga en contenedores de China (SCFI<\/a>) aument\u00f3 alrededor de 136.8% interanual 2020. La din\u00e1mica de env\u00edo, incluida la disponibilidad de mano de obra, se ha visto agravada por el estado de la pandemia en India, que ha afectado la cadena de suministro a nivel mundial. Las compa\u00f1\u00edas navieras han priorizado la salud y la seguridad de sus tripulaciones, reduciendo los recursos laborales en puertos clave de todo el mundo, y especialmente en la India.<\/p>\n

\"\"<\/p>\n

Por otro lado, la demanda mundial est\u00e1 en auge a medida que aumentan las tasas de vacunaci\u00f3n. En el primer trimestre de 2021, la importaci\u00f3n de EE. UU. Desde China aument\u00f3 62.7% y la exportaci\u00f3n de China a EE. UU. Aument\u00f3 57.9%. Para los ingredientes activos agroqu\u00edmicos, la cantidad de exportaciones de China aument\u00f3 94% YOY 2020. La cantidad aument\u00f3 a $1.463 mil millones, 130.39% YOY 2020. China es un proveedor de productos b\u00e1sicos cr\u00edticamente necesario para el mundo.<\/p>\n

\"\"<\/a><\/p>\n

Sin embargo, la flexibilizaci\u00f3n cuantitativa global ha aumentado el riesgo de inflaci\u00f3n. El fuerte CNY actualmente es una estrategia de defensa. Los precios de las materias primas y los alimentos est\u00e1n aumentando en todo el mundo. La flexibilizaci\u00f3n cuantitativa en la recuperaci\u00f3n pospand\u00e9mica puede estimular el crecimiento econ\u00f3mico al hacer que el dinero est\u00e9 m\u00e1s disponible, pero un efecto secundario es que los precios de los productos b\u00e1sicos clave aumentar\u00e1n. Los precios m\u00e1s altos de todo (materias primas, productos terminados, mano de obra, transporte, acero, hormig\u00f3n y productos agr\u00edcolas) compensar\u00e1n la eficacia de la flexibilizaci\u00f3n cuantitativa.<\/p>\n

La Reserva Federal de EE. UU. Est\u00e1 siendo vigilada de cerca esta semana, ya que considera tasas de inter\u00e9s m\u00e1s altas. Si la liquidez es limitada, los precios de las materias primas podr\u00edan caer r\u00e1pidamente. Pero los aumentos de tasas no est\u00e1n garantizados y podr\u00edan ser prematuros, ya que muchos economistas atribuyen los altos precios actuales de las materias primas a una "escasez estructural" en la recuperaci\u00f3n posterior al COVID-19, y no como resultado del crecimiento de la demanda por encima de los niveles prepand\u00e9micos de bienes y servicios. servicios.<\/p>\n

Las tendencias de los precios del glifosato producido en China ilustran la din\u00e1mica macroecon\u00f3mica m\u00e1s amplia que contribuye a precios m\u00e1s altos. En el caso del glifosato, la escasez clave ha sido el resultado de Fuhua Flood en 2020, la escasez de suministro de PMIDA a principios de 2021, los altos precios de las materias primas del glifosato y la limitaci\u00f3n de la producci\u00f3n de Xingfa hasta abril de 2021. Cuando los pedidos de exportaci\u00f3n llegaron a China fabricantes, alarg\u00f3 el ETD (Tiempo estimado de salida) como resultado de la confluencia de factores. Esto gener\u00f3 urgencia para muchas empresas, incluidas las multinacionales, que est\u00e1n tratando de gestionar estos nuevos plazos de entrega para poder gestionar sus cadenas de suministro. Muy poco del aumento de precios se puede atribuir a la din\u00e1mica de la demanda, pero esa din\u00e1mica podr\u00eda estar cambiando como resultado de tiempos de entrega m\u00e1s largos y disponibilidad incierta de env\u00edos al extranjero.<\/p>\n

\"\"<\/a><\/p>\n

Normalmente, la demanda de LATAM comienza en julio y la demanda interna de China comienza en octubre. Influenciado por la adquisici\u00f3n temprana global, puede estar seguro de que el precio del glifosato se mantendr\u00e1 en un nivel alto hasta principios de 2022. El precio del glifosato EXW podr\u00eda alcanzar pronto $8 \/ Kg.<\/p>\n

La preparaci\u00f3n para la temporada 2021\/2022 comenzar\u00e1 antes de lo habitual debido al costo de env\u00edo descontrolado, la escasez de env\u00edo y los altos precios. Los precios de los herbicidas alternativos para el glifosato son elevados, pero los precios de los herbicidas selectivos son bajos.<\/p>\n

Para los fungicidas, los triazoles enfrentan precios desinflados. Los precios de los fungicidas SDHI est\u00e1n cayendo levemente debido a la d\u00e9bil demanda del exterior. La principal tendencia de los precios de los fungicidas se est\u00e1 estabilizando. El precio del benzoato de emamectina aument\u00f3 como resultado de la fuerte demanda de exportaci\u00f3n y los mayores costos de producci\u00f3n. Los bajos inventarios y los costos de producci\u00f3n m\u00e1s altos tambi\u00e9n han inflado el precio de los insecticidas neonicotinoides. Los precios de los plaguicidas piretroides aumentan debido a los mayores costos de las materias primas. Pero esas son las excepciones, ya que alrededor de 65% de insecticidas se enfrentan a niveles de precios d\u00e9biles hasta mayo de 2021.<\/p>\n

Los precios y la oferta inestable est\u00e1n creando un mayor riesgo para los compradores globales. La estrategia de abastecimiento del Hemisferio Oriental debe tener una colaboraci\u00f3n profunda con la estrategia de ventas y marketing occidental. Por ejemplo, altos precios del glifosato<\/a> necesita una nueva estrategia de marketing. El pipeline de ventas y el consumo de los agricultores podr\u00eda ser renovado por todo el equipo de operaciones comerciales de las empresas fitosanitarias.<\/p>\n

El dinero no piensa. Es solo una mercanc\u00eda que se utiliza para realizar transacciones de bienes y servicios para satisfacer deseos y necesidades. Solo el equilibrio de la oferta y la demanda puede controlar el precio. La relajaci\u00f3n cuantitativa es la enzima que acelera un nuevo equilibrio en las sociedades de todo el mundo.<\/p>","protected":false},"excerpt":{"rendered":"

El env\u00edo de contenedores al extranjero y los costos m\u00e1s altos de las materias primas y la mano de obra aumentan los precios de los herbicidas no selectivos junto con algunos insecticidas. <\/p>","protected":false},"author":14,"featured_media":66568,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4],"tags":[1058,554,54,170],"class_list":["post-67535","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-agrochemicals","tag-china","tag-featured","tag-featured-home","tag-glyphosate"],"yoast_head":"\nChina Price Index: Shipping Woes Complicate Supply Chains, Prices Mostly Stable - AgriBusiness Global<\/title>\n<meta name=\"description\" content=\"Overseas container shipping and higher costs for raw materials and labor drive non-selective herbicide prices higher along with some insecticides.\" \/>\n<meta name=\"robots\" content=\"index, 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