China’s announcement that it will conduct further pollution inspections in 2018 and 2019 is constraining the supply of glycine, the main intermediate for glyphosate production, according to market intelligence firm CCM.
甘氨酸是一种自由流动的结晶物质，以不同的纯度生产，用作甜味剂或增味剂、缓冲剂、可再吸收的氨基酸，或用作化学中间体，尤其是在著名的除草剂的生产中 草甘膦.综上所述，甘氨酸是一种重要的原料，广泛应用于农药、医药、食品和饲料等行业。尤其是在草甘膦的生产中尤为重要，因为我国的草甘膦大多采用甘氨酸法生产。
China’s glycine producers are mainly located in Hebei and Shandong provinces. Some glyphosate producers in Sichuan and Hubei provinces also have their own glycine capacity.
Due to the production chain of glyphosate, the markets of glycine and glyphosate are interdependent on each other. Accordingly, supply and demand for glycine can significantly influence operating rate of glycine-based glyphosate. In 2017, Hebei and Shandong were the main targets of the country’s environmental inspections. Production cuts there spur overall glycine prices across the country, and glyphosate prices also rose. Currently, environmental inspections are being carried out on a regular basis, and may become even more stringent in 2018. In this context, glycine supply will continue to be tight, pushing up market prices and restraining the downstream glyphosate operating rate, says CCM.
新的环境污染检查公告
Recently the Ministry of Environmental Protection of the People’s Republic of China announced that it plans to launch a second round of central environmental inspections in 2019. The first round was held from the end of 2015 to the end of 2017, which involved 31 provinces and solved many outstanding issues. According to CCM, pollution prevention and control will continue being the focus in the next three years, particularly significant reduction of PM2.5 concentration. It is known that besides Beijing-Tianjin-Hebei Region and its surroundings and Yangtze River Delta Region, the Fenhe-Weihe Plain will also be listed in the key regions for air pollution control. Industry insiders widely believe that this will keep spurring up chemical prices. In 2016–2017, affected by environmental inspection, PMIDA, glycine and glyphosate technical saw rises of 22.70%, 33.11% and 37.11% respectively. Currently, many provinces are eliminating chemical companies that cause environmental pollution.
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