化肥价格上涨;申请数量减少——Rabobank

Rabobank Food & Agribusiness Research and Advisory group 的一份新报告显示,在供应减少的推动下,化肥价格从今年早些时候的低价开始缓慢上涨。

然而,荷兰合作银行认为,看跌的大宗商品价格在短期内对投入品使用的影响有限,而中期来看,随着利润率面临更大压力,农民可能会减少施肥。

“Seasonal demand, mostly from China, India and the U.S., is unlikely to cause any prolonged rise in prices for the fertilizer complex, while risk averse sentiment in global commodities is leading to reluctance towards stock accumulation across the fertilizer chains,” the Netherlands-based financial services provider said.

在美国,拥挤的驳船和铁路市场正在推动化肥价格上涨。在巴西,充足的库存将限制巴西本季度大量进口的需求。 Rabobank 预计 2014 年巴西化肥需求将增长 3% 至 5%。

In China, “oversupply is still looming over the Chinese urea markets and is likely to provide bearish undertones to global prices when seasonal demand fades,” Rabobank said, while India will likely be the main driver of global urea demand in the coming months.

看报告 (链接在这里).