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Aandeel OCI AEX:OCI.NL, NL0010558797

  • 25,280 2 mei 2024 13:14
  • -0,020 (-0,08%) Dagrange 25,010 - 25,360
  • 50.176 Gem. (3M) 375,8K

OCI - 2020

5.859 Posts
Pagina: «« 1 ... 286 287 288 289 290 ... 293 »» | Laatste | Omlaag ↓
  1. forum rang 10 voda 21 december 2020 08:30
    Mestmarkt in 2026 ruim 200 miljard dollar waard

    (ABM FN-Dow Jones) De wereldwijde markt voor bemesting kende in 2020 een stevige dip, maar zal de komende jaren herstellen en in 2026 tot ruim boven 200 miljard dollar stijgen. Dat blijkt uit een rapport van Global Markets Insights.

    In 2019 had de mestmarkt een omvang van 197 miljard dollar.

    Het rapport vermijdt angstvallig het cijfer behorend bij de dip van dit jaar. In 2026 zal naar verwachting een omzet van 208 miljard dollar worden bereikt dankzij een jaarlijkse samengestelde groei vanaf 2020 van 3,2 procent.

    Noord-Amerika was in 2019 goed voor 10 procent van de markt, en zal de komende jaren in een redelijk tempo groeien door de krimp in de Verenigde Staten. Die terugval van de vraag in de Verenigde Staten zou samenhangen met de internationale prijzen voor landbouwproducten en slechte weersomstandigheden. De onderzoekers verwachten herstel mede dankzij plannen om de graanproductie in Noord-Amerika te verhogen.

    De industrie moet worden verdeeld in niet-organische kunstmest, bijvoorbeeld op basis van fosfor en fosfaten, en organische mest. Fosfor-gebaseerde kunstmest is goed voor een kwart van de niet-organische kunstmestmarkt.

    Met name de vraag naar bemesting voor tuinen zal de komende jaren sterk toenemen, aldus het onderzoeksbureau. Het gaat dan om openbare parken, botanische tuinen en privé-tuinen, maar ook tuinen van hotels, restaurants en kantoren.

    Centrale spelers in deze markt die in het rapport vermeld staan zijn CF Industries, The Mosaic Company, Sumitomo Chemical, Haifa Group en Yara International. Maar ook het in Amsterdam genoteerde OCI is actief in kunstmest.

    Door: ABM Financial News.
    info@abmfn.nl
    Redactie: +31(0)20 26 28 999

    © Copyright ABM Financial News B.V. All rights reserved.
  2. forum rang 6 Ruval 21 december 2020 09:34
    quote:

    BultiesBrothers schreef op 21 december 2020 09:31:

    Wederom een mooi dagje voor aqr om weer wat stukken op te pikken
    Eens.

    Overigens zie je ook op dit soort dagen (tot nu toe) de stabiliteit die begint te ontstaan in de koersvorming van OCI. Geen paniek uitslagen, de markt begint gestaag het potentieel en onderliggende performance van bedrijf te onderkennen....
  3. forum rang 6 BultiesBrothers 21 december 2020 12:55
    China methanol prices at year-to-date high on winter supply crunch, up 20% on year
    HIGHLIGHTS
    Premiums for Iranian spot cargoes on par with Middle East prices

    Downstream demand rebounds in Q4 to early Q1 level


    Author
    Esther Ng
    Editor
    Wendy Wells
    Commodity
    Natural Gas, Petrochemicals
    Singapore — The Chinese methanol market has emerged from the pandemic with a V-shaped recovery in the fourth quarter, with CFR China prices hitting a year-to-date high of $254/mt Nov. 25 on expectations of tight methanol supply from Iran in winter.

    Register Now Chinese methanol futures have rallied strongly over the past two weeks on expectations that Iranian methanol producers could experience gas supply shortages in winter, in line with last year, and significantly reduce exports.
    Iran's household sector is forecast to use 650 million cu m/day of natural gas once the weather turns cold, up 30% from 500 million cu m/day currently. Gas delivery to power stations could potentially be cut to 50 million cu m/day unless domestic users reduce gas consumption, local media reported in October.

    Recent tenders for Iranian spot cargoes have concluded at 10-12% premiums to CFR China formula prices, putting prices of Iranian methanol on par with Middle East spot cargoes, which were heard discussed at around $285/mt in the week starting Nov. 23.

    CFR China methanol prices at $254/mt are back to levels seen in January and are around 20% higher than in November last year, rebounding from an 11-year low of $152/mt in June, S&P Global Platts data showed.

    The upward trajectory has also come on the back of improved downstream demand from methylene diphenyl diisocyanate, ethylene vinyl acetate, polyvinyl alcohol and recent oil rallies, and not just the tight availability of Middle East and Iranian methanol spot cargoes, trade sources said.

    China's GDP in Q3 grew 4.9% year on year, boosted by strong consumer spending and domestic tourism. Industrial production rose 6.9% on year in October, beating market expectations of a rise of 6.7%, while retail sales grew 4.3% on year, up from 3.3% growth in September and marking the third consecutive month of expansion, data from China's National Statistics Bureau showed.

    www.spglobal.com/platts/en/market-ins...
  4. forum rang 6 BultiesBrothers 21 december 2020 12:57
    METHANOL
    **Asian methanol prices will likely maintain their upward momentum on the back of tight global methanol supply, planned and unscheduled plant shutdowns.

    **Asian methanol prices surged $20-$36/mt in the week ended Dec. 18 to around $350-$360/mt, but still lag behind Europe and the US, which have risen above $400/mt from supply disruptions.

    **Given the limited availability of spot cargoes, Asian prices are expected to trend higher as Middle East producers place more spot volume in

    Europe, where the netback is more attractive compared with Asia.

    21 Dec 2020 | 06:59 UTC Singapore
  5. forum rang 6 BultiesBrothers 21 december 2020 13:43
    Het zou me niet verbazen als de isolatie van de Britten deels politiek gemotiveerd is, om ze over de streep te trekken wbt een akkoord. De EU zal proberen op deze manier hun macht te laten gelden en de afhankelijk die ze hebben vanwege de EU nog maar eens diep in te wrijven.
  6. [verwijderd] 21 december 2020 15:57
    quote:

    BultiesBrothers schreef op 21 december 2020 12:57:

    METHANOL
    **Asian methanol prices will likely maintain their upward momentum on the back of tight global methanol supply, planned and unscheduled plant shutdowns.

    **Asian methanol prices surged $20-$36/mt in the week ended Dec. 18 to around $350-$360/mt, but still lag behind Europe and the US, which have risen above $400/mt from supply disruptions.

    **Given the limited availability of spot cargoes, Asian prices are expected to trend higher as Middle East producers place more spot volume in

    Europe, where the netback is more attractive compared with Asia.

    21 Dec 2020 | 06:59 UTC Singapore
    Eventjes een minnetje van -2,7% maar nu alweer in het groen,het is methanol waar de schaarste zit (zolang als het duurd)

    Methanex Corporation (MEOH)
    NasdaqGS - NasdaqGS Real Time Price. Currency in USD
    Add to watchlist

    Quote Lookup

    45.82+0.30 (+0.66%)
    As of 9:52AM EST. Market open.
  7. [verwijderd] 21 december 2020 16:42
    quote:

    jessebrown schreef op 21 december 2020 15:57:

    [...]Eventjes een minnetje van -2,7% maar nu alweer in het groen,het is methanol waar de schaarste zit (zolang als het duurd)

    Methanex Corporation (MEOH)
    NasdaqGS - NasdaqGS Real Time Price. Currency in USD
    Add to watchlist

    Quote Lookup

    45.82+0.30 (+0.66%)
    As of 9:52AM EST. Market open.
    En hoger...

    Methanex Corporation (MEOH)
    NasdaqGS - NasdaqGS Real Time Price. Currency in USD
    Add to watchlist

    Quote Lookup

    46.19+0.67 (+1.47%)
  8. [verwijderd] 21 december 2020 17:13
    Dit gaat ook voor de Nitro-fertilizers positief uitpakken.

    Viewpoint: Tariffs will sustain US phosphate premium
    Published date: 21 December 2020

    Share:
    Duty-driven supply tightness should sustain higher US MAP and DAP prices ahead of the spring as importers rely on non-traditional sources whose availability may fall short.

    US supply strain is likely to linger into the spring barring a shift in product allocation by domestic producers. But producers, particularly Mosaic, are unlikely to jeopardize offshore market share prior to the US Department of Commerce in April finalizing — or altering — import duties on Moroccan and Russian phosphates.

    Higher prices are likely in the meantime as importers struggle to source adequate offshore volumes outside recently dutied Morocco and Russia, which previously accounted for a combined 80pc of US MAP and DAP imports.

    Shipments from non-traditional suppliers such as Egypt, Jordan and Australia were unable to fill the void in tonnage since July. Combined MAP and DAP imports fell by 43pc from July-December, despite the additional suppliers according to Argus estimates.

    Tight overseas export availability is poised to disproportionately affect MAP imports, which fell by an estimated 62pc on the year from July-December. Argus estimates about 60-70pc of global MAP export access has been blocked off by the duties and previously levied tariffs on Chinese product. It remains unclear whether remaining producers will have the capacity to ship to the US next year, which could mean diverting shipments away from their traditional markets in order to capitalize on potentially temporary higher netbacks from the US.

    Strategy shifts unlikely
    Phosphate producers both offshore and at home will be hesitant to make large adjustments in commercial strategy based on preliminary duties alone, market participants estimate. This minimizes the likelihood of global trade flows adjusting and adequately supplying the US before the final ruling on 1 April.

    MAP prices have risen by upward 10pc on anticipated supply tightness since the Department of Commerce levied duties on 24 November. Rising prices and tight supplies will likely widen the price spread from Nola to western Canada, where growers previously heavily relied on Moroccan and Russian imports through the US. While MAP is predominately consumed in the fall by the US, market participants continue to speculate on how domestic producers will allocate limited tons between the two markets in the spring, the sole window for applications in western Canada.

    January MAP barges have traded as high as $435/st fob Nola. At $39/st, recent January trade marks the highest price spread to DAP since September 2014, potentially prompting typical MAP buyers to switch to DAP or TSP. But a move to the former could similarly struggle because of reduced offshore tonnage, and TSP imports from the world's largest producer — Morocco's OCP — would also be subject to duties.

    Alternative DAP supplies proved easier in the fall to source, but supply-side price support remains likely as Argus estimates tonnage from July-December still lagged the prior year by 9pc.

    Sustained rapid price appreciation could return the US Gulf coast as a competitive destination for OCP and Russia's PhosAgro, subject to the lowest duties at 23.46pc and 20.94pc, respectively. But the producers could still be hesitant to resume shipments amid the ongoing import duties investigation.
  9. [verwijderd] 21 december 2020 17:34
    quote:

    Appel72 schreef op 21 december 2020 17:28:

    Verrassend koers gelijk vrijdag, had ik niet verwacht vanmorgen.

    Duidelijk wat anders als 10handeldagen terug,bij opening -10% ....er lijkt meer vertrouwen te
    komen ,daardoor naar lager trappen wordt steeds moeilijker,toch nog wel -18% voor het jaar.
5.859 Posts
Pagina: «« 1 ... 286 287 288 289 290 ... 293 »» | Laatste |Omhoog ↑

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