Fosagro: Wobllery kukula mu phosphate feteleza

Anonim

Fosagro amagawana (MCX: Phor) kuyambira pachiyambi cha chaka chowonjezeredwa kuposa 30% pamtengo atatha kuthana ndi chizindikiro cha 3,300 ma ruble. Ngakhale pamsika wapamsika kuyambira pachiyambi cha chaka, zolemba za kampani zimasinthidwa tsiku lililonse komanso zofuula zatsopano komanso zatsopano.

Chifukwa pa mitengo ya feteleza wambiri. Popeza dziko lapansi opanga ndege ali ndi gawo lalikulu la mtengo, kukwera m'mitengo yamagesi kumayambitsa kuwonjezeka kwamitengo ya feteleza (zomwe kachiwiri ndiye zikukwera pamitengo ya chikhalidwe chaulimi). The phosagro amagwira ntchito ku Russia ndipo amadya gasi wamagesi mosintha zinthu zomwe sizikukula padziko lapansi.

Munkhaniyi, tikambirana zifukwa zomwe zimawerengedwa ndikuyerekeza denga la kuyenda uku.

Fosagro: Wobllery kukula mu phosphate feteleza 150_1
Chith. 1. Source: Ru.Tradidiwev.com

Mtundu wa mitengo yokwera kwambiri komanso yamavuto

Mtengo wa phosphororic feteleza unayamba kukula kwambiri kuyambira pa 2021. Tidalemba za izi mu malipoti athu aposachedwa pamwezi. Tikuwona zifukwa zingapo zazikulu zakukula m'mawu:

  • Mapulogalamu otsika / Map Mapulogalamu feteleza ku India ndi m'maiko ena feteleza ndikukula pakufunikira kutsogolo kwa masika kufesa (nyengo yayitali mu phosphorous ndi 2 ndi 3).
  • Zojambula mu mateni a phosphate feteleza ku India chifukwa cha kutsekedwa kwa mbewu nthawi ya masika 2020

Fosagro: Wobllery kukula mu phosphate feteleza 150_2
Chith. 2.

  • Ntchito zaku America motsutsana ndi zopereka za Moroccan ndi Russia zimapanga zoperewera pamsika wa US, zomwe zimakankhira mitengo ya feteleza.
  • Kuchepetsa kunja kwa China mutatha kukwaniritsa zinthu zamkati. Tikuwona momwe zinthu ziliri m'malo akubwerayi.

Fosagro: Wobllery kukula mu phosphate feteleza 150_3
Chith. 3.

  • Pali mitengo yamagesi ndi mtengo wambiri mu gawo la nayitrogeni.
  • Kufooka kwa index index ndi nzeru zakufa.

Mitengo yopukutira iyi ya phosphororic feteleza monga Dap / Map to the Marko Pamwamba $ 500 / Toni. Ngakhale chaka chatsopano chisanachitike, mtengo wa $ 380-400 / Toni adawonedwa bwino kwambiri kukula kwachuma.

Fosagro: Wobllery kukula mu phosphate feteleza 150_4
Chith. 4. Source: Ru.Tradidiwed.com

Ndemanga za ku American / Map zidagwera $ 600 / t potola ntchito ku feteleza wa roccan ndi Russia ndi kulimbikitsa feteleza wa rasphoric ndi kulimbikitsa kufunika kwa masika akufesa.

Fosagro: Wobllery kukula mu phosphate feteleza 150_5
Chith. 5. Gwero: Dtnpff.com

Tikuyembekeza kupitiliza kuyenda uku

Tikuganiza kuti mitengo yayikulu ya phosphororic ndi njira yokhazikika pa 1p202021. Mitengo ya masitepe, mitengo ya feteleza, ndi zina zambiri

Komanso zofunika pa mitengo yofesedwayo: Alimi alimi amasonkhanitsa zokolola, gulitsani mitengo yapamwamba kuposa chaka chatha, ndipo amatha kupeza kugula kwa feteleza. Mfundo zoterezi zimayambira ku India Adrarees mu 2020.

Pankhaniyi, phosagro imatha kukhala yopezedwa ndi msika womwe uli pamwamba pa ma ruble 4400. Koma kusuntha pamwambazi kudzakhala kochepa chabe kwabwino komanso kosavuta kwa zogawana zazitali za ND / ebitda zogwirizana kuposa 1.8x.

Nkhaniyi yalembedwa mu co-olemba ndi kafukufuku Nikita Kudido

Werengani nkhani zoyambirira za: kuwononga ndalama.com

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