Today we mainly talk about the environmental protection "look back" to the urea industry to bring good and bad what?

Good 1: almost to determine the equipment of some urea manufacturers in the old, high cost of a set or two sets of equipment has been unable to start, or do not want to start, on the one hand is not in line with environmental requirements, on the other hand is Based on coal prices temporarily difficult to fall, this part of the loss of equipment and then start a great significance.

Good 2: triamine, liquid ammonia and other chemical products have gone through several rounds, in short, more than urea products, many times the environmental inspection (urea industry since December last year, suffered a lot of environmental inspection), these chemical products The start of the impact of environmental protection has been little, combined with the profits of these industries is still much larger than the urea, so the urea operating rate is limited.

Good 3: environmental protection is greater, the promotion of automotive urea will be a little faster progress, a factory in Henan, Chongqing, a large factory and other production capacity of about 20% -30% in the production of urea, although the total capacity of urea In the proportion of small, but in August-September urea flat period, always better than no drop.

The following is to talk about bad, one is the downstream fertilizer industry started, of course, bear the brunt of small factories, and then the old plants in the old equipment, in short, the fertilizer industry for urea procurement of raw materials in the flat, Bad.

The second is the power plant desulfurization out of stock demand is suppressed, small power plants almost impossible to start, large-scale power plant desulfurization out of stock for urea demand will be stable, but in the next period of urea, these large and medium power plants are more likely to choose low-cost urea Purchasing, and even urea prices close to the cost line of the occasion of procurement, may exacerbate the demand for urea during the intermittent price of vicious competition.

Fourth, the urea industry is more uncertain factors, the operation needs to be cautious, to the production process will accelerate, but the new low-cost and environmentally friendly requirements of the new urea production is also coming to us, such as Shandong two A large manufacturers of new equipment, a new equipment manufacturers in Jiangsu, Henan two major manufacturers of new equipment, the amount of roughly estimated total capacity of about 1 million tons, the old did not go, the new quietly approaching, the urea industry can Too many factors, so that we majority of urea manufacturers tangled in the operation.

According to the latest news, the end of the week liquid ammonia prices have come down, with the liquid ammonia downstream of a ammonium, fertilizer and other needs into the end, until the liquid ammonia prices as low as a certain extent, the amount of urea will increase, combined with environmental inspection will continue to promote Urea industry to eliminate some non-compliance business, urea operating rate recovery will be inevitable, that is, the standard enterprises will start normal to sell in order to obtain profits, although the price may be low, but not started, then no profit.