【 Gabatarwa】 : A matsayinsa na ciniki mai yawa, yanayin kasuwancin sulfur na cikin gida yana da alaƙa da kasuwannin duniya. Xiaobian zai kai ku fahimtar yanayin kasuwar sulfur ta duniya ta hanyar nazarin farashin kasuwannin duniya na sulfur, sulfuric acid da takin phosphate.

1. Farashin dala na duniya yana tashi sama

A shekarar 2023, kasuwar dalar Amurka ta yi tashin gwauron zabi, inda kasuwar RMB ta fara kai wa, an kaddamar da kasuwar sayo takin kaka ta kasar Sin a watan Yuni, sai kasuwar takin kasa da kasa a watan Yuli, an kuma kara farashin kwangiloli na Qatar da Kuwait a watan Agusta da ya wuce. 19/18 dalar Amurka/ton zuwa 82/80 dalar Amurka/ton, kuma buƙatar ƙarfe na Indonesiya ya ƙaru a hankali. Tun daga watan Agusta 10, gefen shigo da kaya: FOB Vancouver US $ 89 / ton, FOB Gabas ta Tsakiya US $ 89.5 / ton, sama da 27.5 / 26 US $ / ton daga Yuli bi da bi, gefen fitarwa: CFR India $ 102.5 / ton, CFR China $ 113 / ton, sama da 16.5/113 / ton daga Yuli. Farashin dalar Amurka mai ƙarfi a cikin sulfur na duniya yana ba da babban tallafi ga kasuwar RMB.

2, Fitar da sinadarin sulfuric acid na kasar Sin zuwa Indonesia ya karu da kashi 229.6%

Kamar yadda kai tsaye gangaren sulfur, sulfuric acid kasa da kasa kasuwa synchronous sulfur daga korau zuwa tabbatacce, sulfuric acid shigo da a farkon rabin wannan shekara ya 175,300 ton, wani karuwa na 16.79% a daidai wannan lokacin a bara, babban tushen Japan da kuma Koriya ta Kudu da lardin Taiwan, wanda kashi 96.6% na sulfuric acid da Shandong, Jiangsu ya samu, babban samar da manyan masana'antun sinadarai masu kyau, da dai sauransu. buqatar ta taru sosai. Dangane da fitar da sinadarin sulfuric acid da kasar Sin ta fitar a farkon rabin shekarar da muke ciki ya kai tan 1,031,300, raguwar kashi 55.83 bisa daidai wannan lokacin a shekarar da ta gabata, akasari aka aika zuwa kasashen Indonesia, Saudi Arabia, Chile da Indiya, saboda bukatar hakan. don ayyukan karfe a Indonesia, yawan karuwar fitar da kayayyaki ya kai 229.6% fiye da bara.

3, karuwar sayan takin phosphate na kasa da kasa yana kara tsadar kayan masarufi

Dangane da takin phosphate a kasa, a matsayin kasar da ta fi kowace kasa shigo da takin phosphate a duniya, Indiya ta shigo da jimillar tan miliyan 1.04 a watan Yuni, wanda ya karu da kashi 283.76%, tare da tasirin ruwan sama mai yawa a kudu maso gabashin Asiya a bana, bukatu. domin taki ya sanya kasashen Thailand, Bangladesh da Vietnam da sauran kasashe suka kara sayan takin phosphate na kasa da kasa, kuma kasuwannin kasa da kasa sun fara sa farashin phosphate ya tashi cikin sauri. A halin yanzu, ƙimar DAP ta ƙasa da ƙasa ta fi yawa a cikin CFR530-550 dalar Amurka/ton, kuma tsadar takin phosphate ya haifar da farashin ɗanyen sulfur, kuma kasuwar sulfur ta duniya tana kan ci gaba. Sai dai a halin yanzu an rage kasuwar urea ta kasa da kasa sannu a hankali, kuma bukatar kasuwar taki za ta kasance cikin rudani.

4, kasuwar kasa da kasa karfi tuki zuwa yaushe?

Tun daga watan Yuni, saboda tasirin abubuwa da yawa, farashin sulfur na kasa da kasa a kan hanya, ciki har da kasuwar sulfuric acid na kasa da kuma karuwar bukatar takin phosphate na kasa da kasa, sun ba da gudummawa tare da haɗin kai na wannan zagaye na karuwar farashin, a cikin gajeren lokaci. tallafin bukatar, kasuwar sulfur santsi, yuwuwar farashin ci gaba da haɓaka haɓakawa; A cikin dogon lokaci, zafin kasuwar takin phosphate na ƙasa a lokacin kaka zai yi rauni a hankali a cikin watan Satumba, kuma buƙatar kayan albarkatun ƙasa da kayayyaki masu tsada za su kasance cikin tsaka mai wuya, amma farkon ajiyar lokacin hunturu na cikin gida na iya yin tasiri. a lura. Ana sa ran cewa kasuwar sulfur ta kasa da kasa za ta karfafa kuma ta girgiza a mataki na gaba.