Ntau tus ntsuas qhov kev ua lag luam raws li kev txaus siab, txawm hais tias muaj tus kab mob coronavirus thiab txawm tias ib nrab ua tsaug rau nws.
Cov tuam txhab Potash tab tom nrhiav kev thov nce hauv Asia thaum lub xyoo tsis zoo, thiab cov neeg tsim cov phosphate cog cia siab rau cov nqi siab dua tom qab Tuam Tshoj lub chaw, Hubei Xeev, tau dhau los ua qhov tseem ceeb ntawm kev kis mob. Cov kws tshaj lij pom zoo tias feem ntau, lub xyoo cog lus tias tus nqi yuav rov qab, tab sis lawv ceeb toom tias kev loj hlob tsis zoo li yuav tseem ceeb.
Xyoo 2020, Uralkali vam tias kev muag khoom thoob ntiaj teb ntawm potash chiv rov qab mus rau theem ntawm 2018 ntawm 65-66 lab tons tom qab poob rau 63-64 lab tons xyoo tas los, lub tuam txhab tau hais hauv nws cov lus rau tsab ntawv tshaj tawm txhua xyoo ntawm IFRS. Lub tuam txhab piav qhia txog qhov tshwm sim zoo los ntawm kev kho rov qab los ntawm kev ua lag luam nyob hauv Asia. Hauv lub quarter thib plaub ntawm 2019, Uralkali txo cov ntim ntau vim cov lag luam nyuaj (hauv xyoo tag nrho los ntawm 3,5%, mus rau 11,1 lab tons). Qhov no yog vim li cas, kev tsis sib haum xeeb, rau qhov tsis muaj lus cog lus Suav hiav txwv nyob rau lub sijhawm thib ob ntawm lub xyoo, kev kos npe qeeb nrog daim ntawv cog lus nrog Indian cov neeg yuav khoom thiab kev noj zaub mov zoo ntawm cov tshuaj potassium los ntawm cov khoom muag hauv cov lag luam tseem ceeb.
Kev ua lag luam phosphate fertilizer ntsib kev lag luam xyoo tas los vim tias tus nqi hnyav dhau los ntawm huab cua phem thiab qhov khoom tsis txaus. Fosagro sau tseg hais tias xyoo tas los tus nqi poob rau keeb kwm qis qis thiab nce mus rau cov nqi ntawm ntau tus neeg ua ke tsim khoom uas yuav tsum tau nres ib feem ntawm kev tsim khoom. Tab sis xyoo no, lub tuam txhab cia siab tias yuav txo qis cov khoom siv los ntawm cov neeg sib tw los ntawm Morocco, Asmeskas thiab Tuam Tshoj, ua ke nrog kev tsim kho cov kev xav tau raws caij nyoog hauv Western kev lag luam.
Yog li, hauv Suav Teb, chaw tsim tshuaj phosphorus fertilizer ntau ntxiv nyob rau hauv cheeb tsam kev sib kis-xeev ntawm Hubei, thiab Fosagro cia siab tias yuav txo qis cov khoom siv los ntawm lub teb chaws los ntawm 1,5 lab tons. Cov nqi nyob rau Lub Ib Hlis Ntuj tau nce txog $ 20-50 rau ib tuj, nyob ntawm kev ua lag luam.
Eurochem tseem cia siab tias yuav muaj txiaj ntsig zoo los ntawm qhov teeb meem nrog tus mob coronavirus vim tias nce nqi rau phosphate chiv. Lawv piav qhia tias cov poov tshuaj loj yog xa tawm tsis yog xa mus rau Suav Teb (tsawg dua 2% ntawm cov qauv muag), tab sis mus rau North thiab Latin America (li 70%). Lub tuam txhab kwv yees nws cov peev xwm poov tshuaj rau 2020 ntawm 2,3 lab tons.
Elena Sakhnova los ntawm VTB Peev ntseeg hais tias xyoo tas los no tsis tshua zoo rau potash fertilizer cov neeg tsim khoom ib qho. Tab sis rau phosphate chiv, lub xyoo tsis zoo, cov nqi poob nqis ntawm $ 400 txog $ 265 rau ib tuj. Nyob rau xyoo 2020, nws cia siab tias qhov rov qab los ntawm kev ua lag luam phosphorus, pom tau hais tias thaj tsam li 30-40% ntawm Tuam Tshoj qhov muaj peev xwm nyob hauv thaj chaw quarantine vim yog muaj cov kab mob coronavirus, vim li ntawd, cov lus yuav txo tau li 2 lab tons. Siab rau cov nqi yuav muaj peev xwm ntxiv Moroccan OCP thiab Saudi Maaden. Yog li ntawd, raws li Elena Sakhnova, tus nqi ntawm phosphate chiv yuav nce mus rau $ 310 ib tuj.
Hauv kev lag luam potash chiv, tus kws tshaj lij xav tias qhov xwm txheej yuav ua rau muaj kev cuam tshuam loj dua ntawm cov kab mob coronavirus, vim tias Tuam Tshoj tsis siv cov peev txheej muaj (txog 2 lab tons) thiab, yog li ntawd, tsis pib sib tham txog cov khoom siv tshiab. "Lub Ob Hlis-Lub Peb Hlis yog ib txwm muaj lub sijhawm zoo tshaj plaws rau kev sib tham, tab sis xyoo no nws ploj vim qhov kev ncua ntawm xyoo Tshiab hnub so. Yog li lawv pib yuav hloov mus rau ib nrab xyoo, lossis xyoo no cov kev sib tham yuav tsis muaj txhua qhov, "tus kws tshaj lij hais tias. Nws tau lees tias qhov kev thov rau cov potash chiv hauv xyoo 2020 yuav loj hlob los ntawm 1 lab tons, nws yuav ntau dua kaw cov peev xwm uas tau cog lus hauv tebchaws Russia (1,1 lab tons ntawm EuroChem) thiab Canada (0,2 lab tons). Tib lub sijhawm, Kommersant qhov chaw ntawm kev ua lag luam zoo ntsuas lub zeem muag rau kev npaj cov poov tshuaj los ntawm Russia mus rau Tuam Tshoj.
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