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Aandeel OCI AEX:OCI.NL, NL0010558797

  • 23,820 26 nov 2021 17:36
  • -1,260 (-5,02%) Dagrange 23,620 - 24,460
  • 281.529 Gem. (3M) 367,3K

OCI - 2021

6.916 Posts
Pagina: «« 1 ... 341 342 343 344 345 346 | Laatste | Omlaag ↓
  1. forum rang 6 BultiesBrothers 26 november 2021 17:26
    North American fertilizer shortage sparks fears of higher food prices
    Warning to ‘get your fertilizer now’ as farmers postpone nitrogen purchases, raising threat of rush on supplies before planting season

    Cantaloupes sit in a field in Firebaugh, California.
    Cantaloupes sit in a field in Firebaugh, California. A global fertilizer shortage is sending prices soaring. Photograph: Justin Sullivan/Getty Images
    Reuters
    Thu 25 Nov 2021 00.54 GMT

    A global shortage of nitrogen fertilizer is driving prices to record levels, prompting North America’s farmers to delay purchases and raising the risk of a spring scramble to apply the crop nutrient before planting season.

    Farmers apply nitrogen to boost yields of corn, canola and wheat, and higher fertilizer costs could translate into higher meat and bread prices.

    World food prices hit a 10-year high in October, according to the UN food agency, led by increases in cereal crops such as wheat and vegetable oils.

    The Texas Arctic blast in February and Hurricane Ida in August disrupted US fertilizer production. Then, prices of natural gas, a key input in producing nitrogen, soared in Europe due to high demand and low supplies. Global urea prices this month topped $1,000 a tonne for the first time, according to BMO Capital Markets. Russia and China have curbed exports.

    In the US, nitrogen fertilizer supplies are adequate for applications before winter, said Daren Coppock, CEO at the US-based Agricultural Retailers Association. Applying fertilizer before winter reduces farmers’ spring workload.

    But with prices so high, some farmers are delaying purchases, risking a scramble for supplies during their busiest time of year, Coppock said.

    Global nitrogen fertilizer sales were worth $53bn in 2020, and prices are at least 80% higher so far this year, according to Argus Media.

    Normally, MKC, a Kansas farm cooperative, sells fertilizer to farmers for payment up front with delivery months down the road, giving growers certainty about a key expense.

    With prices soaring, MKC has scaled back its pre-paid sales out of caution.

    “You just don’t know what the price is going to be. It has put a lot of retailers in a tough spot,” said Troy Walker, MKC’s director of retail fertilizer.

    Delaying fertilizer purchases until spring runs the risk of further supply chain congestion as farmers rush to apply fertilizer and plant seed during a tight window.

    “There’s going to be a lot of people who wait and see,” Coppock said. “[But] if everybody’s scrambling in the spring to get enough, somebody’s corn isn’t going to get covered.“

    Jim Zimmerman, a Wisconsin farmer, decided to bite the bullet and secure all his fertilizer for spring this year.

    “It’s next year’s prices I’m worried about,” Zimmerman said. “It could get worse.“

    Nutrien Ltd, the largest US farm supplier, has secured less nitrogen fertilizer than usual for spring delivery because manufacturers are making less available, said Jeff Tarsi, the company’s senior vice-president of retail. Sales to farmers are likely to occur closer to spring than usual, he said.

    The one nitrogen product that is running short in North America is urea ammonium nitrate (UAN), said Kreg Ruhl, crop nutrients manager at Illinois-based farm cooperative Growmark. UAN is a liquid form that is convenient for farmers to apply.

    The US International Trade Commission is conducting an anti-dumping investigation into UAN from Russia and Trinidad and Tobago, at the request of the US producer CF Industries.

    Importers are reluctant to book shipments into 2022, because they may have to pay retroactive duties if CF wins its case, Ruhl said.

    Farmers could reduce their fertilizer needs by planting more soya beans and less corn, but there is little evidence many plan to do so.

    The US Department of Agriculture forecast US corn plantings would decline to 92m acres in 2022, from 93.3m in 2021.

    Waiting until spring to buy fertilizer could disappoint some farmers, said Matt Conacher, senior fertilizer manager at Federated Cooperatives Limited, a Canadian wholesale seller.

    “My advice is: if you can get your fertilizer now, do so,” Conacher said.
  2. forum rang 4 Ruval 26 november 2021 17:54
    quote:

    Just lucky schreef op 26 november 2021 17:44:


    Oci is weer het kneusje, in de eerste minuten werd de toon gezet door 30k gedumpt en lag OCI al knovk out, rest van de dag weinig omzet.

    Dit soort dagen hoort helaas ook bij beleggen en is niet OCI specifiek. Komende weken maar even wat afstand nemen, mijn horizon iets opschuiven en toch weer wat stukken bijkopen…. Koers gaat echt wel een keer naar de € 30
  3. forum rang 6 BultiesBrothers 26 november 2021 18:08
    quote:

    Ruval schreef op 26 november 2021 17:54:


    [...]
    Dit soort dagen hoort helaas ook bij beleggen en is niet OCI specifiek. Komende weken maar even wat afstand nemen, mijn horizon iets opschuiven en toch weer wat stukken bijkopen…. Koers gaat echt wel een keer naar de € 30


    Jup. Helaas heeft oci sinds mei dit jaar niet meer echt progressie geboekt. Zo n dag als vandaag zet je dan gelijk maanden weer terug gezet wordt. Maarja we zullen het weer zien. Hopelijk valt die variant mee
  4. Calendar 26 november 2021 20:20
    quote:

    Ruval schreef op 26 november 2021 17:54:


    [...]
    Dit soort dagen hoort helaas ook bij beleggen en is niet OCI specifiek. Komende weken maar even wat afstand nemen, mijn horizon iets opschuiven en toch weer wat stukken bijkopen…. Koers gaat echt wel een keer naar de € 30


    Denk je ook nog aan spreiding?
  5. Calendar 26 november 2021 20:31
    quote:

    Ruval schreef op 26 november 2021 20:22:


    [...]
    Ik heb nog wat andere posities. Ga mijn belang in OCI niet verkopen ….


    Begrijp ik. Ik heb voor mezelf limieten ingesteld. Was ook gewoon nodig. Ik heb daar jarenlang niet om gemaald. Als vuistregel heb ik nu niet meer dan 25% in mijn favoriete aandeel. Zelfs dat is al soms erg moeilijk...
  6. forum rang 6 BultiesBrothers 26 november 2021 22:41
    mobile.twitter.com/FertilizerWeek1/st...

    #Ammonia prices surged to new highs and the Tampa December contract set a record at $990/t CFR; #urea gains stalled during an uneventful week; #phosphate prices east of Suez increased as exports from China are halted; #potash prices remain at their highest in more than a decade


    Slecht nieuws:p
  7. Kruimeldief 28 november 2021 11:33
    Daar zou een biochemicus het antwoord op kunnen geven. Als er behoefte is aan een hoger nitrogen-gehalte (maar er staat twee keer dezelfde term urea in één zin) en je de boel kan verdunnen, dan is die hogere prijs uiteindelijk goedkoper. Of lees ik het verkeerd om: die 46% en 4%?
  8. forum rang 6 BultiesBrothers 28 november 2021 16:30
    Tweet
    See new Tweets
    Conversation
    Richard Ewing
    @ICISRichard
    Great start to the week for ammonia producers as SABIC sells a 15,000t to Trammo at $900/t FOB for Dec loading - the highest price in the kingdom in 13 years. The figure is just $22/t below the record set in 2008. No details about the destination yet disclosed.
    1:52 PM · Nov 28, 2021·Twitter Web App
6.916 Posts
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26 nov 2021 17:36
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