全球低碳氨发展火热，已经引发了投资热潮，大量投资涌入低碳氨行业。但是标普全球大宗商品洞察公司旗下Fertecon公司近日发布的报告警告，目前 ...

Fertecon表示：“尽管结构性供应不足对钾肥价格仍存风险，预期需求改善应该会缓解价格的下行压力，但预计钾肥价格不会恢复到2023年年初的水平。

Fertecon表示，如果所有这些项目如期进行并且不再加入其他项目，到2035年，全球低碳氨的年产能将达到2.23亿吨，到2050年将达到2.54亿吨。 这一数量远远超过了预计的需求。 笔者认为，这样的过剩局面会显著压制市场，尤其是低碳氨投资成本仍然较高的情况。

Fertecon也在报告中警告：“所有宣布的产能投产的可能性很低。 ”要求警惕潜在的投资不足问题。 笔者并没有Fertecon悲观，认为低碳氨产业可以靠市场找到平衡点，满足未来的低碳需求，但这需要淘汰相当一部分计划产能。

The Platts Fertecon spot physical price assessment of ammonia delivered to Northwest Europe on a cost and freight basis (CFR NWE Ammonia) was selected by Intercontinental Exchange, Inc. (NYSE:ICE), a ...

--The Platts Fertecon spot physical price assessment of ammonia delivered to Northwest Europe on a cost and freight basis was selected by Intercontinental Exchange, Inc., a leading global provider ...

NEW YORK, Nov. 9, 2023 /PRNewswire/ -- The Platts Fertecon spot physical price assessment of ammonia delivered to Northwest Europe on a cost and freight basis (CFR NWE Ammonia) was selected by ...

Potash prices have not jumped yet because of a strike at three mines owned by Potash Corp of Saskatchewan <POT.TO>, the world's largest fertilizer producer, a respected fertilizer consultant ...

NEW YORK, Nov. 9, 2023 /PRNewswire/ -- The Platts Fertecon spot physical price assessment of ammonia delivered to Northwest Europe on a cost and freight basis (CFR NWE Ammonia) was selected by ...

BHP Billiton Ltd.’s $40 billion bid for Potash Corp. of Saskatchewan Inc. and acquisitions in the Russian industry signal the potash market bottomed after prices slumped more than 50 percent ...