Recent price trend of potassium chloride

As can be seen from the above figure, the ex factory price of mainstream domestic potassium chloride manufacturers increased this month, and the quotation increased from 2890 yuan / ton at the beginning of the month to 3190.00 yuan / ton at the end of the month, an increase of 300 yuan / ton, or 10.38%. Compared with the same period last year, it increased by 50.12%. On November 29, the commodity index of potassium chloride was 101.27, unchanged from yesterday, down 2.45% from the highest point of 103.81 in the cycle (2021-10-12), and up 73.85% from the lowest point of 58.25 on August 6, 2020. (Note: the period refers to the period from March 1, 2012 to now)

In terms of domestic potassium: the largest producer of potassium chloride in China, the leading enterprise of potassium fertilizer, and the unit operation of Salt Lake Co., Ltd. is acceptable. The price of potassium chloride increased from 2890 yuan / ton at the beginning of the month to 3190 yuan / ton at the end of the month. The price of Zangger holdings is relatively consistent with that of salt lake group. The ex factory quotation of 57% powder of Qinghai small factory is about 2900-3100 yuan / ton, and the supply of goods is relatively tight.

In terms of port potassium: at the end of the month, the quotation of port potassium gradually maintained stability. The quotation of 62% white potassium at the port has been about 4100 yuan / ton, and the mainstream quotation of 60% Dahong granular potassium at the port is about 4000 yuan / ton. The market transaction is limited, up about 100 yuan / ton compared with the beginning of the month.

In terms of border trade potassium: at the end of the month, the price of 62% white potassium was 3800 yuan / ton, an increase of about 200 yuan / ton compared with the beginning of the month. The supply of goods is limited and the transaction is limited.

Guarantee supply and stable price of domestic potash fertilizer, mainly temporarily stable in the future

The start-up of Salt Lake and zangge units has not reached full opening, and they have successively entered the winter maintenance period. The output of potassium chloride is gradually declining, and the supply of goods is tight. The winter storage market has started one after another, and traders take a small amount of goods. From the perspective of industrial demand, the overall operating rate of the downstream market of potassium chloride is not high, and it is mainly just needed to purchase. While the international potash price is high, the domestic potash is still likely to rise. Potassium chloride analysts of business society believe that the domestic potassium chloride price may fluctuate slightly in the short term, focusing on the news related to large contracts.