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Ein Bericht vom 05.August 2011 über Indien , warum Indien reduziert. Vor allem, weil Uralkali soviel liefert, K + S nur ein kleinerer Teil-Zulieferer ist. Deahalb ist eine Kali-Reduzierung bei K + S nicht zwingend notwendig, wie bei den anderen großen Lieferanten von Indien. Wenn man nicht so viel liefert wie Ural-Kali, kann man auch nicht viel verlieren. http://in.reuters.com/article/2011/08/05/india-potash-idINL3… Fri Aug 5, 2011 3:27pm IST * India signs 2.5 mln tonnes of potash import deals * Additional 3 mln tonnes contracts seen in 2 weeks * Key sowing months pass without deals, hitting imports By Rajendra Jadhav and Kaustubh Kulkarni MUMBAI, Aug 5 (Reuters) - India, the world's second-biggest potash buyer, is likely to import 17 percent less in 2011/12 after two sowing months passed without deals, the country's top negotiator said, with 3 million tonnes of outstanding needs likely to be agreed in two weeks. Indian fertiliser companies have already signed up for 2.5 million tonnes of potash for 2011/12, with 1.2 million tonnes from Russia, nearly 700,000 tonnes from Canpotex of Canada and the rest from smaller suppliers. "India as a whole has contracted 2.5 million tonnes so far and more contracting is going on as principal approval has been received from others (sellers)," P. S. Gahlot, managing director of Indian Potash Ltd, told Reuters in a telephone interview. Gahlot, who had been negotiating with overseas suppliers for over four months, said the country's total imports "could be 5.5 million tonnes in 2011/12", down from last year's 6.6 million tonnes due to delayed purchases. "Already, two key months of the sowing season have gone," he said, as the summer sowing season starts in June with the onset of the monsoon rains. India, second to China among potash importers, uses it to help its huge agriculture sector, which makes it among the world's biggest producers and consumers of grains and sugar. Potash contracts with Chinese and Indian buyers are closely followed by the market, as international spot market prices typically get pegged at a premium to these contracts. Canpotex, jointly owned by fertilizer producers Potash Corp , Mosaic Co and Agrium Inc , has agreed deals with India's Tata Chemicals and Coromandel International at an average $500 per tonne. Russia's Uralkali said on Thursday its Belarusian Potash Co (BPC) agent, jointly owned with Belaruskali, had signed an eight-month contract with Indian Potash for 1.2 million tonnes at $490 per tonne. Gahlot said suppliers had agreed $470 per tonne for 2011 and $530 per tonne for 2012 shipments, with more than half at the lower price. "Roughly 60 percent of the quantity will come in 2011 and the remaining quantity in the first quarter of 2012," he said. Shipments for these contracted quantities should start from the end of August, he said. India had imported potash at an average price of $370 per tonne last year and buyers had been looking for prices at $470 per tonne -- the same price that suppliers sold to China. "$530 is a peak. Prices will stabilise at that level. I don't think there is a scope for a further hike. Otherwise consumption will suffer," Gahlot said. He added that contracts for another three million tonnes should be signed in the next two weeks. Potash shot into the spotlight in 2008 when high grain prices, tight supplies and strong demand drove prices above $1,000 a tonne from below $150. Prices retreated after the downturn in 2009 to about $350 a tonne as farmers, hit by the credit crisis and falling grain prices, reined in their use of the fertiliser. However, the rebound in grain prices over the last year has once again stoked demand for potash and other crop nutrients. Indian Potash, Tata Chemicals, Indian Farmers' Fertilizers Co-operative or IFFCO, Coromandel International, Nagarjuna Fertilizers and Chemicals , and Zuari Industries together account for almost 90 percent of India's potash imports. Other than Canpotex and BPC, Silvinit, Arab Potash Co , ICL Israel Chemicals and K+S are suppliers to India. (Editing by Jo Winterbottom) |
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| aus der Diskussion: | K+S - der Vereinigungsthread |
| Autor (Datum des Eintrages): | Happyloser (29.02.12 13:13:54) |
| Beitrag: | 996 von 46,968 (ID:42825352) |
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