Ammonium sulfate market annual event list in 2022

1) The international market demand is good again to refresh the export record.
In 2021, the export volume of ammonium sulfate exceeded the 10 million tons mark and reached a new height of 10.65 million tons. This record will be refreshed again in 2022. As the import and export data has not been updated to the end of the year, but from the current data, it is very likely that the end of the year will break through last year's level. Especially since August, the export volume of ammonium sulfate has increased significantly. China's ammonium sulfate supply increment in the international market is undoubtedly a big advantage for domestic ammonium sulfate. In the next few years, as a by-product of various industries, the supply of ammonium sulfate will increase significantly, and the development of international sales channels is a good means to ensure the price of ammonium sulfate in the later period.
From the perspective of ammonium sulfate exports in 2022, China's supply and shipments are still dominated by enterprises in the coastal areas of North China and East China, and trading partners are still mainly concentrated in Latin America and Southeast Asia. Europe, Africa and other places have a certain increase in demand, and the general trade method is the main. Later, taking into account the increase in supply, the international market still has great potential for development.
2) Iron phosphate by-product ammonium sulfate production market supply pattern changes.
Lithium-electric market as one of the hot products in 2022, focusing on more industry attention. In the iron phosphate production process, for every ton of battery-grade iron phosphate produced, 1.3 tons of ammonium sulfate will be produced by-product. Due to different enterprise technologies and processes, the output rate is slightly different. At present, with the increasing demand for iron phosphate in the new energy market, the output of by-product ammonium sulfate is also rising accordingly. According to incomplete statistics from Longzhong, the production capacity of iron phosphate is 1.323 million tons, and the production capacity will double in 2023. In the next five years, the production capacity growth space is obvious. It is estimated that the production capacity will be expanded to 10.6589 million tons by 2027, which will have a considerable impact on the ammonium sulfate supply market. Because the process put into production by many enterprises has not yet been determined, the production capacity of the specific ammonium method has not yet been clearly calculated. However, with regard to the current increase in iron phosphate, the ammonium sulfate market will face new challenges and opportunities next year.
3) Consolidate the foundation of food security in all directions and firmly hold the red line of 1.8 billion mu of arable land.
The report of the 20th National Congress of the Communist Party of China pointed out that the foundation of food security should be consolidated in all directions and the red line of 1.8 billion mu of arable land should be firmly maintained. We will focus on this important deployment and work with all regions and departments to continuously enhance our awareness of danger and accelerate the construction of a higher-level, higher-quality, more efficient and more sustainable national food security system. The first is to implement "storing grain in the ground" and increase the protection of arable land and farmland construction. The second is to adhere to the "grain in the technology", strengthen the modern seed industry and other scientific and technological support. The third is to optimize the production layout and enhance the comprehensive grain production capacity. The fourth is to strengthen the control of purchasing and storage, and achieve a dynamic balance between food supply and demand at a higher level. Fifth, we will carry out food conservation and loss reduction to promote food conservation and nutritional health.
Spring farming needs to find orders to increase, industrial and agricultural demand quickly driven by manufacturers inventory consumption, stimulate the enthusiasm of the industry, drive market prices. And with the fading of the domestic epidemic, the export market demand has gradually warmed up, making the ammonium sulfate market to form a certain support.
4) Shandong Province coke to capacity policy interpretation.
Shandong Provincial Department of Industry and Information Technology said that it would promote the integration and transfer of 1.15 million tons of production capacity in a single plant area to less than 1 million tons, the integration and transfer of tons of production capacity in independent coking enterprises, strictly control the annual crude steel output to less than 76.003 million tons and the coke output to about 32 million tons, and promote the integration and transfer of coking production capacity according to the time sequence, and the production capacity of iron and steel enterprises in transmission channel cities should be fully withdrawn.
In terms of production capacity, according to the previous production capacity integration plan of the coking industry in the whole province, the coke was controlled at about 32 million tons in 2025, and the estimated production capacity approved to each company was reduced to about 70% of the original actual production capacity. At the same time, 10.2 million tons of production capacity needed to be phased out. By the end of 2022, all the installations in the single plant area of independent coke enterprises will be transferred below 1 million tons. At present, there are 2 installations in the single plant area of independent coke enterprises in the whole province below 1 million tons, totaling 1.6 million tons. Secondly, in terms of coke production, Shandong requires the province's annual coke production to be controlled at about 32 million tons. At present, Shandong Province has a total coking production capacity of 44.2 million tons, and Shandong Province will produce 31.868 million tons of coke in 2021, which is in line with the production target of no more than 32 million tons in 2021.