Szok i horror
/ 77.254.42.* / 2013-07-30 15:20
Niezły numer wykręcili Rosjanie, rozbijając kartel producentów nawozów sztucznych, co doprowadzi do załamania ich cen.
Producenci lecą na przysłowiowy ...przed sesją w Stanach.
Following OAO Uralkali's decision to break up a 'marketing venture' that controlled around 43% of global potash exports, the world's largest producer is breaking the cartel that many US fertilizer companies have enjoyed. This move signals prices will weaken as the Russian company tries to grab market share shifting sales to its own unit. As Goldman notes, such behavior by Belaruskali in a structurally oversupplied potash industry should push for stricter competition for end customers and result in a significant swift decline in pricing to a level of marginal cost production. This slashing of margins has crushed the fertilizer stocks with POT, MOS, and AGU all down 20-30% in the pre-market."Uralkali’s announcement completely turns the global potash market upside down," noted one analyst. "If previously global potash producers were acting like an oligopoly, working with the rule that benefited higher potash prices over shipped volumes, now the market will be fully competitive." Shock, horror!