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Home  /  Forum  /  OCI  /  OCI - 2021

Aandeel OCI AEX:OCI.NL, NL0010558797

Laatste koers (eur) Verschil Volume
22,440   -0,110   (-0,49%) Dagrange 22,390 - 22,580 31.207   Gem. (3M) 310,7K

OCI - 2021

Volgen
7.828 Posts
Pagina: «« 1 ... 372 373 374 375 376 ... 392 »» | Laatste | Omlaag ↓
  5. [verwijderd] 20 december 2021 20:43
    Bloomberg
    Fertilizer Stocks Head for Best Year Since 2009 As Prices Soar

    Elizabeth Elkin and Breanna Bradham
    Mon, December 20, 2021, 7:01 PM
    In this article:

    CF
    -2.22%

    MOS
    -3.62%

    NTR
    -2.43%

    (Bloomberg) -- North America’s top fertilizer producers are posting their best stock gains in years, with CF Industries Holdings Inc. leading in an industry that benefited from record high prices.

    Most Read from Bloomberg

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    CF Industries, a major player in nitrogen fertilizer, has soared 67% in 2021 through last week — on pace for its best year since 2009 — making the U.S. company the second-best performer on Standard & Poor’s 500 materials index this year. Mosaic Co. is also having its best year since 2009, with its stock climbing 58%, while shares of Canadian rival Nutrien Ltd. have gained 49%. All three, along with the broader stock market, slipped early Monday.

    Soaring demand for the nutrients key to boosting farmers’ crop yields has helped these global fertilizer giants. Prices for all three major crop nutrients – nitrogen, phosphate and potash – have been on the rise as farmers encouraged by high crop prices ramped up fertilizer purchases earlier in the year. The industry also faced challenges that crimped output and exacerbated prices for crop inputs, including unexpected plant closures, energy shortages in Europe and China and export halts by major countries.

    CF Industries, unlike its North American peers, has one advantage that appears to have struck a chord with investors: nitrogen.Nitrogen is a nutrient most corn farmers have to apply every year, which provides a consistent market regardless of pricing. That proved to be an advantage for CF Industries earlier in the year when natural gas prices skyrocketed in Europe, driving up the costs of making nitrogen fertilizer for European producers. While CF Industries, based in Deerfield, Illinois, closed two plants in Europe due to the high gas costs, it was able to take advantage of a lower cost in the U.S. to produce nutrients and sell at a premium.

    “They take advantage of the low cost of energy in their region, which happens to be North America, versus the high cost of energy that is used to produce the marginal product that customers are willing to pay for,” Scotiabank analyst Ben Isaacson said.

    The other North American fertilizer producers have also fared well from supply constraints.

    Mosaic deals in potash and phosphate and both have seen prices rise over the last year, with phosphate’s gain fueled after the world’s top exporter, China, faced shutdowns due to Covid-19 last year. This year, sanctions on Belarus, a major producer, also helped boost potash prices for Tampa, Florida-based Mosaic as well as Nutrien, which gets two-thirds of its gross profit from its retail segment during normal conditions.

    “Mosaic and Nutrien, their potash and phosphate costs tend to be pretty stable from year to year, since they’re mining it — it’s totally an in-house operation,” Seth Goldstein, an analyst at Morningstar Investment Service said in an interview. “There’s not much they can do to materially change their cost of production every year, so then their profits are almost entirely based on the market prices.”

    Wall Street analysts think these fertilizer giants have more room to run next year. The average 12-month price targets for CF Industries is at an 8.1% premium to Friday’s closing share price, while Mosaic is at a 26% premium and Nutrien is 14%.
  6. [verwijderd] 20 december 2021 20:53
    quote:

    BultiesBrothers schreef op 20 december 2021 20:02:

    Lijkt erop dat OCI sinds mei dit jaar een "expanding triangle" aan het vormen is:
    www.elearnmarkets.com/blog/broadening...

    Mocht dit werkelijk gaan gebeuren dan zijn er al velen die afgehaakt zijn door de extreme dalingen,het lijkt op een strategie van uitroken en opgeven.

    We have already discussed that this pattern is a rather confusing one and is a nightmare for the traders who trade breakouts.
  7. forum rang 7 Just lucky 20 december 2021 20:58
    quote:

    jessebrown schreef op 20 december 2021 20:43:

    Bloomberg
    Fertilizer Stocks Head for Best Year Since 2009 As Prices Soar

    Elizabeth Elkin and Breanna Bradham
    Mon, December 20, 2021, 7:01 PM
    In this article:

    CF
    -2.22%

    MOS
    -3.62%

    NTR
    -2.43%

    (Bloomberg) -- North America’s top fertilizer producers are posting their best stock gains in years, with CF Industries Holdings Inc. leading in an industry that benefited from record high prices.

    Most Read from Bloomberg

    Moderna’s Third Dose Boosts Antibodies Against Omicron

    S&P 500 Set for Biggest Three-Day Drop Since May: Markets Wrap

    South Africa Cases Slow; D.C. Mask Mandate Returns: Virus Update

    South Africa Hospitalization Rate Plunges in Omicron Wave

    Europe Braces for More Covid Lockdowns as U.K. Cases Surge

    CF Industries, a major player in nitrogen fertilizer, has soared 67% in 2021 through last week — on pace for its best year since 2009 — making the U.S. company the second-best performer on Standard & Poor’s 500 materials index this year. Mosaic Co. is also having its best year since 2009, with its stock climbing 58%, while shares of Canadian rival Nutrien Ltd. have gained 49%. All three, along with the broader stock market, slipped early Monday.

    Soaring demand for the nutrients key to boosting farmers’ crop yields has helped these global fertilizer giants. Prices for all three major crop nutrients – nitrogen, phosphate and potash – have been on the rise as farmers encouraged by high crop prices ramped up fertilizer purchases earlier in the year. The industry also faced challenges that crimped output and exacerbated prices for crop inputs, including unexpected plant closures, energy shortages in Europe and China and export halts by major countries.

    CF Industries, unlike its North American peers, has one advantage that appears to have struck a chord with investors: nitrogen.Nitrogen is a nutrient most corn farmers have to apply every year, which provides a consistent market regardless of pricing. That proved to be an advantage for CF Industries earlier in the year when natural gas prices skyrocketed in Europe, driving up the costs of making nitrogen fertilizer for European producers. While CF Industries, based in Deerfield, Illinois, closed two plants in Europe due to the high gas costs, it was able to take advantage of a lower cost in the U.S. to produce nutrients and sell at a premium.

    “They take advantage of the low cost of energy in their region, which happens to be North America, versus the high cost of energy that is used to produce the marginal product that customers are willing to pay for,” Scotiabank analyst Ben Isaacson said.

    The other North American fertilizer producers have also fared well from supply constraints.

    Mosaic deals in potash and phosphate and both have seen prices rise over the last year, with phosphate’s gain fueled after the world’s top exporter, China, faced shutdowns due to Covid-19 last year. This year, sanctions on Belarus, a major producer, also helped boost potash prices for Tampa, Florida-based Mosaic as well as Nutrien, which gets two-thirds of its gross profit from its retail segment during normal conditions.

    “Mosaic and Nutrien, their potash and phosphate costs tend to be pretty stable from year to year, since they’re mining it — it’s totally an in-house operation,” Seth Goldstein, an analyst at Morningstar Investment Service said in an interview. “There’s not much they can do to materially change their cost of production every year, so then their profits are almost entirely based on the market prices.”

    Wall Street analysts think these fertilizer giants have more room to run next year. The average 12-month price targets for CF Industries is at an 8.1% premium to Friday’s closing share price, while Mosaic is at a 26% premium and Nutrien is 14%.
    Wat een artikel. Voor Oci geldt de overtreffende trap met nog lagere gasprijzen voor Fertglope tov Amerika
  8. [verwijderd] 20 december 2021 21:36
    quote:

    Just lucky schreef op 20 december 2021 20:58:

    [...]Wat een artikel. Voor Oci geldt de overtreffende trap met nog lagere gasprijzen voor Fertglope tov Amerika
    Helaas is OCI onbekend,maar opereert ook met fabrieken in de VS,genoteerd aan het Damrak waar dit aandeel een speelbal is.
  9. forum rang 6 BultiesBrothers 20 december 2021 23:02
    quote:

    jessebrown schreef op 20 december 2021 20:43:

    CF Industries, unlike its North American peers, has one advantage that appears to have struck a chord with investors: nitrogen.Nitrogen is a nutrient most corn farmers have to apply every year, which provides a consistent market regardless of pricing.
    Topartikel JB.
    Je zou t haast vergeten dat OCI ook: volledig Nitrogen is,!!! maar ook DEF, waar op dit moment grote tekorten aan zijn en zoals men altijd zegt: DEF is with a premium compared to UREA... Nou daar plukt OCI de vruchten van, maar wij nog niet...
  11. forum rang 6 BultiesBrothers 20 december 2021 23:10
    Mosaic: Global Issues Push Prices Up
    Mosaic: Several Factors Driving Up Fertilizer Costs; Some Groups Disagree
    12/20/2021 | 9:08 AM CST
    Russ Quinn
    By , DTN Staff Reporter
    Connect with Russ:
    Mosaic, which pushed for tariffs on phosphate imports earlier in 2021, believes there are several other reasons for high fertilizer prices. (DTN photo by Matthew Wilde)
    OMAHA (DTN) -- The countervailing duties on Moroccan and Russian phosphate exports Mosaic pushed for earlier 2021 are not the reasons farmers are now seeing significantly higher fertilizer prices, according to a Mosaic official. The real reasons for extremely high fertilizer prices include higher fertilizer demand, supply disruptions and increasing costs associated with manufacturing fertilizer, the official said.

    Despite these claims, some ag groups are not pleased with Mosaic and are asking for them to end fertilizer tariffs. One U.S. senator announced Friday he is asking for a Department of Justice (DOJ) investigation into fertilizer prices.

    NOT MOSAIC'S FAULT

    Andy Jung, Mosaic vice-president of market and strategic analysis, told DTN that despite the trade dispute, phosphate imports into the U.S. hit a record level in 2021. U.S. phosphate imports have increased by 1.3 million metric tons (mmt) in 2021, which is 57% higher than during the same January-to-November period in 2020.

    While trade patterns have changed, nothing with the tariffs have changed overall supply of phosphate in the world or in the U.S., he said.

    If anything, this situation has resulted in a more balanced and fair-trade market. This creates a more competitive environment with trusted and reliable suppliers for American farmers and American agriculture long term, he said.

    Jung said Mosaic is committed to U.S. farmers, and because of this, the company adjusted their typical trade volumes in the global market. They have purposely diverted fertilizer tons away from the international market to boost availability domestically.

    "Normally, it is roughly 50% domestic and 50% into the international market, but now we put 60% into the domestic market and 40% in the international market," Jung told DTN.

    Jung said the phosphate price in the U.S. is anywhere from $20 to $100 per ton less compared to other parts of the world. Other markets, such as India, have seen a greater increase in price because of the lack of Chinese phosphate exports into the world market.

    NCGA v. MOSAIC

    While Mosaic said the countervailing duties did not have an effect on the higher fertilizer prices, other groups disagree.

    The National Corn Growers Association (NCGA) issued a news release Friday saying they sent a letter to Mosaic urging the company to end the fertilizer tariffs and to "stop engaging in irresponsible corporate behavior." ()

    "Mosaic's posture to date has been a masterpiece of irresponsible corporate social responsibility," the letter said. "We ask you voluntarily withdraw your countervailing duties and allow critical supply back into the U.S. at a time of inadequate supplies and soaring phosphate prices."

    More Recommended for You

    The letter also said estimates show the tariffs of 30% and 70% on phosphate imports would equate to roughly $480 to $640 million in added fertilizer bills on U.S. farmers.

    While Jung had not seen the NCGA release, he said there was a good reason for his company to push for the duties on imported phosphates. Mosaic feels it is an unfair playing field and imports have injured the U.S. phosphate industry.

    If the company had not persuaded this tariff, this issue would not have been addressed and the company would have continued to lose business to exports. Running a domestic supplier of phosphate fertilizer out of business would not help American agriculture, he said.

    "Without strong domestic supplies, American farmers are beholden to phosphate exporters," he said.

    GRASSLEY PUSHES FOR INVESTIGATION

    Also on Friday, U.S. Senator Chuck Grassley. R-Iowa, announced he sent a letter to U.S. Attorney General Merrick Garland calling on the DOJ to investigate possible anti-competitive activity and market manipulation in the fertilizer industry ().

    Grassley's news release said fertilizer companies have the means available to manipulate the price farmers pay due to having limited participants. Farmers have seen fertilizer prices rise dramatically in 2021.

    "I have heard numerous concerns from Iowans and member organizations expressing concerns that fertilizer companies are colluding and unfairly raising the price of their products," Grassley wrote. "The DOJ should initiate an investigation of the fertilizer market so that farmers across the country can have assurances that there are no violations of U.S. antitrust law in the fertilizer industry."

    Jung said he doesn't believe anti-competitive and market manipulation activity is taking place in the fertilizer industry.

    REASONS PRICES ARE HIGHER

    Jung said there are three main reasons why fertilizer prices are considerably higher. One is that fertilizer demand increased with higher commodity prices.

    Demand for fertilizer has increased as farmers try to capture additional revenue from high crop prices, he said. The outlook for U.S. commodity exports remains strong in 2022, with higher grain prices driving higher fertilizer demand.

    The second reason for higher fertilizer prices would be trade and supply disruptions in 2021.

    Jung said China, which accounts for 25% of global phosphate exports, recently banned all phosphate fertilizer exports through June 2022. This drastically decreased global supply and added to the pressure of global fertilizer prices, he said.

    In addition, global fertilizer supply faced weather challenges in 2021. Hurricane Ida hit the Gulf Coast region this fall, which shut down weeks of production for both nitrogen and phosphate manufacturing.

    And the final reason why fertilizers are higher is the higher costs associated with producing fertilizer, Jung said.

    Jung said the industry has seen a raw-material price increase, and it now costs more to produce phosphate fertilizer than in the past. Examples of this are the cost of ammonia, which has increased 288% year over year, and sulfur, which is up 165%.

    Other factors, such as supply chain issues, have had a large effect on ground and vessel transportation costs, Jung said.

    **

    Editor's Note: DTN recently looked ahead at what factors could affect the global fertilizer market and fertilizer prices in 2022 in our three-part Global Fertilizer Outlook series. To see those stories, go to:

    "World Nitrogen Demand to Increase in 2022 Despite Considerably Higher Prices"

    "Geopolitical, Trade Disputes Darken Phosphorus Outlook in 2022"

    "Sanctions Could Affect World Potash Supply in 2022"

    Russ Quinn can be reached at

    Follow him on Twitter @RussQuinnDTN
  12. forum rang 6 Ruval 21 december 2021 08:43
    quote:

    BultiesBrothers schreef op 20 december 2021 23:02:

    [...]

    Topartikel JB.
    Je zou t haast vergeten dat OCI ook: volledig Nitrogen is,!!! maar ook DEF, waar op dit moment grote tekorten aan zijn en zoals men altijd zegt: DEF is with a premium compared to UREA... Nou daar plukt OCI de vruchten van, maar wij nog niet...
    Er zit maar 1 ding op om uit huidige down trend te komen: knallende Q4 cijfers, concrete vooruitzichten of een fors betere Outlook……

    Tot die tijd zou ik niet weten hoe we anders tot meer kopers kunnen komen….
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