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Aandeel OCI AEX:OCI.NL, NL0010558797

Laatste koers (eur) Verschil Volume
10,905   +0,010   (+0,09%) Dagrange 10,830 - 10,980 260.066   Gem. (3M) 995,6K

OCI - 2020

5.859 Posts
Pagina: «« 1 ... 279 280 281 282 283 ... 293 »» | Laatste | Omlaag ↓
  1. [verwijderd] 9 december 2020 08:49
    quote:

    BultiesBrothers schreef op 9 december 2020 08:45:

    [...]

    Uiteraard, alleen lees wel dat ze 25% van de Europese markt bedienen. Dus dat is fors
    Vandaar dat deze gisteravond op de Nasdaq een 52 wkn hoog neerzette

    Methanex Corporation (MEOH)
    NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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    43.20+1.12 (+2.66%)
    At close: December 8 4:00PM EST
  2. [verwijderd] 9 december 2020 16:57
    quote:

    BultiesBrothers schreef op 9 december 2020 16:00:

    Methanex knalt ook weer omhoog...
    Het is haast niet te geloven .... in maart 9$
    Ja er is enorm veel te verdienen op de beurs,helaas heb ik het niet in de vingers.

    Methanex Corporation (MEOH)
    NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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    44.29+1.09 (+2.52%)
    As of 10:51AM EST. Market open.
  3. Appel72 10 december 2020 07:04
    Fijn dat de MeOH prijzen oplopen volgens mij zitten we nu op 10% stijging in een week tijd.
    (van 285 naar 325). Ik zit in OCI met een gemiddelde prijs van 17 Euro.
    Op lange termijn geloof zeker in OCI en blijf ook zitten. Voor mijn portefeuille overzicht zou het leuk zijn, dat de 17 Euro voor einde jaar wordt gehaald.
    Probleer van het weekende eens uit te zoeken hoeveel 10% stijging van MeOH invloed heeft op de omzet/winst cijfers van OCI. (of heeft iemand dit als eens gedaan?)
    Werkze allemaal vandaag
  4. [verwijderd] 10 december 2020 18:43
    Bloomberg
    A Huge Rally in Food Prices Is Stoking Record Fertilizer Demand

    1 / 2
    A Huge Rally in Food Prices Is Stoking Record Fertilizer Demand
    Marcy Nicholson and Justina Vasquez
    Wed, December 9, 2020, 11:32 PM GMT+1
    (Bloomberg) -- Fertilizer producers are next in line to benefit from rising crop prices, with farmers poised to plant more acres in 2021.

    For the world’s handful of companies that produce potash -- a potassium-rich fertilizer mined underground from evaporated sea beds -- it is the light at the end of the tunnel following several volatile years. Bloomberg’s Green Markets pegs global potash demand at a record in 2021, while Morningstar Inc. says it will likely set a new “high watermark.”

    Farmers’ incomes in the U.S. and Canada are up from a year earlier, boosted by crop prices that surged to multi-year highs on the back of strong demand from China and by pandemic-related government stimulus. As farmers invest their profits back into their farms and expand their plantings, they’ll need more fertilizer.

    “That was a false start with the pandemic and all the talk of a terrible year, but now we see all the vital signs,” Pedro Farah, chief finance officer of Canada’s Nutrien Ltd., said during a presentation last week.

    Optimism follows a challenging couple of years. In 2020, La Nina weather patterns scorched key South American growing regions, a derecho system pummeled crops in the U.S. Midwest, and a global health crisis disrupted food chains. This followed a year of sagging feed demand as China’s African swine fever outbreak created a shortage of pork, the country’s protein staple.

    Unlike other fertilizers such as nitrogen, which commercial farmers typically apply annually, potash can be used less when finances are lean. It helps plants strengthen, use water efficiently, fight disease and deter insects.

    Nutrien, the world’s biggest potash producer last year according to data compiled by Bloomberg, expects 2020 to be its best year “ever” for sales of the product, Chuck Magro, the company’s chief executive officer, told investors last month. The company forecast global potash demand was 65 million to 67 million metric tons for the year, roughly in line with an estimate from Russia’s Uralkali PJSC, a top-three global producer, and expects most major suppliers are sold out for the rest of 2020.

    Nutrien stopped booking potash sales this week through the end of March and started taking orders at higher prices for delivery starting in April, reflecting tight supplies, according to Bloomberg’s Green Markets.

    Alexis Maxwell, Green Markets’ research director, forecasts global demand of potassium chloride -- by far the most commonly used form of potash -- at 69.7 million metric tons in 2021, up from 68.6 million this year. Bank of Nova Scotia analyst Ben Isaacson sees demand at 68 million next year.

    U.S. 2020 farm income is on track to rise 43% above 2019 as crop prices surged and the government increased aid. In Canada, cash receipts in the first nine months of 2020 were 8% above the same period in 2019.

    The improved income could mean more spending next year, pushing potash prices to the mid-$200s a ton from about $230 currently, said Seth Goldstein, a senior equity analyst at Morningstar. Prices may continue higher to $280 by 2023 or the following year, he said.

    For now, all eyes are on China, where the bellwether contract with Canpotex -- a joint venture of Nutrien and Mosaic Co. -- is expected to be settled in the first quarter. That would be earlier than usual and at a higher price than this year’s, an indication of stronger demand for the world’s top potash consumer. Nutrien’s head of potash told investors in November that the company expects a “substantial increase” in the Canpotex contract with China.

    “Canpotex realizes that there’s soaring global demand for potash, and they’re selling to other markets where they have a firmer price,” Goldstein said. “What Nutrien and Mosaic are saying is, once China starts needing the Canpotex potash they will likely find a deal earlier than usual to make sure they have that security of volumes.”
  5. forum rang 6 BultiesBrothers 10 december 2020 21:16
    quote:

    jessebrown schreef op 10 december 2020 21:05:

    Gaat Mosaic nu opzoek naar Urea kandidaten voor de ferilizers markt in India ?

    Urea substitute: Mosaic is on the lookout
    Dec 10: 8Mosaic is in collaboration to find substitute to urea
    Click on Reports for more Details
    DAVIS, Calif.--(BUSINESS WIRE)--The Mosaic Company and BioConsortia, Inc. have entered into a collaboration to develop and launch nitrogen-fixing microbial products for corn, wheat and other major non-legume row crops.

    “We are excited to partner with Mosaic, a proven leader in agriculture”

    Tweet this
    Modern agriculture depends on nitrogen fertilizers as an essential tool to grow the major food crops, with over 100 million tons applied each year to help produce half of the world’s food. However, nitrogen fertilizer applications can be inefficient with losses to air, ground water, and waterways, sometimes having unintended consequences. Fortunately, there are new alternatives to providing this critical nutrient for plant growth. Through a process called ‘biological nitrogen fixation’, beneficial plant-associated microbes are able to naturally produce nitrogen in forms that are desired by plants, thereby reducing the reliance on synthetic inputs of nitrogen.

    Mosaic and BioConsortia are collaborating to develop beneficial microbial products designed to reduce the amount of conventional nitrogen fertilizer application, while increasing crop yields and grower revenue. The Mosaic – BioConsortia partnership is aimed at developing yield enhancing in-furrow and seed treatment products that can be used either stand-alone or in combination with conventional chemistries and fertilizers.

    Significantly reducing the use of conventional nitrogen fertilizer requires innovation not yet seen in currently available biological products. However, BioConsortia has already discovered naturally-occurring spore forming microbes capable of fixing atmospheric nitrogen and colonizing corn, wheat and other non-leguminous plants. With targeted traditional and cutting-edge strain improvement and gene editing technologies, we will develop natural and improved strain microbial products that will increase crop yields while maintaining or reducing N fertilizer inputs.

    The collaboration project will utilize BioConsortia’s patented Advanced Microbial Selection (AMS) process and other proprietary tools, including multi-trait screening, colonization technologies, genomics, and gene editing, as well as BioConsortia’s existing collection of nitrogen fixing bacteria. The collaboration has a comprehensive development and field trial phase, followed by a distribution agreement for row crops in the Americas.

    In addition to nitrogen fixing products, Mosaic will also have access to BioConsortia’s pipeline of superior phosphorus and potassium solubilization microbial products that could be combined with Mosaic’s existing range of potash and phosphate fertilizers to deliver a new generation of improved fertilizer products, thereby reducing growers input costs and boosting crop yields. The ultimate target is to deliver products with superior effectiveness, at lower costs, higher yields, and an improved environmental profile.

    “We are excited to partner with Mosaic, a proven leader in agriculture,” said BioConsortia’s CEO, Marcus Meadows-Smith. “We believe their established expertise and market access in the field of fertilizers and crop nutrition is the perfect route to market for ground breaking nitrogen-fixing microbial products. Our microbes will complement and expand Mosaic’s established crop nutrient business to the benefit of growers throughout the Americas.”

    Mosaic will have exclusive rights to the nitrogen fixing technology for core row crops in the Americas, initially focused on corn, wheat, cotton and sugarcane. BioConsortia will retain all rights to the technology for fruit, vegetable, turf and ornamental crops and for all uses outside of the Americas. Under the agreement BioConsortia will receive an upfront payment and research funding, as well as royalties. Additional details about the agreement were not disclosed.

    About BioConsortia

    BioConsortia, Inc. is developing effective microbial solutions that enhance plant phenotypes and increase crop yields. We are pioneering the use of directed selection in identifying teams of microbes - working like plant breeders and selecting plants based on targeted characteristics, then isolating the associated microbial community. Our unique, patented Advanced Microbial Selection (AMS) process enriches the crop microbiome, allowing us to identify organisms that influence the expression of beneficial traits in plants. We use a powerful toolkit including multi-trait screening, colonization technologies, microbiome analysis, genomics, and gene editing. As a result, we have a remarkable hit rate of high quality leads, some with novel patent-pending metabolites, and an extraordinarily deep pipeline of products in development.

    www.businesswire.com/news/home/202012...
  6. [verwijderd] 10 december 2020 21:31
    Rabobank provides semi-annual global fertilizer outlook
    Published by Pippa Luck, Editorial Assistant
    World Fertilizer, Thursday, 10 December 2020 10:00

    According to Rabobank, prices across the global fertilizer complex have climbed off ten-year lows during the second half of 2020, primarily supported by improved demand in several major geographies. This has played out most significantly in Brazil and India, two of the top-three biggest importers in the globe for the last five years.

    In Brazil, improved commodity prices continue to fuel the run of strong farmer margins. “This year, we expect fertilizer demand in Brazil to increase for the fifth straight year. Year-to-date imports have risen 8% y/y, a 23% increase on 2015”, said Matheus Almeida, Senior Analyst – Farm Inputs at Rabobank.

    In India, a strong kharif season and local government reforms contributed to a surge in local sales – the local government reported a 15% y/y increase in fertilizer sales for the first half of the year.

    Demand has picked up in other regions too. In Australia, Rabobank expects winter crop production to increase 63% y/y, which has already translated to a 26% y/y increase in nitrogen sales in 1H20.

    Heavy supplies and growing production capacity will continue to weigh on prices across the nutrient complex. “In the immediate term, we expect urea and phosphate prices to continue to be supported by demand until the start of 2Q21. Once seasonal demand from the northern hemisphere subsides, markets will again be exposed to heavy supplies,” says Almeida. The International Fertilizer Association (IFA) expects another 9 million t of urea production capacity – a 4.5% increase and well above their forecast demand growth of 1%. Almost half of that new capacity is likely to appear in India, reducing its activity in global markets.

    “On an encouraging note for fertilizer suppliers, we see a more positive time ahead for potash markets. We expect that importers in China and India will continue to cover inventories, and sustained demand in the US and Brazil will ensure demand remains,” concludes Almeida. On the supply side, current low prices may limit production in high-cost plants and delay new projects coming online. As a result, potash prices are expected to increase at a constant rate over 1H21.
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