中国のグリホサート市場

当ニュースレターでは、中国のグリホサート市場の最新動向について調査し、製造各社の取り組み、主要市場動向、輸出入・価格変動・各種承認などの動向、業界の主要ニュースなどをまとめ、年12回のペースにてお届けいたします。

目次の例

• ヘッドライン
• 編集注記
• 世界市場の力学
  • Monsanto：「Weed ID」アプリを利用したスマートフォン技術を導入
• 企業力学
  • Zhejiang Wynca
  • Sinochem Group
  • Sichuan Fuhua
  • Hubei Xingfa
  • SCW
• 市場分析
  • グリホサート製造4社：EPVを通過
  • グリホサート輸出量
  • グリホサート価格
  • グリホサート輸出額
  • グリホサートの輸出先
  • 輸出用グリホサートの製造業者、など
• 最新価格動向
  • グリホサート原体の工場渡し価格
• 輸出分析
  • グリホサート原体の輸出量
• ニュース短報
  • PMIDA
  • グリシン
  • DEA
  • IDAN
  • 黄リン
  • 三塩化リン
  • イソプロピルアミン塩
  • パラホルムアルデヒド
  • クロロメタン
  • メチラール

On 29 June, Weifang Rainbow announced that the company intended to invest the surplus funds from the completed project of 10,000 t/a high-end formulation in the new construction of 30,000 t/a glyphosate SG, adopting the process of the existing 20,000 t/a glyphosate SG processing device at the same plant.

In early to mid-July, major glyphosate TC manufacturers in China released announcements for expected performance growth in H1, including Jiangsu Yangnong, Anhui Guangxin, Nantong Jiangshan and Hebang Biotechnology, mainly for the sustained high ex-works prices of glyphosate TC.

Since 2022, Henan HDF's main business glyphosate TC has continued growth momentum, with sales volume achieving 11,862.80 tonnes and gross margin reaching 51.94% during Jan.-May.

In H1, the ex-works price of Chinese phosphorus ore kept climbing amid tight supply. However, it may exert little impact on the future exworks prices of glyphosate TC, as most manufacturers in China own phosphate ore mines for self production of glyphosate TC.

From early to mid-July, the operating rate of Chinese glyphosate TC manufacturers was generally unchanged from June, at an average rate of 66%. Meanwhile, glyphosate TC showed a weak demand in the domestic market, with downstream purchases mainly for replenishment but few for stockpiling. However, the lower ex-works prices of its main raw materials have led to a decrease in the cost of glyphosate TC, which may stimulate the operating rate.

In mid-July, the ex-works price for yellow phosphorus in China continued to fall with a narrowed trend, mainly for the sluggish demand from its downstream market, while the demand may grow at the end of Aug., thus curbing the price decline. In terms of supply, the production schedules of yellow phosphorus producers vary in different regions.

From June to July, the safety inspections in Hubei Province are expected to last until the end of 2022, of which mining is the key inspection subject. As a result, the local supply of phosphorus ore and its related products may decrease in the second half of the year.

In July, many provinces in China such as Zhejiang, Shanghai and Sichuan started a new round of stagger power consumption, to relieve the tension in electricity consumption this year. Local governments in 28 provinces and cities also introduced relevant power consumption programmes, to ensure adequate power supply and avoid a situation like broad-brush power restrictions in H2 2021.

In late June, ICAMA publicised the latest pesticides list to be approved, comprised of 46 renewals and 76 new registrations including three glyphosate products.

In April-May 2022, China exported 70,176.92 tonnes (actual volume) or 49,234.05 tonnes (converted to 100% AI) glyphosate products to 28 major destinations including the US, Brazil, Argentina, India and Thailand.

This article provides ex-works prices of glyphosate products, related intermediates and raw materials in the first half of July, 2022, including glyphosate TC, glyphosate 41% IPA, glyphosate 50% SP, glyphosate 62% IPA, glyphosate 75.7% WSG, glycine, IDAN, DEA, PMIDA, yellow phosphorus, phosphorus trichloride and isopropylamine.

‘Glyphosate China Monthly Report’ provides you with real-time intelligence on China's glyphosate market.

It is a monthly published newsletter, which can be downloaded in PDF format. The subscription period is yearly, grants the subscriber 12 issues in total.

China is the world's largest producer of glyphosate, with 80% of the glyphosate produced in China being exported. Glyphosate is also still by far the most popular herbicide among Chinese farmers.

However, the industry is facing a number of serious long-term challenges. Increasing crop resistance threatens to make glyphosate less attractive to farmers, while research linking the product to cancer could lead to several key export markets banning the product altogether. Meanwhile, Chinese producers are struggling to comply with tough new environmental regulations and cope with severe industry overcapacity.

‘Glyphosate China Monthly Report’ will help you stay ahead of the game in this fast-changing market with real-time reporting on the entire glyphosate industry chain, from raw materials to end consumption. This includes:

• Breaking news from China and abroad

• The latest market data, including price information for glycine, PMIDA, IDAN, paraformaldehyde, yellow phosphorus, and other raw materials and intermediates, import/export data, production, consumption, operating rates, etc.

• In-depth analysis of market trends, Chinese government policy, the performance of leading Chinese producers, M&A, new technologies, threats from possible substitutes, and more

• Expert commentary from industry insiders, including regular guest articles and interviews with insiders at leading Chinese manufacturers, associations and government organizations

Table of Contents

• Headline
• Editor's note
• Company dynamics
• Weifang Rainbow to construct 30,000 t/a glyphosate SG
• Chinese major glyphosate TC manufacturers predict H1 performance growths
• Henan HDF's glyphosate TC business continues booming
• Market analysis
• Ex-works price of Chinese glypgosate TC less affected by phosphate ore shortage
• Operating rate of Chinese glyphosate TC manufacturers remains stable
• Ex-works prices for Chinese yellow phosphorus keep falling in mid-July
• Policy
• Safety inspections in Hubei Province to last until the end of 2022
• China to implement orderly power consumption to tide over power crunch
• Registration
• Three new glyphosate products to get approval for registration
• Import and export 27
• China's glyphosate exports to major destinations in April-May 2022
• News in brief
• Baihetan-Jiangsu UHVDC power transmission project starts operation
• Massive fake/inferior glyphosate products found in Guangxi and Zhejiang Provinces
• Leshan Fuhua to invest new advanced materials projects
• Nantong Jianshan to become the sole shareholder of Harbin Limin 32
• Nantong Jiangshan accelerates industrialisation of new green herbicide JS-T205 32
• Syngenta Group to raise funds for Yangnong Chemical's global M&A project 33
• Glyphosate equipment and 10% glyphosate AS product banned from transferring to Henan 33
• China's pilot projects for transgenic industrial application advancing orderly 33
• Ex-works price of Chinese PMIDA remains stable in mid to late July 33
• Ex-works price of Chinese glycine sees significant MoM decline 33
• Price update 35
• Ex-works prices of glyphosate TC in China, the first half of July, 2022 35
• Ex-works prices of DEA in China, 25 July, 2022 46
• Ex-works prices of PMIDA in China, 25 July, 2022 47
• Ex-works prices of glycine in China, 25 July, 2022 47
• Ex-works prices of IDAN in China, 25 July, 2022 48
• Ex-works prices of phosphorus trichloride in China, 25 July, 2022 48
• Ex-works prices of isopropylamine in China, 25 July, 2022 49