Auch wenn sich momentan niemand dafür zu interessieren scheint, hier das wichtigste aus dem neuesten, unabhängigen FMB Report (auf extrem fallende kalipreise, wie im kurs vorweggenommen, deutet momentan nichts hin, im gegenteil):
In Europa beginnt k+s neue Preisverhandlungen Ende September. ICL/Amfert erwartet, dass die Preise in europa um ca. 5% steigen.
Ein paar Zitate:
K+S Kali has made new sales in Brazil recently
and will be shipping a total of 60,000t of mostly
granular MOP in two vessels, loading September
and/or early-October. The price is understood to be
around the established $1,000 pt cfr.
SOUTH AFRICA: There are preliminary reports that
K+S Kali has made, or is about to make, its price
proposals for MOP and SOP shipments under
allocation in the fourth quarter. Figures of around
€750 pt cfr for MOP and €900 for SOP have been
mooted, currently equivalent to $1,065 and $1,280 pt,
respectively, but do not specify the grade. Another
unconfirmed report suggests that standard MOP
would be at €730 ($1,035) pt and granular at the €750
figure.
....PotashCorp in particular is very short: In a presentation
to analysts in New York, the CFO Wayne Brownlee is
understood to have said that PotashCorp alone only had
75,000t of inventory in North America at a time when
there should have been 1 million tonnes. No wonder
PotashCorp has bought some material from BPC for the
US market (perhaps 20-25,000t). He added that potash
producers are unable to supply 8-10% of world demand
this year, or a total of 3 million to 4 million tonnes, mainly
for China.
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