Gibt`s denn hier nix zu K+S? o. T.
im salzgeschäft ja, aber nicht im gesamtumsatz des unternehmens.
das salzgeschäft macht wirklich nur ca. 3 prozent des gesamten umsatzes von k+s aus.
gruß
entschuldige, ich habe mich nicht genau ausgedrückt.
ich meinte mit den 3 prozent, den gewinn von dem gesantumsatz des unternehmens!
gruß
Interview gerade mit dem Bauernpräsident Sonnleitner im Deutschlandfunk: Preise für Agrarprodukte werden auf ähnlichem Niveau bleiben wenn auch die Preisfindung gerade etwas schwer ist. Ein Hauptgrund für die starken Preissteigerungen ist, dass sich die Düngemittelpreise verdoppelt haben. Man werde untersuchen ob hier noch eine wettbewerbsgerechte Preisfindung für Düngemittel stattfindet.
Ich kann es ihm sagen: Nein :-)
Bangladesh in severe fertilizer crisis
Mahboob Ar Rahman
Despite repeated warnings by Weekly Blitz, Bangladesh government failed to take timely measures in recolsing the forecasted crisis of fertilizer, which has now finally put the agro production of the country into complete jeopardy. According to latest reports, iinadequate supply and exorbitant prices of fertilizers are set to affect the aman cultivation in the current season as 10 to 20 per cent of seedlings have already been transplanted, said officials and farmers. While a huge shortage of urea fertilizer is in sight, prices of non-urea fertilizers, mostly imported by the private sector, have spiralled out of farmers’ reach, which may lead to less-than-required use of the soil nutrients and result in poor harvest, many feared. The estimated demand for urea in this season is about 7.88 lakh tonnes, while the current stock of urea held by the Bangladesh Chemical Industries Corporation was around 3.03 lakh tonnes only till July 15. The state-owned agency is the sole authority to ensure supply urea from its factories or imports. The requirement for other fertilizers, mainly triple super phosphate, muriate of potash and di-ammonium phosphate, for the aman crop from mid-July to September is respectively 93,938 tonnes, 79,452 tonnes and 39,426 tonnes.
The field-level stocks of TSP, MoP and DAP are now only 15,926 tonnes, 10,344 tonnes and 4,552 tonnes respectively, said sources in the Department of Agricultural Extension and the BCIC on Tuesday.
The prices of non-urea fertilizers have also been increased to an exorbitant level in comparison to the last year’s prices, and they are likely to increase further, said the importers.
The farmers across the country are already becoming frustrated due to inadequate supply and exorbitant price-hikes of non-urea fertilizers.
‘There is no supply of TSP, MoP and DAP, and we are totally unable to buy those as now the price of TSP per kilogram has almost doubled to Tk 70,’ said a farmer, Abdul Malek, of Ramakhandi village of Sadar Lakshmipur upazila in Lakshmipur district, adding that the prices of MoP and DAP have also risen to Tk 44 and Tk 60-65. Last year, TSP was sold at Tk 38 per kg, MoP at Tk 30 and DAP at Tk 36.
Another farmer of Syedpur upazila under Rangpur district claimed that the price of TSP is Tk 55 per kg and of MoP Tk 48, but the fertilizer dealers of the area have stopped selling the old stock of non-urea fertilizers, aiming to sell them at exorbitant prices to the farmers when the new stocks arrive.
The government will have to supply adequate quantities of non-urea fertilisers at the field-level, particularly from mid-July to the end of the August, otherwise the yield of the aman crop will fall drastically, said a former high official of the DAE.
The chairman of the Bangladesh Fertilizer Association, Kafiluddin Ahmed, said, ‘Usually the prices of non-urea fertilizers are exorbitant all over the world and are likely to increase further…The fertilizer prices are skyrocketing and they have become already double the prices of the previous year.’
Now the import price of TSP per tonne is $1,065, of MoP at $1,050 and of DAP $1,350, though the prices of TSP, MoP and DAP were respectively $660, $550 and $700 in the international market recently, added the BFA’s chairman.
He stressed the need for increasing credit facilities for the dealers as now the banks are unwilling to loan adequate sums for buying fertilizers at the present prices from the international market.
Apparently, there is no chance at all of shortage of seeds in the aman season as the farmers already have managed to obtain the required quantity of seeds, but there is a chance of secondary seed crisis if the flood continues for a month longer, said a former field service director of the DAE, Dr Shahidul Islam.
Several nearby provinces in India have already been flooded and the water is likely to flow out through Bangladesh and the seed-beds of the transplanted aman are likely to be badly affected due to submergence by flood water, said the official, so more seeds are likely to be needed by the affected farmers. About 58.20 lakh hectares of land planted with aman seedlings are likely to produce about 1.37 crore tonnes of paddy in the current aman season.
It may be mentioned here that seeing the possible fertilizer crisis in the country, some businessmen tried to find supply sources in the world. Israel was one of the best sources to provide adequate quantity of fertilizer to Bangladesh. But, due to Bangladesh’s total ban on Israel [trade, travel, telecommunication, postal and diplomatic], suppliers in Israel are showing reluctance in extending any business cooperation to Dhaka.
Yara chief executive Thorlief Enger said in a statement that accompanied the results: “The improvement this quarter is mainly driven by strong demand giving higher fertiliser prices, only partly offset by increased raw material costs.” He said the fundamentals of the business remained “very, very strong".
Grain prices would continue to support fertiliser demand.
Mr Enger also said that looking further ahead, a number of major trends, including the huge challenge of feeding the world's population, would also support the fertiliser business and growth of the company.
The results came as the firm said it was buying privately-owned Canadian-based nitrogen producer Saskferco in Saskatchewan for £796million.
Potash firms climb as controls may go
By Fu Chenghao and Ding Yining | 2008-7-16 | NEWSPAPER EDITION
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SHARES of domestic potash producers advanced yesterday on speculation the government may lift price control on the nutrient that is used to boost crop yields.
The government has always been looking at lifting the price control although there is no timetable to do so, the China Securities Journal reported yesterday, citing a source at the National Development and Reform Commission.
Fertilizer prices are regulated in China to shield the farming industry, leaving some producers unprofitable in the face of surging raw material costs.
The newspaper said the NDRC has proposed that the government give direct subsidies to farmers in return for lifting the price control on potash. The move to lift price control could lead to the government easing price curbs over other fertilizers in the future, analysts said.
Shares of potash producers rose yesterday on the news while the Shanghai Composite Index tumbled 3.43 percent.
Xinjiang Guannong Fruit & Antler Co surged 7.23 percent to 71.23 yuan (US$10.4) while Inner Mongolia Lantai Industrial Co rose 1.13 percent to 11.59 yuan after soaring as much as 6.46 percent.
China relies on imports for 70 percent of its potash needs, industry officials told the First 2008 World Potash Conference in Shanghai last week.
Potash prices may almost double to US$900 a metric ton, excluding freight costs, over the next two to three years, Paul Matysek, chief executive of Canada's Potash One Inc, said at the conference, as potash makers have found it hard to match global demand.
Bist sicher wieder in CG0GRS investiert.
Wie händelst du den SL des Scheines um den Aktiensplit am 21.7.? Kann man sich da auf korrekte Verrechnung bzw. SL-Order-Löschung bei den Brokern verlassen?
Ab Montag den 21.07. erhöhen der deutsche Discount und der restliche deutsche Lebensmittelhandel deutlich die Preise für Fleisch und Wurstwaren. Zurück zu führen sind diese Preiserhöhungen auf die stetig steigenden Priese für Zuchtvieh. Preistreiber dafür sind wiederum die gestiegenen Futtermittelpreise, die natürlich in unmittelbarem Zusammenhang mit den stark gestiegenen Preisen für Düngemittel einhergehen.
Das erklärt auch, dass Herr Steiner von K&S in seinem Interview vom 09.07. bereits ankündigte, dass eine weitere Gewinnanhebung per 13.08. sehr wahrscheinlich ist!
Auch nicht schlecht. Da würde ich persönlich eine feinliche Übernahme von K+S nicht mehr ausschließen wollen.
Gruß
ich denke ebnfalls, wer k+s nicht hat wird sich demnächst die platze ärgern. kurzfristig ist wohl doch noch viel musi drin. die analysten der cominvest und vom handelsblatt sagen auch, dass k+s nicht überbewertetist. einzig die kommenden zahlen sollten eine grobe enttäuschung bringen. wobei ich als einzigen punkt die währungsabsicherungsgeschäfte she. sollten die zu stark in das ergebnis eingreifen könnte es zu "kleinen" mißverstimmungen kommen. aber der markt ist bei aller unke ruferei vorhanden. den dax sollte k+s auf jeden fall erstürmen. bei salzgitter bin ich schon wieder vorsichtiger.... einziges problem sind die pest der börse. die abartigen short seller. hoffentlich kann man die pest demnächst verjagen.