Russian companies are aiming to considerably expand their urea capacities by 2020. Implementation of all announced projects translates into 1.5 – 2 million t increase in urea capacity, excluding upgrading of existing facilities! Thus, it is important for market experts to have clear understanding of feasibility of new start-ups and their influence on the market. This report reflects views of Chem-Courier specialists on possible market development scenarios.
The report includes advantages and disadvantages of new units, risks and opportunities related to their operation, shifts in commodity flows as well as competitive strengths and weaknesses of suppliers.
Current situation in Russia
1. 2010-2013 production analysis with breakdown by company. Current situation in the global market.
1.1 Capacity/ resource intensity/level of equipment upgrading.
1.2 Dynamics of output.
1.3 General sales structure.
1.4 Detailed urea sales and consumption structure by suppliers and consumers in 2013.
1.5 Domestic price dynamics by producer in 2013.
1.6 Logistics costs in the domestic market in 2013.
1.7 Feedstock costs in urea price by producer.
2. 2010 – 2013 global commodity flow and demand. Development outlook
2.1 General global market assessment (supply/ demand). 3. Russia’s share in the global urea trade in 2010-2013.
2.2 International urea trade structure (export/ import by region).
2.3 Major urea supplying and consuming countries.
2.4 Competing regions in the global urea market.
3.1 Russia’s export dynamics by producers and outlets.
3.2 Export price dynamics by producers and outlets.
3.3 Export sales structure.
3.4 Export logistics costs in 2013.
4. Analysis of new projects and their efficiency.
4.1 New startup projects in Russia by 2020.5. Findings concerning efficiency and feasibility of construction of new urea units in Russia.
4.2 Production costs and logistics of new units in Russia.
4.3 Shifts in Russia's commodity flows between domestic and foreign markets.
4.4 Redistribution of players’ shares in the Russian market.
4.5 Export potential of new urea operations and changes in export commodity flows.
4.6 Potential foreign outlets for the Russian product.