Global Opportunities Derived from Glyphosate Industry

June 2015 | 120 pages | ID: GE5F1D15AF8EN
Guangzhou CCM Information Science & Technology Co., Ltd. (CCM)

Abstracts

This report is a value chain analysis of glyphosate’s upstream industries whose development and opportunities are driven or influenced by glyphosate industry. The whole report is an integrated analysis and a professional forecast to guide investments and business movements for the upstream players who pay close attention to glyphosate industry or try to find opportunities from it.

This report helps readers to

• Understand the underlying trends driving changes in the industry
• Gain insight into leading producers in the world
• Use long-term forecasts provide to adjust strategy
• Access extra insight by talking with our research team directly

Global demand for glyphosate has kept increasing rapidly in the past few years, along with the promotion of bio-tech crops (mainly Roundup Ready crops) in the world, especially in American countries including the US, Argentina, Brazil and Canada. Stimulated by the huge demand and reasonable profit of the product, many Chinese companies started building production lines of glyphosate and its related products including glycine, iminodiacetonitrile (IDAN), diethanolamine, PMIDA, phosphorus trichloride, etc., and China has established a relatively mature and complete industrial chain from starting materials to terminal products—glyphosate formulations. Relying on advantages in cost and scale, China grasps more and more market share of glyphosate worldwide.

Besides, the country adopts three production routes of glyphosate technical. The AEA route and the IDAN route show strong competitiveness over the DEA route (the only one used abroad) by virtue of lower production cost and abundant local supply of raw materials as well as profitability supplemented by utilization of by-products.

So what is the future trend of global supply and demand of glyphosate and its main raw materials? How about the future competition of the three production routes? Will glyphosate production transfer from China and the US to other countries? Is there a possibility that Chinese glyphosate production transfers from the east to the west? And what opportunities will arise from the future development of glyphosate industry? Readers will find the answers in this report.

This report provides detailed analysis of the following aspects:

• Global and China’s supply and demand of glyphosate technical in 2009-2025;
• Introduction and comparison of three production routes of glyphosate technical;
• Projection of glyphosate supply by route in 2015-2025;
• Projection of future possible transfer of glyphosate production worldwide;
• Supply & demand of glycine, IDAN, diethanolamine, ethylene oxide, paraformaldehyde, yellow phosphorus, phosphorus trichloride, dimethyl phosphite, chlor-alkali, and methanol in 2006/2008-2014 and 2015-2025;
• Opportunities for upstream industries derived from global glyphosate development.
• Key players of glyphosate technical such as Zhejiang Wynca, Fuhua Tongda and Monsanto.

Contents

EXECUTIVE SUMMARY

DEFINITION, RESEARCH SCOPE AND METHODOLOGY

1 OVERVIEW OF GLOBAL GLYPHOSATE INDUSTRY

1.1 Supply (distribution, production, circulation)
1.2 Demand
1.3 Forecast on global glyphosate industry for 10 years
  1.3.1 Drivers and barriers
  1.3.2 Future prospect of global glyphosate industry

2 GLOBAL GLYPHOSATE CAPACITY INTEGRATION AND POSSIBLE INDUSTRIAL TRANSFER

2.1 Outstanding characters of current global glyphosate capacity distribution
2.2 Historical global capacity redistribution
2.3 Analysis on factors influencing glyphosate capacity redistribution and industrial transfer
  2.3.1 Influencing factors
  2.3.2 Rating of factor importance
2.4 Forecast on global glyphosate capacity redistribution and industrial transfer in China

3 DEVELOPMENT TREND OF GLYPHOSATE TECHNICAL PRODUCTION ROUTES

3.1 Current situation and market share of three major production routes
3.2 Introduction to glyphosate technical production technology
  3.2.1 AEA route
  3.2.2 DEA route
  3.2.3 IDAN route
3.3 Competitiveness analysis of different routes
  3.3.1 Accessibility of key raw materials
  3.3.2 Influence of stricter environmental protection policies
  3.3.3 Cost of glyphosate technical by route
3.4 Forecast on development trend and market share of three major production routes and potential new routes

4 OPPORTUNITIES DERIVED FROM DEVELOPMENT OF GLOBAL GLYPHOSATE INDUSTRY－RAW MATERIALS

4.1 Overview of value chain and profitable nodes in glyphosate's upstream industries
4.2 Investment and supply opportunities for key raw materials
  4.2.1 Diethanolamine
  4.2.2 Glycine
  4.2.3 Paraformaldehyde
  4.2.4 Iminodiacetonitrile
4.3 Investment and supply opportunities for universal upstream raw materials
  4.3.1 Phosphorus chemicals
    4.3.1.1 Phosphorus ore
    4.3.1.2 Yellow phosphorus
    4.3.1.3 Phosphorus trichloride
    4.3.1.4 Dimethyl phosphite
  4.3.2 Chlor-alkali products
  4.3.3 Ethylene oxide
  4.3.4 Methanol

5 NON-PRODUCT OPPORTUNITIES DERIVED FROM DEVELOPMENT OF GLOBAL GLYPHOSATE INDUSTRY

5.1 Technology solutions
  5.1.1 Yield improvement
  5.1.2 By-product recycling
  5.1.3 Waste treatment
5.2 International trade and agent

6 OPPORTUNITIES AND RECOMMENDATIONS FOR GLOBAL PETROCHEMICAL ENTERPRISES

6.1 Profitable and promising nodes in glyphosate value chain related to petrochemical enterprises
6.2 Future potential opportunities and investment direction

7 OPPORTUNITIES AND RECOMMENDATIONS FOR MARKET PARTICIPANT INVOLVED IN NATURAL GAS CHEMICAL INDUSTRY

7.1 Current investment movements of natural gas chemical enterprises worldwide and factors behind
7.2 Profitable and promising nodes in glyphosate value chain related to natural gas chemical industry
7.3 Future potential opportunities and investment direction

8 OPPORTUNITIES AND RECOMMENDATIONS FOR MARKET PARTICIPANT INVOLVED IN PHOSPHORUS CHEMICAL INDUSTRY

8.1 Profitable and promising nodes in glyphosate value chain related to phosphorus chemical industry
8.2 Future potential opportunities and investment direction

9 OPPORTUNITIES IN OTHER INDUSTRIES (COAL, CHLOR-ALKALI)

10 APPENDIX: KEY PLAYERS OF GLYPHOSATE TECHNICAL

10.1 Zhejiang Wynca Chemical Industry Group Co., Ltd.
10.2 Fuhua Tongda Agro-chemical Technology Co., Ltd.
10.3 Hubei Trisun Chemicals Co., Ltd.
10.4 Nantong Jiangshan Agrochemical & Chemical Co., Ltd.
10.5 Shandong Weifang Rainbow Chemical Co., Ltd.
10.6 Jiangsu Yangnong Chemical Co., Ltd.
10.7 Jiangsu Good Harvest-Weien Agrochemical Co., Ltd.
10.8 Anhui Huaxing Chemical Industry Co., Ltd.
10.9 Monsanto Company
10.10 Atanor S.C.A.

List Of Tables

LIST OF TABLES

Table 1.1-1 Key players of glyphosate technical in the world, 2014
Table 1.3.1-1 Global production of bioethanol and biodiesel, 2000-2013 (billion liter)
Table 1.3.1-2 Production of bioethanol and corresponding corn consumption in the US and Brazil, 2005-2013
Table 1.3.1-3 Global non-tillage area by continent, 2008 and 2013 ('000 ha)
Table 1.3.1-4 Comparison of glyphosate, paraquat and glufosinate-ammonium
Table 2.1-1 Key locations of glyphosate technical makers in the world, 2014
Table 2.3.2-1 Factors impacting profitability of glyphosate business
Table 3.3.2-1 Name list of four glyphosate (PMIDA) manufacturers passing the environmental protection verification launched by the Ministry of Environmental Protection of China in 2014
Table 3.3.2-2 Source and content of glyphosate liquid waste
Table 3.3.2-3 Major glyphosate producers applying membrane treatment device in China
Table 3.3.2-4 Comparison of membrane method and selective transformation and burning method for disposal of glyphosate mother liquid
Table 3.3.2-5 Investment of 100,000 t/a organophosphorus wastewater treating project by Zhejiang Wynca Chemical Group Co., Ltd.
Table 3.3.2-6 Hydrogen utilization project of Youth Chemical Co., Ltd.
Table 3.3.3-1 Cost comparison of three different routes for glyphosate technical production in China, Oct. 2014, USD/t glyphosate
Table 3.3.3-2 Raw material cost of AEA route for glyphosate technical production in China, Oct. 2014
Table 3.3.3-3 Raw material cost of DEA route for glyphosate technical production in China, Oct. 2014
Table 3.3.3-4 Raw material cost of IDAN route for glyphosate technical production in China, Oct. 2014
Table 4.2.3-1 Global capacity and output of paraformaldehyde by continent, 2012-2014
Table 4.2.3-2 Key global producers of paraformaldehyde beyond Mainland China
Table 4.2.4-1 Key IDAN producers in China, 2014
Table 4.3.1.2-1 Major suppliers' output and export volume of yellow phosphorus in the world, 2013
Table 4.3.1.2-2 Competitiveness analysis of yellow phosphorus industry in China, the US, Kazakhstan and Vietnam, 2013
Table 4.3.1.3-1 Main producers of phosphorus trichloride in the world, 2014
Table 4.3.1.4-1 Global major dimethyl phosphite producers, 2014
Table 10.1-1 Capacity and output of glyphosate technical in Zhejiang Wynca, 2005-2014
Table 10.2-1 Capacity and output of glyphosate technical in Fuhua Tongda, 2005-2014
Table 10.3-1 Capacity and output of glyphosate technical in Hubei Trisun, 2008-2014
Table 10.4-1 Nantong Jiangshan’s major subsidiaries
Table 10.4-2 Capacity of major products in Nantong Jiangshan, 2014
Table 10.4-3 Capacity and output of glyphosate technical in Nantong Jiangshan, 2008-2014
Table 10.5-1 Factories of Shandong Rainbow and main products
Table 10.5-2 Capacity and output of glyphosate technical in Shandong Rainbow, 2008-2014
Table 10.6-1 Jiangsu Yangnong's revenue by product, 2014
Table 10.6-2 Capacity and output of glyphosate technical in Jiangsu Yangnong, 2008-2014
Table 10.7-1 Capacity and output of glyphosate technical in Jiangsu Weien, 2008-2014
Table 10.8-1 Capacity and output of glyphosate technical in Anhui Huaxing, 2008-2014
Table 10.9-1 Monsanto’s glyphosate technical plants in the world
Table 10.9-2 Monsanto’s net sales and sales volume of glyphosate-based herbicides, 2004-2014
Table 10.9-3 Monsanto’s brands of glyphosate-based herbicides
Table 10.10-1 Atanor’s glyphosate plants
Table 10.10-2 Atanor’s glyphosate brands

List Of Figures

LIST OF FIGURES

Figure 1.1-1 Global output of glyphosate technical, 2009-2014
Figure 1.1-2 Global distribution of glyphosate technical production, 2014
Figure 1.1-3 Distribution of glyphosate technical production in China, 2014
Figure 1.1-4 Output share of glyphosate technical by province in China, 2009-2014
Figure 1.1-5 Output share of glyphosate technical by province in China, 2014
Figure 1.1-6 Circulation of glyphosate technical in the world, 2014
Figure 1.2-1 Global glyphosate demand and its growth rate, 2009-2014
Figure 1.2-2 Global consumption of glyphosate by region, 2014
Figure 1.3.1-1 Growth rates of global glyphosate demand and related drivers, 2009-2013
Figure 1.3.1-2 Global harvested area of biotech crops by trait, 2006-2013
Figure 1.3.1-3 Planting area of dominant herbicide-tolerant and stacked traits crops, 2006-2012
Figure 1.3.2-1 Forecast on global demand for glyphosate, 2015-2025
Figure 2.3.1-1 Factors impacting profitability of glyphosate business
Figure 3.1-1 Output of glyphosate technical by different routes in the world, 2006-2014
Figure 3.1-2 Output share of glyphosate technical by different routes in the world, 2006-2014
Figure 3.1-3 Output of glyphosate technical by different routes in China, 2006-2014
Figure 3.1-4 Output share of glyphosate technical by different routes in China, 2006-2014
Figure 3.2.1-1 Brief pathway of AEA route for glyphosate technical production in China
Figure 3.2.1-2 Flowchart of AEA route for glyphosate technical production in China
Figure 3.2.2-1 Brief pathway of DEA route for glyphosate technical production in China
Figure 3.2.2-2 Flowchart of DEA route for glyphosate technical production in China
Figure 3.2.3-1 Brief pathway of IDAN route for glyphosate technical production in China
Figure 3.2.3-2 Flowchart of IDAN route for glyphosate technical production in China
Figure 3.3.1-1 DEA's output, import volume and consumption in glyphosate & PMIDA in China, 2009-2014
Figure 3.3.1-2 Capacity and output of IDAN in China, 2009-2014
Figure 3.4-1 Predicted output of glyphosate technical by different routes in the world, 2015-2025
Figure 4.2.1-1 Global output of DEA, 2009-2014
Figure 4.2.1-2 Output and import volume of DEA in China, 2009-2014
Figure 4.2.1-3 Import volume of DEA in China, 2009-2014
Figure 4.2.1-4 Global consumption of DEA by downstream segment, 2014
Figure 4.2.1-5 Consumption of DEA by downstream segment in the US, 2014
Figure 4.2.1-6 Apparent consumption of DEA in China, 2009-2014
Figure 4.2.1-7 Forecast on global demand for DEA, 2015-2025
Figure 4.2.2-1 Global capacity and output of glycine, 2009-2014
Figure 4.2.2-2 Global glycine capacity by country, 2014
Figure 4.2.2-3 Global glycine consumption, 2009-2014
Figure 4.2.2-4 Global consumption of glycine by downstream segment, 2014
Figure 4.2.2-5 Forecast on global demand for glycine, 2015-2025
Figure 4.2.3-1 Global production and consumption of paraformaldehyde, 2006-2014
Figure 4.2.3-2 Global distribution of paraformaldehyde consumption by continent, 2014
Figure 4.2.3-3 Global consumption of paraformaldehyde by downstream segment, 2014
Figure 4.2.3-4 Forecast on global demand for paraformaldehyde, 2015-2025
Figure 4.2.4-1 Global capacity and output of IDAN, 2005-2014
Figure 4.2.4-2 Global consumption of IDAN, 2005-2014
Figure 4.2.4-3 Global consumption of IDAN by country, 2014
Figure 4.2.4-4 Global consumption of IDAN by downstream segment, 2014
Figure 4.2.4-5 Forecast on global demand for IDAN, 2015-2025
Figure 4.3.1.1-1 Global output of phosphorus ore, 2008-2013e, million tonne
Figure 4.3.1.1-2 Global export volume of phosphorus ore by region, 2012
Figure 4.3.1.1-3 Global import volume of phosphorus ore by region, 2012
Figure 4.3.1.2-1 Capacity distribution of major yellow phosphorus producers in the world, 2013
Figure 4.3.1.3-1 Capacity structure of phosphorus trichloride by region, 2010-2014, t/a
Figure 4.3.1.3-2 Output structure of phosphorus trichloride by region, 2010-2014, tonne
Figure 4.3.1.4-1 Global consumption of dimethyl phosphite by downstream segment, 2014
Figure 4.3.2-1 Distribution of global caustic soda capacity, 2006-2014, million t/a
Figure 4.3.2-2 Distribution of global caustic soda output, 2006-2014, million tonne
Figure 4.3.2-3 Global consumption of caustic soda by downstream segment, 2014
Figure 4.3.2-4 Global consumption of chlorine by downstream segment, 2014
Figure 4.3.3-1 Global capacity and output of ethylene oxide, 2006-2014
Figure 4.3.3-2 Global output distribution of ethylene oxide by region, 2014
Figure 4.3.3-3 Global consumption of ethylene oxide by downstream segment, 2014
Figure 4.3.4-1 Global capacity and output of methanol, 2006-2014
Figure 4.3.4-2 Global consumption of methanol by downstream segment, 2014
Figure 5.2-1 Top 10 export destinations of glyphosate from China, 2011-2014
Figure 5.2-2 Export of Chinese glyphosate by volume and destined continent, 2011-2014
Figure 6.1-1 Global consumption of DEA in glyphosate production, 2005-2014
Figure 6.1-2 Global consumption of triethylamine in glyphosate production, 2005-2014
Figure 10.1-1 Main business structure of Zhejiang Wynca by revenue, 2014

COMPANIES MENTIONED

Monsanto
Zhejiang Wynca Chemical Industry Group Co., Ltd.
Fuhua Tongda Agro-chemical Technology Co., Ltd.
Hubei Trisun Chemicals Co., Ltd.
Nantong Jiangshan Agrochemical & Chemical Co., Ltd.