Vietnam Fertilizer Comprehensive Report Q2/2020
Fertilizer market continues to oversupply, the estimated supply of nutrients by fertilizer component in 2019 increased by 1.14% while demand increased by 1.6% compared to 2018. Due to the El Nino phenomenon, erratic weather events have made Reducing profits from agriculture in countries, world fertilizer demand will only grow slightly in 2019 to 192.0 million tons and estimated at 194.9 million tons in 2020. Following previous trends, in 2020 , K demand is expected to grow faster (2.3%/year) than demand P (0.4%/year) and N (-1.1%/year).
By the end of Q1/2020, Vietnam's fertilizer imports reached 985.86 thousand tons, up 0.57% over the same period in 2019. Urea imports plummeted 64.38% compared to Q1/2019, to 39.07 thousand tons, accounting for 3.96 % of total imported fertilizers. DAP imports immediately increased sharply in the second period of March with nearly 69.39 thousand tons, accounting for 46.7% of DAP imports in Q1/2020. NPK imports increased by 13.42% over the same period last year, reaching 87.08 thousand tons. Potassium and SA are the most imported fertilizers because Vietnam cannot produce them, so it depends entirely on the import source, SA imports increased by 28.79% while Potassium imports decreased by 20.01% in Q1/2020 compared to Q1. the same period in 2019.
By the end of Q1/2020, Vietnam's fertilizer imports reached 985.86 thousand tons, up 0.57% over the same period in 2019. Urea imports plummeted 64.38% compared to Q1/2019, to 39.07 thousand tons, accounting for 3.96 % of total imported fertilizers. DAP imports immediately increased sharply in the second period of March with nearly 69.39 thousand tons, accounting for 46.7% of DAP imports in Q1/2020. NPK imports increased by 13.42% over the same period last year, reaching 87.08 thousand tons. Potassium and SA are the most imported fertilizers because Vietnam cannot produce them, so it depends entirely on the import source, SA imports increased by 28.79% while Potassium imports decreased by 20.01% in Q1/2020 compared to Q1. the same period in 2019.
ABBREVIATIONS
Executive summary
1. BUSINESS ENVIRONMENT
1.1. Macroeconomic situation
1.2. Legal barriers
1.3. Trade agreements
2. WORLD MARKET
2.1. Supply and demand
2.2 Export and import
2.3. Price movements
2.4. Production and consumption situation in some
major countries
3. VIETNAM MARKET
3.1. History of Vietnam Fertilizer industry
3.2. Definition and Classification
3.3. Market size and characteristics
3.4. Value Chain
3.5 Materials
3.6 Production technology
3.7 Supply - Demand
3.8 Export and import
3.9 Inventory
3.10 Price movements
1.11 Shipping and Distribution
3.12 Industry risks
3.13 Zoning
3.14 Forecast
4 ENTERPRISE ANALYSIS
4.1 Top 10 enterprises
4.2 Financial indicators
Appendix of financial statements
Executive summary
1. BUSINESS ENVIRONMENT
1.1. Macroeconomic situation
1.2. Legal barriers
1.3. Trade agreements
2. WORLD MARKET
2.1. Supply and demand
2.2 Export and import
2.3. Price movements
2.4. Production and consumption situation in some
major countries
3. VIETNAM MARKET
3.1. History of Vietnam Fertilizer industry
3.2. Definition and Classification
3.3. Market size and characteristics
3.4. Value Chain
3.5 Materials
3.6 Production technology
3.7 Supply - Demand
3.8 Export and import
3.9 Inventory
3.10 Price movements
1.11 Shipping and Distribution
3.12 Industry risks
3.13 Zoning
3.14 Forecast
4 ENTERPRISE ANALYSIS
4.1 Top 10 enterprises
4.2 Financial indicators
Appendix of financial statements
LIST OF CHARTS
Figure 1: Share of fertilizer imports in total goods imports, 3M/2014-3T/2020
Figure 2: GDP growth rate by quarter, 2016 - 2020
Figure 3: VND/USD exchange rate, 1/2018 - 3/2020
Figure 4: VND/CNY exchange rate, 1/2018 - 3/2020
Figure 5: Forecast of supply and demand according to nutrients 2018-2020f
Figure 6: Fertilizer exports, 2012 - 2019
Figure 7: Price movements of main fertilizers in the world, 1/2015 - 3/2020
Figure 8: Fertilizer demand per hectare in China, 2013-2019
Figure 9: Fertilizer market value in China, 2013-2019
Figure 10: Fertilizer import and export of China, 2012 - 2019
Figure 11: Fertilizer production in India by type, 2016 - 2019
Figure 12: Indian fertilizer imports by type, 2016 - 2019
Figure 13: World and Indian natural gas prices, April 2015 - June 2019
Figure 14: Urea production structure in Russia, 2019
Figure 15: Consumption of some fertilizers of Russia, 2014-2019
Figure 16: Fertilizer import and export of Russia, 2012 - 2019
Figure 17: Structure of main fertilizers 2014
Figure 18: Revenue and profit of fertilizer and nitrogen compounds industry, 2010 - 2018
Figure 19: Market share by net revenue, 2018
Figure 20: Coal reserves by region
Figure 21: Coal consumption structure, 2017
Figure 22: Forecast of coal supply and demand for the period 2015-2030
Figure 23: Explored ore reserves in 2014
Figure 24: Forecast of Ore demand for fertilizers, 2015 - 2030
Figure 25: Natural gas consumption by use purpose 2018
Figure 26: Supply - demand, 2012 - Q1/2020
Figure 27: Production and consumption of domestic manufacturing enterprises, 2012 - Q1/2020
Figure 28: Fertilizer production, 2014 - Q1/2020
Figure 29: Fertilizer consumption, 2014-Q1/2020
Figure 30: Import of fertilizers, 2015 - Q1/2020
Figure 31: Import structure by fertilizer type, Q1/2020
Figure 32: Fertilizer import structure by country, Q1/2019-Q1/2020
Figure 33: Fertilizer exports, 2015 - Q1/2020
Figure 34: Fertilizer exports by country, Q1/2019-Q1/2020
Figure 35: Fertilizer inventory, 2014 - Q1/2020
Figure 36: Price movement, 2014 - Q1/2020
Figure 37: Price movements of coal and oil, 1/2012 - Q1/2020
Figure 38: Fertilizer demand by crop type
Figure 39: Main agricultural exports, Q1/2019 - Q1/2020
Figure 40: Forecast of supply and demand, 2010 - 2022f
Figure 1: Share of fertilizer imports in total goods imports, 3M/2014-3T/2020
Figure 2: GDP growth rate by quarter, 2016 - 2020
Figure 3: VND/USD exchange rate, 1/2018 - 3/2020
Figure 4: VND/CNY exchange rate, 1/2018 - 3/2020
Figure 5: Forecast of supply and demand according to nutrients 2018-2020f
Figure 6: Fertilizer exports, 2012 - 2019
Figure 7: Price movements of main fertilizers in the world, 1/2015 - 3/2020
Figure 8: Fertilizer demand per hectare in China, 2013-2019
Figure 9: Fertilizer market value in China, 2013-2019
Figure 10: Fertilizer import and export of China, 2012 - 2019
Figure 11: Fertilizer production in India by type, 2016 - 2019
Figure 12: Indian fertilizer imports by type, 2016 - 2019
Figure 13: World and Indian natural gas prices, April 2015 - June 2019
Figure 14: Urea production structure in Russia, 2019
Figure 15: Consumption of some fertilizers of Russia, 2014-2019
Figure 16: Fertilizer import and export of Russia, 2012 - 2019
Figure 17: Structure of main fertilizers 2014
Figure 18: Revenue and profit of fertilizer and nitrogen compounds industry, 2010 - 2018
Figure 19: Market share by net revenue, 2018
Figure 20: Coal reserves by region
Figure 21: Coal consumption structure, 2017
Figure 22: Forecast of coal supply and demand for the period 2015-2030
Figure 23: Explored ore reserves in 2014
Figure 24: Forecast of Ore demand for fertilizers, 2015 - 2030
Figure 25: Natural gas consumption by use purpose 2018
Figure 26: Supply - demand, 2012 - Q1/2020
Figure 27: Production and consumption of domestic manufacturing enterprises, 2012 - Q1/2020
Figure 28: Fertilizer production, 2014 - Q1/2020
Figure 29: Fertilizer consumption, 2014-Q1/2020
Figure 30: Import of fertilizers, 2015 - Q1/2020
Figure 31: Import structure by fertilizer type, Q1/2020
Figure 32: Fertilizer import structure by country, Q1/2019-Q1/2020
Figure 33: Fertilizer exports, 2015 - Q1/2020
Figure 34: Fertilizer exports by country, Q1/2019-Q1/2020
Figure 35: Fertilizer inventory, 2014 - Q1/2020
Figure 36: Price movement, 2014 - Q1/2020
Figure 37: Price movements of coal and oil, 1/2012 - Q1/2020
Figure 38: Fertilizer demand by crop type
Figure 39: Main agricultural exports, Q1/2019 - Q1/2020
Figure 40: Forecast of supply and demand, 2010 - 2022f
LIST OF TABLES
Table 1: Detailed commodity tariff, Q1 / 2020
Table 2: Top largest fertilizer exporting countries, 2018 - 2019
Table 3: Top largest fertilizer importing countries, 2018 - 2019
Table 4: Change of fertilizer export tax rates, 2018-2020
Table 5: Environmental tax rates in China, 2018
Table 6: Some typical expansion projects for urea plant capacity in Russia
Table 7: Top 10 fertilizer importing and exporting countries with Russia, 2019
Table 8: Investment rates of some fertilizer factory projects in Vietnam
Table 9: Fertilizer production capacity of large domestic enterprises, 2019
Table 10: Some fertilizer factories of Vietnam
Table 11: Average unit price of some imported fertilizers, Q1 / 2019 - Q1 / 2020
Table 12: Forecast of fertilizer supply and demand by nutrients till 2022f
Table 13: World fertilizer price forecast, 2019 - 2022
Table 14: Top enterprises with the largest revenue in 2019
Table 1: Detailed commodity tariff, Q1 / 2020
Table 2: Top largest fertilizer exporting countries, 2018 - 2019
Table 3: Top largest fertilizer importing countries, 2018 - 2019
Table 4: Change of fertilizer export tax rates, 2018-2020
Table 5: Environmental tax rates in China, 2018
Table 6: Some typical expansion projects for urea plant capacity in Russia
Table 7: Top 10 fertilizer importing and exporting countries with Russia, 2019
Table 8: Investment rates of some fertilizer factory projects in Vietnam
Table 9: Fertilizer production capacity of large domestic enterprises, 2019
Table 10: Some fertilizer factories of Vietnam
Table 11: Average unit price of some imported fertilizers, Q1 / 2019 - Q1 / 2020
Table 12: Forecast of fertilizer supply and demand by nutrients till 2022f
Table 13: World fertilizer price forecast, 2019 - 2022
Table 14: Top enterprises with the largest revenue in 2019
