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Aarkstore Enterprise--fertilizer Investment Research Report Proposal

Fertilizer Investment Research Report Proposal


Table of Contents :

Focal Viewpoints 1

I. Prosperity Index of Fertilizer Industry. 2


1. Prosperity Index of Fertilizer Industry: bottom hitting in Q1 of 2009, stabilization and rally expected in Q2 . 2

2. Research on Fertilizer Demand . 4

Drivers of Fertilizer Demand: acreage, ratio between grain and fertilizer, and fertilizer export 4

Grain Production Level: 5.4% growth of grain production in 2008, and production in 2009 is projected to be similar as in 2008 4

Ratio between Grain and Fertilizer: the rising of the ratio in Q1 of 2009 was conducive to mobilize farmers to buy more fertilizer 4

Fertilizer export: export in Q1 2009 fell sharply from Q1 2008 except for DAP 5

3. Research on Fertilizer Supply 5

Drivers of fertilizer supply: abundance of raw material supply, stock and import volume 6

Abundant supply of coal and natural gas, 5.7% growth and 7.5% growth respectively in Q1 2009 6

Sulphur Production: 2.4 million tons production in 2009 is expected, the rate of dependence on import to fall to 78% 6

Pyrite Production: 0.6% less production in Q1 2009 than Q1 2008, the falling rate slowed down 7

Phosphorus Ore Production: 2.9% growth in Q1 2009 than Q1 2008, a rally was seen 7

Ratio between stock and consumption: stock pressure still big . 8

Still surplus production capacity of nitrogen fertilizer, the ratio between stock and consumption in 2009 to rise to 30.7%. 8

Serious surplus of production capacity of phosphate fertilizer, the ratio between stock and consumption to rise to 23.6% in 2009 8

Still serious shortage of production capacity of potash fertilizer, the ratio between stock and consumption to fall to 11.1% in 2009 due to restraint of import. 9

Compound and mixed fertilizers, the ratio between stock and consumption to rise to 24.9% in 2009 9

Fertilizer Import: import in Q1 2009 fell noticeably from Q1 2008 9

For more information please visit :

http://www.aarkstore.com/reports/Fertilizer-Investment-Research-Report-Proposal-25616.html

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Aarkstore Enterprise

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by: Aarkstore Enterprise
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