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ToC

Click here for the main data file
Click here for the projects data
Click here for the list of figures

Quarterly Industry Brief November 2015

  1. Introduction

  1. Q2 2015 Produciton, Trade and Underlying costs

Phosphate Rock

Phosphoric Acid

DAP

MAP

  1. Recent Developments

August 2015

September 2015

October 2015

  1. Projects Update

  1. Outlook

Supply

Demand

Questions and risks facing the market

 

Quarterly Financials November 2015

  1. Company Developments

Revenue summary

Gross profit summary

  1. China

Summary of phosphate production and trade

ChinaBlueChem Financials

  1. Africa

Summary of production and trade

EuroChem financials

PhosAgro financials

  1. Middle East

Summary of phosphate production and trade

Ma’aden financials

JPMC financials

ICL financials

  1. North America

North American company summary

Summary of phosphate production

Agrium financials

Mosaic financials

PotashCorp financials

  1. India

Summary of phosphate production and trade

Coromandel financials

Tata Chemicals financials

  1. Brazil

Summary of phosphate production and trade

Vale financials

Special Focus: 2014 financials and cost curves

Section 1: Phosphate industry costs, profits and margins 2014

  1. Raw Materials costs and producer margins for 2014

Phosphate rock and phosphoric acid costs

Sulphur and Ammonia costs

2014 price trends and margins

  1. Phosphate supply curves 2014

Phosphate rock

Phosphoric Acid

Di-ammonium phosphate

Mono-ammonium phosphate

Triple superphosphate

Section 2: 2014 financials

  1. Revenues

  1. Gross profits

Appendix A – Company Data

Company data summary 2014

Appendix B – Historical Cost Curves 2012 and 2013

Phosphate industry cost and supply curves 2012

Phosphate industry cost and supply curves 2013

Phosphate price forecasts 2015 – 2025

  1. Methodology 1

  1. Methodology 2

  1. Phosphate rock

  1. Phosphoric acid

  1. DAP/MAP

Main Data File – Nov 2015

General Notes

Phosphate Prices

Phosphate Rock Prices

Phosphoric Acid Prices

Ammonia Prices

P. Rock Production and Trade

P. Acid Production and Trade

DAP Production and Trade

MAP production and Trade

DAP Margins

China

Africa

Russia

Middle East

North America

India

Brazil

Company Revenues

Company Gross Profit

Gross Profit %

Phosphate Rock Unit Data

Phosphate Acid Unit Data

DAP Unit Data

MAP Unit Data

TSP Unit Data

Projects Data File – Nov 2015

Processed phos projects data

Phosphate rock projects data

List of Figures


Quarterly Industry Brief

Figure 1 Global phosphate rock production and exports, 2011-2015 (million tonnes)

Figure 2 Phosphoric acid production and export, 2011-2015 (million tonnes)

Figure 3 Global DAP production and exports, 2011-2015 (million tonnes)

Figure 4 MAP production and exports, 2011-2015 (million tonnes)

Figure 5 Estimate of typical average North American DAP production costs and margins by month, 2011-2015 (US$/t)

Special Focus: 2014 financials and cost curves

Figure 1 Phosphate rock costs of purchase for upgrade 2014, US$ per tonne

Figure 2 Phosphoric acid production costs and purchase costs for upgrade 2014, US$ per tonne

Figure 3 Sulphur costs of purchase for upgrade 2014, US$ per tonne

Figure 4 Average ammonia production costs and cost of purchase, 2014, US$ per tonne

Figure 5 Comparison of gross margins for integrated and non-integrated DAP producers, 2012-2015, US$ per tonne

Figure 6 Global phosphate rock production curve, 2014, US$ per tonne

Figure 7 Global phosphate rock production curve at 32% P2O5 equivalent 2014, US$ per tonne

Figure 8 Global phosphate rock supply curve 2014, ‘000 tonnes production, US$ per tonne margin/cost

Figure 9 Global phosphate rock supply curve 2014, ‘000 tonnes production, US$ per tonne margin/cost

Figure 10 Global phosphoric acid production cost curve 2014, US$ per tonne

Figure 11 Estimated global phosphate rock costs per tonne phosphoric acid, 2014, US$ per tonne

Figure 12 Estimated delivered sulphur costs per tonne phosphoric acid, 2014, US$ per tonne

Figure 13 Global phosphoric acid sales supply curve 2014, ‘000 tonnes sales, US$ per tonne margin/cost

Figure 14 Estimated ammonia costs of DAP production, 2014 US$ per tonne

Figure 15 Global DAP supply curve 2014, ‘000 tonnes production, US$ per tonne

Figure 16 Estimated ammonia costs of MAP production, 2014, US$ per tonne

Figure 17 Global MAP supply curve 2014, ‘000 tonnes production, US$ per tonne margin/cost

Figure 18 Global TSP supply curve 2014, ‘000 tonnes production, US$ per tonne margin/cost

Figure 19 Phosphate industry revenues by company, 2011-2014 (US$ billion)

Figure 20 Chinese phosphate industry stacked revenues, 2011-2014 (US$ billion)

Figure 21 Top 10 phosphate companies ranked by revenue in each year, 2012-2014 (US$ billion)

Figure 22 Second-tier top 10 phosphate companies ranked by revenue in each year, 2012-2014, (US$ million)

Figure 23 Stacked phosphate producer gross profit, 2011-2014 (US$ billion)

Figure 24 Chinese phosphate industry stacked gross profits, 2011–2014 (US$ million)

Figure 25 Top 10 phosphate companies ranked by gross profit, 2012-2014 (US$ billion)

Figure 26 Second tier 10 phosphate companies ranked by gross profit, 2012-2014 (US$ million)

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