According to the monitoring data of business agency, as of June 13, the reference average price of 30% grade phosphorus ore in mainstream areas in China was around 1010 yuan / ton. Compared with June 12 (the reference price of phosphate rock was 976 yuan / ton), the price increased by 34 yuan / ton, or 3.41%, and compared with June 1 (the reference price of phosphate rock was 910 yuan / ton), the price increased by 100 yuan / ton, or 10.99%.

It can be seen from the data monitoring chart of the business community that in June, China’s domestic phosphate ore market as a whole operated steadily upward, and the on-site supply tension continued. Domestic mining enterprises in many regions mainly used phosphate ore for their own use, and basically suspended sales externally. Some mining enterprises delivered goods to contract users. Some mining enterprises in Guizhou stopped mining, suspended external quotation, and the on-site circulation was tight. On June 13, The focus of the domestic phosphate ore market is moving closer to the high-end as a whole. The market price of 30% grade phosphate ore has broken through the 1000 yuan mark, with reference to around 1010 yuan / ton, and the high-end price is around 1100 yuan / ton. At present, the continuous supply shortage in the phosphate ore field is the main reason. Although China’s phosphate ore storage is large, with years of mining, the resources continue to decrease, and the average grade is also declining. At present, there is a strong bullish atmosphere in enterprises. In terms of import and export, according to the customs data, there was no import of phosphate rock in April 2022. In April 2022, the export volume of phosphate rock was 40151.19 tons.

In terms of downstream yellow phosphorus, recently, the domestic yellow phosphorus market has basically operated stably. At present, the yellow phosphorus enterprises have started stably, and many manufacturers supply early orders. The delivery of yellow phosphorus is OK, basically without pressure. The manufacturers mainly support the price, and most of them stabilize. Downstream purchase on demand. Up to now, the mainstream quotation of Yunnan yellow phosphorus is about 38000 yuan / ton; The mainstream quotation of Guizhou yellow phosphorus is about 38000 yuan / ton. According to the monitoring data of the business agency, on June 13, the reference price of yellow phosphorus was 38666.67 yuan / ton, a decrease of 1.28% compared with that on June 1 (39166.67 yuan / ton).

Forecast and analysis of future trend of phosphate rock

At present, the phosphorus ore market price is supported by tight supply, the market is running at a high level, the spot supply in the market is insufficient, and it is mainly to receive the scheduled orders. The phosphorus ore data division of the business society believes that in the short term, the domestic phosphorus ore market will continue to operate at a high level and strong, and the specific trend needs to pay more attention to the specific changes in the supply and demand side.