CRU has continued the work that it carried out on phosphate rock costs in 2011, and leveraging our extensive knowledge and expertise of both the nitrogen and sulphur markets, we have now developed a high analysis phosphate fertilizer cost report, focusing specifically on the cost of producing phosphoric acid (PA), diammonium phosphate (DAP), monoammonium phosphate (MAP) and triple super phosphate fertilizers (TSP).
The report provides estimates of the industry’s operating costs, estimating the costs for approximately 70-80% of the industry’s global production capacity, including market leaders such as OCP, Mosaic, Ma’aden, Yuntianhua, Wengfu, PotashCorp, ICL, JPMC, PhosAgro, EuroChem, GCT and Vale. Costs are estimated for the period 2006-2021.
- The phosphate fertilizer cost report is the latest to be developed by CRU’s industry leading team of fertilizer analysts. Its consistent and transparent methodology allows for an independent industry-wide assessment of costs, across all levels of the phosphate value chain (i.e. rock through to fertilizer).
- The report covers all key components of the production process, identifying plant-by-plant costs for the following variables:
- Phosphate rock
- Sulphur/sulphuric acid
- How is the cost of producing phosphate fertilizer going to change over the next decade?
- What are the key variables affecting the cost of phosphate fertilizer production?
- Will rock buyers be able to compete on costs in the future?
- Which companies have the competitive edge in delivering product to the major importing markets (and in particular India and Brazil)?
- Where are new plants likely to emerge and how will they compete on costs against
established producers (i.e. in the USA, North Africa and the FSU)?
- Are we likely to see the emergence of new production technologies and how will these impact costs?
- Which plants have cogeneration, and what role this plays with respect to costs?
- All major PA, DAP, MAP and TSP operations are explicitly profiled in the report (showing detailed cost sheets).
- An independent assessment of costs are carried out both at production and at capacity for the period between 2006-2011.
- Forecasts for costs are compiled on a capacity basis.
- Forecasts utilize our independent estimates of macroeconomic variables, including energy, labour, exchange, inflation and other rates.
- Capital and operating costs are estimated for a selection of new projects
Phosphate Fertilizer Cost Curve Database
The Phosphate Fertilizer Cost Curve Database is a fully interactive service, offer the flexibility to analyse/benchmark different countries, companies and mines. The resulting data grid can be filtered and/or downloaded to Excel for further analysis. Data is offered for each individual product during the 2005 – 2011 period, and costs can be estimated either on site (which are equivalent to cash costs at the mine gate) or export (fob cost) basis. If you subscribe to multiple curves you can switch between multiple commodities easily and produce in depth multi-metal cost analysis.