Word abonnee en neem Beursduivel Premium
Rode planeet als pijlen grid met hoorntjes Beursduivel
Aandeel

OCI NL0010558797

Laatste koers (eur)

24,740
  • Verschill

    +0,110 +0,45%
  • Volume

    38.407 Gem. (3M) 392,1K
  • Bied

    24,720  
  • Laat

    24,750  
+ Toevoegen aan watchlist

OCI - 2022: Nu of nooit!

7.660 Posts
Pagina: «« 1 ... 31 32 33 34 35 ... 383 »» | Laatste | Omlaag ↓
  1. forum rang 6 BultiesBrothers 21 januari 2022 11:30
    Denk dat we gappie gaan dichten. En hopelijk veren we dan gelijk weer flink op. Gap rond de 23.80 gedicht.
    Kunnen we wel weer vaststellen dat we sinds half december niks opgeschoten zijn.....
  2. forum rang 7 Just lucky 21 januari 2022 11:33
    quote:

    BultiesBrothers schreef op 21 januari 2022 11:30:

    Denk dat we gappie gaan dichten. En hopelijk veren we dan gelijk weer flink op. Gap rond de 23.80 gedicht.
    Kunnen we wel weer vaststellen dat we sinds half december niks opgeschoten zijn.....
    Er is ook geen handel vandaag, bij opening een flinke dump, daarna weer in coma.
  3. forum rang 6 de schaatser 21 januari 2022 11:50
    quote:

    TonyDePony schreef op 21 januari 2022 10:42:

    Vandaag moeten we er geen vergrootglas opzetten "optie expiraties" en hebben die manipulators even geluk dat de algehele tendens in hun kaarten speelt. Vanaf maart zitten we hier in een zetel hopelijk, zoniet is het misschien wel is tijd andere horizonten op te zoeken
    Ik hoop het ook.
  4. forum rang 7 Just lucky 21 januari 2022 12:31
    quote:

    BultiesBrothers schreef op 21 januari 2022 11:56:

    Fertiglobe
    3.830.00 (0.00%)
    21-JAN-2022

    De winstmotor van OCI staat gewoon groen, 3,85
  5. forum rang 7 Just lucky 21 januari 2022 13:24
    quote:

    BultiesBrothers schreef op 21 januari 2022 13:15:

    Bijna 2 euro gedaald in 3 dagen.. Wat een gekkenwerk
    Er is geen omzet, algo's volgen in de hoogste versnelling de markt. Hoop ook dat we in de hoogste versnelling herstellen. Maar dat zal wel niet want er is geen vraag.
  6. forum rang 6 BultiesBrothers 21 januari 2022 13:56
    En bovendien, als de pleuris wel uitbreekt tussen Rusland en Oekraine, dan zullen sancties er voor zorgen dat de kunstmestprijzen en tekorten nog verder onder druk komen te staan. Waarschijnlijk weten ze dit in Abu Dhabi wel, maar hier in NL niet. Waarschijnlijk denkt men hier dat het bij OCI om 2 fabrieken gaat, geleen en delfzijl...
  7. forum rang 5 Stork 49 21 januari 2022 15:46
    quote:

    BultiesBrothers schreef op 21 januari 2022 13:56:

    En bovendien, als de pleuris wel uitbreekt tussen Rusland en Oekraine, dan zullen sancties er voor zorgen dat de kunstmestprijzen en tekorten nog verder onder druk komen te staan. Waarschijnlijk weten ze dit in Abu Dhabi wel, maar hier in NL niet. Waarschijnlijk denkt men hier dat het bij OCI om 2 fabrieken gaat, geleen en delfzijl...
    kunstmestprijzen onder druk betekent> naar beneden

    tekorten onder druk betekent> groter tekort. betekent prijzen omhoog

    Heb ik mis of wat wordt bedoeld?
  8. forum rang 6 BultiesBrothers 21 januari 2022 16:39
    NOLA #urea price battle continues to play out.

    Early yesterday, physical barges traded at $545. This morning, Feb and Q1 '22 paper traded at $590 on the news that NOLA vessels will be reexported due to NOLA being cheaper than the world.

    Volatility continues.
  9. forum rang 6 BultiesBrothers 21 januari 2022 16:54
    AGRICULTURE | ENERGY | LNG 19 Jan 2022 | 07:45 UTC Insight Blog
    High natural gas prices could lead to spike in food costs through fertilizer link
    www.spglobal.com/platts/en/market-ins...


    Featuring
    Shikha Singh Hwee Hwee Tan
    Commodity
    Agriculture, Energy, LNG
    Global fertilizer prices soared to multi-year highs in the past few months following surge in prices of key feedstocks natural gas and coal, and certain export restrictions put in place by supplying countries.

    Around the globe, natural gas is used as a raw material as well as fuel for nitrogen fertilizer production. In some countries such as China, coal is gasified into ammonia and used for manufacturing fertilizers.

    Nitrogen fertilizers are the most used fertilizers in the world. Ammonia, phosphorous and potash are the other important fertilizer components.

    According to the European crop nutrient company Yara Fertilizers, in several of their transformation steps, natural gas, essentially methane, is upgraded by combination with nitrogen from the air to form nitrogen fertilizer.

    "While 80% of the gas is used as feedstock for fertilizer, 20% is used for heating the process and producing electricity," according to Yara.

    Unsurprisingly, when natural gas prices rose, prices of nitrogen fertilizers also shot up. In fact, prices of nitrogen—as anhydrous ammonia, urea, or liquid nitrogen, phosphorus as diammonium phosphate, or DAP, and potassium as potash—all gained significantly over the past year.

    China's ban since September 2021 on exporting phosphate fertilizer to ensure domestic supply supported fertilizer prices. Russia also banned fertilizer exports soon after.

    China, India, the US and Brazil are the world's top fertilizer consuming countries and are also key producers of major agricultural products.

    China's ban and fertilizers in India
    China, the leading fertilizer supplier globally, banned exports of fertilizers and urged coal and natural gas companies to fulfil contracts signed with domestic producers of fertilizers.

    The effects of this ban are seen in the neighboring country, India.

    India imports an average 60% of the 10 million-12 million mt of its annual DAP consumption. According to an early-December Reuters report, 40% of this comes from China.

    As India entered its winter or Rabi cropping season in November, demand for fertilizers in the country is likely to peak. The Reuters report mentioned cases have already emerged of Indian farmers facing delays or disruptions on the fertilizer supply side.

    India produces all its wheat in the winter sowing season along with some oilseeds, pulses and corn.

    India is also a manufacturer of fertilizers and the country's fertilizer sector relied on LNG imports for between 60% and 73% of its natural gas feedstocks in January to October 2021.

    S&P Global Platts Analytics data showed contracted LNG supply of 24.3 mt/year cover just over half of India's regasification capacity each year, suggesting the country has a relatively large exposure to spot LNG imports.

    Spot LNG prices have surged beyond the $11-$12/MMBtu range deemed affordable for end-users, India's LNG importers told S&P Global Platts.

    Indian importers could have tapped contracted term LNG for supply to the fertilizer sector. But these contracts are typically benchmarked against Brent crude, the price of which has almost doubled on year. Platts-assessed Dated Brent benchmark has been trending at above $70/b since October, up from the mid-$30s to mid-$40s range seen from early October to early December in 2020.

    Platts-assessed JKM spot LNG prices and Europe TTF soared past $56/MMBtu and Eur 100/MWh, respectively, in early October. These prices have eased since peaking in October and were trading at around $33/MMBtu this week.

    Global fertilizer scenario
    Fertilizer shortages and high prices are being felt across the globe.

    Owing to the higher natural gas prices in Europe, various fertilizer companies were shut, leading to concerns around supply.

    Yara Fertilizers said the record high natural gas prices in Europe are affecting ammonia production margins, and as a result the company curtailed production at several of its plants.

    In the US, input costs for farmers have gone up with fertilizer prices soaring. The US is the largest producer of corn globally and corn is a highly-fertilizer intensive crop.

    US corn farmers have talked about moving to different crops such as soybeans or reducing their usage of fertilizers in the upcoming planting season if prices continued to be firm.

    Soaring fertilizer prices are also likely to impact Brazil's largest corn crop, which will be planted starting this month.

    An end date to higher fertilizer prices is unknown, American Farm Bureau Federation's economists were quoted saying during their annual convention Jan. 8.

    A report released by Texas A&M University in a January echoed the view, "Regardless of the factors driving the increase in costs, the reality on the ground is that producers are facing the prospect of a huge increase in costs going into the 2022 Spring planting season."

    Food inflation worries
    This has come at a time when food inflation globally is already at multi-year highs. The high fertilizer prices could eventually reflect in the cost of food that is produced.

    "High natural gas prices, if sustained through early 2022, will translate into higher food costs and reinforce an inflationary trend that is already being driven by supply chain disruptions, labor shortages and increased demand from the biofuels sector," an IHS Markit update said in October.

    In 2021, the United Nations Food and Agriculture Organization's Food Price Index averaged 125.7 points, up 281.1% on the year, and highest in the last 10 years.

    Along with soaring prices, there are also concerns around fertilizer availability, which is likely to impact planting. If farmers cut back on the usage of fertilizers due to tight supply, this could ultimately put pressure on yield and production.

    History suggests quite firmly that farmers are not prepared to buy "normal" volumes at current price levels for fertilizers, said IHS' update. "The last time potash prices were at current levels for a sustained period [2009] global annual demand almost halved," it added.

    If natural gas prices are sustained at current levels or go higher, agricultural prices and especially corn will need to stay high to maintain needed acres and again, this will feed into higher food prices, it said.
  10. [verwijderd] 21 januari 2022 17:09
    2 koersdoel verhogingen afgelopen 2 wkn HSBC 36 Beerenburg 33 en kijk hoe dit zielige aandeel weer in elkaar getrapt wordt,te ziek voor woorden.
  11. forum rang 7 Just lucky 21 januari 2022 17:14
    quote:

    jessebrown schreef op 21 januari 2022 17:09:

    2 koersdoel verhogingen afgelopen 2 wkn HSBC 36 Beerenburg 33 en kijk hoe dit zielige aandeel weer in elkaar getrapt wordt,te ziek voor woorden.
    Niemand snapt het ook, CF dik in het groen op hoge omzet, Fertiglobe (waar nagenoeg de hele winst wordt gemaakt) groen gesloten. En OCI hangt denk ik aan de ketting van algo's
  12. forum rang 6 BultiesBrothers 21 januari 2022 17:15
    Geen enkele grote partij lijkt in dit aandeel te stappen. Alleen oci zelf kan beter ipv dividend , een aandelen inkoop programma opzetten..Dan ie er tenminste nog een koper
7.660 Posts
Pagina: «« 1 ... 31 32 33 34 35 ... 383 »» | Laatste |Omhoog ↑

Neem deel aan de discussie

Word nu gratis lid van Beursduivel.be

Al abonnee? Log in

Macro & Bedrijfsagenda

  1. 29 april

    1. NL producentenvertrouwen april
    2. Philips Q1-cijfers
    3. Fra BBP eerste kwartaal (voorlopig)
    4. AkzoNobel €1,54-ex-dividend
    5. Besi €2,15 ex-dividend
    6. Fugro €0,40 ex-dividend
    7. Heineken €1,04 ex-dividend
    8. Vastned €1,28 ex-dividend
    9. CTP €0,275 ex=dividend
    10. EU consumentenvertrouwen april (definitief)
de volitaliteit verwacht indicator betekend: Market moving event/hoge(re) volatiliteit verwacht