The rise of nanometers

In Dalian, Liaodong Peninsula.

This year has also been an extraordinary year.

As the general manager of the Dalian Ore Exchange, Li Hongwen reached a cooperation agreement on futures listing with the presidents of Uralkli (Ural Company) and Belaruskail (Belarus Company).

Canpotex (Maple Leaf State Potash Company), Uralkli (Ural Company), and Belaruskail (Belarusian Company) are the world's three largest manufacturers of potash fertilizers and potash fertilizer raw materials.

Among them, Maple Leaf Potash Corporation is a joint company formed by major potash fertilizer companies in North America, with an annual potassium fertilizer capacity of 9.46 million tons.

The Ural Company has an annual output of 6 million tons of potash fertilizer, and the Belarusian Company has an annual output of 4.17 million tons of potash fertilizer.

Before 2009, these three companies accounted for 32%, 20%, and 13% of the global potash fertilizer and potassium raw material markets respectively, and together accounted for 65% of global production.

Other manufacturers either have small output, or are similar to China. Although the output is quite large, they are not enough for themselves.

This is an industry that is more highly monopolized than iron ore, because foreign potash fertilizer companies have formed an alliance and completely monopolized this market.

However, beginning in the second half of 2009, Blue Star Mining, a subsidiary of Blue Age, began selling potassium sulfate to the market on a large scale. As a result, the price of imported potash fertilizer dropped from about 4,400 yuan per ton to about 2,100 yuan per ton today. Cut in half directly.

Under this situation, the International Potash Fertilizer Alliance, which was already full of internal conflicts, had huge differences. There was also the Maple Leaf Potash Fertilizer Company in the American market. With the support of ABCD behind it, they were unwilling to give in to the Dalian Ore Exchange.

However, the Ural Company and the Belarusian Company, whose economic conditions are not very good, have no choice.

At present, the potash fertilizer production volume of Blue Star Mining and Beijing Enterprises Resources is continuing to rise, and it is likely to sweep the global potash fertilizer industry.

Near the Dalian Ore Exchange, the Good Time Hotel is a business hotel owned by Time Information.

In the private room of the restaurant on the third floor.

Peter Romanov, the president of Ural Company, looked at the Dalian Ore Exchange not far away with a somewhat silent and helpless expression, shaking his red wine glass subconsciously.

Minsk, the president of the Belarusian company lying half on the sofa beside him, was also very distressed.

After these days of negotiations, they paid a huge price to be listed on the Dalian Ore Exchange.

The newly opened international ore futures sector is just for them. If they don't list on the Dalian Ore Exchange, they will lose most of the international market.

Minsk poured himself a glass of Changyu wine and picked up the red wine glass: "Peter, don't worry, come and have a drink."

Peter shook his head, took a sip of red wine, then shrugged and said, "I just think that those North American pirates can only act like turtles in their desperate struggle."

"No one thought that the world's potash fertilizer industry would be swallowed up by the Chinese in this way." Minsk's word "devoured" is indeed correct.

Because in exchange for being listed on the Dalian Ore Exchange, Ural Company received capital injections from Sinochem Group and Luxi Chemical, with Sinochem Group holding 21% of the shares and Luxi Chemical holding 15%.

Similarly, the Belarusian company did not escape the disaster. Qinghai Huyan holds 13% of the shares and United Water holds 22%.

After becoming shareholders, the two companies can sell potassium fertilizer and other minerals they produce on the Dalian Ore Exchange.

Of course, forget about China's internal market, but in the international market, they can impact the markets of other international fertilizer companies by directly purchasing low-priced raw materials from China.

In fact, the current international fertilizer market has undergone tremendous changes. Sinochem Group, Luxi Chemical, Stanley, Qinghai Lake Salt and other companies have formed the Pan-Pacific Fertilizer Alliance with the integration of Blue Star Mining and Beijing Enterprises Resources to use low-cost fertilizers. The method of price dumping has greatly impacted the market shares of other fertilizer companies.

Due to the relative concentration of potassium fertilizer resources, many areas with poor potash fertilizer resources are naturally willing to purchase fertilizers from the Pan Pacific Fertilizer Alliance.

Now that the Ural Company and the Belarusian Company have joined, the International Fertilizer Alliance, which was already on the verge of collapse, has been directly disintegrated. Only the Maple Leaf Potash Company is left to resist the Pan-Pacific Fertilizer Alliance alone.

Song Shijia, the president of Blue Star Mining, has already said that he expects to increase production to 3 million tons of potash fertilizer per month in the second half of this year, basically trying to overturn the pace of other potash companies.

Coupled with the loss of China, the world's largest market, Maple Leaf Potash Fertilizer Company is now in a state of loss. If ABCD hadn't continued to milk the company behind the scenes, it probably wouldn't have been able to survive for long.

Not to mention BHP Billiton, Rio Tinto and Vale, which are also struggling.

China's steel production continues to skyrocket, but their iron ore supply continues to decrease because many steel companies have directly broken contracts.

In addition, Posco and Nippon Steel have also changed about 75% of their raw materials into sintered sand from Chinese steel companies.

The so-called sintered sand is pure iron that has been simply sintered. It only destroys the nano-precision of pure iron powder and prevents the outflow of nano-pure iron powder. Five steel companies, including Tonghua Steel, have obtained licenses to export sintered sand.

Although Posco and Nippon Steel do not want to see the three major international ore suppliers collapse, the situation is now stronger than others.

If you don't buy sintered sand to smelt steel, the consequence will be that you will be killed by Chinese steel companies, because the costs of both parties are not on the same order of magnitude, so there is no way to compete.

His eyes returned to Minsk and Peter.

After drinking, they sent instructions to domestic factories to continue production, but the output was reduced to about one-third.

After all, the current price of potash fertilizer is sluggish, and production is a loss. Naturally, production volume must be gradually reduced. When the Pan-Pacific Fertilizer Alliance empties the Maple Leaf Country of potash fertilizer, the global fertilizer industry will be dominated by the Pan-Pacific Fertilizer Alliance, and the price will naturally be controlled by the Pan-Pacific Fertilizer Alliance. Fertilizer formulation.

The Chinese mining giant composed of Blue Star Mining, United Recycling, and Beijing Enterprises Resources has changed the global mining landscape in more than half a year.

This change has also brought significant changes to the world structure.

You must know that China is a country with relatively poor resources, especially per capita resources. This is also a huge shortcoming.

The rise of the three major mining giants has allowed China to be self-sustaining with its resources. This is a very scary thing.

Because this means that the strategic significance of the island chain blockade has been weakened by more than half.

Now only the needs of oil and international trade will be affected in some cases, while others can basically maintain self-sufficiency.

In the exchange’s general manager’s office.

Li Changfu, secretary-general of the China Mining Association, was discussing the reorganization of the China Mining Association with Li Hongwen, Song Shijia, and the general managers of United Regeneration and Beijing Enterprises Resources.

After all, the technology owned by the three major mining companies is too powerful. If they want to deal with a certain type of ore and directly use low-price dumping, they can destroy the entire industry.

There are no Big Three members in the China Mining Association. There was nothing before, but now it seems too embarrassing. After all, if Blue Star Mining sneezes, the mineral trade around the world may catch a collective cold.

Now the existence of the three mining giants has become a trump card and has a decisive influence.

At the same time, in order to better implement the strategy, Li Changfu personally came forward to discuss the work of the Mining Association with the three giants.

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Fifth update! (ω)hiahiahia