連尿素都缺~
"韓聯社報導,韓國政府今天召開第2次對外經濟安保戰略會議,討論尿素及尿素溶液短缺問題的對應方案,會中決定從澳洲緊急進口2萬公升尿素溶液,可能在本週派出軍用運輸機前往運回。
中國近期煤炭價格上升及電力短缺問題,加強對尿素出口管制,導致主要仰賴中國進口的韓國車用尿素供不應求,除持續與中方溝通盡快放行先前訂購貨量,韓國政府也將透過外交管道與澳洲、越南等尿素生產國協商,爭取在年底前取得數千公噸尿素。"
澳洲也在追車用尿素:
"AdBlue觸媒還原劑是指柴油引擎所需使用的「柴油廢氣處理劑」(diesel exhaust fluid,DEF);而尿素則是生產AdBlue所必須使用的材料。
澳洲廣播公司(ABC)今天報導,因應生產AdBlue所需的尿素缺貨,AUSblue的母公司DGL集團執行長亨利(Simon Henry)表示,AUSblue安排多輛包機待命;預計每一趟包機將會自中東和亞洲其他國家運送250公噸尿素至澳洲。"
"澳洲貿易部長特漢(Dan Tehan)14日指出,澳洲的尿素存貨可供約7周用量;為此,澳洲政府已與印尼、沙烏地阿拉伯、阿拉伯聯合大公國、卡達(Qatar)和日本等多個貿易伙伴展開討論。"
其他進口國應有及早應變的準備:
“韓國境內車用尿素溶液庫存可供使用3個月。韓國產業通商資源部11月30日曾與企劃財政部和外交部等部門開會,討論車用尿素溶液供應鏈不穩的應對方案。”
“中國是全球最大尿素生產國和出口國,每年向全球供應約500萬噸尿素。”
希望本國對這方面也有及早準備:
"韓產業部表示,目前從中東、越南、印尼和沙烏地阿拉伯等國進口尿素,貨源來自12個國家,絕對確保尿素不會斷貨。
南韓依賴中國進口尿素,最主要是產品價格優勢。根據南韓政府數據,今年韓國90%以上的工業用尿素是從中國進口,高於去年的71.8%。"
因為缺探而引發的缺電導致尿素生產短缺的問題已經從南韓的運輸業擴展影響到印度的農業了:
[ Satnam Singh, who farms wheat on 1.5 acres in the northern Indian state of Punjab, said rumors of shortages have prompted panicked farmers to buy urea and another fertilizer essential for winter-sown wheat, diammonium phosphate, at almost twice the original price. “Prices have gone through the roof. It’s a big problem,” Mr. Singh said.
In some places, farmers have been unable to buy fertilizer even after standing in long lines for days, said Vikram Singh, joint secretary of the All India Agricultural Workers Union, warning that the shortages could disrupt the growing season and lead to rising food prices.
India’s government has said that there are sufficient supplies of fertilizer and warned that anyone caught hoarding and selling on the black market would be punished. A spokesman at the Ministry of Chemicals and Fertilizers said officials were reviewing the supply targets for November but that the availability was expected to exceed demand.
The shortages of urea began escalating last month, when the Chinese government set new customs rules requiring inspection certificates for exporting fertilizer ingredients, including urea, effectively halting exports. China has been struggling to maintain a stable supply of the substance amid a shortage of coal. ]
https://www.wsj.com/articles/chinas-coal-shortage-threatens-farmers-in-india-and-truckers-in-south-korea-11636635601?st=8lrnz1aoq3eyxkn&reflink=desktopwebshare_permalink