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今年上半年,除草剂行业发展迅猛,草甘膦、百草枯等重点产品价格上涨过快,对制剂企业以及下游市场造成极大的恐慌。全球草甘膦最大供应商孟山都受制于上游原料影响,产能急剧缩减。从季节性因素来讲,9月至次年6月是草甘膦需求的旺季,孟山都供应链对需求影响又有所减弱。在国内外形势的共同促进下,草甘膦想不火都难。
The first half of this year, the herbicide industry is developing rapidly, glyphosate, paraquat and other key products prices rose too fast, on the formulation companies and the downstream market caused great panic. Monsanto, the world’s largest supplier of glyphosate, is subject to the impact of upstream raw materials and its production capacity has dropped dramatically. In terms of seasonal factors, the peak season for glyphosate demand from September to June is as follows. The impact of Monsanto’s supply chain on demand has weakened. Under the common promotion of the situation both at home and abroad, glyphosate does not want to have a fire.