Outlook for China Glyphosate Industry 2009-2014
- ID: 1082203
- September 2009
- Region: China
- 399 Pages
- CCM Information
China in 2009 has posted new record of glyphosate technical capacity of 655,400t/a and 190,000t/a for PMIDA, an eye-catching climb over that in 2008, respectively 485,400t/a and 172,200t/a. Capacity expansion has further strengthened China’s dominating position in global technical supply, accounting for around 70% of the world total at present.
However, China now remains at the low end of the global glyphosate value chain, as a technical supplier, due to its ineffective formulation production technology, weak sales channel and unaccessible registration in international market. Things might change in the future, and China’s influence and importance in global glyphosate formulation market is expected to increase in the near future. Climbing export volume of glyphosate formulation from China might be a clear signal of this trend----- H1 2009 witnessed 20,000 tonnes increased export volume of Chinese glyphosate formulation, compared with the same period of last year, a 20% increase. Among the increased volume, about 97% is exported to U.S., the base of Monsanto.
Given China’s glyphosate changing trend in 2008-2009, both domestic and overseas glyphosate enterprises should pay close attention to existing and potential competitors in China, especially their technology improvement, production cost and market activities, etc., in order to better seize business opportunities.
This report, based on a 6-year research experiences in Chinese glyphosate industry and its upstream sectors, dives deep into China’s glyphosate industry to figure out the industry’s key characteristics, latest dynamics and future trends, in terms of production, R&D, pricing, export situation, trade flow, consumption/demand, overseas market, key players’ competitiveness and production cost, international collaboration etc. From a global perspective, this sixth edition will provide you with primary intelligence.
Penetrating into China’s changing glyphosate market, this report not only provides more accurate data, but also strengthens the following aspects:
- Technology innovation and development in mother liquid treatment
- Technology improvement on formulation production
- Adjuvant development situation
- Analysis on flow research and value chain
- New price model for technical
- Production cost changes
- Consumption investigation
- Glyphosate price fluctuation in past two years and its potential trend
Through explorations in above key aspects, key findings turn out as follows:
- Most glyphosate technical manufacturers are decreasing investment except those with advanced technology or long-term cooperation with MNCs
- Major export destinations have remained as South America, North America and Asia
- Manufacturers are paying more attention to formulation market
- International cooperation is becoming a trend, such as Nantong Jiangshan with Syngenta
- Air oxidation method is not as good as expected
- Technology update and increased investment in wastewater treatment has become a hotspot and an urgent problem with China’s looming ban on production of formulation with AI content lower than 30%.
- Industry integration especially capacity concentration is seeing a pressing trend.
What can you benefit from this report?
As China’s glyphosate has been playing a crucial role in global market and its position will last and even enhance in the future, investment opportunities do exist in Chinese market. With these insights in this industry, this report will help senior executives and decision makers responsible for formulating business development strategy or seeking competitor intelligence, to better grasp investment opportunities.
Furthermore, the report, covering China’s glyphosate’s whole value chain, will provide insights to most key players along this chain, such as suppliers, distributors, traders of glyphosate raw materials, its intermediates, technical and formulation, as well as technology researchers, suppliers, etc. namely those involved in glyphosate industry or its upstream and downstream industries, thus bringing unexpected benefits to these players. SHOW LESS READ MORE >
Introduction and methodology
I Pesticide industry in China
I-1.1 Pesticide history in China
I-1.2 Pesticide supply in China
I-1.3 Pesticide demand in China
I-1.4 Governmental policies on agriculture & pesticide industry
II Factors influencing China’s glyphosate industry
II-1 Economic environment
II-2 Government policy
II-3 Crop planting situation in the world
II-4 Crop planting situation in China
II-5 Entry barriers of glyphosate industry
III Glyphosate upstream industry
III-1 Introduction to key raw materials & intermediates of glyphosate
III-1.5 Yellow phosphorous
III-1.6 Phosphorus trichloride
III-1.7 Dimethyl phosphite
III-1.9 Hydrocyanic acid
III-1.10 Other materials
III-1.10.2 Natural gas
III-2 Impacts of raw materials on glyphosate industry
IV Glyphosate supply
IV-1 Glyphosate registration situation
IV-2 Glyphosate technical
- China’s position in the world glyphosate technical supply
- Total supply
- Production by region
- Production by pathway
- New projects
IV-3 Glyphosate formulations
- China’s position in the world glyphosate formulations supply
- Total supply by specific formulation IV-3.2 Introduction to specific formulations
- Glyphosate 41% solution
- Soluble powder & WP forms of glyphosate formulations
- High content glyphosate water formulations
IV-3.3 China’s weakness in formulation production
IV-3.4 Analysis of ban on glyphosate SL with concentration less than 30%
IV-3.5 China’s glyphosate formulation trend and its impacts on global market
IV-4 Mass balance between glyphosate and its upstream products IV-5 Forecast of glyphosate supply in the next five years V Trade analysis V-1 Trade position in the world V-2 Antidumping issues involving Chinese glyphosate V-3 Export situation of PMIDA and glyphosate V-4 Chinese glyphosate flow V-5 Trade trend of glyphosate in the next five years VI Pricing of glyphosate VI-1 Price VI-1.1 Key factors influencing glyphosate pricing VI-1.2 Analysis of price changes in the past VI-1.3 Current price and price forecast to 2009~2014 VI-2 Price index model for glyphosate VI-3 Identification VII Demand for glyphosate VII-1 Global demand for glyphosate - Overview of global genetically modified crop
- Global demand for glyphosate VII-2 Domestic demand for glyphosate VII-2.1 Overview of Chinese glyphosate technical consumption VII-2.2 Position and market size of glyphosate in herbicide industry VII-2.3 Glyphosate formulations use in China
- by specific formulation - by crop - by region VII-3 Forecast of glyphosate demand in the next five years
VIII Production technology & technology level
VIII-1 Glyphosate technical
VIII-1.1 AEA pathway
VIII-1.1.2 Development of AEA pathway in China
VIII-1.1.3 Theoretical consumption of raw materials for AEA pathway
VIII-1.1.4 Advantages and problems
VIII-1.2 DEA route
VIII-1.2.2 Development of AEA pathway in China
VIII-1.2.3 Theoretical consumption of raw materials for AEA pathway
VIII-1.2.4 Advantages and problems
VIII-1.3 IDAN route
VIII-1.3.1 Description VIII-1.3.2 Development of AEA pathway in China
VIII-1.3.3 Theoretical consumption of raw materials for AEA pathway
VIII-1.3.4 Advantages and problems
VIII-1.4 Comparison of different pathways and development trend
VIII-1.5 Wastewater treatment technology
VIII-2 Glyphosate formulations
VIII-3 Cost analysis of glyphosate (five major glyphosate producers)
VIII-3.1 Zhejiang Wynca Chemical Industrial Group Co., Ltd.
VIII-3.2 Nantong Jiangshan Agrochemical & Chemical Co., Ltd.
VIII-3.3 Anhui Huaxing Chemical Industry Co., Ltd.
VIII-3.4 Jiangsu Yangnong Chemical Group Co., Ltd.
VIII-3.5 Hubei Sanonda Co., Ltd.
IX Competitive landscape of Chinese glyphosate industry
X Outlook of Chinese glyphosate in the next five years
X-1 Research hot points
X-2 Development trend of pathways
X-3 Change trend of production cost
X-4 Trends of supply & demand
XI Conclusion, challenges, commercial opportunities and recommendation
XI-2 Challenges, commercial opportunities and recommendation
XII-1 Glyphosate technical producers
XII-1.01 Zhejiang Wynca Chemical Group Co., Ltd.
XII-1.02 Zhenjiang Jiangnan Chemicals Co., Ltd.
XII-1.03 Hubei Taisheng Chemical Co., Ltd.
XII-1.04 Zhejiang Jinfanda Bio-chemical Co., Ltd.
XII-1.05 Nantong Jiangshan Agrochemical & Chemical Co., Ltd.
XII-1.06 Anhui Huaxing Chemical Industry Co., Ltd.
XII-1.07 Zhejiang Jingma Chemicals Co., Ltd.
XII-1.08 Sichuan Fuhua Agro-chemical Technology Co., Ltd.
XII-1.09 Chongqing Yongchuan Pesticide Plant
XII-1.10 Shandong Vicome Greenland Chemical Co., Ltd.
XII-1.11 Jiangsu Good Harvest-Weien Agrochemical Co., Ltd.
XII-1.12 Zhejiang Linghua Chemicals Group Co., Ltd.
XII-1.13 Hunan Yongzhou Guangfeng Agrochemical Co., Ltd.
XII-1.14 Fujian Sannong Group Co., Ltd.
XII-1.15 Anhui Chloro-alkali Chemical Group Co., Ltd.
XII-1.16 Shandong Weifang Rainbow Chemical Co., Ltd.
XII-1.17 Zhejiang Biok K.P. Chemical Co., Ltd.
XII-1.18 Shandong Qiaochang Chemical Co., Ltd.
XII-1.19 Shanghai Shenglian Chemical Ltd.
XII-1.20 Jiangsu Yinyan Specialty Chemicals Co., Ltd.
XII-1.21 Shandong Binnong Technology Co., Ltd.
XII-1.22 Ningxia Sanxi Technology Co., Ltd.
XII-1.23 Jiangsu Fengshan Agrochemistry Co., Ltd.
XII-1.24 Jiangsu Tenglong Biological & Medicinal Co., Ltd.
XII-1.25 Shanghai Hujiang United Chemical Co., Ltd.
XII-1.26 Sichuan Beier Industry Co., Ltd.
XII-1.27 Hubei Sanonda Co., Ltd.
XII-1.28 Jiangsu Kuaida Agrochemical Co., Ltd.
XII-1.29 Anhui Shunong Agrochemcials Co., Ltd.
XII-1.30 Anhui Guangxin Tongling Chemical Company
XII-1.31 Jiangsu Huifeng Agrochemical Co., Ltd.
XII-1.32 Jiangsu Suzhou Jiahui Chemical Co., Ltd.
XII-1.33 Changshu Pesticides Factory Co., Ltd.
XII-1.34 Jiangsu Taicang Pesticide Factory Co., Ltd.
XII-1.35 Jiangyin No.2 Pesticides Co., Ltd.
XII-1.36 Jiangsu Jinghong Chemical Co., Ltd.
XII-1.37 Jiangsu Nantong Lihua Agrochemical Co., Ltd.
XII-1.38 Hebei Qifeng Chemical Co., Ltd.
XII-1.39 Hubei Wuhan Zhongxin Chemical Co., Ltd.
XII-1.40 Jiangsu Yangnong Chemical Group Co., Ltd.
XII-1.41 Anyang Anlin Bio-chemical Co., Ltd.
XII-1.42 Henan Hebi Nonglin Pharmaceutical Co., Ltd.
XII-1.43 Shijiazhuang Baofeng Chemical Co., Ltd.
XII-1.44 Guangxi Yiduoshou Bio-technology Co., Ltd.
XII-1.45 Shandong Wucheng Kangda Chemical Co., Ltd.
XII-2 PMIDA producers
XII-2.01 Jinan Glyline Chemical Co., Ltd.
XII-2.02 Anhui Harvest Fine Chemicals Industry Co., Ltd.
XII-2.03 Jiangsu Nantong Feitian Chemical Industrial Co., Ltd.
XII-2.04 Nantong Kaihua Chemical Co., Ltd.
XII-2.05 Jiangsu Zhongdan Group Co., Ltd.
XII-3 Recent activities
XII-4 SWOT analysis of the five glyphosate manufacturers
LIST OF TABLES
Table I -1.1-1 Chinese pesticide industry development
Table I-1.2-1 Output structure of pesticides by volume, 1986-2008 (‘000 tonnes)
Table I-3.2-1 Import & export of pesticides in China, 1993-2008
Table II-1 Factors influencing China’s glyphosate industry
Table II-1.2-1 China’s policies to boost peasants’ income
Table II-1.3-1 Comparison of labor supply and cost between China and US
Table II-1.4-1 Relationship of RMB appreciation with glyphosate technical net profit rate, 2008
Table II-1.5-1 Chinese export value of all products and growth rate, Q1 2008 and Q1 2009
Table II-1.6-1 China’s electricity consumption situation, 2004-2007 (100 million KWh)
Table II-1.7-1 Forecasted bio-energy output in China, 2005, 2010 and 2020
Table II-2.2-1 Advantages of no-tillage land and its application situation in China
Table II-2.3-1 Wastewater discharge standard for glyphosate industry in GB8978-1996 (mg/L)
Table II-2.3-2 Environmental policies and environmental cost in glyphosate industry in China
Table II-2.4-1 Preferential policies provided to enterprises in Jiangsu Rudong
Table II-3-1 Area of cultivated land in some countries, 2007
Table II-3.2-1 Global planting area of GM crops, 1996-2008
Table II-5-1 Capital barriers for glyphosate manufacturers in China
Table II-5-2 Comparison between Zhejiang Wynca and Anhui Tongling
Table II-5-3 Anti-dumping charges launched against Chinese glyphosate by Monsanto
Table II-5-4 Purchase prices of different glyphosate production technologies
Table II-5-5 Environment barriers of glyphosate industry in China
Table III-1.1.1-1 Raw material consumption of glycine production by chloroactic acid ammonolysis process, Aug. 2009
Table III-1.1.1-2 Raw materials consumption of glycine production by natural gas-HCN process, Aug. 2009
Table III-1.1.1-3 China’s production of tech-grade glycine, 2009
Table III-1.1.2-1 Ex-factory price change of industrial grade glycine since 2006
Table III-1.1.3-1 Consumption of glycine in glyphosate, 2001-2008, tonne
Table III-1.1.3-2 Main glyphosate producers and their glycine suppliers, 2009
Table III-1.2-1 Comparison of different production routes of IDAN in China
Table III-1.2.2-2 List of IDAN producers in China as of August 2009 (tonne)
Table III-1.2.2-3 Basic information of main potential producers of IDAN in China
Table III-1.2.2-4 IDAN projects of main potential producers in China
Table III-1.2.4--1 Main IDAN glyphosate producers in China, 2009
Table III-1.3.1-1 Production cost of EA, May 2008
Table III-1.3.1-2 Manufacturers of EA in China -1
Table III-1.3.1-3 Manufacturers of EA in China -2
Table III-1.3.1-4 Manufacturers of DEA in China (tonne)
Table III-1.3.1-5 Potential projects of EA in China
Table III-1.3.1-5 Specification comparison between homemade DEA and imported DEA
Table III-1.3.2-1 Antidumping duties on EA for different companies
Table III-1.3.2-2 Shipment mode of imported DEA by tonne, 2004-2008
Table III-1.3.2-3 Import quantity and price of DEA, 2004-2008 (tonne, USD/kg)
Table III-1.3.2-4 Import quantity of DEA by glyphosate producers, 2003- Apr. 2009 (tonne)
Table III-1.3.4-1 Output of PMIDA & glyphosate by taking DEA as raw material and consumption volume of DEA, 2004-2008 (tonne)
Table III-1.3.4-2 Active producers of glyphosate taking DEA as raw material in China (tonne)
Table III-22.214.171.124 Manufacturers of PMIDA in China (tonne)
Table III-1.5.1-1 Yellow phosphorus output in different regions of China, 1999~2008 (tonne)
Table III-1.5.1-2 Raw material cost of yellow phosphorous in Jul. 2009
Table III-1.6.1-1 Active producers of PCl3 in China, 2009
Table III-1.6.2-1 Raw material cost of PCl3 in China, July 2009
Table III-1.6.1-1 Glyphosate technical output and its PCl3 consumption by different pathway in China, 2001-2008
Table III-1.7.1-1 Comparisons between traditional process and new process
Table III-1.7.1-2 Raw material cost of DMP, Aug. 2009
Table III-1.7.2-1 Top 10 DMP Manufacturers in China, 2005
Table III-1.7.2-2 Chinese DMP manufacturers, as of Aug. 2009
Table III-1.7.4-1 Demand and supply of DMP in glyphosate industry in China
Table III-1.8.1-1 Capacity of unit equipment of PF producers in China as of Aug. 2009, Unit: t/a
Table III-1.8.1-2 Raw material cost of PF in Aug. 2009 (rake-drying method)
Table III-1.8.1-3 Raw material cost of PF in Aug. 2009 (spray drying method)
Table III-1.8.3-1 PF imported directly by glyphosate technical producers, 2005-2007 (kg, USD/kg)
Table III-1.8.3-2 Import & export of PF in the past years
Table III-1.8.4-1 Consumption of PF in agrochemical industry, 2002-2008
Table III-1.8.4-2 Comparison of different pathways in the production of glyphosate technical
Table II-1.9-1 Production situation of hydrocyanic acid in China
Table II-1.9.1-1 Producers of HCN by acrylonitrile pathway in China in 2008
Table II-1.9.2-1 HCN manufacturers by natural gas pathway, 2008
Table II-1.9.3-1 HCN manufacturers by light oil cracking method, 2008
Table III-1.10.1-1 Supply & demand situation of formaldehyde in China (tonne)
Table III-1.10.1-2 Price of natural gas for industry in Sichuan, Chongqing, etc, Aug. 2009
Table IV-1-1 Recommended AI content of glyphosate single formulations in China
Table IV-1-2 Registration situation of glyphosate technical in China as of August 2009
Table IV-1-3 Initial registration time of glyphosate formulations in China
Table IV-1-4 Annual registration situation of key glyphosate formulations in China
Table IV-2-1 Key players of glyphosate technical in the world (‘000 tonnes)
Table IV-2-2 Situation of China’s glyphosate output in global market, 2005-2008 (tonne)
Table IV-2-3 Situation of China’s glyphosate in the overseas market, 2004-2008 (tonne)
Table IV-2-4 Overview of glyphosate technical manufacturers in China-1
Table IV-2-5 Overview of glyphosate technical manufacturers in China-2
Table IV-2-6 Number of glyphosate producers in China, by province
Table IV-2-.7 Capacity and output distribution of glyphosate in China
Table IV-2-8 Capacity of glyphosate technical in China by different pathway
Table IV-2-9 Output of glyphosate technical in China by different pathway (tonne)
Table IV-2-10 Capacity expansion of glyphosate technical in China (tonne)
Table IV-3.1-1 Glyphosate formulation specifications and number of producers in China
Table IV-3.1-2 Output of major glyphosate formulations in China, 2007-2008 (tonne)
Table IV-3.1-3 Distribution of glyphosate formulation producers in 2007 (manufacturers of both glyphosate technical and formulations excluded)
Table IV-3.1-4 List of glyphosate formulations producers (manufacturers of both glyphosate technical and formulations excluded)
Table IV-3.2-1 Some key players of 41%IPA in China
Table IV-3.2-2 Production situation of 41%IPA (Glyphosate technical producers excluded)
Table IV-3.2-3 Production situation of WP (Glyphosate technical producers excluded)
Table IV-3.2-4 Production situation of 62%IPA in China
Table V-3.3-1 Comparisons of weed control effect between ‘Rondup’ and domestic product
Table IV-4-1 Consumptions of major raw materials in PMIDA & glyphosate, 2008 (tonne)
Table V-3.1 Export price of glyphosate in 2004 (Quantity: tonne, Price: USD/kg, Value: USD)
Table V-3.2 Main export destinations of glyphosate in 2004 (Quantity: tonne, Price: USD/kg, Value: USD)
Table V-3.3 Export price of glyphosate in 2005 (Quantity: tonne, Price: USD/kg, Value: USD)
Table V-3.4 Main export destinations of glyphosate in 2005 (Quantity: tonne, Price: USD/kg, Value: USD)
Table V-3.5 Export price of glyphosate in 2006 (Quantity: tonne, Price: USD/kg, Value: USD)
Table V-3.6 Main export destinations of glyphosate in 2006 (Quantity: tonne, Price: USD/kg, Value: USD)
Table V-3.7 Export price of glyphosate in 2007 (Quantity: tonne, Price: USD/kg, Value: USD)
Table V-3.8 Main export destinations of glyphosate in 2007 (Quantity: tonne, Price: USD/kg, Value: USD)
Table V-3.9 Export price of glyphosate in 2008 (Quantity: tonne, Price: USD/kg, Value: USD)
Table V-3.10 Main export destinations of glyphosate in 2008 (Quantity: tonne, Price: USD/kg, Value: USD)
Table V-4.1 Cooperation between oversea key players and Chinese companies
Table VI-1.2.1-1 Average price of glyphosate and its related products in China (USD/t)
Table VI-1.2.2-1 Comparisons of glyphosate raw materials price between H1 2007 and H1 2008
Table VI-2-1 Results of correlation analysis
Table VI-2-2 Results of regression analysis on glyphosate, DEA, DMP, IDAN, glycine and Expv.
Table VI-2-3 Results of regression analysis on Glyphosate, DEA, DMP, Glycine and Expv.
Table VI-2-4 The results of the regression analysis on ?Glyphosate, ?DEA, ?DMP, ?Glycine and ?Expv.
- Zhejiang Wynca Chemical Group Co., Ltd.,
- Nantong Jiangshan Agrochemical & Chemical Co., Ltd.,
- Anhui Huaxing Chemical Industry Co., Ltd.,
- Jiangsu Yangnong Chemical Group Co., Ltd.,
- Hubei Sanonda Co., Ltd.,
and the other over 100 companies