Sorry for asking the question here.
- Are these the price of Ammonium nitrate? If yes then how do you track the prices of AMMONIA the raw material for AN. Why because if I have to calculate the margins I will also need to quantify the fall in prices of ammonia.
What I don’t understand fully is the interplay between fertilizer subsidies, and their strategy for margin expansion given farmers with limited purchasing power are the end user. Once I understand this, I will write a follow up.
- Were you able to understand this ??
- What is the fall you expect in the price of AMMONIA for AN to fall by 50%
- Does the price of TAN have relation with its RAW material or it is purely demand and supply.
- Since every year we have an incremental demand of 60000tons of TAN and the gap between existing capacity and TAN keeps increasing and considering AN is just a byproduct for other players what kind of margins Deepak would have with a fall of another 50% in TAN. Considering RAW material price does not change.
- What kind of further value are you looking at. Please share if you are comfortable.
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