今年,全球粮食价格已经上涨了超过30%,但化肥行业即将爆发的一场危机,很可能导致化肥价格进一步上涨,进而继续推高粮食价格。
欧洲化肥厂均削减了产量,中国也减少了出口以重点满足国内农业需求。再加上货运问题和通货膨胀,美国农民很难买到化肥,更不要说这种重要物资的成本也在持续上涨。
合成肥料是现代农业不可或缺的一种物资。彭博社(Bloomberg)指出,如果没有氮肥,全球现有总人口将减少一半,因为这种化肥大幅增加了粮食产量。
由于化肥被广泛应用,因此化肥供应短缺可能导致从咖啡到玉米、大米等农作物的价格普遍出现大幅上涨。
全球两大化肥生产商Nutrien和美盛公司(Mosaic)均表示,由于生产氮肥所使用的原料成本涨至13年以来的新高,因此他们预计化肥价格会继续上涨。这将带来农作物期货价格上涨。自今年10月中旬以来,玉米价格上涨10%,小麦价格达到2012年以来的最高水平。
今年,美国食品价格全面大幅上涨。培根肉和肋排的价格较去年上涨近20%,鸡蛋价格上涨了13%。(财富中文网)
翻译:刘进龙
审校:汪皓
今年,全球粮食价格已经上涨了超过30%,但化肥行业即将爆发的一场危机,很可能导致化肥价格进一步上涨,进而继续推高粮食价格。
欧洲化肥厂均削减了产量,中国也减少了出口以重点满足国内农业需求。再加上货运问题和通货膨胀,美国农民很难买到化肥,更不要说这种重要物资的成本也在持续上涨。
合成肥料是现代农业不可或缺的一种物资。彭博社(Bloomberg)指出,如果没有氮肥,全球现有总人口将减少一半,因为这种化肥大幅增加了粮食产量。
由于化肥被广泛应用,因此化肥供应短缺可能导致从咖啡到玉米、大米等农作物的价格普遍出现大幅上涨。
全球两大化肥生产商Nutrien和美盛公司(Mosaic)均表示,由于生产氮肥所使用的原料成本涨至13年以来的新高,因此他们预计化肥价格会继续上涨。这将带来农作物期货价格上涨。自今年10月中旬以来,玉米价格上涨10%,小麦价格达到2012年以来的最高水平。
今年,美国食品价格全面大幅上涨。培根肉和肋排的价格较去年上涨近20%,鸡蛋价格上涨了13%。(财富中文网)
翻译:刘进龙
审校:汪皓
Food prices are already up more than 30% around the world this year, but a rising crisis in the fertilizer industry all but guarantees they’re about to go even higher—and take food prices along for the ride.
Fertilizer plants in Europe have cut back production, and China is cutting exports to focus on its own agricultural industry. Add in shipping problems and inflation, and U.S. farmers are having a hard time getting their hands on the critical supply, much less pay the higher costs for it.
Synthetic fertilizers are an essential part of modern farming. Bloomberg points out that without nitrogen fertilizers, the global population today might be just half of current totals, due to how much those fertilizers have increased crop yields.
And since fertilizer is so widely used, the shortages could result in substantial price increases on items ranging from coffee to corn to rice.
Nutrien and Mosaic, two of the world’s top fertilizer producers, say they expect prices to continue to rise, as the costs of components used to make nitrogen fertilizer are hitting 13-year highs as well. That’s sending crop future prices higher. Corn is up 10% since the middle of October, and wheat is at its highest level since 2012.
Food prices in the U.S. have been rising at a staggering rate across the board this year. Bacon and pork ribs cost nearly 20% more than a year ago, and eggs are 13% higher.