Carbamide-Ammonia mixture (UAN) in Russia, the EAEU countries and the world: Production, Market and Forecast

ANNOTATION

INTRODUCTION

I. Brief description of the global UAN market

I.1. UAN production capacities

I.2. International trade and consumption of UAN in the world in 2013-2022

I.3. Review of world prices for UAN in 2015-2022

II. UAN production technology and raw materials used in industry

II.1. UAN production technology

II.2. UAN production capacities in the EAEU

II.3. Main suppliers of raw materials

III. UAN production in Russia and EAEU countries

III.1. Product quality

III.2. Volume of UAN production in the EAEU countries

III.2.1. Production of UAN in Russia in 2013-2022

III.2.2. UAN production in Belarus in 2016-2022

III.3. Current state of the largest producers of UAN

III.3.1. PJSC Acron (Veliky Novgorod, Novgorod Region)

III.3.2. JSC "Nevinnomyssky Azot" (Nevinnomyssk, Stavropol Territory)

III.4. Projects for the creation of UAN production

IV. Export and import of UAN in the EAEU in 2018-2022

IV.1. Balance of exports and imports of UAN of the Russian Federation

IV.2. Balance of exports and imports of UAN of the Republic of Belarus

IV.3. Export and import of UAN by other EAEU countries

V. Overview of prices for UAN in Russia

V.1. Domestic UAN prices in Russia in 2016-2022

V.2. Dynamics of export-import prices in 2015-2022

VI. UAN consumption in Russia and EAEU countries in 2018-2022

VI.1. UAN consumption balance in the EAEU

VI.2. UAN consumption balance in Russia

VI.3. Structure of UAN supplies to the market of the Russian Federation

VI.4. Sales and distribution system of leading Russian UAN manufacturers

VI.4.1. EuroChem MCC JSC (EuroChem Group)

VI.4.2. JSC Agronova (Akron Group)

VII. UAN consumption forecast in Russia for the period up to 2030

Appendix 1: Addresses and phone numbers of UAN manufacturers in the EAEU countries

Appendix 2: Contact information of sales structures of Russian holdings-manufacturers engaged in sales and distribution of UAN in the Russian market

Table 1. UAN production capacities by the largest producing countries, mln t/year

Table 2. Description of the technological process of industrial production of UAN

Table 3. UAN production capacities by EAEU enterprises, thousand tons/year

Table 4. Demand for raw materials for UAN production in the Russian Federation and output volumes of ammonium nitrate and urea in 2022, thousand tons

Table 5. Chemical composition of UAN-32 manufactured by Akron PJSC according to TU 2181-048-00203789-2016

Table 6. Technical requirements for the quality of the carbamide-ammonia mixture produced by EuroChem according to TU 2181-107-00203766-2015

Table 7. Normalized indicators of UAN-32 produced by PJSC KuibyshevAzot according to TU 2181-629-059-00205311-2014

Table 8. Technical characteristics of the urea-ammonia mixture produced by KAO Azot according to STO 05761637-011-2016

Table 9. Technical requirements for the quality of UAN produced by JSC "Grodno Azot" according to TU RB 500036524.054-2004

Table 10. Production of UAN in Russia in 2018-2022, thousand tons

Table 11. Production capacities of PJSC Acron as of 2022, mln t/year

Table 12. Production of main types of raw materials and mineral fertilizers by Acron PJSC in 2018-2022, mmt

Table 13. Financial performance of PJSC Acron in 2017-2022, RUB bn

Table 14. Capacities for the production of the main types of products of Nevinnomyssky Azot JSC, mln t/year

Table 15. Production of the main types of products of Nevinnomyssky Azot JSC in 2018-2022, million tons

Table 16. Financial performance of JSC Nevinnomyssky Azot in 2017-2021, billion rubles

Table 17. UAN production organization projects in Russia

Table 18. Importing countries of UAN from the Russian Federation in 2018-2022, thousand tons, $ mln

Table 19. Distribution of volumes of non-tariff quotas for UAN and calcium nitrate exported outside the Russian Federation to states that are not members of the EAEU between participants in foreign trade activities for the period from December 1, 2021 to May 31, 2022

Table 20. UAN RF exports in 2022 by holdings and manufacturing plants, thousand tons

Table 21. Balance of exports and imports of the UAN RF in 2018-2022, thousand tons

Table 22. Importing countries of UAN from Belarus in 2018-2022, thousand tons, mln $

Table 23. Balance of exports and imports of UAN RB in 2018-2022, thousand tons

Table 24. UAN exporting countries to Kazakhstan in 2018-2022, thousand tons, $ million

Table 25. Limit prices for UAN declared by manufacturers when selling products to the domestic market of the Russian Federation, RUB/t (excluding VAT and distributors' margins, in bulk, on an ex works basis) as of the beginning of 2023

Table 26. Average annual export prices of CAS RF by major countries of destination in 2018-2022, $/t

Table 27. Average annual UAN export prices of Russian producers in 2018-2022, $/t

Table 28. Consumption of UAN in the EAEU in 2018-2022, thousand tons

Table 29. Consumption of UAN in Russia in 2018-2022, thousand tons

Table 30. Structure and geographical presence of divisions of EuroChem JSC

Table 31. Structure and geographical presence of subdivisions of JSC Agronova

Table 32. UAN consumption forecast in Russia for the period up to 2030, million tons

Figure 1. Dynamics of UAN production capacities in the world in 1998-2022 and forecast up to 2030, mmt

Figure 2. Geographic structure of the distribution of capacities for the production of UAN by regions of the world, %

Figure 3. Capacities of the world's largest UAN production companies, mln t/year

Figure 4. Dynamics of UAN international trade volumes in 2013-2022, million tons

Figure 5. The share of exports of the Russian Federation and the United States in the structure of international trade of UAN in 2013-2022, %

Figure 6. Regional structure of global UAN imports in 2022, %

Figure 7. Dynamics of world prices for UAN in 2015-2022

Figure 8. Scheme of the technological process of industrial production of UAN

Figure 9. Dynamics of UAN production in Russia in 2013-2022, million tons

Figure 10. Dynamics of UAN production in Belarus in 2016-2022, million tons

Figure 11. Geographic structure of supplies of UAN produced by PJSC Acron in 2022, %

Figure 11. Geographic structure of supplies of UAN produced by Nevinnomyssky Azot JSC in 2022, %

Figure 13. Export dynamics of UAN RF in 2010-2022, thousand tons, million $

Figure 14. Geographic structure of UAN RF exports in 2022, %

Figure 15. Export dynamics of UAN RB in 2010-2022, thousand tons

Figure 16. Dynamics of average producer prices for UAN and nitrogen fertilizers and other mixtures sold on the domestic market of the Russian Federation in 2009-2022, rub/t (excluding VAT)

Figure 17. Dynamics of export prices for UAN RF in 2015-2022, $/t

Figure 18. Average UAN import prices produced by JSC Grodno Azot in 2022, $/t

Figure 19. Structure of UAN supplies to the domestic market of the Russian Federation in 2022 by manufacturers, %

Figure 20. Dynamics of the production of mineral fertilizers in the Russian Federation and the share of UAN in 2018-2022, thousand tons, %

Figure 21. Geographic structure of UAN supplies to the Russian domestic market in 2022 by federal districts, %