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«Еврохим» купит фосфорный проект Yara в Бразилии

  • Market: Fertilizers
  • 02/08/21

Российский производитель подписал соглашение о приобретении фосфорного предприятия Serra do Salitre в Бразилии, которым владеет норвежская компания Yara.

Этот проект находится на юго-востоке Бразилии, в штате Минас-Жерайс. Предприятие планируется полностью запустить в эксплуатацию в 2023 г. и выпускать 1 млн т/год моноаммонийфосфата и других азотно-фосфорных удобрений, а также простого и тройного суперфосфата. Завод выйдет на полную мощность в 2024 г., согласно прогнозу «Еврохима».

Объем добычи фосфорной руды в рамках проекта составляет 1,2 млн т/год, запасы руды оцениваются более чем в 350 млн т.

Рудник и обогатительная фабрика уже работают — добывается 500—600 тыс. т фосфорной руды. Здесь также будут построены установка по выпуску серной кислоты, линия по производству фосфорной кислоты и склад для хранения 400 тыс. т готовых удобрений.

«Еврохим» приобретет этот проект, владельцем доли которого Yara стала в 2014 г., посредством покупки акций с денежной компенсацией в размере $410 млн. Сделка, которая потребует одобрения регулирующих органов, будет завершена через шесть месяцев, ожидает Yara.

Норвежская компания получила полный контроль над проектом Serra do Salitre, завершив покупку 40% акций у Galvani Industria, Comercio e Servicos, как было объявлено в октябре 2018 г.

Бразилия в центре внимания

Бразилия является одним из лидирующих сельхозпроизводителей и крупнейшим в мире импортером моноаммонийфосфата. В прошлом году в страну ввезены рекордные 4,76 млн т этого удобрения. Бразилия производит крупные объемы сои, для выращивания которой требуются фосфорсодержащие удобрения. В 2021/2022 сельскохозяйственном сезоне Бразилия произведет 144 млн т сои, согласно последним прогнозам минсельхоза США.

«Еврохим» в последние годы уделяет все больше внимания Латинской Америке. Так, в прошлом году компания увеличила продажи удобрений в этом регионе на пятую часть по сравнению с предыдущим годом, до 5,09 млн т.

Российский производитель в 2020 г. переключил поставки фосфорных удобрений, в основном на Латинскую Америку, после ввода антидемпинговых пошлин на такие продукты российского производства в США в феврале. В прошлом году на долю Латинской Америки пришлась четверть всех продаж «Еврохима», при этом на Бразилию — 22%, сообщила компания.

Yara сохраняет ощутимое присутствие в Бразилии, расширяя свою операционную деятельность в этой стране. Так, в конце марта текущего года норвежская компания ввела в эксплуатацию комплекс по грануляции удобрений мощностью до 1,2 млн т/год в штате Риу-Гранди-ду-Сул на юге Бразилии. Кроме того, Yara владеет крупным комплексом в штате Сан-Паулу, а также предприятием в Кубатане, которое купила у горнодобывающей компании Vale в 2018 г. Кроме того, норвежской компании принадлежит завод по выпуску простого суперфосфата в Паулинии.

Продажи удобрений Yara в Бразилии во II квартале текущего года уменьшились на 4%, до 2,21 млн т.

Гарри Минихан / Татьяна Давыдова

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Актуальные вопросы рынка удобрений будут рассмотрены на конференции Argus Минеральные удобрения 2021. Рынки стран СНГ, Каспия и Черного моря 15—16 сентября в Батуми, Грузия.

Больше ценовой информации, новостей и аналитических обзоров мирового рынка фосфорных удобрений — в издании «Argus Фосфорные удобрения».

Подписаться на новости рынка удобрений


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