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Table of contents
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Table of contents

0:00
Российские удобрения - это новый "газ" для Европы
1:06
Зависимость Европы от удобрений из России
3:33
Увеличение объемов поставок российских удобрений в Европу
6:43
США на рынке газа и удобрений. Поставки СПГ в Европу
8:26
Логистика поставок удобрений
10:14
Переговоры России и Беларуси об экспорте удобрений через порт Мурманск
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00:00:00
[music]
00:00:06
Hello friends on the air
00:00:08
geoenergetics info Maxim Radaikin I'm
00:00:11
Boris Markevich Good afternoon everyone Boris
00:00:13
Leonidovich here The Western press writes that
00:00:16
Europe is moving towards complete dependence on the
00:00:19
Russian Federation in terms of fertilizers
00:00:21
Final Times there are also excellent
00:00:25
headlines that Europe will have to find an
00:00:28
approach to Putin eros farmers ruin Bori
00:00:34
And what is this Interesting situation with
00:00:37
Russian fertilizers? After all, we all
00:00:39
remember very well that Germany is famous
00:00:43
throughout the world for its gas chemistry,
00:00:45
fertilizer production and everything else.
00:00:47
They swept Russian gas away.
00:00:50
Should it be normal or not? Well, let's
00:00:52
figure it out in
00:00:54
order it would be the end of
00:00:58
April to reprint the words of the general
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director of the Jara plant, this is a
00:01:04
Norwegian company in Norway, after all, gas is
00:01:07
cheaper, it really was a leader
00:01:09
if we take the entire European market, not
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Germany separately, but the market of the
00:01:14
European Union is talking specifically about
00:01:16
nitrogen fertilizers, nitrogen fertilizers
00:01:18
are produced from everything methane, that
00:01:21
is, from natural gas, if
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it processes methane, then it is processed
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accordingly in amia Amik - this
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starts with water and further all the way through
00:01:36
urea
00:01:39
dormi, why Yara comes out with this, it
00:01:43
is clear that the enterprise was forced to
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close a whole series in the European
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Union, the reason is that even on its own
00:01:51
Norwegian factories Norwegian
00:01:52
producer
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Gas at an appropriate price for itself and
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to supply such rules in this
00:02:04
market, it is clear that the volume of
00:02:08
supplies from
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Russia is increasing, and relative to Europe,
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cheaper electricity Of course,
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cheaper gas, let me remind you that we still have
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within $7,100 to replace SRO
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even after the
00:02:27
reduction in price, it is five times
00:02:31
more expensive. Accordingly, what can
00:02:36
agricultural producers say about this? Quite recently,
00:02:38
the European Commissioner for
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Agriculture, Pole Wojciechowski, reported that
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in the 2 years since the
00:02:46
Red Army Day of the twenty-
00:02:49
second year, the total losses of the
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agro-industrial sector of Europe
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amounted to about 20 billion dollars;
00:02:55
the reason is liberalization imports from
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the territory of Ukraine, we all
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observed what
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those same Poles did most of all
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when they organized
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some obstacles for transport. Right at the
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border they organized
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some trucks to unload there, and so on and so forth,
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the reason is clear that going with Ukraine is
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much cheaper because there are no
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safety standards, so let’s say
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how
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Kost complies What is called out of the bag as
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a result, the cost is
00:03:41
cheaper because the yield is higher than the
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quality of such
00:03:45
agricultural products, it’s clear
00:03:48
And now, as for our actions,
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we have introduced a quota
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[music]
00:03:58
of 15.7 million tons as in December in
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2022 they installed So they don’t change it, they
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just
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extend it, what could this mean,
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unfortunately we don’t have open statistics
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on what the volume of production is because there are
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two options: either our
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production volume is at a dead point, or
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finally our agriculture began
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to consume more fertilizer, it’s more
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like the second because that the volume of
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agricultural products in Russia is
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growing steadily at a good pace
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Having given the budget the opportunity to earn
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quite decent money, it would be better to wait for the
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same money to be earned by
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agricultural producers, this is already
00:04:45
different, that is, the exchange of exports from Russia of aircraft is that
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if Russian producers began to
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supply to the European market, taking into
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account the transport gap it’s
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still more profitable to sell to Europe
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If we talk about how much
00:05:06
has changed, well, let’s say that this is something
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completely global. Well, yes,
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Germany has become twice as big;
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purchases from France have increased by about 60-70 percent;
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what will the European
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Union do about this? It’s difficult,
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in my opinion, even in the new than sweat package of
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sanctions about agricultural
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fertilizer, no one says anything even to
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this much of the European Commission,
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the reasons are understood, you can refuse
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Russian fertilizers, you can introduce
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some kind of quotas or a postal barrier
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Then what will be your own
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agriculture What to produce the same
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fertilizers with raw materials that are almost 3 times
00:05:48
more expensive than Russian ones. Well, the result
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will surprise
00:05:52
everyone if
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they grow up European Ari SSU
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sow the soil within the limits that their
00:06:04
own regulatory bodies require. Well,
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the yield will decrease, then there will be a
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dependence not on fertilizers on
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agricultural products, but here
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somehow It’s not very clear whether there is a way out of this loop
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or not. It is clear that
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many in Europe are indignant; the same Germans are
00:06:23
somewhat surprised; we stopped buying
00:06:25
Russian gas; we began to immediately buy
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nitrogen fertilizer;
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having closed these enterprises in our country; we are
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great at allowing
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Russia to increase production of more
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marginal products; additional
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workers we are reducing jobs thereby
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Well, in principle, in my opinion, the result is
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completely natural
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once again I remind you that the operation
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called Ukraine United
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States in order for the thief Postav to
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look a little from the other
00:07:01
side - Europe was banned from buying
00:07:03
Russian gas It’s not that it was
00:07:06
cheaper The fact is that until the very
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last moment, Russia still
00:07:11
tried to
00:07:13
comply with the
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Groningen
00:07:23
basket standards, as opposed to all this
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supply based on
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pricing only for cows at
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gas hubs on the exchange, now
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we
00:07:38
see the result while saying that the United
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States did this specifically in order
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to occupy The European market
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to supply our women with natural gas, we
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often see this information in the map, it does not
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correspond to there is an information agency
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under the United States Department of Energy
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there, it is very possible to condemn a
00:08:00
joint venture produced in the territory of the United Kingdom on the
00:08:03
First May, still a French
00:08:05
company in the second month, still
00:08:09
Angola l Well and so on in this table of
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ranks, if the American ones themselves
00:08:15
produce and are present in the very
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last places. This is the model of the
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American gas
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market,
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make long-term contacts with the
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condition of compression or pay, everything else
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happens in the reverse mode, you need to
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pay a fee for the rental of
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production facilities, purchase
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gas, supply it to plant and so on and
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so forth, companies that own LNG
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earn only from the operation of their
00:08:49
equipment and Of course,
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it is still pumped into storage of LNG not directly
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from the production line, but it is accumulated in
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factory tanks,
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you can pump it directly,
00:09:03
you can rent it additionally and
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then decide how will the
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manufacturer be exported, the export regime and
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the cost of sale do not
00:09:12
depend, respectively, European companies
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with long-term contracts with
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American producers buy
00:09:19
gas on the basis of American
00:09:21
legislation and bring it to Europe where
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it is sold. So, in my opinion, I will once again
00:09:33
repeat Zayan’s operation Ukraine so
00:09:36
that Europe does not have the opportunity
00:09:38
buy Russian gas at prices
00:09:42
related to oil, what have we achieved? So
00:09:46
how the European Union will get out of this loop is
00:09:48
difficult to say. In my
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opinion, we should be more interested in
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whether
00:09:58
we can buy Russian nitrogen fertilizers as of
00:10:01
today, 57
00:10:03
pieces. It is clear that
00:10:06
European countries are also present here. But to me It seems that
00:10:09
every country needs agriculture
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if it is not
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the Vatican, so the number of
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consumers we may have is larger, but so far
00:10:17
we have not seen such large factories commissioned in the
00:10:20
near future. What is
00:10:23
expected at the Nakhodka Mineral
00:10:25
Fertilizer Plant, construction is already underway there, I will
00:10:27
connect that very natural one,
00:10:30
but this is a little far from Europe
00:10:33
It seems to me that if there are export deliveries
00:10:35
from Nakhodka, it will definitely not be to Rotterdam
00:10:38
Boris Nich And in the Russian Federation there are
00:10:41
some improvements in modernization in the
00:10:44
field of production and trade in
00:10:46
fertilizers. We are
00:10:49
moving towards the suffering. Let me remind you that quite
00:10:52
recently the situation was so absurd
00:10:56
that the shipment of our fertilizers walked through the
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ports adj
00:11:00
The problem was exclusively in our
00:11:01
legislation, they still took care of
00:11:03
nature with all their
00:11:04
might, in agriculture, fertilizer
00:11:07
was indeed classified as chemically
00:11:10
dangerous
00:11:12
goods, the distance from the warehouse to the
00:11:15
coastline should have been at least 2
00:11:17
seconds, but there was
00:11:21
such a port where from
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Ravi no one such ports Like talin
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Riga
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veins treasure everything was a little different
00:11:38
the legislation was changed Now the whole
00:11:40
question is at what speed will we
00:11:41
increase port
00:11:43
capacity? Moreover, we are not the only ones who
00:11:47
want this. Let me remind you that the union
00:11:49
state with Russia includes Belarus,
00:11:51
which recently managed to reach an agreement
00:11:54
with the leadership of the Murmansk region about the fact
00:11:56
that their own time will be organized, the
00:12:00
reason
00:12:01
is also known as Russia and
00:12:03
Belarus are, in fact, under
00:12:05
blockade from
00:12:07
European countries, if before the transport distance for
00:12:09
Belarus was minimal, that same
00:12:11
Klaipeda direct border with Lithuania
00:12:14
is minimal transport distance, now there is
00:12:17
no such possibility in the Leningrad
00:12:19
region, they were carried out for a long time negotiations on the
00:12:21
big time in St. Petersburg The
00:12:24
new decision of the leadership will not end with anything.
00:12:29
Belarus believes that this is as
00:12:31
convenient as possible. They have, however, not only
00:12:35
nitrogen fertilizers but also potash fertilizers, which
00:12:37
Belarus has always been famous for, but
00:12:39
Belarus entered the
00:12:42
South American market earlier than Russia and for for
00:12:47
Belarus, shipping from Murmansk is, in
00:12:49
principle, no different from shipping from
00:12:51
St. Petersburg to
00:12:53
different gulfs in the name of open
00:12:58
spaces and diagonally
00:13:02
across the entire globe to supply. The
00:13:04
fewer straits, the better it will be for us; we’ll
00:13:07
argue whether or not it will cope with such an
00:13:09
additional load of our railway or
00:13:11
no, it will show Boris Leonidovich
00:13:14
Thank you very much for the comment, friends,
00:13:15
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00:13:17
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Thank you all for your attention all the best
00:13:43
[music]

Description:

Europa 'camina dormida' hacia la dependencia de los fertilizantes rusos. La UE ha aumentado las importaciones de fertilizantes procedentes de Rusia desde que comenzó la guerra en Ucrania. Europa podría convertirse en dependiente de los fertilizantes rusos, al igual que ocurrió con el gas. Los fertilizantes nitrogenados se producen con gas natural, y Rusia está exportando más a Europa, sustituyendo parte del gas prohibido por la UE. Europa está cometiendo el mismo error con los fertilizantes rusos. 00:00 Los fertilizantes rusos son un nuevo “gas” para Europa 01:06 La dependencia de Europa de los fertilizantes de Rusia 03:33 Aumento del suministro de fertilizantes rusos a Europa. 06:43 Estados Unidos en el mercado del gas y los fertilizantes. Suministro de GNL a Europa 08:26 Logística de suministro de fertilizantes. 10:14 Negociaciones entre Rusia y Bielorrusia sobre la exportación de fertilizantes a través del puerto de Murmansk Nuestro telegrama: https://t.me/geonrgru Nuestro Zen https://dzen.ru/geonrgru Conviértase en patrocinador del canal SPONSOR.RU ► https://sponsr.ru/geonrgru/ Apoya el canal: Sberbank - 2202 2012 9019 8734 Maxim R. Tinkoff - 4377 7237 6815 3060 Maxim R. VTB - 2200 2407 5683 3253 Máxima R. https://yoomoney.ru/to/410018728624134 (servicio de donación) ¡NO indique nada en los comentarios ni el propósito de la traducción! VK ► https://vk.com/geonrgru YANDEX.ZEN ► https://dzen.ru/geonrgru Sitio web de geoenergética https://geonrg.ru/ Publicidad, cooperación: https://t.me/radaykinpro [email protected] ¡Asegúrate de suscribirte al canal, configurar todas las notificaciones, dar me gusta y escribir comentarios! ¡Ayudas a promocionar el canal!

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