All posts by mickeybarb@charter.net

Sulfuric Acid

U.S. Gulf:

Gulf sulfuric acid import price ideas continued to be heard in the $245-$250/mt CFR range.

Gulf Coast:

Sources put Gulf Coast agreements at $85-$110/st DEL for contract-year 2021. Annual contracts were expected to increase significantly in 2022.

Midwest:

Tons delivered to the Midwest were quoted even with the Gulf Coast at $85-$110/st DEL for current-year agreements.

West Coast:

The West Coast market was quoted in the $100-$130/st DEL range for 2021.

Brazil:

Spot price ideas at Brazil were heard in the $275-$280/mt CFR range, unmoved from the prior report.

Chile:

Chile state-owned copper producer Codelco on Nov. 30 announced a planned 90-day maintenance project at the company’s Chuquicamata smelter, Reuters reported. The turnaround, slated for second-half 2022, will focus on a flash oven. It was not immediately clear if the project would impact production at the 855,000 mt/y facility.

Annual sulfuric acid import contracts at Chile were pegged in the $57-$61/mt CFR range for 2021. Recent spot indications noted above the $250/mt CFR mark were expected to drive significant increases in 2022 agreements.

Ammonium Thiosulfate

Eastern Cornbelt:

Ammonium thiosulfate pricing was quoted at $450-$470/st FOB in the Eastern Cornbelt for the last confirmed offers, with the higher end of the range also reported in the Michigan market for the last business.

Western Cornbelt:

Ammonium thiosulfate pricing was steady at $450-$470/st FOB in the Western Cornbelt.

Northern Plains:

No current prices were reported for ammonium thiosulfate in the Northern Plains in early December.

Eastern Canada:

The ammonium thiosulfate market increased to C$610-$620/mt FOB in Eastern Canada, up C$25/mt at the low end of the range.

Calcium Ammonium Nitrate

Europe:

Demand for ammonium nitrate and CAN across the region is slow, with prices considered to be too expensive by end-users.

Last week, Yara raised its list price for AN 33.5 (YaraBelaExtran33.5) in France to €775/mt bulk CPT for February 2022 delivers (GM Nov. 26, p. 8). The company’s list price for CAN-27 (YaraBelaNitromag) in Germany and Benelux moved to €617/mt bulk CIF and €622/mt bulk CIF, respectively, for February deliveries (GM Nov. 26, p. 18).

In the U.K., CF Fertilisers was reported to have set a new price for its Nitram AN product, moving to £620/mt DEL for December, a £15/mt hike.

Crops/Weather

Eastern Cornbelt:

After some spotty showers earlier in the week, temperatures warmed considerably in the Eastern Cornbelt, with highs climbing to well above average across central Illinois. Midweek temperatures in the mid- to upper-50s were reported in northern Indiana and northern Ohio.

By the weekend, however, highs were expected to top out in the 40s across much of the Eastern Cornbelt, with an increased chance of rain and snow showers. More winter weather was on tap for following week.

Western Cornbelt:

Unseasonably warm temperatures blanketed the Western Cornbelt during the first days of December, with highs reaching well into the 60s and even low-70s on Dec. 2 in Iowa, Nebraska, Missouri, and Kansas, some 25-30 degrees warmer than average in several locations.

Highs in the mid- to upper-60s were reported in Des Moines, Iowa, at midweek, while Sioux City, Iowa, hit a record 70 degrees on Nov. 29. In Nebraska, temperatures in Lincoln climbed to a record 71 degrees on Dec. 2, with highs expected to reach 72 degrees in Kansas City, Mo., on that date.

The warm temperatures were expected to end by the weekend, however, with highs in Iowa falling into the 40s and low-50s.

Northern Plains:

Unseasonably mild temperatures were reported across the Dakotas during the first days of December, with highs climbing to the mid-40s in North Dakota and the mid-50s in South Dakota. Some daily records were expected in both states on Dec. 2 before cooler weekend weather moves in.

A wintry mix of rain, snow, and freezing rain was reported in eastern Minnesota and western Wisconsin earlier in the week, but midweek highs in the Twin Cities area climbed to the mid-50s. Slightly cooler weather was once again on tap for the weekend.

Many retailers were in Fargo, N.D., during the week for the North Dakota Agricultural Association’s (NDAA) Northern Ag Expo. The Minnesota Crop Production Retailers (MCPR) trade show is scheduled for Dec. 7-9 in Minneapolis, while the South Dakota Agri-Business Association (SDABA) 2021 Agronomy Conference will take place on Dec. 15-16 in Sioux Falls.

Northeast:

After a brief warm-up at midweek, much cooler weather was reported in New England in early December, with highs dipping into the 30s by the weekend. The cold air was accompanied by rain in southern New England and snow showers in western and northern areas of the region.

Rainfall was also reported across central and southern Pennsylvania at midweek, with highs reaching the mid- to upper-40s in southern areas of the state and high-30s in northern locations. The mildest weather conditions were reported in Maryland, where highs touched the upper-50s and low-60s on Dec. 2.

Eastern Canada:

Light rain and mild temperatures were reported across southern Ontario as the week progressed, along with strong winds that prompted a warning from Environment Canada about possible power outages. The system was expected to produce lake-effect snow squalls in northwestern Ontario and northern Quebec, with accumulation ranging from 5-15 cm.

Atlantic Canada was also bracing for potentially heavy rain and unsettled weather conditions late in the week, with up to 10-20 cm expected, and heavier amounts in parts of Newfoundland. Much colder and blustery weather was on tap for the weekend, with forecasts warning of snow and localized flooding in low-lying areas.

Sources said fall application was pretty much over in the region by early December, aside from some spotty activity in certain areas. “Snow this week has stopped all application,” said one contact. “With the return of warmer weather, there will be limited application for some where the land can support equipment.

Overall application volumes in the region so far this fall were described as “okay,” but down from expectations due to reduced winter wheat planting because of wet conditions.

Transportation

U.S. Gulf:

Bayou Boeuf Lock travel continued to be restricted during the week, a Coast Guard posting indicated. Navigation was limited to overnight hours only on Monday through Friday, leaving the lock closed daily between 7:00 a.m. and 7:00 p.m. Full 24-hour access was available on Saturday and Sunday.

Travel through Bayou Chene was unavailable during overnight hours due to floodgate construction. Transit was off limits nightly between 7:00 p.m. and 7:00 a.m. Tows locking during daytime hours were capped at 600 feet of length, while loads measuring wider than 54 feet were required to use an assist vessel. Wait times were noted in the 6-12 hour range.

Shoaling continued to restrict movements through Miles 113-116 on the Atchafalaya River, located in the Morgan City area. A Coast Guard posting showed drafts limited to 10 feet, while total lengths were capped at 600 feet. Tows measuring above 400 feet were strongly advised to travel with an assist vessel, and widths were reduced to a maximum 70 feet. Vessels were advised to detour through the designated alternate Port Allen Route.

Restrictions on Algiers Lock tows limited unassisted lockages to four standard barges or two 30,000 mt tankers per turn. Larger tows were reportedly cleared to lock only when accompanied by an assist vessel.

Belle Chasse Bridge construction, projected to continue through late 2022, was expected to trigger intermittent delays of up to 12 hours at a time. The structure is located at Mile 3 in the West Canal.

Port Allen Lock delays were reported up to 13 hours for the week. Travel times were noted up to six hours through Industrial Lock.

Mississippi River:

Emergency channel restoration at the lower Mississippi River’s Mile 595 was expected to trigger a multiday navigational shutdown starting on Dec. 2.

Previously set to begin on Dec. 1, transit through the area was projected to be completely unavailable through at least Dec. 6, and possibly as late as Dec. 8. Following that initial transportation blackout, the Corps was likely to open the area to clear waiting vessels every 2-3 days for the duration of the project, tentatively slated through Dec. 21.

An operation to salvage a partially sunken barge at Mile 538 during the week was predicted to trigger intermittent daytime travel shutdowns at Miles 536-540. In addition, traffic was reportedly limited to staggered one-way operation while the operation is underway.

Low water levels reportedly limited maximum drafts in the St. Louis area during the week. Channel work at Miles 343-346, which previously restricting daylight southbound traffic to 20-25 barges, was expected to conclude on Dec. 1.

Passage was unavailable through the bridge at Mile 309.9 on the upper river between 7:00 a.m. and 10:00 a.m., and again between 12:00 p.m. and 3:00 p.m., on Nov. 29-Dec. 2 and Dec. 6-9.

Seasonal upper river lock closures commenced on Nov. 28 with Locks 5A, 8, and 10. Lock 4, Lock 5, and Lock 7 were scheduled to officially shut no later than Dec. 6, followed by Locks 15 and 24 on Jan. 1. Locks 1-13 were noted locking zero vessels for the week through Dec. 1.

Lock 24 was scheduled to return to service on Jan. 31, ahead of Lock 15 on March 3. Locks 5 and 7 are on the books to come online on March 11, followed by Locks 5A, 8, and 10 on March 17. Lock 4 was set to resume lockages on March 21, conditions permitting.

Lock 27 delays were reported up to seven hours during the week.

Illinois River:

A planned Brandon Road Lock repair and maintenance project, set to run from May 9 through Sept. 8, will prompt daytime shutdowns and 70-foot width restrictions between May 9 and Aug. 14.

Navigation at the site will be entirely unavailable from Aug. 15 through Sept. 4, followed by a return to overnight-only movements on Sept. 5-8. Traffic is slated to return to normal on Sept. 9.

Marseilles Lock waits were noted up to seven hours for the week. Tows passing Starved Rock Lock saw intermittent 5-7 hour delays. Wickets were noted in the raised position at Peoria Lock and LaGrange Lock, necessitating tows to lock through both locations. Delays were typically reported under five hours.

Ohio River:

The Corps has proposed a Cannelton Lock main chamber shutdown for maintenance and repairs in 2022. The suggested timeline would run from July 5 through Nov. 11, forcing traffic through the site’s smaller secondary chamber.

A closure of the Montgomery Lock primary chamber, initiated on Oct. 29, has been extended through Dec. 22. Vessels are in line to pass the site via the auxiliary chamber through the project’s duration. Delays were quoted in a wide 2-10 day range for the week.

Hannibal Lock repairs were noted in progress through Dec. 10, prompting detours through the 600-foot auxiliary chamber. The Corps has proposed an additional round of maintenance between July 5 and Oct. 8.

The Dashields Lock secondary chamber remained out of order for the week due to an underwater obstruction that inhibited miter gate operation. Transit was available through the main chamber, with few delays reported.

The Tennessee River’s Kentucky Lock is closed to navigation through Dec. 10 for planned miter gate repairs. The project began on Nov. 1, and locking resumed on Nov. 25-28 to clear waiting vessels. Tows were advised to detour through Barkley Lock and the Barkley Canal while work is underway, adding 1-2 days of travel time in each direction.

The Wilson Lock primary chamber is expected to close from Feb. 23 through April 28, forcing tows to lock one barge at a time through the secondary chamber. The main chamber is currently slated for a single relief opening on April 1-3, although additional openings could be added. Intermittent delays at Wilson Lock were reported in a wide 5-23 hour range for the week.

A proposed maintenance closure at the Cumberland River’s Cheatham Lock would limit traffic through the site from May 16 through Aug. 4.

The Allegheny River’s Lock 6 was closed to navigation until further notice due to reported miter gate damage.