Capabilities and Experience for Nitrogen

Transcription

1 Capabilitis and Exprinc for Nitrogn Unitd Kgdom Cha Chil India Chancry Hous, Chancry Lan, London WC2A 1QS, UK Tl Fax , Towr 2, Bright Cha Chang An Buildg, 7 Jianguomnni Avnu, Bijg , Cha Tl: Fax: Augusto Lguía Nort, Nº 100 of.506, Las Conds, Santiago, Chil Tl Fax B-407, Lvl 4, Citi Pot, JB Nagar, Andhri Kurla Road, Andhri (E), Mumbai India Tl Fax

2 CRU Consultg provids an dustry-focusd customisd solution Industry knowldg Global commodity markt rsarch and analysis In-dpth knowldg of companis, plants and tchnologis Robust mthodology Long trm macro-conomic drivn forcasts Comprhnsiv nutrint forcasts lkg our modls Cost-ffctiv and practical solutions for spcific clint nds Exprincd managmnt consultants Stratgic prspctiv Extnsiv xprinc analysg projct risks Indpndnt viws for th dcision makg procss

3 Extnsiv dustry xprinc and rsarch givs CRU a stratgic prspctiv on nitrogn CRU Frtilizr Tam CRU Consultg Frtilizr Busss Unit Global Prsnc A tam ddicatd to analysis of th Frtilizr markts, sc th mid-1980s, cludg two agricultural conomists Spcialists focusd on th Ura and Ammonia markts as wll as othr ky nitrogn products, dvlopg CRU s rsarch and forcastg modls on a global lvl. A numbr of consultants with frtilizr xprinc across thr practic aras: Valuation - m valuation rports for scopg, pr-fasibility and bankabl fasibility studis; mrgrs and acquisitions; asst transfrs Markt dcisions/stratgy - gnral busss stratgy, growth and acquisitions, markt ntry busss plan rviw; risk analysis; marktg and purchasg stratgy public policy issus, logistical analysis Ngotiation Support - assistanc to producrs, consumrs, tradrs, public authoritis for contract rviw and ngotiation, and risk assssmnt CRU has offics som of th largst frtilizr producg and consumg rgions of th world USA, India, Cha, Europ and Brazil Bijg: CRU Consultg has thr full tim consultants and two Frtilizr analysts Mumbai: Thr full tim consultants and on Frtilizr analyst Santiago: Fiv full tim consultants

4 CRU has an -dpth undrstandg of th ky issus affctg th nitrogn dustry mat For Nw rid chlo tlook m u Ou ssi Pota Markt Th frtilizr analysis tam producs products which assist us makg valuabl and sightful rcommndations iv itat hor rcasts Aut Al markt fo ic t r ly o AnA of frtiliz up.c t rugro ura dg rang w.c Accm sat ww la FmorCRU N wfro ock at rutlook h p s Pho arkt O M Markt outlooks Supply, dmand, pric and trad outlook for Ammonia and Ura (quartrly). Publications clud th most rcnt data. iv itat hor rcasts Aut Al markt fo ic t r ly om AnA of frtiliz up.c t rana gt rugro ura dr gm w.c s: rts; Acc s lf ao ww clud po Cost srvics Our Frtilizr tam s Nitrogn cost modl allows us to bnchmark nw projcts agast a broad cross sction of dustry comptitors. NEW Acid uric tlook h p l Su rkt Ou Ma F rom CRU b two crop dmforcast forcast ric Nw sparnt tails rm p tran long t r full d fo Nw id s S Spcial rports Th Frtilizr tam provids a divrs st of priodic outlook rports covrg additional nitrogn products such as: UAN, Explosiv Grad Ammonium Nitrat, Ammonium Nitrat and Ammonium Sulphat. LO ND ON IN G BE IJ M I UM BA NT SA IA GO Product marktability and markt dcisions CRU Consultg can synthsiz data from th Frtilizr analysis tam to bspok clint rports that provid clints with a clar stratgy for markt ntry. W can also provid analysis of th impact of projcts on th global markt, as wll as highlight major risks and opportunitis. LO ND ON IN G BE IJ M I UM BA NT SA IA GO DN SY PI TT EY SB UR GH DN SY PI TT EY SB UR GH iv itat hor rcasts Aut Al markt fo r lytic.com AnA of frtiliz p u t rugro ura g ranng w.c Acc s lads io ww s: r CRUV rom 12 F 20 Nw d ports sis gis clu r ly odolo Now uartrly and ana g mth to 2037 gn Nitrorvic S Data Cost q Four crop dmforcast forcast ric Nw sparnt tails rm p tran long t r full d fo Nw id s S iv itat hor CRU Aut om Al rvics fr ic t s ly om st ANA f co up.c t nration o rugro ura w.c : Acc l nw g wwcluds s orts Ap ow rfu s logi rp lysi odo Now uartrly and ana g mth to 2037 q Four crop dmforcast forcast ric Nw sparnt tails rm p Tran long t r full d fo w N sid S PI TT EY SB UR GH s lysi r odo Now iannual and ana g mth to

5 W hav a global clint bas... Stratgy A larg tradg hous askd CRU Consultg to look at th markt for Ukraian Nitrogn xports Markt Dcisions CRU advisd a larg South Amrican rfg company on th sulphur, sulphuric acid, and ammonium sulphat markts. Valuation CRU Consultg compltd a fasibility study for th construction of a nw ammonia, ura complx Bahra and was askd to produc a fancial modl with spcific gas cost and capacity paramtrs and provid our latst viw on th outlook for Ura Markt Dcisions A global tradg hous lookg to xplor vstmnt opportunitis th Potash, Ura and Phosphats markts Valuation CRU Consultg was approachd by an Australian company lookg at th potntial to dvlop a nw xplosiv grad ammonium nitrat plant

6 ...and w hav long xprinc compltg ura and ammonia projcts CRU Consultg compltd a fasibility study for th construction of a nw ammonia, ura complx Bahra. Th clint cam back to CRU with a rqust to updat th fancial modl with spcific gas cost and capacity paramtrs and provid CRU s latst viw on th outlook for Ura. A major fancial stitution rquird an dpndnt valuation of an ammonia plant and an assssmnt of its position on th global cost curv. CRU Consultg providd a dtaild fancial modl up to th lvl of fr cash flow and an accompanyg writtn rport. Th modl took to account known gas supply contracts and marktg agrmnts as wll as opratg cost formation from CRU s Nitrogn Cost Modl. CRU Consultg also providd valuation confidnc lvls bnchmarkg th plant with multipl global cost curvs, highlightg th plants sit costs rlativ to its comptition. A clint rcntly acquird quity and marktg rights to svral nitrogn plants th Ukra and rquird a powr pot prsntation for thir Board summarizg th xport markts for th products producd by th nw acquisitions. CRU Consultg providd a global ovrviw of ach product, a supply dmand forcast, and outld th currnt markts for Ukraian xports and comptg xportrs. This was usd as a rfrnc pot for thir marktg stratgy gog forward. A company st up to dvlop a phosphat dposit askd CRU Consultg to rviw th potntial to ithr xport th rock or upgrad it to DAP/MAP/TSP for xport. This rport cludd a markt ovrviw and pric forcast for th rquird raw matrials ammonia and sulphur.

7 Mt our high calibr tam Stv Marky, Managg Consultant, London, UK Cntral to our frtilizr consultancy tam is Stv Marky. Stv is rsponsibl for snior projct put to stratgic and valuation projcts volvg all aras of th frtilizr and chmicals busss. Stv brgs ovr 30 yars xprinc from th frtilizr dustry, havg bn ngagd a varity of positions sals and marktg, supply cha managmnt, product sourcg and risk managmnt. Shna Patl, Snior Consultant, London, UK Shna is a Frtilizr Dsk Managr for CRU Consultg, workg closly with Stv on all frtilizr consultancy projcts. In CRU Consultg sh has managd a numbr of Valuation and Stratgy projcts on Phosphats, Sulphur, Ammonia and Potash. Prior to jog CRU Consultg, Shna spnt fiv yars workg CRU Analysis on th rsarch and managmnt of products. David Clark, Snior Consultant, London, UK David rcntly jod CRU Consultg aftr compltion of a post graduat dgr busss. Prior to startg at CRU, David workd as an ngr th alumium smltg dustry, focusg on th dsign and implmntations of collctor bars and sidwall lgs rductions clls. David thn workd as a consultant to th natural rsourcs dustry Australia on nrgy fficincy and carbon mitigation, gag xposur to bas mtals, coal and natural gas dustris. Alistair Wallac, Snior Consultant, London, UK Alistair Wallac has spnt th last svn yars analysg global frtilizr markts. Alistair lads CRU s nitrogn analysis tam, managg th Markt Outlook for Ammonia and Ura; th groups nitrogn cost work and gas pric forcastg and multi-clint products covrg th nitrats and ammonium sulphat markts. Prior to jog CRU, Alistair spnt ovr six yars as a Snior Analyst at Intgr Rsarch. Lars Taarland, Snior Markts Editor Lars has bn workg for CRU sc H is th author of th FW+ Short Trm Ura Forcasts, th wkly FW Markts Rports for ura and nitrats and also contributs to CRU rports on ammonia. Lars has prviously workd th frtilizr dustry with Norsk Hydro (Yara ASA) th arly 1970s, as wll as at numrous trnational tradg companis.

8 For furthr dtails and formation plas contact Stv Marky (London, UK) Tl Shna Patl (London, UK) Tl David Clark (London, UK)