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PetroSang Products Market Research - Coggle Diagram
PetroSang Products
Market Research
Fertilizers
Industry
Key Trends
Volatile & fluctuating profit ~ global fertiliser price
rising demand for Env frindly food > influence revenue & Profit
small domestic industry
Asia & America
opportunities for Export market
SWOT
🔴 Medium & decrease barrier Entry / High competition / demand depend to agriculture
🟢 High profit & High Short term growth
Key Statistics
Annual Growth 2015-2020 0.6%⬆️ over 5 yrs
5-6 million tones sold each year Aus / half manufacture locally
Total Revenue in 2020 $4.3
revenue grow 1.8% in 5 yrs thro 2025 to $4.7 Billion
Key industry data
Major Players: 41.5 bn 36.3% Incitec Pivot Ltd. + $529 m 12.4% Westfarmers Ltd + $2.2nb 51.3% other
Products & Services Segmentation: 🅿️ 19.5% 🇳 38%
S
23%
Sulphur🟡
S
/ˈsʌlfə/
The Importance Of Sulphur
As A Plant Nutrient
WHAT is it
AGRICULTURAL=>
1- key
macroelements
essential for
plant growth
.
2- taken up from
soil
solution by the plant in the sulphate
form
(SO4 2-)
MINERAL=>
Sulphur🟡
S
WHY essential
component of methionine
, cysteine and cystine (3 of 21 amino acids) >
essential
building blocks of proteins +
essential
for dairy cattle in particular (cannot manufacture it themselves)
component
of key
enzymes
and
vitamins
in the plant and is
necessary
for the
formation of chlorophyll
in legumes=>efficient
fixation
of
nitrogen
by the plant
in canola=> essential for
flowering and seed set
HOW deficient
COLOR: show a
pale green
colouration of younger
leaves first > entire plant can be
stunted
STRUCTURE: Affected plants may be
thin-stemmed and spindly
COLOR:
brassica
and
canola
crops >1-
develop
a
reddish
colouration on> underside of
leaves
& 2-
pale to greyish
in colour on>
stems
, &
flowers
WHY important
recent time
Decreased
sulphur addition to the soil from
atmospheric
sources > as industrial pollution has been reduced;
Introduction
(launch-set) of
higher yielding crop varieties
which remove more sulphur from the soil in harvested commodities.
Increased
use of high analysis fertilisers e.g monoammonium phosphate (MAP) &diammonium phosphate (DAP) >these products
contain
much
less
sulphur> traditionally used single superphosphate (SSP);
The sulphur cycle
Sulphur compounds
sulphides (S-) & elemental sulphur (S0) >>>
CONVERTED
into >>>
sulphate (SO4 2-)
form >
able
to
utilise
sulphur from the
soil
rate of conversion
influenced by
Soil
moisture
and
aeration
Soil pH (
acidity
)
The
particle size
of the elemental sulphur source
Amount
of organic matter present in the soil
Sulphur source
Natural
90%-95% associated with
organic matter
other
animal manure
,
irrigation water
and,
close
to the
coast
or
industrial
areas>
atmosphere
> where sulphurous
gases
>like S dioxide SO2 &S trioxide SO3 >are
dissolved
in
rainwater
and
washed
into
soil
.
Chemical
adding elemental sulphur to the soil > ‘slow release’ source =>
resistant to leaching & oxidised slowly
why
Sulphur remove
out of the
root zone
Leaching through Rainfall water, Flood water & Irrigation
volatilisation
Uptake by plants
Sulphur Market Research
Imports: China 43% , Morocco 11% India 5%
Sulphur powder $75 FOB Bandar Abbas m/t jumbo bag
Granular same package - lump bulk shipment
Price range of $145-$180 FOB Middle East. (2013-14)
General: Iran export sulphur in elemental form / 2015 exported 1.6 Million toen to China & India
Sulphur Buyers
More than
%50
of sulphur > used in
fertilizer manufacturing.
61
fertilizer manufacturing companies in
Australia
.
$4M revenue
As a Rule of Thumb Sulphuric acid is better value for money. if went triple price its price still less than sulphur on CFR bases.
1t of sulphur produces 3t of acid
COVID-19 Update (Agri Chem Pro)
COVID-19 Impact Update
:red_cross:Wool wholesale > ⏬ decline manufacture activity 🇨🇳 >> :warning: Negative effect this industry
:red_cross:Grain Growing > bushfire + delay shippin >> :warning: Negative effect this industry
:red_cross:Metal & Mineral > ⏬ demand e.g.iron >> :warning: Negative effect this industry
:green_cross: domestic demand (consumer) ⬆️ > stock household +driven behavior e.g. Pasta🍝
Key External Drivers
Demand from mining
Demand from construction
Demand from agriculture
Trade-weighted index
Demand from manufacturing
Urea ⚪
/jʊˈriːə,ˈjʊərɪə/
General
NPK
(sis)
Nitrogen (N)
supports
vegetative
growth
.
Phosphorus (P)
improves roots and flowering
.
Potassium (K)
strengthens resistance
to environmental assaults, from extreme temperatures to pest attacks.
UREA (46% N)
-
white
crystalline organic chemical compound
-waste product
formed naturally
by
metabolizing
protein in humans & mammals
-Formula:CO(NH2)2
-
neutral
in pH and can
adapt
to all soils
-
widely
used in the
agricultural
sector both as a fertilizer and animal feed additive
as Urea Fertilizer
Advantages
Superior
Nitrogen
content
Low
production
cost
, as source is natural
Non-flammable
and
risk-free
storage
Neutral pH
and
harmless
to crops and soil
Wide
application
range
, for all types of crops and soils
How to Use
should be
applied
at the time of
sowing
+ should
not
come in
contact
with the
seeds
. It
also
can be applied as a
top dressing
.
should be used in
combination
with earth
or
sand
before
its application.
should
not
be applied when the soil
contains
free
water
or likely to remain wet for three or four days
after
application.
Main Functions (mapu)
make
the plants
look lush
.
aids
the
photosynthesis process
of plants.
promote
green l
eafy growth
used
for
bloom growth
Blending with Other
Mono-ammonium Phosphate (
MAP
) or Di-ammonium Phosphate (
DAP
).
must
not
be mixed with any
superphosphate
>
reacts
with superphosphate >
liberating
water molecules=>produce a
damp material
that is
hard to store
and apply.
Drilling Mud
Industry
Oil and Gas Extraction
SWOT
🟢 US$ per AUS$ / High Short term growth / Steady Barriers
🔴 High competition / High Imports / High Volatility
Key industry data
Key Trends
Australia is anticipated to overtake Qatar
New Technology use to access AUS + High Profit remain =due=> Gas as global demand Grows
Fastest growing industry over past 5 yrs
Major Players
Chevron Australia 15% , Woodside Petroleum 13.7 , Shell 10.8% , BHP 8.2%, ExxonMobil 7.9%, Santons 6.7% & other 37.7%
Key Statistics
Annual Growth 2014-2019 12.3%⬆️ over 5 yrs
due to production expansion.
Total Revenue in 2019 $74.7
revenue grow 1.0% in 5 yrs through 2023-24 to $78.7 Billion
Products
Barite
⚪
BaSO4
Target market
: making paper, making rubber, barium mud for drilling purposes => 77% worldwide is used for
drilling
Export opportunities
: Africa & Asia (Refer PDF)
Price:
China FOB $110-$140 /ton -
Morocco FOB $105 -$130 /ton - America $115 Ave
Bentonite⚪
Main Market:
1- Steel foundries: main US & China (Ref PDF) 2- Drilling mud
Price: Average $70 ton (Ref PDF)
COVID-19 Update (Oil & Gas Extr)
COVID-19 Impact Update
:green_cross:In early March, both Saudi Arabia and Russia increase oil output, amid a declining demand.
:red_cross:Oil prices have strongly declined, undermine the performance of major oil and gas extraction in Australia.
:red_cross:Chinese economic decline, demand for gas is fall.
Key External Drivers
Demand from gas supply
US $ per Australian $
World price of crude oil
Demand from petroleum exploration
Export price of liquefied natural gas
Mineral
Industry
Cement Manufacturing
Key Industry Data
Major Players: $774.4m 21.1% Adelaide Brighton Ltd / $436.7m 11.9% Cement Australia Holdings Pty Ltd / $304.6m 8.3% Boral Ltd. / $2.2bn 58.7% Other
Key Statistics
The industry increased its reliance on imported clinker, due depreciation Aus $ & improving efficient manufacturing plants
Industry revenue ⏫ 1.3% over 5 yrs thr 2023-24, to total
$3.9 billion.
This trend decline of 7.0% in current year due declines major building markets.
Products & Services Segmentation:
Unprocessed clinker:
2.3%
SWOT
🟢 High Outlook Growth / Demand road and bridge construction
🔴 Low Profit / High competition / Low Short&Long-term Growth
Key Trends
:red_cross:Demand residential building market decline in the short term
:green_cross:New, more efficient plants boosted profit
:red_cross:intensely competitive / Profitability decrease
:no_entry:Excess global cement production increased threat of import competition
Products
Clinker🌑
Price: average price $45/mt to neighbor countries
Clinker buyers: Bangladesh (
Refer PDF
), India, Indonesia and Nepal.
COVID-19 Update (Metal & mineral)
COVID-19 Impact Update (same as Fertilizers)
Key External Drivers
Demand from heavy 7 civil engineering construction
ease metals price index
Demand from commercial & industrial building
US $ per Australian $
Demand from metal product manufacturing
world price of coking coal
Petroleum
Industry
Road and Bridge
SWOT
🟢 Low Customer Concentration & High Short term growth
🔴 Low Profit / High competition / Low Long-term Growth
Key Trends
:green_cross:Both public and private funding have grown rapidly
:green_cross:Federal Government will continue to invest in the
nation's road network
:red_cross:Demand has been weak for new roads on new housing
Major Players: $3.3bn 9.3% Department of Transport NSW / $2.5bn 7.1% CIMIC Group Ltd. / $29.6bn 83.6% Other
Key Statistics
Industry Revenue ⏬ 0.4% over 5 yrs through 2024-25, to total $34.7
The industry's performance is forecast to deteriorate⏬over 5 yrs
the industry is anticipated to maintain operations at near record levels
Products
Bitumen ⚫
Marketing Assessment: focus on asphalt plants as a target: US Germany UK ,...
Refer to PDF
Target Market
Big contractors import their own material. Find thr Engineering organizations, contractor,... e.g:
http://www.cicanet.com/
Highway contarctor publications
for finding the resources.
Bitumen importers. Finding easier, because advertising
joint venture programs
More sample
Refer tp PDF
price 500-520/mt (2015)
general: iran’s bitumen good quality, Importers directly from refineries in iran. + to UAE for Re Exportation
COVID-19 Update (Petroleum)
COVID-19 Impact Update
:red_cross: Lockdown > ⏬ Fuel Demand > ⏬ Fuel Consumption
:red_cross: decline air travel > ⏬ Global Oil Price
:red_cross:Shipping supplies disrupted
:red_cross:Saudi Arabia and Russia increase oil price > Global oil Price Instability
Key External Drivers
Demand from fuel retailing
No Motor vehicles
World price of crude oil
Demand from petroleum refining
