\n
Le premier producteur am\u00e9ricain de phosphate a annonc\u00e9 lundi qu’il r\u00e9duirait sa production domestique en raison de la flamb\u00e9e des prix de l’acide sulfurique, intrant critique, affaiblissant davantage l’effort de l’administration visant \u00e0 faire baisser les prix des engrais et \u00e0 accro\u00eetre les approvisionnements nationaux.<\/p>\n
Cette mesure met \u00e9galement en p\u00e9ril les approvisionnements mondiaux de cet \u00e9l\u00e9ment nutritif crucial pour les cultures. Alors que la Chine limite les exportations d’engrais \u00e0 base de phosphate au moins jusqu’en ao\u00fbt, Bruce Bodine, pr\u00e9sident-directeur g\u00e9n\u00e9ral de Mosaic, a annonc\u00e9 lors de l’appel sur les r\u00e9sultats trimestriels de l’entreprise lundi qu’il doutait que la production mondiale de phosphate puisse r\u00e9pondre \u00e0 la demande cette ann\u00e9e.<\/p>\n
\u00ab Pour faire simple, il n’y aura pas assez de phosphate pour r\u00e9pondre \u00e0 la demande mondiale \u00bb, a averti Bodine.<\/p>\n
Mosaic produit du phosphate dans quatre sites am\u00e9ricains, dont une usine en Floride pr\u00e8s de Lithia, dont la capacit\u00e9 de production avait r\u00e9cemment \u00e9t\u00e9 renforc\u00e9e. L’entreprise r\u00e9duira sa production d’environ la moiti\u00e9 sur l’usine Faustina en Louisiane, qui affiche une production de 1,4 million de tonnes par an, et sur l’usine Bartow en Floride, capable de produire 2 millions de tonnes.<\/p>\n
Les industries am\u00e9ricaines s’approvisionnent \u00e0 plus de 80 % en soufre localement, selon le United States Geological Survey (USGS), et Mosaic tire la majeure partie de son acide sulfurique, qui repr\u00e9sente jusqu’\u00e0 52 % du produit fini de phosphate monoammonique (MAP), aupr\u00e8s de producteurs nationaux.<\/p>\n
Mais le Moyen-Orient demeure un acteur mondial majeur, repr\u00e9sentant environ la moiti\u00e9 de toutes les exportations mondiales de soufre par voie maritime. Par cons\u00e9quent, les perturbations des cha\u00eenes d’approvisionnement ont entra\u00een\u00e9 une hausse des prix du soufre.<\/p>\n
\u00ab Nous r\u00e9visons notre plan de production mondiale de phosphates pour 2026 et prenons les premi\u00e8res mesures pour limiter la production \u00bb, a d\u00e9clar\u00e9 Bodine lors de l’appel.<\/p>\n
L’entreprise esp\u00e9rait produire plus de 7 millions de tonnes en 2026, mais elle r\u00e9duira temporairement la production jusqu\u2019\u00e0 ce que la volatilit\u00e9 du march\u00e9 de l’acide sulfurique se soit calm\u00e9e. Mosaic r\u00e9duit \u00e9galement sa production d’engrais suppl\u00e9mentaire au Br\u00e9sil.<\/p>\n
\u00ab Ce sont des questions temporaires qui peuvent \u00eatre rapidement r\u00e9solues \u00bb, a insist\u00e9 Bodine. \u00ab Nous sommes pr\u00eats \u00e0 red\u00e9marrer rapidement nos op\u00e9rations lorsque les conditions s’am\u00e9lioreront. \u00bb Mais il a \u00e9galement not\u00e9 que si le climat \u00e9conomique ne s’am\u00e9liore pas, l’entreprise est pr\u00eate \u00e0 r\u00e9duire davantage sa production.<\/p>\n
\u00ab Nous avons d’autres options que nous examinons et que nous mettrons en \u0153uvre pour d’\u00e9ventuelles r\u00e9ductions suppl\u00e9mentaires de production \u00bb, a-t-il d\u00e9clar\u00e9. \u00ab Nous ne sommes pas rassur\u00e9s quant aux marges dans ce secteur pour \u00eatre un fournisseur fiable de ce dont le monde a besoin. Ce sont donc des d\u00e9cisions difficiles que nous envisageons au jour le jour et que nous surveillons en r\u00e9action \u00e0 ce qui se passe au Moyen\u2011Orient. \u00bb<\/p>\n
Cette annonce survient quelques semaines seulement apr\u00e8s que l’entreprise a annonc\u00e9 mettre au ralenti deux installations au Br\u00e9sil, r\u00e9duisant la production d’environ 1 million de tonnes par an.<\/p>\n
La r\u00e9duction temporaire de la production am\u00e9ricaine par Mosaic est un coup dur pour les efforts de l’administration Trump visant \u00e0 accro\u00eetre les volumes de production. Dans des propos rapport\u00e9s \u00e0 des journalistes, la secr\u00e9taire \u00e0 l’Agriculture Brooke Rollins a pr\u00e9dit que la production int\u00e9rieure de phosphate pourrait bondir de plus de 200 % dans les ann\u00e9es \u00e0 venir.<\/p>\n
Les repr\u00e9sentants de l’industrie \u00e9taient d\u00e9j\u00e0 sceptiques quant \u00e0 la capacit\u00e9 des \u00c9tats\u2011Unis \u00e0 atteindre ces volumes de croissance, compte tenu de l’\u00e9puisement rapide de la qualit\u00e9 et de la quantit\u00e9 des r\u00e9serves de phosphate.<\/p>\n
\u00ab La capacit\u00e9 d’accro\u00eetre la production de phosphate \u2014 premi\u00e8rement \u2014 exige une r\u00e9serve mini\u00e8re \u00e0 long terme ; deuxi\u00e8mement, c’est tr\u00e8s co\u00fbteux \u00bb, a ajout\u00e9 Delaney. \u00ab Honn\u00eatement, je ne vois pas d’expansion de la production de phosphate aux \u00c9tats\u2011Unis dans un avenir pr\u00e9visible. \u00bb<\/p>\n
Les importations am\u00e9ricaines en provenance du Maroc restent soumises \u00e0 des droits de douane compensatoires, et le producteur public marocain OCP n’est pas actif sur le march\u00e9 am\u00e9ricain.<\/p>\n
\u00ab Tout le reste dans le monde n’\u00e9volue que par de petits incr\u00e9ments \u00bb, a d\u00e9clar\u00e9 Delaney.<\/p>\n
\u00ab La capacit\u00e9 d’accro\u00eetre la production de phosphate \u2014 num\u00e9ro un \u2014 n\u00e9cessite d’avoir une r\u00e9serve de minerai \u00e0 long terme ; num\u00e9ro deux, c’est tr\u00e8s co\u00fbteux \u00bb, a ajout\u00e9 Delaney. \u00ab Honn\u00eatement, je ne vois pas d’expansion de la production de phosphate aux \u00c9tats\u2011Unis dans un avenir pr\u00e9visible. \u00bb<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":67,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"class_list":["post-66","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-actualidad","generate-columns","tablet-grid-50","mobile-grid-100","grid-parent","grid-50"],"yoast_head":"\n
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