Yara CEO: Inventory Write-downs Seen Ending In 3Q
August 20 2009 - 1:55PM
Dow Jones News
The chief executive of Yara International ASA (YAR.OS), the
world's biggest fertilizer company by sales, said Thursday that the
inventory write-downs the company has had to make in recent
quarters should end in the third quarter.
The company, which has a 7% to 8% share of global fertilizer
markets, has been forced to write-down the value of its nitrates,
phosphate and potash inventories since the fourth quarter of 2008
as it paid more for the raw materials in the fertilizer than the
price gained from the finished product.
But Chief Executive Joergen Haslestad told Dow Jones Newswires
in an interview Thursday that after "some third quarter
write-downs, we will have completely cleared up, given today's
prices."
Most recently, it wrote down inventories of third-party products
by 185 million Norwegian kroner ($30.7 million) in the second
quarter to reflect lower market prices, while Yara-sourced products
were written down by a further NOK191 million. That was primarily
in nitrogen, phosphorous and potassium, or NPK fertilizers,
manufactured in earlier periods with higher potash and phosphate
input prices.
Net profits for the second quarter plunged 74% to NOK1.12
billion, due to the write-downs, and falling sales.
Fertilizer prices have plunged in the past year because the
global economic downturn eroded demand.
Haslestad said he expects to see acceptable demand for its
products returning in the current fertilizer season, which runs
from July through next June, although he ceded that there's "still
a bit of a wait-and-see attitude from farmers."
The company's second-quarter global fertilizer deliveries were
down 13% on the year, with NPKs down 38%, although nitrates
increased 17%.
"There was more fertilizer out there (in storage) than expected.
When things are going well and margins are acceptable, farmers buy
a bit more and store it. That pipeline of spare volumes has emptied
this year," which will help deliveries and prices to recover this
season, he said.
Nitrate prices and volumes have recovered more quickly than
NPKs, helped after Yara set a moderate price for June at
EUR115/ton, attracting buyers back to the market. It now expects
nitrate prices to track steadily upward through the season and will
set fourth-quarter nitrate prices in October, which are expected to
be higher than the current mid EUR120s/ton.
Weak fertilizer markets have been partially offset by falling
natural gas prices. Yara is the biggest industrial gas buyer in
Europe, using the fuel as a feedstock in the fertilizer production
process. The company now buys 55% of its gas from Europe's spot gas
markets, as it continues to switch away from less flexible
long-term supply contracts.
Haslestad described current gas prices of around $4 per million
British thermal units in Europe and $3/MMBtu in the U.S. as
"absolutely incredible. We believe prices will stay low in the
medium term," he said, which will help cushion the company from the
risk of continued low demand for its products.
Company Web site: www.yara.com
-By Elizabeth Adams, Dow Jones Newswires; +44 (0) 7789 070 028;
elizabeth.adams@dowjones.com