Evonik will build a methyl mercaptan plant at its site in Mobile, Alabama in the U.S. Methyl mercaptan is an intermediate in the production of MetAMINO® (DL-methionine) and is currently sourced from third parties. This backward integration step strengthens Evonik&39;s site in Mobile as a global, best-in-class methionine hub for reliable and cost-optimized supply to North and South American markets. The plant is scheduled to come on stream in the second half of 2024.
The global methionine production hubs in Antwerp and Singapore are already fully backward integrated. This contributes – just like the present investment in Mobile – to improved supply security and a market-leading cost position. It also facilitates future and highly efficient debottlenecking over the next years.
025Ycm
相较固体蛋氨酸,液体蛋氨酸的成本更低,但需要下游饲
养殖客户要使用液体蛋氨酸,需要安装液体添加系统,而固体蛋氨酸只需直接添加。正因此,只有在养殖行业较为成熟的市场,液体蛋氨酸才会规模使用。
生猪养殖行业长期以散养为主,规模化饲养水平低,根据中国畜牧业年鉴数据显示,2021年,生猪出栏排名前十的企业合计市场份额仅约12.34%。
我国肉鸡目前主要以散户养殖为主,规模养殖占比较小。2011-2019年,年出栏数在5万羽以下的小规模养殖场户数1729万户,年出栏数在5万羽以上的规模养殖场户数仅2.88万户。
截止到2021年5月中国水产养殖行业参与者主要为中小企业,其占比达到了90%以上,规模化效应较弱。
如果从这些资料来看,液体蛋氨酸算是不错的市场。会受益于中国养殖的规模化。
目前安迪苏的液体蛋氨酸是全球第一,这个暂时不会有谁来颠覆它。作为全球领先的蛋氨酸生产商之一,赢创动物营养业务线北亚区副总裁曾表示,赢创致力于不断优化生产工艺和逆向整合以实现规模经济效益,凭借成本优势和优质产品加强市场地位。
这个逆向整合是什么意思?
我猜想是从下游往上游整合。但是搜索中文,没找到赢创更多的息。
然后搜索英文,果然证明了我对猜想。
其实就是一体化垂直整合,上游中间体自己生产。
赢创在美国投资建设中间体工厂,2024年投产。而新加坡和欧洲工厂已经完全实现一体化整合。
其中还提到了debottlenecking,脱瓶颈化。
而安迪苏的年报中也一直有类似的描述。
”通过中国和欧洲的脱瓶颈化项目,欧洲生产平台扩建项目和 A-Dry+项目,安迪苏扩大其在欧洲和中国工厂的产能;“
这个脱瓶颈化究竟是啥意思?
我猜测还是一体化整合,减少对第三方的依赖,这样供应链不会有瓶颈,不会比任何第三方供应商卡脖子。
如果按照这个思路,这些一体化整合的巨头,是不可能把上游产能彻底拱手让人的。
Evonik will build a methyl mercaptan plant at its
site in Mobile, Alabama in the U.S. Methyl mercaptan is an
intermediate in the production of MetAMINO® (DL-methionine)
and is currently sourced from third parties. This backward
integration step strengthens Evonik&39;s site in Mobile as a global,
best-in-class methionine hub for reliable and cost-optimized
supply to North and South American markets. The plant is
scheduled to come on stream in the second half of 2024.
The global methionine production hubs in Antwerp and Singapore
are already fully backward integrated. This contributes – just like
the present investment in Mobile – to improved supply security
and a market-leading cost position. It also facilitates future and
highly efficient debottlenecking over the next years.
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