Which glyphosate route requires higher investment?
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Currently, there are three synthetic routes for glyphosate: glycine, DEA, and IDAN. So among these three routes, which one has a lower investment cost and which one has a higher one? As far as I know, the investment cost for glycine is relatively low, but when considering the associated raw materials, it might be the highest. Logically, the investment costs of DEA and IDAN should be similar, but according to the annual reports of the listed companies, it seems that IDAN’s cost is higher than that of DEA, right? What is the truth?
The truth is that DEA is higher than IDAN, but IDAN uses raw materials that are easier to obtain
Our company is conducting large-scale tests on the IDA method.
Reply to 2# *achi1983: Thank you for your reply. However, according to the annual reports of these listed companies, it seems that the cost per ton for IDAN is higher than that for DEA. For Jiangshan’s 25,000 tons of IDAN, the total investment was 356.25 million, resulting in an average cost of 142.5 million per ton; whereas for Yangnong’s 30,000 tons of DEA, the total investment was 354.25 million, giving an average cost of 118.17 million per ton
Reply 2# *achi1983 IDAＮ is not easy to buy these days either; it seems that no quotes are being given in Chongqing right now
DEA equipment has a high investment cost. The dehydrogenation of diethanolamine to produce iminodiacetic acid requires the use of high-pressure reactors; moreover, hydrogen gas is generated during the reaction, which results in high equipment costs and stringent requirements regarding the safety of such equipment. Based on this description, DEA’s investment cost should be quite high
At present, the domestic production costs are GLY＜IDAN＜DEA； The investment levels are IDAN < DEA < GLY. That’s the current situation; the choice of approach to take depends on one’s own resource allocation. But now? Hehe, can you sell it?
At the current prices of glyphosate and raw material costs, it’s only possible to break even; any profit would be minimal
Stop developing it – our company’s glyphosate project will be halted as soon as it starts operating. We’ve purchased a lot of equipment and raw materials, resulting in huge losses
Investing in projects is not a problem these days; the key is to determine which products are profitable, and funds should be directed toward those areas. This ultimately leads to severe overcapacity and low-cost competition, resulting in waste of resources.