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MDI market prices continued to fall

The domestic aggregate MDI market price continued to fall broadly, and the market price fell faster after the middle of the week. At the beginning of the week, the weekly guideline price of Shanghai factory was sharply reduced, which instantly stimulated the bearish mood of the industry. Near the weekend, Wanhua announced the buy it now price in the last stage of October. Although the price remained stable month on month, it was sold in limited quantities, which improved the positive bullish mood of traders. Some traders closed their offer and did not report it, waiting for the price rise at the beginning of next week.

EDTA

According to the sample data monitored by the business community, from October 15 to 22, the market price of domestic aggregated MDI fell from 23400 yuan / ton to 21760 yuan / ton, with a price decrease of 7.01% during the cycle, a price increase of 4.03% month on month and a year-on-year increase of 7.06%.

Summary of domestic aggregate MDI market as of October 22:

Region, Wanhua, Shanghai

South China 21500 yuan / ton 21000-21200 yuan / ton

East China 21600-21800 yuan / ton 21200-21300 yuan / ton

North China and Shandong 21300-21500 yuan / ton 21200-21300 yuan / ton

Summary of domestic aggregated MDI traders as of October 22:

enterprise ., Model, price

Nanjing Tanqing Trading Co., Ltd Each model 21500 yuan / ton

Guangzhou Boshun Chemical Co., Ltd Shanghai Material 21500 yuan / ton

Shandong Bosu New Material Co., Ltd Wanhua material 21800 yuan / ton

Shandong Bosu New Material Co., Ltd Shanghai Material 21500 yuan / ton

Linyi Shijia Trading Co., Ltd Wanhua material 21800 yuan / ton

Linyi Shijia Trading Co., Ltd Shanghai Material 21500 yuan / ton

Sodium Molybdate

The recent arrival of low-cost Jinhu goods in the early stage has exacerbated the bearish sentiment of the industry in the future. Shanghai maintenance plants have also been restarted one after another, and the tight supply situation may be alleviated.

After the National Day holiday, the price of raw material pure benzene fell. Due to the impact of film restrictions in the lower reaches of Jiangsu, the overall commencement is not ideal, and the prices of bulk commodities and downstream styrene have weakened significantly, so the industry is bearish on the outlook.

Comparison chart of pure benzene (upstream raw material) – polymerized MDI price trend of business society:

Raw aniline has strengthened in a wide range. Despite the increase of unit load, the overall operating rate of domestic aniline is still low, the spot tradable volume is small, and the factory has the operation of sparing sales at low prices and limited delivery.

Comparison chart of aniline (upstream raw material) – polymerized MDI price trend of business society:

In terms of enterprises, Shanghai Ecological Environment Bureau recently publicized the impact assessment information of MD refining expansion project of Shanghai BASF Polyurethane Co., Ltd. before submitting for approval. The total investment of the project is planned to be 340 million yuan to build a refining unit with an MDI capacity of 90000 tons / year and supporting storage tank farm.

In the future, business community aggregation MDI analysts expect that the domestic aggregation MDI market is mainly sorted out.

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Lithium carbonate prices fluctuated upward and may continue to fine tune in the short term

According to the data monitoring of business agency, the prices of industrial grade and battery grade lithium carbonate continued to fluctuate and rise this week, and some enterprises increased their prices slightly. On October 21, the average price of industrial grade lithium carbonate in East China was 177200 yuan / ton, which was 3.14% higher than that in early Zhou (the average price of industrial grade lithium carbonate in East China was 171800 yuan / ton on October 17). On October 21, the average price of battery grade lithium carbonate in East China was 184400 yuan / ton, which was 3.02% higher than that in early Zhou (the average price of battery grade lithium carbonate in East China was 179000 yuan / ton on October 17). As of October 21, the comprehensive quotation of industrial grade lithium carbonate market is about 175000 ~ 188000 yuan / ton, and the comprehensive quotation of battery grade lithium carbonate market is about 185000 ~ 205000 yuan / ton.

EDTA

According to the observation of market changes, the price of lithium carbonate continued to rise this week, and the upward range slowed down significantly. Some enterprises still raised the price of lithium carbonate, and the upward range was basically relatively small. At present, due to the excessive pressure on the superimposed cost of power restriction by downstream enterprises, the procurement demand has weakened, which has relaxed the tension of industrial carbon and electric carbon shipment. All enterprises are in the state of tentative quotation, with strong market wait-and-see mood and relatively few transactions.

The downstream domestic industrial lithium hydroxide market operates stably. At present, the raw material price is high, the cost side support is strong, the demand side is weakened, and the focus of market negotiation is temporarily stable. In addition, with the gradual release of new capacity in October, the output will rise, and the price of lithium hydroxide may slow down.

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In terms of lithium iron phosphate, the market price is rising, the focus of negotiation is high, the downstream is mainly just in need of procurement, and the transaction atmosphere is cautious. Due to the rapid upward range of raw material prices in the near future, the price conduction rate of lithium iron phosphate has increased and the rising range has expanded.

According to the lithium carbonate analysts of business society, due to the impact of the current limited gas and power restriction policy, the price rise of lithium carbonate is small, and the downstream wants to lower the raw material price, deepening the game mood between the supplier and the demander. It is expected that the short-term lithium carbonate price may continue to be dominated slowly.

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The market price of white carbon black is wide and the supply is tight

Trade name: silica

Latest price (October 20): 6450.00 yuan / ton

Sodium Molybdate

As of October 20, the average price of domestic rubber grade high-grade white carbon black was 6450.00 yuan / ton. The price of white carbon black increased widely, the supply side was tight, the price of raw materials increased, the cost of white carbon black increased, followed passively, the price continued to rise, the tight state of goods was difficult to improve in the short term, and the high-level transportation was the main player.

Future forecast: it is expected that the high-level operation of white carbon black will be the main in the short term, and the supply side will be tight and the improvement will be slow.

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The PC market is narrow and weak, and the operation demand is flat

According to the data monitored by the business society, as of October 19, the comprehensive price of PC market was 24550.00 yuan / ton, and the PC market fell by a narrow margin, down 0.81% compared with the same period last week. The overall trend is weak. At present, the supply side is normal, the downstream procurement atmosphere is general, the inventory side is normal, there is no pressure, the shipment is slow, the contract customers are the main, and the number of new orders is limited.

Sodium Molybdate

The overall market price of domestic PC is narrow and weak, the demand follow-up is lack, and the favorable support is general. The mainstream price is about 24700 yuan / ton. The cost pressure still exists. At present, the supply side is normal, the logistics is smooth, the unit operating rate is normal, the manufacturer’s willingness to ship is strong, the aftermarket mentality is pessimistic, and the bearish atmosphere is strong.

The center of gravity of upstream bisphenol A is declining, the transaction atmosphere is flat, and the demand is weak. At present, the mainstream price range is around 22500-22800 yuan / ton. Merchants actively ship goods and give up profits. Bisphenol a commodity index: on October 18, the bisphenol a commodity index was 218.23, down 2.84 points from yesterday, down 22.94% from the highest point 283.19 in the cycle (2021-04-16), and up 202.72% from the lowest point 72.09 on April 6, 2020. (Note: the period refers to the period from March 1, 2020 to now).

Business community PC analysts believe that: in the short term, the PC market will remain stable, stable and weak. (to get more information about goods and to grasp the price of goods, welcome to subscribe to the business community through the official account of the business community).

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Weakening of cost support and reduction of high price in phosphoric acid Market

1、 Price trend

povidone Iodine

According to the bulk data list of business society, the average price of domestic phosphoric acid on October 18 was 16866.67 yuan / ton, down 11.23% from last Monday (11th), down 15.67% from the beginning of the month, and up 246.58% compared with the same period last year.

2、 Market analysis

After the National Day holiday, the price of phosphoric acid market began to decrease with the downward focus of raw material price. On the first day after the festival, there were few market quotation enterprises. The phosphoric acid market was generally stable, and some decreased slightly. The quotation was adjusted according to their own inventory status, and most enterprises closed their offers. After a short adjustment at the weekend, the cost pressure was reduced, and the production and power restriction policy was alleviated. The operating load of phosphoric acid enterprises gradually increased, and the market supply increased. Last week, the market price of phosphoric acid continued to operate downward, and enterprises adjusted the price to below 20000 yuan. The market gradually cooled down and the focus shifted downward. According to the monitoring of business agency, the quotation in Jiangsu is 16000-18000 yuan / ton, that in Sichuan is 15000-17000 yuan / ton, that in Yunnan is 18000-19000 yuan / ton, and that in Tianjin is 18000 yuan / ton. The price of phosphoric acid in various places has been greatly reduced.

region product Specifications date Price (yuan / ton)

Sichuan region phosphoric acid 85% industrial grade October 18th 15000-17000

Jiangsu region phosphoric acid 85% industrial grade October 18th 16000-18000

Yunnan region phosphoric acid 85% industrial grade October 18th 18000-19000

Hubei region phosphoric acid 85% industrial grade October 18th 16000-18000

Phosphate rock, phosphate rock, the domestic phosphate rock market this week has been consolidated and operated stably as a whole. This week, some mining enterprises in Guizhou resumed mining, mainly for contract users. The supply in some parts of the phosphate rock market is still tight. Affected by the weak operation of the downstream, the enthusiasm for taking goods in the downstream is general, the wait-and-see mood in the phosphate rock yard is increased, and most mining enterprises implement the contract, Supply and demand are constantly consolidated.

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Yellow phosphorus, recently, the price focus of the domestic yellow phosphorus market is downward, the downstream procurement is more cautious and the price is lower, and the goods just need to be taken. Traders wait and see, and prices slowly decline. At present, most manufacturers do not make external quotations, and sporadic low-cost shipments are made in some regions. The quotation in Guizhou market is mostly about 55000-56000 yuan / ton; The quotation in Sichuan is about 58000 yuan / ton; The market quotation in Yunnan is mostly about 55000-56000 yuan / ton. According to the monitoring data of business society, on October 15, the reference price of yellow phosphorus was 56000 yuan / ton, a decrease of 6.67% compared with October 1 (60000.00).

3、 Future forecast

According to the phosphoric acid analyst of the chemical branch of the business society, the raw material price is lowered, the cost support is gradually weakened, the operating load of phosphoric acid enterprises is gradually increased, the space elasticity of adjustable price is increased, and the enthusiasm of the market is gradually cooled down. It is expected that the phosphoric acid market may continue to decline in the short term.

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Glycine market price rose steadily this week (10.11 ~ 10.15)

1、 Price trend

Benzalkonium chloride

According to the bulk list data of business society, the domestic glycine market price continued to rise this week. The average price of industrial glycine at the beginning of the week was 26666 yuan / ton, and the average price at the weekend was 27333 yuan / ton, an increase of 2.5%.

2、 Analysis and review

According to the price chart of the business club, the price of glycine has further increased, of which the quotation in Hebei has been restored, and the mainstream quotation of industrial glycine is 28000 yuan / ton. The enterprise’s production is stable and mainly completes the orders of old customers. Affected by the double limit in Shandong, the start-up of the unit is unstable, the supply of goods is tight, and the enterprise continues to stop reporting.

EDTA

Downstream products: glyphosate demand continues to improve. It is understood that the price of glyphosate technical drug exceeds 70000 yuan / ton, the mainstream quotation in the market is around 75000 yuan / ton, the supply of goods is low, the manufacturers mainly execute orders, there is no pressure to deliver goods, the cost continues to be high, and under the support of strong demand, the glyphosate market is expected to remain high for a long time.

3、 Future forecast

Glycine analysts of business society believe that the overall supply of glycine is tight, the downstream demand is stable, and the future price is likely to be stable.

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Cost support: the formic acid market is running strongly after the holiday (10.8-10.14)

According to the bulk list data of business society, as of October 14, the average quotation price of formic acid enterprises was 8050.00 yuan / ton, up 0.42% compared with the price on October 8, 33.43% compared with the price on September 14, and 162.50% year-on-year in a three-month cycle.

Sodium Molybdate

After the festival, the market price of domestic industrial grade 85% formic acid is strong, mainly running. The price of raw materials operated strongly, the cost side formed a good support, the downstream just needed to buy, the market trading atmosphere was ok, the goods holders made strong offers, the market supply of low-cost goods decreased, and the focus of market negotiation was high.

Index: on October 13, the formic acid commodity index was 441.28, unchanged from yesterday, hitting a record high in the cycle, up 264.39% from the lowest point of 121.10 on December 7, 2020. (Note: the period refers to the period from September 1, 2020 to now)

In terms of cost, the reference price of upstream caustic soda was 1472.50 on October 13, an increase of 19.23% compared with October 1 (1235.00); For upstream liquid ammonia, on October 13, the reference price of liquid ammonia was 5125.00, an increase of 5.67% compared with October 1 (4850.00); For upstream sulfuric acid, on October 13, the sulfuric acid Market in Shandong was temporarily stable, and the upstream sulfur market has increased slightly recently. Some sulfuric acid manufacturers have insufficient operation, the load is reduced, the downstream formic acid market has risen sharply, and the downstream procurement enthusiasm is good; For upstream methanol, on October 13, the reference price of methanol was 4480.00, an increase of 24.01% compared with October 1 (3612.50).

The formic acid analysts of business society believe that the current cost level is running at a high level, which has obvious support for the price of formic acid and orderly market trading. It is expected that the formic acid market may operate strongly in the short term, and more attention should be paid to the guidance of market news.

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The price of raw methanol rose, and the market price of formaldehyde in Shandong rose

According to the bulk commodity list data of business society, the formaldehyde Market in Shandong increased slightly. On the 12th, the average price of formaldehyde in Shandong was 2200.00 yuan / ton, and on the 13th, the average price of formaldehyde in Shandong was 2267.67 yuan / ton, up 3.03%. The current price rose 58.14% month on month, and the current price rose 115.87% year-on-year.

EDTA

At present, the upstream methanol market continues to rise, the power coal continues to reach a new high, the methanol cost support is highlighted again, the tight supply situation remains unchanged, the downstream on-demand procurement continues, and the mentality of upstream and traders is supported. However, some northwest olefin plants begin to sell methanol away, so they are cautious about risks. In the short term, the methanol market is still expected to rise again. Give strong cost support to formaldehyde. The demand of downstream plate factories is acceptable, there is no resistance to the acceptance of formaldehyde price, and the formaldehyde market is rising.

Recently, the raw material methanol market continues to be high and rising. Driven by the strong cost, the formaldehyde analyst of the chemical branch of the business society expects that the recent rise in the price of formaldehyde in Shandong is mainly due to the rise.

Melamine

The market price trend of ammonium nitrate rose in early October

According to statistics, the domestic market price of ammonium nitrate rose in early October. As of December 12, the market price of ammonium nitrate was 3780 yuan / ton, up 6.48% from 3550 yuan / ton at the beginning of the month and 30.34% year-on-year.

povidone Iodine

In the first ten days of October, the domestic ammonium nitrate market price trend rose, the domestic ammonium nitrate manufacturers operated stably, the supply of goods in the field was normal recently, the delivery of goods in the field was general, the manufacturer’s inventory was not high, the coal price in the upstream of the terminal continued to rise, and the ammonium nitrate price rose. Recently, the shipment market of ammonium nitrate manufacturers is general, and the downstream is purchased on demand. Recently, the trend of nitro compound fertilizer in the downstream is stable. There are still many shutdown in the domestic downstream civil explosive industry. The domestic ammonium nitrate manufacturers start work normally, and the price of ammonium nitrate market rises due to the cost support. Up to now, the mainstream negotiation in Shaanxi is 3700-3800 yuan / ton, the mainstream negotiation in Shandong is 3000-3300 yuan / ton, and the price in Hebei is 4700-4800 yuan / ton.

In the first ten days of October, the price trend of domestic concentrated nitric acid fell somewhat. As of the 12th, the average price of domestic nitric acid was 3356.67 yuan / ton, down 4.55% from 3516.67 yuan / ton at the beginning of the month. Shaanxi Xinghua offers 2750 yuan / ton; Anhui Jinhe offers 3200 yuan / ton; The quotation of synthetic chemical industry in Wenshui County is 3670 yuan / ton. Recently, the operation of domestic nitric acid plants is stable, the supply of concentrated nitric acid market is normal, and the delivery of goods in the field is general. There is no lack of nitric acid market with an upward trend, and the price of raw nitric acid has decreased, but the price of coal continues to rise, and the market price of ammonium nitrate is higher.

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The price trend of domestic liquid ammonia market continued to rise in the first ten days of upstream October. As of December 12, the price of liquid ammonia was 5075 yuan / ton, up 4.65% from 4850 yuan / ton at the beginning of the month. The price of liquid ammonia continues to rise. The price of liquid ammonia in Shandong has reached 5000-5100 yuan / ton, mainly due to the reduction of supply caused by enterprise maintenance, the boost of high cost, and the expectation of peak season demand for agrochemical fertilizer. On the supply side, the market supply remains tight. The units in northwest, Hubei, Hebei, Shandong and other main producing areas were shut down for maintenance or started with load reduction, the market supply continued to decline, the domestic urea output decreased significantly, and the price began to rise continuously. Some ammonia enterprises switched to urea, which exacerbated the contradiction of shortage of liquid ammonia supply, The price of liquid ammonia also rose moderately. The sharp rise in the price of upstream liquid ammonia formed a certain positive support for the ammonium nitrate Market, and the market price trend of ammonium nitrate rose.

Recently, the demand of the downstream civil explosive industry is general, and the market demand for ammonium nitrate is normal, but the raw material market price remains high, which has a certain positive support for the ammonium nitrate Market. Recently, the spot supply of ammonium nitrate Market has decreased, which forms a certain support for the price. The ammonium nitrate analysts of the business society believe that the market price of ammonium nitrate may rise slightly in the later stage.

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Price rise of chlorinated paraffin on October 11

Trade name: chlorinated paraffin

Sodium Molybdate

Latest price: 6766 yuan / ton

Key points of analysis: on October 11, the price of chlorinated paraffin increased by 1.50% compared with the previous trading day. At present, the price of chlorinated paraffin 52 continues to rise, and the market trading atmosphere is good. The trend of crude oil is good, and the prices of raw liquid wax and liquid chlorine rise. With the support of good raw materials, the price of chlorinated paraffin still has room to rise.

Future forecast: the price of chlorinated paraffin will continue to rise in the short term.

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