1、 Price trend

According to the monitoring data of the business agency, the average price of PS ordinary materials at the beginning of this month was 11283 yuan / ton, and the average price of PS ordinary materials at the end of the month was 10583 yuan / ton, down 6.20% and 3.20% compared with the same period of the year.

2、 Market analysis

At present, the market price of PS (polystyrene) has declined slightly, and styrene has strengthened. However, the purchasing interest of downstream is low, and the shipment of merchants is under pressure, and the profit continues to be increased. Reference for quotation excluding tax of mainstream brands: Zhenjiang Qimei pg33 reported 9700 yuan / ton, Taiwan Taihua 5250 reported 11540 yuan / ton, Ningbo Taihua 535n reported 9620 yuan / ton, Shanghai Secco 123p reported 9700 yuan / ton, Thailand Petrochemical 150 reported 10980 yuan / ton, Guangzhou Petrochemical 525 reported 9250 yuan / ton.

At present, the trend of styrene is strong, which boosts the market atmosphere. The impact of low-cost supply in the market and the increase of domestic supply depress the market sentiment. In the game of good and bad news, it is expected that the domestic PS (polystyrene) market will be strong in the short term. The mainstream price of GPPS (polyphenylene sulfide) in the East China market is 9200-11000 yuan / ton, and the mainstream price of hips (polystyrene) is 10400-11700 yuan / ton.

3、 Future forecast

At present, the downstream trading atmosphere of PS is cold, and it is expected that the short-term domestic PS (polystyrene) market will rise or fall in a narrow range.

1、 Price trend

2、 Market analysis

According to the data of the business agency, the domestic potassium sulfate market fell this month, and the spot prices of various brands decreased. As of August 29, the average price of 50 particle samples of domestic potassium sulfate was 4900 yuan / ton, up or down by – 8.41% compared with the average price at the beginning of the month.

In August, the domestic potash fertilizer market momentum continued to decline, and the operating rate of potassium sulfate Mannheim type enterprises continued to decline. Although some enterprises increased their load by producing autumn compound fertilizer, the overall operating rate has dropped from 40% at the beginning of the month to nearly 20%. The downstream consumption situation is poor, the flow of compound fertilizer in the third quarter is slow, and the potassium sulfate enterprise has a low load but a high inventory position, which makes it difficult for the supply side to support the spot. In addition, the previous export sales were affected by the export policy to a certain extent, forming various pressures on the on-site supply. The upstream potassium chloride continued to decline in August. Border trade and port cargo volume continued to be high, imported and domestic goods filled domestic inventory at the same time, and downstream enterprises such as potassium carbonate and potassium nitrate purchased generally. The competition in the field was strengthened. By the end of the month, the price had fallen below the cost price. Potassium chloride has poor support for processing potassium sulfate enterprises. The market price of potassium sulfate gradually declined, the profit situation of merchants was poor, the prices of many regions were inverted, and the news of new orders was rare.

3、 Future forecast

The potassium sulfate analyst of the Business Association believes that the domestic potassium sulfate market fell in August, and the potassium chloride market fell. The cost support of domestic potassium sulfate is weakened. The supply side is general but the follow-up situation on the demand side is poor. Combined with the reduction of export sales, it is expected that the domestic potassium sulfate price will continue to weaken in the short term due to poor demand.

According to the data monitored by the business agency, as of August 26, the price of lithium iron phosphate of power type excellent products was 151000 yuan / ton. The price of lithium iron phosphate remained unchanged and operated steadily. The price fluctuation range was not large. You Gang mainly needed to purchase, the purchasing atmosphere was general, and the overall market was running smoothly. At present, the supply of goods from manufacturers is still tight, and the supply side is obviously insufficient. The contract customers mainly arrange orders and deliver goods, and the number of new orders is limited, The overall market negotiation atmosphere is acceptable, and the current mainstream price range is 150000-155000 yuan / ton.

The price of lithium iron phosphate is 151000 yuan / ton. The price fluctuation of lithium iron phosphate is not obvious, and it operates smoothly. The price fluctuation range of the main products is not large. Yougang mainly needs to purchase, the purchasing atmosphere is general, and the overall market operates smoothly. At present, the supply of goods from the manufacturers is still tight, and the supply side is obviously insufficient. The main products are orders and shipments from contract customers, the number of new orders is limited, and the overall market negotiation atmosphere is acceptable, The current mainstream price range is 155000-160000 yuan / ton.

For upstream lithium carbonate, on August 25, the average price of industrial grade lithium carbonate in East China was 470000 yuan / ton, which was 1.95% higher than the average price at the beginning of the month (the average price of industrial carbon in East China was 461000 yuan / ton on August 1). On August 25, the average price of battery grade lithium carbonate in East China was 492400 yuan / ton, which was 2.67% higher than the average price at the beginning of the month (the average price of carbon in East China was 479600 yuan / ton according to the report on August 1).

Chemical commodity index: on August 25, the chemical index was 944 points, which was the same as yesterday, down 32.57% from the highest point of 1400 points in the cycle (October 23, 2021), and up 57.86% from the lowest point of 598 points on April 8, 2020. (Note: the period refers to December 1, 2011 to now).

According to the analysis of lithium iron phosphate of business society, lithium iron phosphate will run smoothly in the short term. (if you want to obtain more commodity information and master commodity prices, please subscribe to the commodities of the business club through the official account of the business club. The market is an opportunity).

According to the monitoring of the bulk data of business community, as of August 19, the average price of acetic acid in East China was 3000.00 yuan / ton, down 10.45% compared with the price of 3350.00 yuan / ton at the end of last week, down 14.59% compared with the beginning of the month. During the week, the market continued to be weak. As of August 19, the market prices of acetic acid in various regions during the week are as follows:

Regional. On August 13 and August 19, prices rose and fell

In South China, 3250 yuan / ton, 3100 yuan / ton, – 150

In North China, 3250 yuan / ton, 2950 yuan / ton, – 300

Shandong Province, 3200 yuan / ton, 2900 yuan / ton, – 300

Jiangsu Province, 3150 yuan / ton, 2900 yuan / ton, – 250

Zhejiang Province, 3250 yuan / ton, 3000 yuan / ton, – 250

The domestic acetic acid market is in a weak position. The price continues to fall during the week. There is no good news released in the market. The supply of goods from suppliers is relatively sufficient, the downstream demand continues to be weak, and the purchase follow-up is general. In order to relieve the inventory pressure and make profit, the carriers actively ship goods. The market center of gravity moves downward. Under the sentiment of buying up but not buying down, the acetic acid market is in a weak position.

The price trend of acetic anhydride in the lower reaches was weak and downward. As of the 19th, the ex factory price of acetic anhydride was 5800 yuan / ton, a decrease of 6.45% over the price at the end of last week. The market of raw materials in the upstream has declined, the price of acetic acid has continued to decline, the cost of acetic anhydride has decreased, the downstream just needs to purchase is general, the industry is mainly on the sidelines, the enthusiasm for entering the market is weak, and the market of acetic anhydride is weak.

The downstream ethyl acetate Market was weak and volatile. As of August 19, the average ex factory price of ethyl acetate in East China was 7033 yuan / ton, a decrease of 0.24% over the beginning of the week. The lower price of acetic acid in the upstream brought negative costs, and the lower price of ethyl acetate in the downstream made a slight increase in trading volume. However, from the perspective of terminals, the orders in August were insufficient, the overall demand was relatively weak, and the ethyl acetate Market was still weak.

According to the acetic acid analysts of business association, some domestic acetic acid plants have entered the state of load reduction or shutdown for maintenance, and the market supply pressure has been relieved. However, the downstream support is weak, the on-site trading is light, and the situation of weak downstream demand in a short time cannot be improved. It is expected that the acetic acid market will continue to be weak, and the specific attention will be paid to the shutdown of suppliers and the downstream follow-up.

This week, cobalt prices fluctuated and rose

According to the data monitoring of business agency, the cobalt price fluctuated and rose this week. As of August 22, the cobalt price was 346400 yuan / ton, an increase of 4.12% over the cobalt price of 332700 yuan / ton on August 15 at the beginning of the week. Power supply in Sichuan was limited, and cobalt prices rose in a volatile manner this week.

Sichuan electricity restriction stimulates new energy heating

Affected by the increase of high-temperature power consumption and the shortage of hydropower generation due to drought, Sichuan Province has limited power supply in the near future. Recently, Sichuan Province announced that it would expand the scope of power supply for industrial enterprises, which was expected to last from August 15 to 20. On August 21, it was informed that the power limit time would be extended to August 25. The Sichuan battery factory of Ningde times was shut down due to power restriction, and the lithium salt enterprises in Sichuan were shut down due to the restriction. The production of Ningde battery factory is reduced, the supply of new energy batteries is reduced, and the production reduction of lithium salt enterprises stimulates the price of lithium salt to rise. In general, Sichuan’s power rationing has stimulated the warming of the new energy industry chain.

Market Overview

Bai Jiaxin, data analyst of business news agency, believes that the news of last week’s purchase and storage stimulated the cobalt price to fluctuate and rise. This week, the cobalt market is stable, but the high temperature and drought in Sichuan have filled a fire for the new energy market. Due to the limited movie, lithium battery enterprises stopped production, and many lithium salt manufacturers stopped production. Lithium salt prices and battery prices were stimulated to rise, and cobalt market was stimulated to rise. In the future, with the removal of the high temperature and the lifting of the power limitation, the start-up of enterprises is bound to resume, and the supply of new energy industry chain will return to normal. The support of the cobalt market rise cannot be sustained, and the cobalt market has limited room to rise. It is expected that the cobalt price will stabilize in the future.

According to the data monitored by the business agency, as of August 23, the pet price of PET water bottle level in this week was operating in a narrow range, with the current average price of 8960 yuan / ton. The overall market was operating in a narrow range, the focus of negotiation was stable, the market supply and demand were balanced, and the logistics delivery was smooth.

The domestic PET price is operating in a narrow range and weak. This week, the price has been reduced slightly. At present, the market operation rate is normal, the manufacturers are active in shipping, the logistics is smooth, the profit is given away, the market transaction atmosphere is general, the negotiation atmosphere is acceptable, the downstream readiness is general, and the cost is lack of support. At present, the mainstream price is about 8900 yuan / ton. This week, the price has been reduced slightly. In the short term, pet is operating steadily and weak.

Upstream ethylene glycol: as of August 17, the spot price of ethylene glycol in the South China market was 4150 yuan / ton, which was the same as that of the previous trading day and decreased by 38.33 yuan / ton compared with last week.

Rubber and plastic commodity index: on August 22, the rubber and plastic index was 695 points, which was the same as yesterday, down 34.43% from the highest point 1060 points in the cycle (2012-03-14), and up 31.63% from the lowest point 528 points on April 6, 2020. (Note: the period refers to December 1, 2011 to now).

PET analysts of business agency believe that the pet market is expected to operate in a narrow range in the short term. (if you want to know more about the latest market trends of the industrial chain, please pay attention to the official account of the business association to obtain commodity information and master commodity prices).

Recent price trend of isooctanol

As can be seen from the above figure, the ex factory price of isooctanol in Shandong Province dropped slightly this week. This week, the average ex factory price of mainstream isooctanol manufacturers in Shandong dropped from 8466.67 yuan / ton at the end of last week to 8366.67 yuan / ton at the end of this week, a decrease of 1.18%, a year-on-year decrease of 53.00% over the same period of last year. On August 21, the isooctanol commodity index was 61.52, which was the same as yesterday, down 55.26% from the highest point 137.50 (2021-08-08) in the cycle and up 75.02% from the lowest point 35.15 on February 1, 2016. (Note: the period refers to September 1, 2011 to now)

Weak upstream support and general downstream demand

From the perspective of manufacturer’s quotation, the ex factory quotation of Shandong isooctanol mainstream manufacturers decreased slightly this week.

From the upstream raw material market of isooctanol, the propylene market fell slightly this week. The price fell from 7270.60 yuan / ton at the end of last week to 7030.60 yuan / ton at the end of this week, a decrease of 3.30% and a year-on-year decrease of 9.39% over the same period of last year. The market price of upstream raw materials fell slightly, and the cost support weakened. Affected by the supply and demand side, it had a negative impact on the price of isooctanol.

From the downstream market of isooctanol, the ex factory price of DOP increased slightly this week. The DOP price increased from 9062.50 yuan / ton at the end of last week to 9112.50 yuan / ton at the end of this week, with an increase of 0.55% and a year-on-year decrease of 38.84%. The downstream DOP price increased slightly, and the downstream customers were generally enthusiastic about purchasing isooctanol.

The upstream support is weakened, the downstream demand is general, and isooctanol is bearish in the future

In late August, the market price of Shandong isooctanol dropped slightly. The upstream propylene market fell slightly, the cost support weakened, the downstream DOP market rose slightly, and the downstream demand was general. According to the isooctanol analysts of the business association, the short-term domestic isooctanol market will be subject to small fluctuations and falls under the influence of supply and demand and raw materials.

1、 Price trend

According to the monitoring data of the business association, the price of soda ash is weak this week. The average market price of light soda ash at the beginning of the week was 2660 yuan / ton, and the average market price at the weekend was 2610 yuan / ton, with a decrease of 1.88% and an increase of 17.3% over the same period last year. On August 18, the light soda ash commodity index was 134.36, which was the same as yesterday, down 28.95% from the highest point 189.10 in the cycle (November 7, 2021), and up 112.76% from the lowest point 63.15 on November 18, 2015. (Note: the period refers to September 1, 2011 to now)

2、 Market analysis

According to the monitoring data of the business association, the soda ash price is generally weak this week. The current mainstream market price of light soda ash in East China is about 2550-2700 yuan / ton. The price of soda ash in North China is temporarily stable, and the current market price of light soda ash is about 2600-2700 yuan / ton.

Demand: according to the monitoring of the business agency, the glass price fell this week. The average price of glass on Monday was 20.08 yuan / square meter, and the average price on the weekend was 19.92 yuan / square meter. The price fell slightly during the week, with a range of 0.8%. The transaction volume of Shahe market this week is weaker than that of last week, and the transaction center of the market is declining.

According to the price monitoring of the business association, in the 32nd week of 2022 (8.8-8.12), there were 0 rising commodities, 2 falling commodities and 3 rising and falling commodities in the price rise and fall list of chlor alkali industry. The main commodities falling were PVC (- 1.96%) and light soda ash (- 0.37%). This week’s average increase or decrease was -0.47%.

According to the survey data of the business association, the domestic soda price is weak, the overall trading atmosphere is relatively weak, the glass market is declining, and the demand for soda is general. Most of the products are purchased on demand. It is expected that the soda price in the later period will be weak, depending on the downstream market demand.

1、 Price trend

According to the monitoring data of the business agency, the price of caustic soda is temporarily stable. From the beginning of the week to the end of the week, the average market price in Shandong is 1080 yuan / ton, with an increase of 66.8% over the same period last year. On August 14, the caustic soda commodity index was 155.40, which was the same as yesterday, down 41.46% from the highest point 265.47 in the cycle (October 27, 2021), and up 138.67% from the lowest point 65.11 on October 9, 2020. (Note: the period refers to September 1, 2011 to now)

2、 Market analysis

According to the survey data of the business agency, the domestic caustic soda price is temporarily stable this week. At present, the average market price in Shandong is about 1030-1100 yuan / ton. The mainstream factory price of 32% liquid alkali in Hebei is about 1090-1250 yuan / ton. The market maintained a weak and stable trend, and the downstream enterprises mainly took a wait-and-see attitude. The enterprise’s shipment is general, the on-site wait-and-see mood is heavy, and the downstream receiving capacity is limited. Due to the price reduction, the manufacturer is willing to support the price.

According to the price monitoring of the business association, in the 32nd week of 2022 (8.8-8.12), there were 0 rising commodities, 2 falling commodities and 3 rising and falling commodities in the price rise and fall list of chlor alkali industry. The main commodities falling were PVC (- 1.96%) and light soda ash (- 0.37%). This week’s average increase or decrease was -0.47%.

The analysts of the business community believe that in the near future, the price of caustic soda has been adjusted and operated. Due to the price reduction, the manufacturers have the intention to support the price. The downstream alumina has an obvious wait-and-see attitude. It is mainly purchased on demand, and the overall demand is limited. It is comprehensively expected that the subsequent weak adjustment of caustic soda will be mainly operated, depending on the downstream market demand.

This week, DBP prices fluctuated and fell

According to the data monitoring of business agency, the DBP price fluctuated and fell this week. As of August 15, DBP price was 8600 yuan / ton, down 3.19% from 8883.33 yuan / ton on August 8 at the beginning of the week. The DBP market fell this week, and the demand for DBP cost reduction was insufficient.

This week, the price of n-butanol fluctuated and fell

According to the price monitoring of the business association, the price of n-butanol fell this week. On August 15, the price of n-butanol was 6600 yuan / ton, down 2.94% from 6800 yuan / ton on August 8 at the beginning of the week. The decline of n-butanol gradually stopped, and the market as a whole was in a weak consolidation operation. The trading atmosphere of n-butanol in the market was relatively light, and the rhythm of downstream goods preparation was calm. Most of them were just needed to purchase, and some operators sold out profits. The price of n-butanol fluctuated and fell, and the pressure of n-butanol in the future was greater.

This week, the price of phthalic anhydride fluctuated and rose

According to the price monitoring of the business agency, the price of phthalic anhydride fluctuated and increased this week. As of August 15, the price of phthalic anhydride was 8062.50 yuan / ton, up 0.16% from the price of phthalic anhydride on August 8 at the beginning of the week. This week, the price of phthalic anhydride rose slightly, the raw material cost of DBP was strong and stable temporarily, and the downward pressure of DBP in the future weakened.

This week, PVC prices fluctuated and fell

According to the price monitoring of the business agency, the PVC price fluctuated and fell this week. As of August 15, the PVC price was 6557.14 yuan / ton, down 2.15% from 6701.43 yuan / ton on August 8 at the beginning of the week. Affected by the high temperature, power supply and production were limited in some areas, the price of PVC fluctuated and fell, the demand of DBP declined, and the downward pressure of DBP in the future increased.

Future market expectation

According to DBP data analysts of business agency, due to the impact of high temperature limit, DBP equipment has been shut down and overhauled more recently, and DBP supply has been reduced; The prices of n-butanol and isooctanol fluctuated and fell, and the cost of DOTP decreased; The operating rate of PVC enterprises decreased, and the demand for PVC decreased. In the future, the price of raw materials will drop, the cost of DBP will drop, the commencement of PVC will drop, the demand of DBP will fall, and the cost of DBP demand will fall. It is expected that the price of DBP will fluctuate and fall.