According to the monitoring data, the commodity index of polyaluminium chloride on January 15 was 132.19, an increase of 0.3 points compared with yesterday, a decrease of 7.33% compared with the highest point of 142.64 points in the cycle (2021-11-01), and an increase of 56.77% compared with the lowest point of 84.32 points on August 18, 2020. (Note: the period refers to the period from April 1, 2019 to now)

 

EDTA

As shown in the figure, according to the monitoring data of business society, the market of water treatment products continued to fluctuate slightly in the first half of the month: the domestic mainstream quotation of solid (industrial grade, content ≥ 28%) polyaluminium chloride on the 1st was 2502.22 yuan / ton, and the mainstream quotation on the 15th was about 2445.56 yuan / ton, a decrease of 2.26%. Considering the current epidemic situation and the approaching Spring Festival, the number of enterprises that stopped production before the year increased, the inventory was sufficient, the demand was general, and the transaction was weak; Affected by the inventory situation, different enterprises have different prices. Some enterprises stopped production years ago and have tight inventory. Combined with the local increase of freight cost, the price of polyaluminium chloride has increased to a certain extent; It is understood that at present, most enterprises have sufficient inventory and the overall market is weak.

 

Industrial chain: in terms of upstream raw materials, according to the monitoring data of hydrochloric acid: business society, the domestic market price of hydrochloric acid remained flat at 324 yuan / ton in the first half of the month, which has lasted for many days. At present, the upstream liquid chlorine market is falling, giving poor support to hydrochloric acid, and the downstream ammonium chloride market is falling slightly. It is expected that the domestic hydrochloric acid market price may fluctuate slightly in the near future.

 

Sodium Molybdate

LNG is used in the production process. According to the data monitoring of business agency, the domestic LNG market fluctuated and decreased in the first half of the month. The average domestic price was 4710 yuan / ton on January 1 and 4610 yuan / ton on January 15, down 2.12%. The domestic liquid market has changed from continuous rising after the festival to frequent falling, and the price has also continued to decline. The decline was mainly due to the start-up and resumption of production of the early maintenance liquid plant and the increase of market supply. However, due to the impact of recent public health events in Henan and other places, the start-up of some end users was limited, the demand decreased, the shipping atmosphere of the liquid plant weakened, the sales pressure increased, the prices fell again and again, and many fell back below 5000 yuan, and the market focus moved down rapidly. The LNG analyst of business society believes that under the current situation of increasing supply and decreasing demand in the market, the domestic liquid market is weak. Although the raw material gas flow auction boosts the market, the decline of domestic liquid price slows down or rises slightly, it is difficult to form an inflection point. It is expected that the domestic LNG market will be mainly adjusted in a narrow range.

 

Future forecast: due to the current severe epidemic situation and the impact of spring break, more and more enterprises have stopped production, but the market supply is sufficient, the upstream raw material hydrochloric acid market continues to be stable, the downstream purchase intention is not strong, the trading continues to be weak, and the polyaluminium chloride Market has little change. It should be noted that the logistics costs in some areas of the main production areas will rise to a certain extent due to the epidemic and the Spring Festival, and the future market of polyaluminium chloride may rise due to this impact.

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According to the data monitoring of business society, as of January 14, 2022, the reference average price of 30% grade phosphorus ore in the mainstream areas of China is around 690 yuan / ton, which is basically the same as that on January 10, and the average price is increased by 10 yuan / ton, or 1.47%, compared with December 1, 2021.

 

Benzalkonium chloride

This week, the overall domestic phosphorus ore market was consolidated at a high level. Near the Spring Festival, there was little change in the supply side of the site, and the commencement remained low. The phosphorus ore was used by itself or mainly by contract users. The downstream demand side performed well. The downstream yellow phosphorus Market continued to move closer to the low-end price, the increase of market turnover gave support to the phosphorus ore market, and the phosphorus ore quotation was stable at a high level. As of January 14, the domestic phosphate rock Market in Guizhou has operated stably. The price of 30% grade phosphate rock freight plant is around 630-680 yuan / ton, the price of 28% grade phosphate rock freight plant is around 580-620 yuan / ton, and the price of 22% grade phosphate rock platform is around 290-310 yuan / ton. In Hubei, China, phosphate rock mines are arranged and operated, and the quotation of 30% ammonium phosphate rock ship board is 680 yuan / ton. In Guangxi, the phosphate ore market operates steadily, and the factory price of 30% phosphate ore is around 640-680 yuan / ton. In Hubei, the phosphate ore market is in high order, and the quotation of 30% ammonium phosphate ore truck plate is 660-680 yuan / ton.

 

According to the business agency, the following is the current price of phosphate rock in some parts of China (for reference only)

 

product region grade Price remarks

Phosphate rock Guizhou 30% 630-670 yuan / ton Factory price

Phosphate rock Guizhou 28% 580-620 yuan / ton Factory price

Ammonium phosphate ore Hubei 30% 660-680 yuan / ton Plate price

Phosphate rock Guangxi 30% 640-680 yuan / ton Factory price

Phosphate rock Guangxi 28% 580-620 yuan / ton Factory price

 

Sodium Molybdate

In terms of downstream yellow phosphorus, with the return of new year’s day, the focus of the domestic yellow phosphorus market runs downward. At present, the overall trading of yellow phosphorus market has improved slightly, but the price is close to the low-end price, and the transaction price of the new order moves down. The confidence in the venue is not general. Traders wait and see more, downstream purchases lower prices, and enterprise prices lower. According to the monitoring data of business society, on January 13, the reference price of yellow phosphorus was 32333.33 yuan / ton, a decrease of 20.49% compared with January 1 (40666.67 yuan / ton).

 

Forecast and analysis of future trend of phosphate rock

 

At present, the supply and demand side of domestic phosphate rock quarry is relatively calm. Phosphate ore analysts of business society believe that in the short term, most domestic phosphate ore markets will be consolidated and operated temporarily, and more attention needs to be paid to the news changes of supply and demand side.

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Throughout 2021, the domestic asphalt market was strong and volatile. Since the end of the first quarter, the price has risen sharply, reached the highest point in the market at the beginning of the fourth quarter, and decreased narrowly at the end of the year, but the price increase is still obvious compared with that at the beginning of the year. According to the monitoring data of business agency, the average price of domestic asphalt manufacturers in Shandong was 2462 yuan / ton on January 1, 2021, and the price was 3151 yuan / ton as of December 27, an increase of 27.97% during the year. The highest price point was 3712 yuan / ton on October 22, and the lowest price point of the whole year was 2475 yuan / ton on January 4 at the beginning of the year, with a maximum amplitude of 49.98%.

 

Annual comparison chart of asphalt price of business society from 2017 to 2021:

 

The asphalt price fluctuated significantly in the first quarter, remained stable before the festival, and increased significantly after the lunar new year. According to the monitoring data of business agency, the domestic asphalt price rose from 2462 yuan / ton to 2980 yuan / ton in the first quarter, an increase of 21.02%.

 

In January, some refineries and traders in Hebei and Shandong issued winter storage policies, with general prices and less acceptance by traders. At the same time, the demand in the southern market gradually weakened, the terminals were shut down one after another, the inventory of refineries accumulated slightly, and the intention of traders in the region to prepare goods was not strong. Demand constrains the price of asphalt. The extreme cold wave weather in February led to the decline of shale oil production in the United States, the tightening of supply expectations, boosted crude oil, and led to a sharp rise in international oil prices. International crude oil rose sharply, and the price of asphalt market increased significantly. In late March, driven by negative factors such as weak downward trend of international crude oil and limited demand follow-up, domestic asphalt prices rose first and then fell, and the market changes were more obvious.

 

Comparison chart of crude oil and asphalt price trend of business society in the first quarter of 2021:

 

EDTA

In the second quarter, the domestic asphalt market continued to rise, and the rise slowed down. According to the monitoring data of business agency, the average price of domestic asphalt production enterprises in Shandong increased from 3096 yuan / ton to 3430 yuan / ton, an increase of 10.76%.

 

In April, the overall demand recovery was limited, the mainstream market quotation was mainly narrow and volatile, and the overall trend was weak. In May, there were obvious regional differences in asphalt market, and the downstream of some northern regions just needed support, and most of the operators mainly consumed inventory; A new round of rainfall in southern China affects the progress of downstream terminals, and the operators mainly ship goods scattered. In June, affected by the continuous rise of international crude oil prices, the prices of main refineries rose, the market supply of low-cost goods gradually decreased, and the asphalt Market in Shandong continued to rise.

 

Comparison chart of crude oil and asphalt price trend of business society in the second quarter of 2021:

 

In the third quarter, the domestic asphalt market fluctuated significantly, falling and rising, showing a high shock trend in the whole year’s price trend. According to the monitoring data of business agency, the average price of domestic asphalt production enterprises in Shandong increased from 3436 yuan / ton to 3536 yuan / ton, an increase of 2.89%.

 

In July, affected by Typhoon “fireworks”, many places ushered in rainy weather, which affected the downstream construction. The asphalt market was running at a low level. In August, affected by the environmental protection inspection of Jilin Province, Shandong Province, Hubei Province, Guangdong Province and Sichuan Province in the fourth batch of the second round in 2021, the recovery of market demand was limited, and the asphalt market was tepid. The international crude oil fluctuated at a high level in September. The support for asphalt cost is obvious, but the inspection is not over yet. Firstly, the increase of asphalt demand is not very obvious.

 

Comparison chart of crude oil and asphalt price trend of business society in the third quarter of 2021:

 

In the fourth quarter, the asphalt market rose first and then fell, bearing all the declines of the whole year. According to the monitoring data of business agency, the average price of domestic asphalt production enterprises in Shandong fell from 3536 yuan / ton to 3151 yuan / ton, a decrease of 10.88%.

 

In October, some areas in the North entered the stage of finishing and catching up, and the demand broke out intensively. In October, it still maintained an upward trend for some time. In November, the demand in the northeast and northwest stagnated, the demand in the North showed a weakening trend, there may be a small peak in the south, and the demand in the north and south is differentiated. In November, the domestic oil price fell sharply, the largest one-day decline since April last year. The cost support weakened, superimposed with the slowdown of just demand in winter, and the asphalt market was weak. The downturn ended.

 

Comparison chart of crude oil and asphalt price trend of business society in the fourth quarter of 2021:

 

Monthly K column chart of asphalt domestic production price of business society:

 

Sodium Molybdate

From the comparison chart of crude oil asphalt price trend of business society, it can be seen that the domestic asphalt Market in 2021 is highly consistent with the price trend of Brent crude oil.

 

In 2021, crude oil has been advancing all the way and rising in shock. According to the monitoring of business society, WTI crude oil surged from $48 at the beginning of the year to $80 in late October, and fell in shock in the two months at the end of the year. As of December 22, WTI rose 46.94% and Brent crude oil rose 43.29%. The core logic of the rise in oil prices in 2021 is basically highly related to the evolution trend of the epidemic. In addition, under the macro background of inflation expectations, supply tightening and economic recovery also provide impetus for the rise of oil prices.

 

In 2022, the business society predicts that 2022 may still be the era of high oil prices.

 

The trend of oil price in 2021 is highly related to the change of epidemic situation. The trend of epidemic situation in 2022 may improve as a whole and have a positive impact on oil price. Although the mutant strains Delta and Omicron will still play a role, vaccination and mass immunization will continue to weaken the impact of epidemic situation, and the global economy is still in the recovery channel.

 

At the beginning of 2022, especially around the lunar new year, the downtime nodes of downstream terminals of asphalt in China are different, and the downtime is gradually stopped from north to south. The downtime in the north is generally too long, mainly due to seasonal factors. The low temperature in winter in the north is not conducive to road construction. It is understood that the shutdown period in the lower reaches of northeast, northwest and Inner Mongolia is about 4-5 months. During this period, asphalt manufacturers mainly store and prepare goods in winter. The downtime of Shandong, Henan, Shanxi and the downstream of Beijing, Tianjin and Hebei is about 2-3 months. During this period, some terminals will have a small amount of goods ready for storage. When the regional price difference is appropriate, some traders will ship goods to the south. The shutdown period in East China, South China, Southwest China, Hunan and Hubei is about one month, which is mainly affected by the Spring Festival holiday, and the terminal shutdown before and after the festival. Asphalt price is also affected, mainly in the doldrums.

 

Overall, the range fluctuation of asphalt market has become an inevitable trend of price trend at this stage. The crude oil is good, the demand side performance is low, and the two sides play a game. The asphalt analysts of the business society expect that the asphalt market will be mainly sorted out in the first quarter of 2022.

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On January 11, international crude oil prices rose sharply. The settlement price of the main contract of us WTI crude oil futures was US $81.22/barrel, up US $2.99 or 3.82%, and the settlement price of the main contract of Brent crude oil futures was US $83.72/barrel, up US $2.82 or 3.52%. Oil prices hit a new high in nearly two months. Market participants generally expect that the mutated virus Omicron has a limited impact on the global economic recovery, but the oil supply is still tight, superimposed on investors’ belief that the Fed is not as good as the expected hawks, and the oil price rebounded sharply.

 

Benzalkonium chloride

Tight supply expectations and rising risk appetite are good for oil prices

 

Previously, affected by the significant increase in new cases of mutant virus Omicron, oil prices fell for two consecutive days. At present, the main game point in the market is whether the impact of the epidemic on demand recovery is serious or not. Although Omicron virus continues to spread and the number of newly infected people has increased sharply, it has been detected that it is not as destructive to human body as expected, mostly mild diseases. The market generally bet that it has a limited impact on the global economic recovery.

 

In addition, at the macro level, the current performance of the Federal Reserve is relatively hawkish. The latest news, US Federal Reserve Chairman Powell said on the 11th that the Federal Reserve may raise interest rates more times and reduce its balance sheet earlier and faster to deal with the continuous situation of high inflation in the United States. However, this did not change the market risk appetite. On the 11th, the stock market and oil market both rose strongly, mainly because the market generally believed that the Fed might not show its hawk card in actual action. Under the severe background of the epidemic, the U.S. economy is still relatively weak, which was also confirmed by the irrational employment data.

 

What is more important is the tension on the supply side. The current policy of the organization of Petroleum Exporting Countries and its allies (OPEC +) is to gradually restore the oil production stopped during the epidemic by increasing by 400000 barrels / day month by month. In fact, OPEC + production is limited to a certain extent, and the supply growth is relatively slow. On the one hand, it is disturbed by the political factors of internal member states, and on the other hand, it is limited by budget tightening. This was fully illustrated by the previous political turmoil in Kazakhstan and the decline in Libyan crude oil production. In addition, the continuous decline of U.S. crude oil inventory also triggered supply concerns. API crude oil inventory decreased by 1077000 barrels in the week of January 7. It is generally expected that the U.S. Energy Information Administration (EIA) data on Wednesday still point to the decline of crude oil inventory.

 

Future risks are still focused on the uncertainty of the epidemic situation and the demand of the United States

 

Sodium Molybdate

First of all, the performance of US crude oil inventory data in the week before the festival was not ideal, especially the unexpected surge in gasoline inventory, reflecting that the US economy is still relatively fragile. Previous surveys showed that U.S. crude oil inventories may continue to decline last week, but gasoline and distillate inventories may still increase significantly. API also showed that U.S. refined oil inventories accumulated significantly. At present, the market is paying close attention to the release of U.S. Energy Information Administration (EIA) data.

 

In addition, the epidemic is still the biggest obstacle to economic recovery, especially the uncertainty it brings. Optimistic expectations may only be temporary. In the long run, the economic recovery is still shrouded by the epidemic, which puts pressure on oil prices.

 

On the whole, the business community believes that with the continuous rebound of oil prices, the risk of high accumulation is also increasing. In the short term, affected by tight supply, oil prices may still rise. However, in the medium and long term, it is difficult to continue the sharp rise of oil prices under the background of the tightening of monetary policy of the Federal Reserve and the severe epidemic situation.

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According to the price monitoring data of business society, as of January 7, 2022, the average reference price of domestic n-propanol was 8700 yuan / ton, which was reduced by 133 yuan / ton, or 2.06%, compared with January 1.

 

ferric sulfate (Poly ferric sulphate)

Returning from the new year’s Day holiday, the domestic n-propanol market as a whole maintained a stable consolidation and operation. After the start-up and operation of n-propanol plant in large factories in Shandong, the tight supply situation in the field has been alleviated, the downstream demand is mainly on demand, the supply and demand in the field is relatively stable, and the market price has not fluctuated significantly. Until the 7th, when the downstream demand did not increase significantly, the market situation of n-propanol in Shandong decreased slightly, and some suppliers slightly reduced the ex factory price of n-propanol by about 100-200 yuan / ton. As of the 7th, the market of n-propanol in Shandong was weak, the ex factory price of n-propanol was around 8200-8500 yuan / ton, and the low-end price was 8100 yuan / ton. In Nanjing, the n-propanol market operates smoothly. The ex factory price of n-propanol is around 9000-9500 yuan / ton. The n-propanol plant of Nanjing Rongxin Chemical Co., Ltd. operates smoothly. The ex factory price of n-propanol is 9500 yuan / ton. Local dealers still have reservations about the price. The price is not easy to monitor, which may lead to differences in the specific negotiation situation. Each region also has differences. It is mainly based on actual single negotiation, and we will wait and see the change of raw material price and shipment in the future.

 

Azodicarbonamide (AC foaming Agent)

In terms of upstream ethylene, the external ethylene market rose as a whole. Ethylene prices in Asia fell. As of the 7th, CFR Northeast Asia closed at US $971-981 / ton and CFR Southeast Asia closed at US $961-971 / ton. European ethylene market rose slightly. As of the 7th, FD northwest Europe closed at US $1557-1567 / ton and CIF northwest Europe closed at US $1441-1449 / ton. Ethylene analysts at the chemical branch of business agency believe that the international crude oil price has fallen. The US employment data is not ideal, the expected cooling of demand has overshadowed supply side concerns such as Libya’s production reduction, and the oil price is under pressure. Therefore, the data analysts of the business agency expect the external price of ethylene to fall mainly next.

 

Forecast of future trend of n-propanol

 

At present, after the festival, the supply and demand side of n-propanol is calm, and the market trading atmosphere is normal. The analysts of business agency n-propanol believe that in the short term, the domestic n-propanol market will continue to operate stably, and more attention needs to be paid to the specific changes in the supply and demand side.

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1、 Price trend

 

Benzalkonium chloride

As can be seen from the above figure, the ex factory price of domestic potassium chloride increased slightly this week. This week, the factory quotation of domestic salt lake potassium chloride increased from 2890.00 yuan / ton at the beginning of the week to 3190.00 yuan / ton at the end of the week, an increase of 10.38%, up 33.80% year-on-year compared with the same period last year. The market price is about 3800-3900 yuan / ton. Overall, the domestic potassium chloride market rose slightly this week. On January 10, the commodity index of potassium chloride (import) was 111.84, an increase of 1.75 points over yesterday, a record high in the cycle, and an increase of 15.64% over the lowest point of 96.71 on September 16, 2021. (Note: the period refers to the period from September 1, 2021 to now)

 

2、 Market analysis

 

The quotation of mainstream domestic potassium chloride manufacturers increased slightly this week: the factory quotation of Qinghai Salt Lake potassium chloride at the weekend was 3190 yuan / ton, which increased by 300 yuan / ton compared with that at the beginning of the week; Anhui kemico’s 62% Russian White potassium distribution quotation is 4150 yuan / ton, which is temporarily stable compared with that at the beginning of the week; Anhui Badou 62% Russian White potassium distribution quotation is 4100 yuan / ton, which is temporarily stable compared with that at the beginning of the week. The distribution quotation of Xiangyang youdeshi potassium chloride is 4200 yuan / ton, which is temporarily stable compared with that at the beginning of the week. The selling price of potassium chloride actually built in Shanghai is 4750 yuan / ton, which is temporarily stable compared with that at the beginning of the week; The price of 62% white potassium in the port is about 4000-4100 yuan / ton. Border trade 62% Russian White potassium 3900-3950 yuan / ton.

 

Sodium Molybdate

From the downstream market of potassium chloride, the ex factory price of potassium carbonate was adjusted at a high level this week, with an offer of 8133.33 yuan / ton, an increase of 25.13% over the same period last year. The ex factory price of potassium nitrate was adjusted at a high level this week, and the quotation was 5833.33 yuan / ton, an increase of 40.56% over the same period last year. On the whole, the downstream market of potassium chloride is consolidated at a high level, and the demand for potassium chloride is general.

 

3、 Future forecast

 

The overall trend of potassium chloride Market in mid and late January may rise slightly. The start-up of Salt Lake and zangge units has not reached full opening, and they have successively entered the winter maintenance period. The output of potassium chloride is gradually declining, and the supply of goods is tight. The winter storage market has started one after another, and traders take a small amount of goods. From the perspective of industrial demand, the overall operating rate of the downstream market of potassium chloride is not high, and it is mainly just needed to purchase. While the international potash price is high, the domestic potash is still likely to rise. Potassium chloride analysts of business society believe that the domestic potassium chloride price may fluctuate slightly in the short term, focusing on the news related to large contracts.

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Price trend of domestic sodium pyrosulfite

 

Benzalkonium chloride

According to the monitoring of business society, the price of domestic sodium pyrosulfite continued to decline this week. The average price of industrial grade sodium pyrosulfite was 2733.33 yuan / ton at the beginning of the week and 2433.33 yuan / ton at the end of the week, down 10.98% during the week.

 

Affected by the continuous decline of raw material prices, in January, some enterprises lowered the ex factory price of sodium pyrosulfite again, driving the domestic market price of sodium pyrosulfite down again. This week, the market price range of industrial grade sodium pyrosulfite is 2100-2600 yuan / ton, and most prices are concentrated near 2200 yuan / ton. The downstream has a strong wait-and-see attitude. Enterprises mainly complete the orders of old customers, and the increase of new orders is limited. (the above prices refer to the external quotations of domestic mainstream enterprises, and some unreported enterprises are not within their scope temporarily. The prices are for reference only and have nothing to do with the final pricing of the manufacturer. Please contact each manufacturer for details).

 

Sodium Molybdate

This week, the domestic soda ash price continued to decline, fell sharply by 16.67% during the week, the sulfur price rebounded slightly, increased by 1.64% during the week, the upstream raw material price fell again, and the overall raw material cost remained weak, which will suppress the market price of sodium pyrosulfite in the future.

 

Future forecast

 

Business analysts believe that the price of raw materials continues to be weak, and the downstream trade subjects have a strong wait-and-see attitude. In the short term, the domestic market price of sodium pyrosulfite will continue to be stable and weak.

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DOP prices stopped falling and rebounded

 

EDTA

According to the data monitoring of business agency, DOP prices stopped falling and rebounded in December, and the overall DOTP market recovered. As of December 31, the DOP price was 9775.00 yuan / ton, down 12.72% from the DOP price of 11200.00 yuan / ton on December 1; The DOP price on January 6 was 10312.50 yuan / ton, down 7.92% from the DOP price on December 1; Compared with January 1, DOP prices rose by 5.50%. Due to insufficient demand, DOP prices fluctuated and fell in December. After the festival, customers actively replenished stocks, and DOP prices rebounded and rose.

 

Isooctanol prices stopped falling and rose

According to the price monitoring of the business agency, the domestic isooctanol price fluctuated and fell in December. The isooctanol stopped falling and rebounded in late October, and the price fluctuated and rose. After the festival, customers replenished actively, stimulating the rise of isooctanol price, and the sharp rise of crude oil price. In addition, the low start of isooctanol stimulated the rise of isooctanol price. The market was cautious about purchasing high-end prices, and the market was still cautious about the future trend of isooctanol. The price of isooctanol rose, the cost of plasticizer DOP rose, the downward pressure of DOP weakened, and the upward momentum increased.

 

The price of phthalic anhydride fluctuated and rose

 

According to the price monitoring of the business community, the phthalic anhydride market stopped falling and rebounded in December, and the overall phthalic anhydride price fluctuated and rose. In December, the phthalic anhydride price increased by 1.77%, and the phthalic anhydride market recovered. Downstream demand continued to a certain extent, the price of phthalic anhydride rose, the downward pressure of DOP weakened, and the upward momentum increased.

 

Benzalkonium chloride

PVC market fluctuated and fell

 

According to the price monitoring of the business society, the PVC price fluctuated and fell in December, and the PVC price stabilized and the decline slowed down in late October. The PVC market has entered a weak finishing pattern. Weak consolidation of PVC, general spot market, insufficient demand for plasticizer and bad DOP market. As the Spring Festival approaches in January, PVC related manufacturers may have a holiday in advance, the demand for DOP is general, and the DOP market is relatively bad.

 

Future expectations

 

According to DOP data analysts of business agency, in December, the price of DOP raw material phthalic anhydride fluctuated and rose, the price of isooctanol stopped falling and rebounded, and DOP cost was well supported; On the demand side, the price of PVC is weak and stable, the demand for plasticizer is still cold, the manufacturers are active in replenishing stocks after the festival, the price of isooctanol rises briefly, and the cost impact promotes the price rise of plasticizer DOP. The downstream market is still weak, the future demand is low, and the rising space of DOP is limited. In the future, the cost of plasticizer DOP is rising, the demand is low, and the price of DOP is expected to be stable.

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In December 2021, the domestic 1# lead ingot Market fluctuated and stabilized. The average price of the domestic market was 15218.75 yuan / ton at the beginning of the month and 15268.75 yuan / ton at the end of the month, with a monthly increase of 0.33%.

 

Azodicarbonamide (AC foaming Agent)

On December 29, the lead commodity index was 93.15, up 0.07 points from yesterday, down 30.49% from the highest point of 134.01 in the cycle (November 29, 2016), and up 24.82% from the lowest point of 74.63 on March 19, 2015. (Note: the period refers to the period from September 1, 2011 to now).

 

The commodity price K-bar chart uses the concept of K-line of price trend to reflect the weekly or monthly price changes in the form of bar chart. Investors can buy, sell and invest according to the changes of K-bar chart. Red means: rising; Green means: falling; The height of K column indicates the range of rise and fall. As shown in the figure above, the lead price has continuously maintained weak operation in recent one month.

 

From the perspective of lead ingot Market in December, at present, most electrolytic lead manufacturers at the supply side have resumed production, and the start-up of recycled lead enterprises has decreased slightly due to environmental protection factors recently. The downstream storage enterprises at the demand side started relatively stably, and their procurement enthusiasm was acceptable. There was no significant change compared with the previous period, and they still focused on maintaining rigid demand procurement. Under the weak balance of supply and demand, the lead price in the spot market is weak to follow the trend of futures. Since the middle of the year, the price has rebounded, the operation of the smelter is relatively stable, and the supply is OK. With the increase of the spot lead price, the profits of downstream enterprises are squeezed, and the downstream price reduction mentality is strong. Near the end of the year, the output task is basically completed, the sales situation of downstream storage enterprises is relatively general, and the enthusiasm for purchasing primary lead is slightly low.

 

povidone Iodine

The fundamental changes of lead market are limited. Affected by the Winter Olympic Games, the operating rate of enterprises has declined slightly, the terminal consumption demand of downstream battery enterprises has begun to enter the off-season, and the battery output in some areas has declined to a certain extent. Lead prices rose and downstream procurement was cautious, mostly on demand. It is expected that the market will be stable and upward in the future.

 

Relevant data:

 

WBMs: according to the latest report data released by the world Bureau of Metal Statistics (WBMs) on Wednesday, there was a supply shortage of 250400 tons in the global lead market from January to October 2021, compared with 112200 tons in 2020. From January to October 2021, the global refined lead output was 11.8154 million tons, an increase of 20.4% over the same period last year. China’s apparent demand is estimated at 5.9244 million tons, 1.757 million tons higher than the same period in 2020, accounting for about 49% of the global total. In October 2021, the output of refined lead was 1225200 tons and the demand was 1244600 tons

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According to the monitoring data of business society, the acrylonitrile market fell in December. As of December 31, the price of acrylonitrile was 14560 yuan / ton, down 7.36% from 15716 yuan / ton at the beginning of the month.

 

Benzalkonium chloride

The price of raw propylene fluctuated in a narrow range and the cost side was weak. According to the monitoring of business society, as of December 31, the domestic propylene price was 7548 yuan / ton, slightly up 0.04% from 7545 yuan / ton at the beginning of the month, and the high point in the month was 7562 yuan / ton; The low point in the month was 7422 yuan / ton.

 

According to the business agency, the first-line maintenance of sierbang Petrochemical will be carried out from November to mid December; Shanghai Secco acrylonitrile unit was overhauled in November and restarted in early December; A unit of Zhejiang Petrochemical will be shut down for maintenance from December 15. The overall load of acrylonitrile in this month increased slightly compared with the previous period

 

Sodium Molybdate

The market of downstream ABS, acrylic fiber, nitrile rubber and other products is weak, there is no significant increase in construction, and the demand for acrylonitrile is weak.

 
Future forecast: acrylonitrile analysts of business society believe that at present, the cost side is low, the supply side is relatively loose, and there is no significant increase in the downstream construction near the Spring Festival. It is expected that the market price of acrylonitrile will continue to weaken.

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