Aluminum fluoride prices were flat in December

According to the data of business agency, the price of aluminum fluoride was flat in December. On December 31, the average price of domestic aluminum fluoride was 14366.67 yuan / ton, which was flat compared with 14366.67 yuan / ton at the beginning of the month (December 1); In December, the aluminum fluoride market was weak and temporarily stable.

The price of raw materials fell

According to the monitoring of business society, the prices of fluorite and hydrofluoric acid fluctuated and fell in December. The price of raw materials fluorite and hydrofluoric acid decreased, the cost of aluminum fluoride decreased, and the downward pressure of aluminum fluoride increased.

The price of electrolytic aluminum fluctuated and rose

According to the monitoring of business society, the price of electrolytic aluminum fluctuated and rose in December, but the output of electrolytic aluminum enterprises was relatively stable, and near the Spring Festival, the operating rate had a slight downward trend, the demand for aluminum fluoride was basically stable, and the rising power of aluminum fluoride was weak.

Market overview and forecast

Analysts of aluminum fluoride industry of business agency believe that in December, the prices of hydrofluoric acid and fluorite, the raw materials of aluminum fluoride, the cost of aluminum fluoride decreased, and the downward pressure of aluminum fluoride increased; Downstream electrolytic aluminum has limited support for aluminum fluoride, and downstream customers have poor acceptance of high priced aluminum fluoride. The cost decreased, the demand was stable, the downward pressure on aluminum fluoride increased, and the rising power was insufficient. In the future, the price of aluminum fluoride was temporarily stable, and the risk of high decline increased.

According to the bulk list data of business society, the price trend of TDI in East China rose sharply in December. At the beginning of the month, the average price of TDI market was 14350 yuan / ton, at the end of the month, the average price of TDI was 16000 yuan / ton, an increase of 1650 yuan / ton within the month, an increase of 11.50%. As of December 31, the reference value of domestic goods with tickets is around 15400-15600 yuan / ton, and that of Shanghai goods with tickets is around 15700-15900 yuan / ton.

As of December 31, the operation of TDI plants in China is as follows:

Factory name Capacity (10000 tons) Device status

Gansu Yinguang twelve On December 20, the unit was overhauled, with a plan of 20 days

Wanhua chemical (Yantai) thirty Smooth operation

Wanhua Fujian ten On December 22, the nearby units were shut down for maintenance, and it is expected to restart around January 5, 2022

Cangzhou Dahua fourteen Smooth operation

Yantai Juli eight During the shutdown of the unit, the restart time is uncertain

Xinjiang Juli fifteen Smooth operation

Shanghai keschuang thirty-one Smooth operation

BASF Shanghai twelve Smooth operation

The TDI market was strong in December, and the price rose sharply during the month. The price trend of this month is mainly affected by the supplier’s devices. As soon as the parking and maintenance plans of Fujian Wanhua and keschuang were released at the beginning of this month, the on-site cargo holders increased. In the middle of this month, Cangzhou Dahua and Xinjiang Juli stopped briefly, the market supply was tight, the industry had a strong mentality of supporting the market, and the TDI price maintained a high and firm operation in the latter half of the month. Although some devices were restarted at the end of the month, the on-site spot filling was slow, With the support of the supplier’s market, TDI market operates in a high and stable manner.

The upstream toluene market continued to decline. As of December 31, the price was reduced to 5580.40 yuan / ton, down 9.56% from the beginning of the month. In the early stage, the increase of cargo in East China and the rise of toluene port Inventory were bad for the domestic toluene Market, and the focus of toluene Market moved downward. Then, Taizhou Petrochemical released less goods than expected, the low-cost goods source impacted the market, and the supply of toluene market increased. However, the downstream demand continued to be weak. In addition, affected by the shock and decline of crude oil, the focus of toluene market continued to move downward.

According to the analysis of TDI data division of business society, at present, the TDI market is stable at a high level, and the supplier’s spot is tight. At the end of the month, the guidance direction is given by the large manufacturer, and the supplier’s attitude towards supporting the price is obvious. It is expected that the TDI market will continue to operate at a high level in the future, with specific attention to the market supply.

In 2021, the domestic rubber grade silica market continued its upward trend. In January, the price was 4733.33 yuan / ton, and as of December 30, the price was 6750 yuan / ton, an increase of 42.61% for the whole year, reaching 2000 yuan / ton. In the first half of 2021, the silica market was tepid and operated steadily for several months until June. After opening in the second half of the year, the silica showed a narrow upward trend, The focus of negotiation has been high for several consecutive months, and the supply side is tight. The price has stabilized again in mid November. The lowest price of white carbon black in 2021 is 4733.33 yuan / ton in January, and the highest price in early November is 6875 yuan / ton.

In the first half of 2021, the white carbon black market is mainly dominated by stable transportation, with a large number of contract orders, most of which are just in need of procurement. The procurement atmosphere is flat and the number of new orders is limited. Near the Spring Festival in 2021, the white carbon black shipment is slow, the negotiation atmosphere is general, the merchants are cautious in taking goods, the white carbon black was sorted out in a narrow range in the first quarter, and the price remained at about 4750 yuan / ton, entering the second quarter, The mainstream price of white carbon black remained at 4700-4800 yuan / ton. It was slightly stronger in the second quarter, and the overall price increased by 0.35%. The price fluctuation range of white carbon black in the first half of the year was not very large, and the price has been hovering around 4800. For many years, the tire industry has relied on precipitated white carbon black as an important reinforcing agent in rubber to improve the wet skid resistance of tires, Steering controllability and wear resistance. Generally speaking, white carbon black plays an important role in vehicle safety and fuel consumption, while the high demand for new energy vehicles does not promote the market situation of white carbon black.

White carbon black plays an important role in the manufacturing of automobile tires. As we all know, tires have wear resistance, safety, environmental protection and clean oil performance. In 1992, French Michelin developed the world’s first “green tire” filled with a large amount of white carbon black, which significantly improved the wet and skid resistance of tires and opened up a new direction of tire research and development, In the past two years, due to the impact of public events, domestic transport vehicles have decreased significantly, the recovery is slow, and the domestic white carbon black market is depressed. There are 23 gas silicon production enterprises in China, and the overall operating rate is affected. Some enterprises have not stopped work, the inventory of operating enterprises is increasing, and the transaction atmosphere is flat. Throughout the first half of 2021, Domestic rubber grade silica showed a stable and weak operation, and the transaction price was basically maintained below the cost line.

Chemical commodity index: on December 30, the chemical index was 1103 points, unchanged from yesterday, decreased by 21.21% compared with the highest point of 1400 points in the cycle (2021-10-23), and increased by 84.45% compared with the lowest point of 598 points on April 8, 2020. (Note: cycle index since December 1, 2011)

In the second half of the year, the trend of silica was strong, and the price had an upward trend. In the third quarter, the overall price of silica increased by 11.97%. By the end of September, the mainstream price of silica was about 5300 yuan / ton. From June to September, the domestic rubber grade silica remained stable and rising, the trend was strong, and the manufacturer’s price increased slightly, From the end of September to October, the mainstream price of white carbon black was about 6800 yuan / ton, and the price increased slightly. The spot in the overall market was tight and slightly relieved. It was mainly for contract customers. In early November, the mainstream price of white carbon black was about 6870 yuan / ton. The trend of white carbon black was stable and the price change was not obvious. As of December 30, the mainstream price of white carbon black was 6750 yuan / ton, The whole second half of the year increased by 43.11%, and the curve showed a continuous upward trend. The overall market operated strongly in the second half of 2021.

Upstream hydrochloric acid: in the first half of 2021, the hydrochloric acid market was in strong shock operation, the price fluctuated, and the overall market price was stable. In the second half of 2021, the trend of the hydrochloric acid market was strong, the shock was upward, some enterprises started maintenance, the supply side was low, and the willingness to purchase was good. The price reached a high point in the middle and early October, and then the price began to decline, which continued from November to December, The trend of hydrochloric acid fluctuated and declined. In December, the market of hydrochloric acid fluctuated and fell first, then rose and then fell. As of December 28, the mainstream price of hydrochloric acid was 320.00 yuan / ton, with insufficient upstream support and insufficient downstream procurement follow-up. It is expected that hydrochloric acid will fluctuate and decline slightly in the near future.

As a reinforcing agent, white carbon black is mainly used in the field of rubber tires, accounting for 70% of the total. White carbon black can reduce tire resistance and resist wet skid. It can be used to produce green tires and replace carbon black for sidewalls. White carbon black is currently in a steady upward trend. With the development of power vehicles, green environmental protection has attracted the attention of the state, and white carbon black, as a representative of green tires, In the near future, I believe I will usher in my own spring.

1、 Price trend

According to the bulk list data of business society, the domestic glycine price remained stable in December, and the average price of industrial glycine remained stable at 35000 yuan / ton.

2、 Analysis and review

According to the price chart of the business club, the glycine market in December showed a stable trend and strong price. The mainstream quotation in the market was 35000 yuan / ton. The market operated smoothly as a whole. Although the raw materials formaldehyde and ammonium chloride decreased to varying degrees, the cost impact was limited. The production of the enterprise is relatively stable, the inventory is small, the goods are transported smoothly, the orders of old customers are mainly completed, and the transactions of new orders are limited.

In terms of demand: the price of glyphosate in the downstream rose all the way. The price of glyphosate technical drug exceeded 80000 yuan / ton, and the price was close to 85000 yuan / ton at the end of December. Glyphosate demand continues to be strong. December is still the peak season for pesticide export. Some agrochemical enterprises have arranged orders until March next year. The demand at home and abroad remains unchanged, and the price is easy to rise but difficult to fall.

3、 Future forecast

Glycine analysts of business society believe that at present, glycine prices have risen to a high level. After a month of horizontal consolidation of prices, although there is glyphosate demand support in the downstream, considering the acceptance of the downstream, there is still great upward resistance. It is expected that glycine prices may be reduced by a small margin in January.

Recent domestic isooctanol price trend

As can be seen from the above figure, the ex factory price of Shandong isooctanol fell first and then rose this month. The quotation first fell from 11566.67 yuan / ton on December 1 to 9666.67 yuan / ton on December 20, down 1900 yuan / ton, down 16.43%, and then rose to 10400.00 yuan / ton at the end of the month, up 7.59%. Overall, the isooctanol market fell sharply this month. On December 27, the isooctanol commodity index was 76.47, down 0.25 points from yesterday, down 44.39% from the highest point of 137.50 points in the cycle (2021-08-08), and up 117.55% from the lowest point of 35.15 points on February 1, 2016. (Note: cycle refers to the period since September 1, 2011)

Shandong isooctanol market in December

manufactor December 1st December 20th December 28th

Li Huayi 11700 yuan / ton 9600 yuan / ton 10200 yuan / ton

Jianlan chemical 11500 yuan / ton 9700 yuan / ton 10500 yuan / ton

Hualu Hengsheng 11500 yuan / ton 9700 yuan / ton 10500 yuan / ton

From the manufacturer’s quotation, the price of mainstream manufacturers of isooctanol in Shandong fell this month, the manufacturer’s inventory was general, and the downstream demand weakened. The quotation of lihuayi isooctanol at the end of the month was 10200 yuan / ton, which decreased by 1500 yuan / ton compared with the beginning of the month; Jianlan Chemical Co., Ltd. offered 10500 yuan / ton of isooctanol at the end of the month, down 1000 yuan / ton compared with the beginning of the month; Hualu Hengsheng isooctanol offered 10500 yuan / ton at the end of the month, down 1000 yuan / ton compared with the beginning of the month.

Insufficient upstream support and weakening downstream demand

From the perspective of upstream and downstream industrial chains, the upstream propylene market has twists and turns this month, with a narrow fluctuation at about 7500.00 yuan / ton, a year-on-year increase of 0.11% compared with the same period last year. The cost support is insufficient, which has a negative impact on isooctanol. The downstream DOP price first fell and then rose. The quotation first fell from 11200 yuan / ton at the beginning of the month to 9450.00 yuan / ton on December 20, down 15.62%, and then rose to 9850.00 yuan / ton at the end of the month, up 4.23%, down 5.59% year-on-year compared with the same period last year. The downstream market first fell and then rose, and the downstream customers have general enthusiasm for purchasing isooctanol. On the whole, the upstream and downstream products had a negative impact on the price of isooctanol this month.

Market outlook rose slightly

The domestic isooctanol market may rise slightly in the middle and early January. The price of upstream propylene has an upward trend at the end of the month, the cost support is general, the price of downstream DOP rises slightly at the end of the month, the downstream purchase enthusiasm for isooctanol is enhanced, and the product trend is upward under the contradiction between supply and demand. The isooctanol analysts of business society believe that the domestic isooctanol market may rise slightly under the influence of supply and demand and raw materials in the short term.

According to the data monitored by the business society, the average ex factory tax price of Shanxi light potassium carbonate was 6475.00 yuan / ton at the beginning of the year, and the average ex factory tax price of Shanxi light potassium carbonate was 8166.67 yuan / ton at the end of the year, an increase of 26.13%. The highest price of light potassium carbonate in Shanxi was 8262.50 yuan / ton on August 18.

Potassium carbonate

In 2021, the market of potassium carbonate keeps rising. It can be seen from the above figure that the potassium carbonate market was on the rise in 11 months of the year. Only September was down, and the highest increase was in July, with the highest increase of 13.4%. The rise of the potassium carbonate market is mainly due to the tight market supply. Since June, the potassium carbonate market has been in short supply, most of which are concentrated in the hands of large traders, holding their plates and reluctant to sell. The transaction of new orders in the market is limited, there is a state of price without market in some regions, and the market has soared all the way. Later, large domestic manufacturers resumed production, but mainly delivered early orders, the market supply was still not abundant, the decline of potassium carbonate market was limited, and the price continued to remain high.

In 2021, the market of potassium chloride showed a trend of shock and rise. Throughout 2021, the available spot in the domestic potassium chloride market is in short supply. Although the production enterprises are fully engaged in production, the operating rate is slightly low and the self-sufficiency rate is insufficient. At the same time, the delivery of international potassium fertilizer suppliers is delayed and the arrival at the port is limited. Domestic inventory has been low and the market remains high. The strong market of potassium chloride supports the cost of potassium carbonate.

Recently, the domestic potash fertilizer market has been weak and the market demand is light. It is expected that the price of potassium carbonate will mainly fall in the short term, and the long-term market still needs to wait and see. (the above prices are provided by major potassium nitrate manufacturers all over the country and sorted and analyzed by potassium carbonate analysts of business society. They are for reference only. Please contact relevant manufacturers for more price details).

Cobalt prices rose this week

According to the data monitoring of business society, the domestic cobalt price fluctuated and adjusted this week, and the rise of cobalt Market slowed down. As of December 24, the cobalt price was 487400 yuan / ton, up 0.64% from 484300 yuan / ton on December 17 last weekend; Compared with the cobalt price of 489000 yuan / ton on December 20 at the beginning of the week, the price fell by 0.33%. The cobalt price fluctuated and adjusted this week, and the recovery of cobalt Market slowed down.

The rise of cobalt price slowed down and the weekly rise and decline decreased

According to the statistics of business society, the cobalt price has risen sharply since late November, but the rise of cobalt price has slowed down since mid December. This week, the cobalt price fell, and the rise of cobalt market is not supported enough.

The rise of international cobalt price slowed down

From the trend chart of LME cobalt price, it can be seen that the recent rising trend of LME cobalt price continues, but the rising trend slows down, MB cobalt price rises slightly, but the increase is small, the rise of international electrolytic cobalt price slows down, the price difference between domestic and foreign cobalt decreases, the enthusiasm of domestic cobalt export decreases, and the rising power of domestic cobalt price weakens.

Market Overview

Bai Jiaxin, a data analyst of business news agency, believes that under the background of high demand in the cobalt market, the rise of international cobalt price has stimulated the rise of cobalt price. However, the recent rise of international cobalt price has slowed down, the price difference between domestic and foreign cobalt prices has decreased, the enthusiasm for domestic cobalt export has declined, the rising power of domestic cobalt price has weakened, and the domestic cobalt price has been adjusted by shock. In the future, the demand of cobalt market is still high. The epidemic in South Africa restricts the supply of cobalt market, and the rising power of cobalt market is large. It is expected that the cobalt price will rise slightly in the future.

The factory raised 150-200 yuan / ton intensively, and the market followed the upward trend. The negotiation reference was 9350-9400 yuan / ton. At the beginning of the week, the port inventory decreased to 26000 tons, and there was little pressure on import. With the help of the centralized increase of petrochemical enterprises, it was difficult to find the supply of low-cost goods on the site, and the high opening of cargo holders pushed up obviously. However, the downstream was still cautious in chasing up, and the on-site inquiry was flat. As of press time, the major mainstream market offers are as follows: the offer in East China is 9380 yuan / ton, the offer in Shandong and Yanshan surrounding areas is 9300 yuan / ton, and the offer in South China is 9450 yuan / ton.

Trend chart of average phenol price in the national market

Weekly k-column chart of ex factory price in East China

In terms of raw materials, pure benzene is rising in Shandong, and new units will be put into operation in the downstream. The market negotiation atmosphere is positive, and the price has continuously risen to the high level of 6850-6900 yuan / ton. Driven by the rise in East China, pure benzene has continued to rise in the first half of the week. However, with the continuous rise in the price of pure benzene, the resistance in the downstream has increased, the follow-up mood has dropped, and the downstream devices have not been put into operation as scheduled, so the mentality of the industry has changed to caution. It is heard that pure benzene in East China port will continue to accumulate in the next week, and the inventory pressure will further depress the market mentality. Pure benzene fell continuously in the second half of the week. This week, Sinopec raised the price of pure benzene by 150 yuan / ton to 6600 yuan / ton (some enterprises in North China increased by 400 yuan / ton).

propylene (Shandong) prices fell slightly and showed a consolidation trend. As of Friday, the propylene price in Shandong market was 7400-7450 yuan / ton. According to statistics, by the end of November, China’s total propylene production capacity was 49.94 million tons / year, and the new production capacity reached 5.24 million tons / year. Excluding some obsolete production capacity, there are still new projects to be put into operation in December. It is expected that China’s propylene production capacity will exceed 50 million tons by the end of the year. There are sufficient sources of goods on site At the same time, the demand boost is limited, and the price reduction is mainly to let the profit go.

In late December, the domestic bisphenol a market fluctuated in a narrow range. This week, the offer of manufacturers was stable, some factories suspended the offer, and there were few sources of middlemen. At present, the market offer of bisphenol A in mainstream North China and East China is 16100-16200 yuan / ton, and there are few spot resources in North China. The bidding price of a petrochemical enterprise in East China is 14800 yuan / ton (agreement product) and 14900 yuan / ton (first-class product).

From the perspective of business society, at present, the seller has strong upward sentiment and the market price is not low. It is expected that the phenol market will continue to operate at a high level in late December, and the registration price in East China phenol Market is 9400-9450 yuan / ton.

According to the monitoring sample data of business society, as of December 22, the average price of melamine enterprises was 9600.00 yuan / ton, down 21.53% compared with last Thursday (December 16), 45.25% compared with November 22, and 44.51% year-on-year in a three-month cycle. At present, the quotation of melamine enterprises is 9400 yuan / ton ~ 10500 yuan / ton.

Recently, the market price of melamine has stopped falling and returned to rise. In terms of cost, the price of raw material urea has increased slightly recently, and the price of melamine has fallen sharply in the early stage. At present, the cost pressure is obvious. On the supply side, the operating rate of melamine market is still at a high level, but the inventory pressure of enterprises is not large temporarily, and enterprises have sufficient orders received in advance. On the demand side, enquiries in the export market have increased, and domestic trade has not improved significantly. Melamine market atmosphere has improved, and the price has stopped falling and returned to rise.

For upstream urea, the domestic urea market fell on December 22, up 0.48% from December 16. The prices of upstream coal and liquefied natural gas have been adjusted at a low level recently, and the cost support has weakened. From the perspective of demand: the promotion of agricultural demand is accelerated, and industrial demand is mainly wait-and-see. Agricultural fertilizer preparation began to increase in some areas, and the winter storage of chemical fertilizer is expected to accelerate. The market price of melamine fell sharply, the inventory of enterprises was under pressure, and the focus of market negotiation weakened. In terms of supply, some gas head enterprises stopped production for maintenance, and the daily output of urea decreased slightly. On the whole, the cost support of urea is weakened, the downstream demand is general, the urea supply is insufficient, and the future urea mainly decreases slightly.

Melamine analysts of business society believe that at present, there is a certain support on the cost side. In addition, the delivery of goods by enterprises is acceptable. It is expected that in the short term, the melamine market may focus on stable, medium and strong operation, and more attention should be paid to the guidance of market news.

The price of orthobenzene remained stable this week

According to the data monitoring of business society, the quotation of o-xylene was temporarily stable this week. As of December 20, Sinopec’s listing price was 6300 yuan / ton, which was the same as that of o-xylene on December 13 last week. The adjacent benzene market is strong and stable for the time being.

The price of raw materials fluctuated and rose

According to the monitoring data of business society, the price of mixed xylene, a raw material of ortho benzene, fluctuated and rose this week, and the market of mixed xylene fluctuated and rose. The price of raw materials rises and the cost of o-xylene rises; The downward pressure on the price of ortho benzene weakened and the upward momentum increased.

Downstream market recovery

According to the monitoring data of business society, the price of phthalic anhydride fluctuated and rose this week, and the phthalic anhydride market recovered. This week, the price of phthalic anhydride rose, the market of phthalic anhydride recovered, the demand for phthalic acid rose, the downward pressure of phthalic acid weakened, and the upward momentum increased.

Market Overview

According to the monitoring of business society, the price of o-xylene raw material mixed xylene fluctuated and rose this week, the price of downstream phthalic anhydride rose, the cost of o-xylene rose, the demand recovered, the support for the rise of o-xylene increased, and the downward pressure weakened. It is expected that the market of o-xylene will be strong and stable in the future.