According to the data monitored by the business agency, as of January 20, the average quotation price of domestic high-grade DMF enterprises was 9900 yuan / ton, and the domestic DMF market price was increased by a wide margin, with an increase of about 2000 yuan / ton in just a few days, with the focus of the negotiation on a high level.

The quotation of domestic DMF market is firm, the negotiation price rises slightly, and the price of domestic DMF market rises. Near the end of the year, the traders have compact stock preparation, the manufacturers are active in shipping, the logistics is smooth, the negotiation center is high, the price is willing to support, the downstream just needs to purchase, the trading volume of new orders has increased, the buying mentality still exists, and the inventory is normal. East China market is 10400-10600 yuan / ton, South China market is 10750-11000 yuan / ton.

The upstream methanol market is in stable operation as a whole, the price in Guangdong increases slightly, the operating rate is normal, Shandong Hualu region is in stable operation, South China, northeast and southwest regions are in stable operation, East China has a slight upward trend, and the methanol market will be mainly consolidated in the short term.

On January 19, the chemical industry index was 841 points, up 4 points from yesterday, down 17.22% from 1016 points (2012-03-13), the highest point in the cycle, and up 40.64% from 598 points, the lowest point on April 8, 2020. (Note: period refers to the period from December 1, 2011 to now)

Business agency DMF analysts believe that: in the short term, the domestic DMF market is relatively strong, the focus of negotiation is on the high side, and the negotiation atmosphere is good. (the above prices are provided by major DMF manufacturers all over the country and sorted out and analyzed by business DMF analysts. They are for reference only. For more price details, please contact relevant manufacturers for consultation.)

This week, the international crude oil price fluctuated at a high level, the domestic refined oil price adjustment ushered in “five consecutive rises”, and the refinery refined oil price slightly pushed up. According to the monitoring data of business news agency, the price of gasoline on January 15 was 5847 yuan / ton, up 1.02% from the beginning of the week; the price of diesel on January 15 was 4868 yuan / ton, up 0.41% from the beginning of the week.

This week, the international crude oil market was frequently positive. Saudi Arabia significantly reduced production and reduced crude oil exports to the United States. The U.S. crude oil inventory showed a downward trend, and vaccines started. The market expected that the epidemic situation would be effectively controlled. This week, the international oil price fluctuated at a high level. WTI crude oil price rose by 2.55% and Brent crude oil price rose by 0.77%.

In terms of gasoline demand, the cold weather in winter increases the willingness to travel by car, and the price of domestic refined oil increases for five consecutive years, resulting in the increased willingness to trade at the end of the refined oil market and the upward price of gasoline market. In terms of diesel demand, due to the cold weather, the demand for outdoor diesel oil such as engineering and infrastructure is declining. At present, the diesel market mostly relies on the rigid demand of logistics, transportation, mining and other industries However, the price of diesel is weak.

As of January 15, the average operating load of daily decompression unit was about 74%, the operating load of refinery remained high, and the supply of domestic refined oil market was sufficient.

Lu Xingjun, product oil analyst of business society, believes: with the advance of vaccination and the favorable support of OPEC countries such as Saudi Arabia, the international oil price is expected to remain high in the short term. In addition, as the Spring Festival holiday approaches and the price of refined oil rises, it is expected that the price of refined oil will continue to rise.

According to the data monitored by the business agency, the quotation of domestic first-class industrial potassium nitrate was 4137.50 yuan / ton on the 4th, and 4150.00 yuan / ton on the 15th, with an increase of 0.30%. The current price is flat on a month on month basis, with a year-on-year decrease of 4.60%.

This week, the domestic potassium nitrate market rose slightly, the floor trading atmosphere was acceptable, the market supply was insufficient, and the downstream factories mostly took the goods on demand. The potassium nitrate manufacturers had a positive attitude, and the potassium nitrate market rose slightly. According to the statistics of the business society, this week, the domestic potassium nitrate mainstream manufacturers quoted 3900-4500 yuan / ton (quotation for reference only), and the quotations were different according to the procurement situation.

Recently, the quotation of potassium chloride mainstream manufacturers Rose: the potassium chloride equipment of Qinghai Salt Lake Potash Fertilizer Co., Ltd. operates normally. The ex factory price was 2050 yuan / ton, which increased by 30 yuan / ton, and the actual transaction price was mainly based on negotiation; Anhui Badou potassium chloride distribution price was 2300 yuan / ton at the weekend, which was temporarily stable compared with the beginning of the week. Potassium chloride market inventory low this week, the market rose slightly.

In the near future, some domestic potassium chloride manufacturers have been overhauled, the supply of goods is tight, and the subsequent supply may continue to decrease. It is expected that the potassium nitrate Market will rise slightly in the short term, and the long-term market still needs to wait and see. (the above prices are provided by the main manufacturers of potassium nitrate all over the country and sorted out and analyzed by the potassium carbonate analysts of the business society. They are for reference only. For more price details, please contact the relevant manufacturers for consultation).

According to the bulk data monitoring of business news agency, the domestic dichloromethane market continues to rise. As of January 14, the average price in Shandong was about 3650 yuan / ton, up 10.61% from the beginning of this week and 4.29% from the beginning of this month.

At present, the domestic dichloromethane market is strong and upward, and the overall start-up of enterprises is maintained at about 70%. Some enterprises execute export orders and use them for their own use. Therefore, the overall market inventory is not under pressure. In addition, the downstream market prepares goods in advance, and the market trading performance is still good, so the price of dichloromethane continues to rise. At present, the price of dichloromethane is about 3550-3650 yuan / ton in Shandong, 3700 yuan / ton in East China and 3750 yuan / ton in Liwen, Jiangxi.

The market performance of raw material methanol is general, and the prices of the mainland and ports have declined. The overall situation of the mainland has declined due to the shrinking olefin procurement in Northwest China and the weak demand in Hebei and Shandong. The blockade of some road sections has affected the flow of goods in some areas of Inner Mongolia, Shaanxi and Shanxi, but the degree of impact is uncertain at present, about 2370 yuan / ton; the liquid chlorine market is stable and downward, the transportation capacity is declining, the enterprise shipment is slowing down, coupled with the rebound of the epidemic situation in Hebei, the market demand is poor, and the current mainstream quotation in the industry is about 500-600 yuan / ton.

The downstream refrigerant market is still relatively strong with strong cost support. It is expected that it will be easy to rise but difficult to fall in the short term. More attention should be paid to the market information guidance. The solvent, pharmaceutical and pesticide industries started flat, and the support for dichloromethane is general.

Business community methane chloride data analysts believe that at present, the dichloromethane market as a whole has little reservoir pressure, enterprises have a good intention to support the price, and the demand in some areas is flat. With the price of dichloromethane rising to a high level, the industry is cautious in purchasing. It is expected that the price of dichloromethane will be strong in a short time, and there is still room for downward trend in the future.

In 2020, the price of NBR dropped from 16333 yuan / ton at the beginning of the year to 13266 yuan / ton on April 21.

From late April to early September, the price of NBR fluctuated between 13266 yuan / ton and 14000 yuan / ton. The price of NBR fluctuated in a narrow range in the second and third quarters, which was mainly affected by raw materials and supply and demand side. On the one hand, the operating rate of NBR was low, basically hovering below 60-70%. Although the operating rate rose after August, the supply side was relatively tight in the third and fourth quarters, which formed a certain support for NBR; on the other hand, the cost side of Brent crude oil was between 20-44 US dollars / barrel, which was low The price of NBR was suppressed; in addition, although the demand side was better than that at the beginning of the year, it still did not reach the previous ideal state, so the demand side was also bad for NBR.

At the beginning of September, the price of NBR began to rise rapidly, from 13583 yuan / ton in early September to 19566 yuan / ton on December 15, the highest point of the year, and then dropped slightly to 19000 yuan / ton at the end of the year. Although the rise in the third and fourth quarters was also driven by the rebound of raw material prices in the early stage, it was mainly affected by the supply and demand side in the later stage. First, the price of raw materials rose, forming support for NBR. The price of butadiene increased from 5612 yuan / ton in early September to 9938 yuan / ton in late November, with an overall increase of 77.08%. Secondly, the operating rate of jinjiuyinshi NBR continued to drop to 75%, with little pressure on the supply side; finally, since September, the epidemic situation abroad continued to be serious, the demand for medical NBR gloves was strong, the supply of NBR latex exceeded the demand, and the price rose to nearly 30000 yuan / ton. Driven by profits, some manufacturers switched production lines of NBR and switched to NBR latex. The supply of other brands of NBR in the market decreased. In addition, the operating rate of downstream insulation foaming and hose industries of jinjiuyinshi traditional NBR dry rubber increased compared with the previous period. The whole demand side showed a strong performance and had a rigid support for NBR dry rubber.

As shown in the figure above, the trend of butadiene in 2020 will have a partial impact on NBR. At the beginning of the year, the price of butadiene dropped from 8312 yuan / ton to 3501 yuan / ton on April 16, with an overall drop of 57.88%, but the price of NBR only dropped by 18.87%. Butadiene prices began to rebound in late July, while NBR remained in a narrow range. Butadiene and NBR began to synchronize in October, and the decline rate of butadiene in December was significantly lower than that of NBR again. To sum up, the price of NBR in 2020 will be affected not only by butadiene, but also by supply and demand side.

Future forecast: business analysts believe that at present, due to the epidemic situation has not improved in the short term, the consumption of medical gloves is still huge, and the demand for nitrile rubber latex is strong, so as to continue to boost the nitrile dry rubber market; in addition, the OPEC meeting has reached an agreement, there will be no huge increase in crude oil in the next few months, the bullish atmosphere of crude oil will be stronger, and the raw material cost will have a certain impact in the next few months It is expected that the price of NBR will remain at a high level in the first half of 2021, and even if it falls, the range will not be too large. In the second half of 2021, with the vaccination of Xinguan vaccine, the epidemic situation may tend to be well controlled, and the consumption of medical gloves may fall to a certain extent. At that time, the price of NBR will fall to a certain extent. However, with the improvement of macro economy, the price of NBR will rise steadily. On the whole, the price of NBR will show a V-shaped trend in 2021, and it will be an annual low in 2021.

According to the bulk data monitoring of the business community, affected by the sluggish terminal demand and the falling price of raw materials, the ethyl acetate market continued to decline. As of January 12, the average price of enterprises in East China was about 6575 yuan / ton, down 7.07% from the beginning of the month.

After the new year’s day, the downstream terminal market of ethyl acetate gradually entered the off-season, the overall shipment of the industry was not smooth, the trade was weak, the overall start-up of ethyl acetate production enterprises was stable, the accumulated inventory was high, and the enterprises were forced to reduce the price and ship. At present, there are about 6350-6450 yuan / ton in East China, 6350-6450 yuan / ton in North China and 6950-7050 yuan / ton in South China.

In terms of raw materials, the acetic acid market started smoothly and the market supply was abundant, but the overall demand of the downstream market was poor. In addition, the epidemic situation in Hebei Province rebounded, the industry was cautious in purchasing, the trading was weak, and the bearish attitude was strong. The price of raw material corn in ethanol market will continue to maintain a high level, the start-up of corn ethanol under the cost pressure will continue to maintain a low level, the plant will not shut down in winter, the order delivery will basically be maintained in the short term, and the price will remain stable. It is expected that the domestic ethanol market will be mainly sorted out in the short term. At present, ethanol in East China is about 7075 yuan / ton.

Analysts of ethyl acetate from the business community believe that the current situation of oversupply in the domestic ethyl acetate Market is increasingly apparent. In addition, the weak operation of raw material acetic acid market makes it difficult to alleviate the short-term negative factors. It is expected that the weak operation of ethyl acetate Market in the near future.

Saudi Arabia’s additional production reduction pushed up crude oil and gasoline prices, driving up domestic MTBE market prices. According to the data of business news agency, the price of MTBE on January 8 was 4333 yuan / ton, up 4.42% from the beginning of the week.

This week, the international crude oil market was frequently bullish. This week, the price of WTI crude oil exceeded the US $50 / barrel mark, with a weekly increase of 7.67%, while the price of Brent crude oil increased by 8.09%. In terms of gasoline demand, cold weather, increased demand for car travel, coupled with the sharp rise in international oil prices, the oil product market is bullish. However, a small number of outbreaks in Hebei and Liaoning have led to road control in surrounding areas, affecting terminal transactions, and limiting the price rise of gasoline market.

At present, the domestic MTBE supply and demand fundamentals basically maintain a stable situation, and the small rise of gasoline price makes the middleman’s purchase intention of MTBE and other intermediate materials acceptable; in addition, the sharp rise of international crude oil price pushes up the post production cost of MTBE, and the MTBE manufacturers have serious losses, so they have a strong intention to increase.

MTBE product analysts of business society energy branch think: there is still room for international crude oil prices to rise, while the price of refined oil is rising steadily, but the rise is limited. At present, the inventory of MTBE manufacturers is at a low level, and the price of MTBE is expected to rise

According to the data monitored by the business club, as of January 8, the average price of domestic power lithium iron phosphate was 38000.00 yuan / ton, This week, the market price of LiFePO4 is stable, the operating rate is stable, the supply and demand are balanced, the downstream demand is limited, and the market demand has not improved significantly. At present, the price of power LiFePO4 is stable, the market is mainly stable, and the overall price remains stable.

The price range of LiFePO4 power type market is 36000-38000 yuan / ton, the price is stable, the downstream demand has not improved significantly, the overall market purchasing atmosphere is general, the price is mainly stable, the enterprise starts normal, the merchant ships actively, the logistics is smooth, the transaction price basically maintains the cost online and offline, the inventory has no pressure, and most of the contract customers are the main ones The range is 33000-35000 yuan / ton, and the price keeps stable operation. With its safety performance, service life and price advantages, LiFePO4 has a firm foothold in the industry. With the development of society, people have higher requirements for the endurance of electric vehicles, taking into account the cost, safety performance and service life. In the future market, LiFePO4′s market share will be further improved.

The upstream lithium carbonate shows an upward trend in the near future. At present, the mainstream price of industrial grade lithium carbonate ranges from 53000 to 55000 yuan / ton, and the overall market negotiation focus is relatively strong. The price range of battery grade lithium carbonate ranges from 55000 to 60000, and the negotiation focus is relatively high, and the price has been raised. In the short term, the market of lithium carbonate will be high.

On January 7, the chemical industry index was 827 points, down 4 points from yesterday, down 18.60% from 1016 points (2012-03-13), the highest point in the cycle, and up 38.29% from 598 points, the lowest point on April 8, 2020. (Note: period refers to the period from December 1, 2011 to now)

LiFePO4 analyst of business association thinks: in the short term, LiFePO4 market is mainly stable operation, and the focus of negotiation is stable. (the above prices are provided by major manufacturers of LiFePO4 all over the country and sorted out and analyzed by business LiFePO4 analysts. They are for reference only. Please contact relevant manufacturers for more details.)

According to the data monitoring of business news agency, on January 7, 2021, the price of lithium carbonate continued the upward trend at the end of 2020 and continued to rise. On January 7, the average price of industrial grade lithium carbonate in East China was 56400 yuan / ton, which was 12.8% higher than that at the beginning of the month (the average price of industrial grade lithium carbonate in East China was 50000 yuan / ton on January 1). On January 7, the average price of battery grade lithium carbonate in East China was 60800 yuan / ton, which was 11.36% higher than that at the beginning of the month (the average price of battery grade lithium carbonate in East China was 54600 yuan / ton on January 1). On July 7, the comprehensive quotation of industrial grade lithium carbonate market was around 52000 ~ 60000 yuan / ton, and the comprehensive quotation of battery grade lithium carbonate market was around 58000 ~ 65000 yuan / ton.

By observing market changes, after the new year’s Day holiday, the price of industrial grade and battery grade lithium carbonate continued to rise. Due to the approaching of the Spring Festival holiday, the market is mainly in the state of active stock preparation, so the demand is still in a tense state, and some lithium carbonate enterprises are even in the state of tight spot and no stock reservation. In addition, in the first quarter, large factories began to repair and under the guidance of bullish sentiment, some downstream enterprises appeared the phenomenon of excessive procurement. With the approaching of logistics and transportation stoppage and continuous stocking, the price of lithium carbonate still has room to rise in the short term.

The price of lithium hydroxide in the lower reaches recovered and rose. The low-cost products in the market were basically cleared, and the demand side was dominated by overseas increment. The demand of some downstream and smelters shifted to working hydrogen, and the low-cost inventory was basically cleared. The price of working hydrogen and low-cost electric hydrogen led the rise. In terms of lithium iron phosphate power market, due to the rapid rise of lithium carbonate price, the cost pressure of lithium iron enterprises is increasing, and many manufacturers increase the price.

According to the price monitoring of business news agency, on January 6, 2021, there were 13 kinds of commodities in the list of rise and fall of commodity prices in the chemical industry sector, with polysilicon (2.62%), ethylene glycol (2.37%) and propane (2.07%) as the top three commodities. There were 17 kinds of commodities with a month on month decrease, and 2 kinds of commodities with a decrease of more than 5%, accounting for 2.2% of the number of commodities monitored in this sector; the top 3 products with a decrease were acetone (- 5.46%), butadiene (- 5.06%) and butanone (- 3.32%).

According to lithium carbonate analysts of business news agency, there is still room for the price of lithium carbonate to rise. However, as the Spring Festival approaches, the logistics is limited, and the purchasing sentiment will gradually slow down. It is expected that the price of lithium carbonate may still rise steadily in the short term.

According to the monitoring data of the business community, as of January 6, the reference average price of silicone DMC market in the mainstream areas of data monitoring was 21833 yuan / ton, which was basically the same as the price a week ago; compared with the price on December 1, 2020 (reference price of 33333 yuan / ton), the average price decreased by 11500 yuan / ton, a decrease of 34.50%.

By the end of 2020, DMC will reduce its quotation three times, and the market will return to the era of 20000 +

From the beginning of December 2020, affected by the weakening of downstream demand and blocked conduction, on the 2nd, the market of silicone DMC fell sharply for the first time in the month, with a maximum reduction of 2000 yuan / ton. The reference price of silicone DMC was 32000-33000 yuan / ton. The downstream demand was not significantly boosted, and then the market continued to fluctuate and fall. On the 25th, for the second time in the month, silicone DMC manufacturers sharply reduced the ex factory quotation of DMC by 5000 yuan / ton. The low-end quotation of DMC fell to 22000 yuan / ton, and the market “fell continuously”. Near the end of the month, on the 29th, the leading enterprises of organic silicon lowered the ex factory quotation of DMC for the third time in the month. The low-end quotation of organic silicon dropped to 20500 yuan / ton, while the mainstream quotation of other factories was around 21000-22500 yuan / ton.

Weak stability enters 2021, supply and demand game of silicone DMC continues

In January 2021, the market trend of silicone DMC maintains a weak and stable operation. The transaction price of mainstream areas remains stable around 21000-23000 yuan / ton, and the interval adjustment is not much. The quotation of leading enterprise silicone DMC maintains a stable price of 20500 yuan / ton. At present, there is no trend of goods preparation before the Spring Festival in the downstream, the overall trading atmosphere of the market is cold, the procurement is also more cautious, and the demand is insufficient to support the rise of silicone market The game between supply and demand of silicone DMC is still going on. As of January 6, the average quoted price of silicone DMC in mainstream areas was 21833 yuan / ton, which was basically the same as that of a week ago. Compared with December 1, 2020 (reference price: 33333 yuan / ton), the average price was reduced by 11500 yuan / ton, a decrease of 34.50%.

With the increase of maintenance, the market of DMC will be more stable and stronger in the future

At present, the market of silicone DMC is weak, and the downstream response is not big. However, as the market price has dropped to the basic level at that time, there is little room to continue to fall. In addition, it is heard that some monomer plants in Shandong will be shut down for maintenance in the early spring festival, and the overall operating rate of the plant will drop. The inventory in the plant may be tight, and the market price may be slightly boosted. Therefore, the silicone DMC Data Engineer of the business community believes that the organic DMC market is stable The future market of silicon DMC will be stable and strong.