Recent price trend of isooctanol

As can be seen from the above figure, the ex factory price of isooctanol in Shandong this week was temporarily stable. The average ex factory quotation of isooctanol mainstream in Shandong this week was 17366.67 yuan / ton, a year-on-year increase of 145.02% over the same period last year. Overall, the isooctanol market was temporarily stable this week, and the isooctanol commodity index was 127.70 on September 3.

The downstream demand is weakened and the supply of isooctanol is tight

From the manufacturer’s quotation, the ex factory quotation of Shandong mainstream isooctanol manufacturers this week is temporarily stable: Jianlan chemical’s isooctanol unit is shut down for maintenance this week; The price of isooctanol quoted by lihuayi this weekend is 17200 yuan / ton, which is temporarily stable compared with that at the beginning of the week; Hualu Hengsheng offered 17500 yuan / ton of isooctanol this weekend, which was temporarily stable compared with that at the beginning of the week.

From the upstream and downstream industrial chain, the propylene market in the upstream raw material market of isooctanol fell slightly this week. The quotation fell from 7775.82 yuan / ton at the beginning of the week to 7617.57 yuan / ton at the end of the week, down 2.04%, up 6.20% year-on-year compared with the same period last year. The market price of upstream raw materials fell slightly, which had a negative impact on the price of isooctanol due to the impact of supply and demand.

In the downstream market of isooctanol, the ex factory price of DOP fell slightly this week. DOP quotation fell from 14762.50 yuan / ton at the beginning of the week to 14737.50 yuan / ton at the end of the week, an increase of 0.17%, an increase of 110.54% over the same period last year. Downstream DOP prices fell slightly, and downstream customers’ enthusiasm for isooctanol procurement weakened.

Weak demand and bearish outlook

In mid and early September, the market trend of Shandong isooctanol may fluctuate slightly. On the whole, in the recent overhaul of some isooctanol units, the overall operating rate of the isooctanol industry decreased slightly, but the upstream support is limited, the downstream market is general, and the demand is weakened. Therefore, the isooctanol analysts of business society believe that the domestic isooctanol market may fluctuate slightly in the middle and early September.

1、 Price trend

According to the monitoring data of business agency, the price of baking soda was adjusted and operated this week. The average market price at the beginning of the week was 2186.67 yuan / ton, and the average market price on September 6 was 2216.67 yuan / ton, with a price increase of 1.37%. On September 5, the commodity index of baking soda was 145.13, unchanged from yesterday, hitting a record high in the cycle, up 64.42% from the lowest point of 88.27 on December 22, 2020（ Note: period refers to 2020-09-01 to now)

2、 Market analysis

According to the business agency, the price of baking soda is strong, and the demand in the downstream market is good in the near future. At present, the price of baking soda in Henan is 2150-2250, and the downstream demand is acceptable. It is expected that the price will be stable in the near future. The price of baking soda in Hebei is about 2150-2300 tons, and the downstream demand is acceptable. It is expected that the price will be strong in the later stage.

Raw materials: according to the monitoring data of business agency, the mainstream market price of light soda ash in East China is about 2300-2400 yuan / ton. The price of soda ash in North China is relatively strong, and the mainstream market price of light soda ash is about 2350-2450 yuan / ton. The price of soda ash in Central China is relatively strong, and the current mainstream market price of light soda ash is about 2300-2350 yuan / ton. Generally speaking, the short-term high price of soda ash is dominated. Data show that the overall operating rate of soda ash during the week was 77.27%, 77.58% last week and decreased by 0.31% month on month. The output of soda ash was 549900 tons, a decrease of 2200 tons.

Demand: in the downstream, the recent demand for baking soda from medicine, textile and food is acceptable, and the price of baking soda is strong in the near future. Business analysts believe that the price of soda upstream is strong, the market trading atmosphere is good, and the manufacturers are mainly active in shipping. In the downstream, the demand for baking soda in medicine, textile and food has continued to improve recently. In general, the price of baking soda is short-term or consolidation operation, and the specific demand in the downstream market.

1、 Price trend

According to the bulk data monitoring of business society, as of September 3, the average price of refrigerant R22 was 19500 yuan / ton, an increase of 4.46% over the week and 23.16% over the same period last year

According to the bulk data monitoring of business society, as of September 3, the average price of refrigerant R134a was 22833.33 yuan / ton, an increase of 3.01 compared with the beginning of the week and 51.55% compared with the same period last year.

2、 Market analysis

This week, R22 market price continued the previous upward trend, with an increase of about 4% during the week. The price of raw material hydrofluoric acid has risen to 10790 yuan / ton, and there are still rising expectations. Although the price of chloroform has stabilized at 3150 yuan / ton recently, the pressure on the production cost of refrigerant manufacturers has increased, the commencement has declined, the on-site supply is limited, the offer of cargo holders continues to rise, the market speculation is strong, and the market wind direction is dominated by the seller under the condition of continuous sluggish downstream demand, Most operators are bullish. Up to now, the market quotation of R22 is in the range of 19500-25000 yuan / ton, that of Shandong is about 21000 yuan / ton, that of Zhejiang is about 20000-21000 yuan / ton, that of Hunan is about 20000-20500 yuan / ton, and that of Shanghai is about 21000 yuan / ton. Prices in various places have risen sharply.

The market price of R134a continued to rise this week, with an increase of about 3% during the week. The price of raw material hydrofluoric acid has been raised to 10790 yuan / ton, and there are still rising expectations. The cost support continues to strengthen. In addition, due to cost considerations, the enterprise has a certain upward sentiment. The highest quotation of the enterprise is close to 30000 yuan / ton, and the short-term R134a price trend is strong. Up to now, the market price of R134a is in the range of 23000-29000 yuan / ton, the price in Zhejiang is about 23000-24000 yuan / ton, the price in Hunan is about 23000-23500 yuan / ton, and the price in Guangzhou is about 29000 yuan / ton. The prices in various places are rising steadily.

In terms of raw materials, the price trend of domestic hydrofluoric acid rose sharply this week. Up to now, the mainstream price negotiated in various regions of domestic hydrofluoric acid has risen to 10000-10500 yuan / ton. The quotation of some manufacturers is higher than the market price, and the actual transaction price on the floor has increased. The price of domestic hydrofluoric acid is still mainly higher than that. Recently, the domestic spot supply of hydrofluoric acid has supported, and the price trend on the floor has risen..

Trichloromethane, according to the data monitoring of business society, the trichloromethane market is stable this week (8.23-8.27), and the price is 3150 yuan / ton. Analysts of methane chloride data of business society believe that the demand for chloroform is not strong, but the cost side is still supported. It is expected that the chloroform market will be stable in the short term.

3、 Future forecast

According to the refrigerant analysts of business society, at present, the raw materials still show an upward trend, the cost support continues to strengthen, the start-up of refrigerant manufacturers declines, the tight supply in the field continues, the market price is not much, and the driving sentiment is still strong. It is expected that the R22 and R134a market will continue to operate at a high level in the short term.

According to the monitoring data of business society, as of August 31, the average price of organosilicon DMC market quotation in mainstream areas was 36500 yuan / ton. Compared with August 1 (the average reference price of organosilicon DMC was 30666 yuan / ton), the average price increased by 5834 yuan / ton, or 19.02%.

In early August, the domestic silicone DMC market mainly operated stably, and individual monomer factories increased the factory quotation of silicone DMC sporadically. The overall expression of the market was stable, medium and strong. In mid August, due to the cost support given by the sharp rise of the upstream metal silicon market, the domestic silicone DMC market began to rise significantly. On August 15, the ex factory quotation of silicone DMC of Shandong large factory exceeded 32000 yuan / ton, an increase of 1300 yuan / ton compared with the beginning of the month. Then on August 16 and 17, other monomer factories also raised the ex factory quotation of silicone DMC one after another, Since then, silicone DMC has opened the prelude to the sharp rise in August.

On the 18th, the silicone DMC market was fully closed. Under the low inventory level, the spot supply was tight and the reluctance to sell became stronger. On the 19th, after some large factories resumed the offer of organosilicon DMC, the price of organosilicon DMC rose sharply, and the factories received orders in limited quantities. The ex factory quotation of organosilicon DMC of large factories in Shandong rose to 34700 yuan / ton, with a single day range of 2600 yuan / ton. The increase range of other large monomer factories was also around 1500-2000 yuan / ton. Subsequently, the market continued to operate in a high and stable manner.

At the end of August, on the 23rd, the raw metal silicon rose again, driving the silicone DMC market to continue to rise. The spot of silicone DMC in monomer factories continued to be tight, and the shortage of raw materials in middle and downstream enterprises was serious, especially in Guangdong. The “competitive sales” mode was opened in the spot production of individual factories. The refined auction price of a large factory reached 36000 yuan / ton, and the silicone DMC market continued to boil, The reluctance to sell was also stronger. On the 25th, the closing of large factories was common. The offer price of individual factories reached 36300 yuan / ton. At the end of Linjin month, on the 29th and 30th, the market price of silicone DMC continued to rise, and the offer price of large factories in Shandong rose to 37500 yuan / ton. As of August 31, the ex factory price of domestic silicone DMC was 36300-37500 yuan / ton, and the average price was 36500 yuan / ton, with a monthly increase of 19.02%. This price broke the high point of silicone DMC market in recent two years and set a record high since 2019.

Upstream, in August, the domestic metal silicon kept rising, with a monthly increase of 60.23%. On the whole, silicon metal kept breaking new records in August. At the beginning of the month, the silicon plant was optimistic about the future market and had a strong willingness to support the price. The superposition of market sentiment stimulation promoted the continuous rise of silicon price; In the middle of the month, the supply of raw materials is tight, the South hydropower has not been effectively alleviated, and the merchants are reluctant to sell; At the end of the month, the silicon price soared and sat firmly at the 20000 mark, with an average daily rise of more than 1000 yuan. On August 27, the average price of metal silicon in the domestic market was still higher. As of the 31st, the national metal silicon quotation was 24616 yuan / ton. According to the data analysis of the business society, the metal silicon has continued to be in the rising channel in recent three months. Especially since August, the metal silicon has jumped to a new high continuously, with an increase of 8.38% in the first week and the most active increase at the end of the month, with an increase of more than 60% in the whole month.

Future trend forecast of silicone DMC Market

In August, the domestic market of organosilicon DMC rose sharply. Supported by the sharp rise of raw metal silicon, the high-end price of organosilicon DMC exceeded 37500 yuan / ton, creating a record high in recent two years. On the other hand, the shortage of organosilicon DMC also promoted the market rise. Therefore, business organosilicon DMC analysts believe that in the short term, organosilicon DMC will continue to operate at a high level, but under the great increase of cost pressure, It remains to be seen whether the downstream can continue to maintain good preparation enthusiasm. Therefore, in the long run, after the “golden nine silver ten”, the silicone DMC market will gradually calm down.

In August, the domestic cyclohexanone market fell first and then rose. According to the monitoring data of business agency, the average market price of domestic cyclohexanone at the beginning of the month was 10440 yuan / ton, and the average market price of domestic cyclohexanone at the end of the month was 10720 yuan / ton, an increase of 2.68% in the month and 90.86% year-on-year.

At the beginning of the month, the cyclohexanone market fluctuated slightly, Jiangsu Haili plant was shut down for maintenance, and some enterprises purchased in the market. After the sales pressure of cyclohexanone factory was relieved, the price rose. In mid June, the cost side support was stable, the factory made a stable offer, the downstream purchased on demand, the market transaction atmosphere was general, and the cyclohexanone market was mainly consolidated. At the end of the month, the price of raw material pure benzene fell, but the supply was tight. Bank of China in Shandong did not start up yet. The supply of goods in the overall factory was in short supply and sold at a low price. The offer in the domestic cyclohexanone market rose narrowly.

Summary of domestic cyclohexanone market as of August 31:

region ., Price

East China 10800-10900 yuan / ton cash delivery

South China 11100-11200 yuan / ton cash delivery

Shandong region 10600-10700 yuan / ton cash delivery

In terms of raw materials and pure benzene, pure benzene was shaken and consolidated. The decline of crude oil in the first half of the month and the demand for pure benzene were lower than expected, which triggered a downward price shock and the market once fell. By the end of the month, the health incident caused the continuation of port to ship, triggered the filling of empty space at the end of the month, and the price rebounded.

Downstream, most of the downstream caprolactam maintenance devices are in short supply, and the chemical fiber factory actively purchases cyclohexanone at a low price. Further increase the price space of cyclohexanone.

According to the price monitoring of the business community, in the list of commodity prices in August 2021, there were 59 kinds of commodities rising month on month in the chemical sector, including 29 kinds of commodities rising by more than 5%, accounting for 29.6% of the monitored commodities in the sector; The top three commodities were formic acid (48.35%), lithium carbonate (30.45%) and hydrochloric acid (29.41%). A total of 34 kinds of commodities decreased month on month, and 13 kinds of commodities decreased by more than 5%, accounting for 13.3% of the monitored commodities in this sector; The products with the first three declines were liquid ammonia (- 21.16%), chloroform (- 16.00%) and urea (- 13.43%). The average rise and fall this month was 3.39%.

In the short term, with the support of cost, the short-term cyclohexanone market may run strongly due to the shortage of goods. In the later stage, as the production of cyclohexanone and caprolactam increased as scheduled, there was a narrow decline risk in the latter ten days. The cyclohexanone analysts of the business society expect that the cyclohexanone market may be consolidated in September.

1、 Price trend

According to the monitoring data of business society, the average price of PS ordinary materials at the beginning of this month was 10966 yuan / ton, and the average price of PS ordinary materials at the end of this month was 10933 yuan / ton, with a price decrease of 0.30% and an increase of 37.24% compared with the same period of this year.

2、 Market analysis

At the beginning of August, the domestic PS market was stable as a whole, with partial negative decline, and the raw material styrene rebounded slightly, but the price difference between styrene and PS was large. After the tightening of epidemic control measures, there was strong risk aversion in the market. The small and medium-sized downstream just need replenishment, there is no lack of small profit making shipments in the market, and the on-site trading situation is general.

At the end of August, the PS market was stable, with little change in the cost of goods held by merchants and the tight supply of some brands, so the market offer was firm. However, the demand of small and medium-sized downstream is poor, the market buying gas has weakened to a certain extent, and there are still profit making shipments.

The output of China’s PS industry was 59100 tons, with an operating rate of 73.62%, an increase of 0.2% month on month and a year-on-year decrease of 6.91%. CITIC Guoan restarted two benzene permeable and Qimei negative, but Tianjin rentai stopped for maintenance, and the increment within the week was limited. According to the data, on August 26, 2021, the price of benzene in East China market was 10750-11650 yuan / ton, the low-end chain was stable, and the high-end chain was down 50 yuan / ton.

3、 Future forecast

The short-term tight market supply still exists. After the restart of CITIC Guoan plant, the tension of ordinary benzene penetration will be alleviated. The PS market is expected to be weak in the short term or in a narrow range.

According to the data monitored by the business agency, as of August 27, the average price of domestic rubber grade excellent white carbon black was 5100.00 yuan / ton. The white carbon black operated smoothly this week. Compared with the same period last week, the price did not change significantly. The supply was balanced, operated stably, the shipment was normal and the inventory was general.

This week, the domestic rubber grade silica market fluctuated upward as a whole. Compared with the same period last week, the price increased by 3.55%, and compared with the same period last month, the price increased by 4.62%. The mainstream price range is about 5000 yuan / ton. The quotation of upstream hydrochloric acid manufacturers is temporarily stable, and the overall market is general, mainly focusing on stable operation. The main contract orders of silica are limited, The procurement atmosphere in the overall market is flat, mainly through negotiation. Merchants are cautious in taking goods, and the shipment is slow. The supply and demand in the overall market is balanced, the shipment is normal, and the inventory is general.

On August 26, the chemical index was 1132 points, down 2 points from yesterday, down 0.18% from the highest point 1134 points in the cycle (2021-08-25), and up 89.30% from the lowest point 598 points on April 8, 2020（ Note: period refers to from December 1, 2011 to now)

Business agency white carbon black analysts believe that white carbon black is expected to continue to operate steadily next week（ If you want to know more about the industry chain, please pay attention to the official account of the business community, get the information and grasp the price.

1、 Price trend

According to the monitoring data of business society, the average price of EPS ordinary materials at the beginning of this week was 10500 yuan / ton, and the average price of EPS ordinary materials at the weekend was 10500 yuan / ton. The price was temporarily stable, up 31.05% compared with the same period of the year.

2、 Market analysis

At present, the trend of domestic EPS market is weak. Weak crude oil depressed investor confidence, and the decline of pure benzene was relatively limited. Affected by the deep decline of 10 contracts, the spot correction of styrene accelerated. The cost support is weak, the terminal demand is weak, the production consumption is mainly inventory, the market replenishment intention is weak, and the overall transaction is poor.

As of August 19, Jiangsu ordinary materials were 9900 yuan / ton, a month on month decrease of 300 yuan / ton, a decrease of 2.94%, and blocking fuel was 10500 yuan / ton, a month on month decrease of 300 yuan / ton, a decrease of 2.78%. In terms of supply, some short-term shutdown devices may resume production recently, and the output is expected to increase slightly next week.

3、 Future forecast

At present, the demand for home appliances is difficult to improve significantly. The demand for thermal insulation plates in Northeast China is OK, and the overall demand is general. It is expected that the EPS market or narrow market will be weak next week.

Orthobenzene market remained stable

According to the data monitoring of business society, the price of orthobenzene was stable this week, and the market of orthobenzene was temporarily stable. The listing price of orthobenzene this week was 6300 yuan / ton, which was stable compared with the listing price of 6300 yuan / ton last week, with a year-on-year increase of 43.18%.

The price of raw materials is stable

According to the data test of business society, the mixed xylene price is stable this week, and the mixed xylene market is weak. The crude oil price has fallen sharply this week, the cost has decreased, and the demand is weak. In the future, the mixed xylene price is easy to fall but difficult to rise. The cost of o-xylene decreased, and the pressure of o-xylene decline increased.

The downstream market weakened

According to the data of business society, the price of phthalic anhydride fell slightly this week, and the phthalic anhydride market was weak. The phthalic anhydride market is weak, the demand for o-benzene is poor, and the rising power of o-benzene is weak.

Future forecast

Bai Jiaxin, an adjacent xylene data analyst at business society, believes that the upstream and downstream of the adjacent xylene industrial chain operated smoothly this week, the driving force for the rise of adjacent xylene was insufficient, the downward pressure was weak, the adjacent xylene market was stable, and the phthalic anhydride price fell slightly, which had a certain downward pressure on the adjacent xylene market. In the future, the adjacent xylene market was weak and stable.

Recent urea price trend

As can be seen from the above figure, the ex factory price of urea in Shandong increased this week. The quotation increased from 2740.00 yuan / ton at the beginning of the week to 2750 yuan / ton at the end of the week, an increase of 0.36%, a year-on-year increase of 56.25%. Overall, the urea market rose this week, and the urea commodity index was 127.91 on August 20.

The cost support is weakened, the downstream demand is weakened, and the urea supply is tight

From the manufacturer’s quotation, the mainstream ex factory price of urea in Shandong this week is temporarily stable. Yangmei plain urea has not been quoted this week; Shandong Ruixing urea quoted 2750 yuan / ton this weekend, an increase of 10 yuan / ton compared with the beginning of the week; Open water chemical urea has not been quoted this week.

From the upstream and downstream industrial chain data, the upstream products of urea increased slightly this week as a whole: the price of LNG increased slightly, and the quotation increased from 5433.33 yuan / ton at the beginning of the week to 5633.33 yuan / ton at the end of the week, an increase of 3.68%, a year-on-year increase of 129.62% compared with the same period last year; The price of thermal coal fell. The quotation fell from 1055.00 yuan / ton at the beginning of the week to 1040.00 yuan / ton at the end of the week, down 1.42%, up 85.88% year-on-year compared with the same period last year. The price of liquid ammonia fell, and the quotation fell from 4766.67 yuan / ton at the beginning of the week to 4683.33 yuan / ton at the end of the week, down 1.75%, up 51.08% year-on-year compared with the same period last year. The price of melamine in the downstream of urea rose slightly this week, from 13533.33 yuan / ton at the beginning of the week to 13966.67 yuan / ton at the end of the week, an increase of 3.20%.

From the perspective of demand: the transaction is mainly just needed, the agricultural demand is general, and the industrial demand is normal; The operation of downstream compound fertilizer and rubber plate plants is not high, and the operating load rate of melamine enterprises remains high. Most of them are used with mining and followed up with a proper amount of bargain hunting. From the perspective of supply: urea has entered the off-season of agricultural demand, and the early maintenance enterprises have gradually resumed production, with a daily output of about 155000 tons, which has increased. However, the follow-up of new orders is not smooth, and the shipping pressure increases. On the whole, the urea cost support is strengthened, the downstream demand is weakened, and the urea supply is slow.

The future price of urea is bearish

In late August, the urea market in Shandong Province may fluctuate slightly and fall mainly. Urea analysts of business society believe that at present, the urea plant has recovered and the supply is slow, but at present, the agricultural demand everywhere is declining, the industrial demand is general, the downstream merchants buy up or not buy down, there is a strong wait-and-see atmosphere for high-priced urea, and the future market price may fluctuate or fall slightly.