According to statistics, the domestic ammonium nitrate price trend is temporarily stable this week. As of the weekend, the domestic market price of ammonium nitrate is 3480 yuan / ton, which is the same as that of the price at the beginning of the week, up 49.36% year on year. The ammonium nitrate commodity index on June 11 was 179.47, which was flat from yesterday, a record high in the cycle, up 131.96% from the lowest point of 77.37 on October 31, 2016（ Note: the cycle refers to February 1, 2013 to present).

This week, the domestic market price of ammonium nitrate remained high, the installation of domestic ammonium nitrate manufacturers was generally started, the supply in the ammonium nitrate plant was normal, some manufacturers reflected that the price of raw materials of coal in the upstream was at a high level, the cost increased significantly, the price of the manufacturer reached a historical high, the supply of goods in the field was tight in the near future, the transportation was normal, and the market price of ammonium nitrate continued to rise. In recent years, the shipment of ammonium nitrate manufacturers is normal, downstream on demand procurement, domestic ammonium nitrate manufacturers started normal, some manufacturers’ price trend has increased greatly. Up to now, the mainstream of Shaanxi negotiation is 3500-3600 yuan / ton, Shandong negotiation mainstream is 2700-2900 yuan / ton, Hebei local price is 4300-4400 yuan / ton.

The domestic price of concentrated nitric acid is stable for a while this week, with the weekend price of 2266.67 yuan / ton, which is the same as that of the beginning of the week, and RMB 2200 / T for Hongze Yinzhu chemical industry in Jiangsu Province; Anhui Jinhe offers 2100 yuan / ton; Shandong helitai offers 2400 yuan / ton. Shaanxi Xinghua quoted 2200 yuan / ton. Recently, the domestic maintenance equipment is in normal operation, the supply of concentrated nitric acid market is normal, the goods are generally transported in the field, the price trend in the nitric acid field is stable, and the market price trend of ammonium nitrate is temporarily stable.

The price trend of upstream liquid ammonia rose this week, with the weekend price of 4366.67 yuan / ton, up 0.38% from the price of 4350 yuan / ton at the beginning of the week. The plant in the liquid ammonia plant is under normal operation, the spot supply is normal, and the price trend of liquid ammonia market is rising. On the basic level, the price of liquid ammonia in Shandong Province has risen. Due to the decline of inventory pressure, the factory commencement rate remains reasonable, and there is a certain price difference with other regions in China, and the price of liquid ammonia is small. The ammonia quantity in Shandong is basically in the state of supply and demand, which still supports the price. In the downstream, the current agricultural fertilizer has increased, the demand of downstream is general, and the market price trend of ammonium nitrate keeps high.

In recent years, the demand of the downstream civil explosive industry is normal, and the production and marketing of nitro compound fertilizer is normal, the demand for ammonium nitrate calcium has increased, and the price trend of raw material market keeps rising, and the price of coal market remains high. However, the spot supply in ammonium nitrate is general, and the cost increase has a positive effect, Business agency ammonium nitrate analysts believe that the market price of ammonium nitrate in the later period will be at a high level.

1、 Boric acid price trend

(Figure: p-value curve of boric acid product)

2、 Market analysis

On June 11, boric acid market was stable. According to the block list data of business news agency, as of June 11, the average quotation price of boric acid in East China was 4630 yuan / ton, which was flat compared with the previous trading day. At present, the quotation of boric acid enterprises has been adjusted by a small margin, mainly to stabilize the price and deliver goods, with strong wait-and-see mood in the downstream and general purchasing enthusiasm. The price of boric acid of Honggui Chemical Co., Ltd. in Zibo increased in a narrow range, and the market transaction was between 4600 and 4750 yuan / ton. Boric acid price of Tianjin Lianzhi Chemical Co., Ltd. decreased narrowly. From 4750 yuan / ton at the beginning of the month to 4500 yuan / ton.

3、 Future forecast

Boric acid analysts of business news agency believe that in the recent period of boric acid price fluctuation, cost support has been strengthened, downstream on-demand procurement, market inquiry and transaction performance are generally good. It is expected that the boric acid market will be mainly stable in the short term, and more attention should be paid to market information guidance.

According to the monitoring data of the business community, as of June 10, the average quoted price of silicone DMC in the mainstream area of data monitoring was 27333 yuan / ton, which was increased by 667 yuan / ton, or 2.50%, compared with June 1 (26666 yuan / ton).

On June 9, an emergency occurred in a factory in Xinjiang, which had a certain impact on the short-term supply of silicone DMC and the mentality of silicone DMC operators. At present, the overall wait-and-see mood in the factory is heavy. Several major manufacturers of silicone DMC have closed their orders, suspended orders, and limited orders. Many factories have arranged orders until mid to late June.

Since the beginning of June, the market of silicone DMC has gradually warmed up. I heard that some operators believe that this event will speed up the heating up of the already hot market. At present, the spot supply of silicone DMC is tight, which can be described as “one order is hard to obtain”. At present, the silicone DMC market only offers factories from large factories in Shandong. The latest silicone DMC factory quotation is 27500 yuan / ton, which is 700 yuan / ton higher than the previous quotation of its factory. At present, the market as a whole is nervous, which is a kind of calm before the rainstorm.

Upstream, on June 9, 2021, the price of silicon metal (441) was stable. According to the data of business news agency, the average price of domestic silicon metal (441) market on June 9 was 14016.67 yuan / ton, up 0.18% from the average price on June 8 of 13991.67 yuan / ton, up 7.34% from last week’s average price, and up 28.50% from last year’s average price of 10908 yuan / ton. The price of silicon in Huangpu port was 14100-14200 yuan / ton, that in Tianjin Port was 14200-14300 yuan / ton, that in Kunming was 13800-13900 yuan / ton, that in Sichuan was 13800-13900 yuan / ton, and that in Fujian was 13200-13400 yuan / ton, The price range of silicon metal in Shanghai is 14600-14800 yuan / ton.

On the downstream side, due to the influence of raw silicone DMC, the raw rubber and silica gel in the downstream are basically closed. In addition, the supply of raw rubber market has been very tight before, so it is expected that the overall supply shortage will continue to increase after this time.

forecast

At present, the silicone DMC factories are basically closed without orders, the spot supply is tight, the downstream selling sentiment is high, and there may be a large range of replenishment in the future. Therefore, the silicone DMC analysts of the business community believe that in the short term, the silicone DMC market price is more likely to continue to rise.

Trade name: chloroform

Latest price (June 9): 4395 yuan / ton

Analysis points: the domestic price of chloroform was 4395 yuan / ton on the 9th, down 1.01% compared with the previous day. The peak season of downstream refrigerants has not yet passed, which still supports chloroform; In addition, the price of raw material liquid chlorine has been high and firm, and the cost side supports it. According to the monitoring of the business agency, as of June 9, the mainstream ex factory price of liquid chlorine for tank cars in Shandong was around 2100 yuan / ton. According to the business news agency, on June 9, the factory price of Shandong Jinling trichloromethane bulk water was stable at 4440 yuan / ton; The actual transaction shall be subject to negotiation; The ex factory quotation of trichloromethane bulk water of Luxi Chemical is 4260 yuan / ton, and the actual transaction is subject to negotiation. However, with the price of chloroform returning to a high level, the lower reaches make more inquiries on demand and are not active in receiving high price goods.

Future forecast: business community analysts believe that the market demand for trichloromethane is acceptable, and the price of raw material liquid chlorine is also at a high level, but the downstream has a conflict with the high price of trichloromethane, and it is expected that the price of trichloromethane will continue to adjust slightly in the short term.

On Monday night, the nonferrous metal market rose and fell with each other. Shanghai lead opened lower at night and went up. Today, it rebounded from a low position in early trading and stopped falling temporarily. As of the closing of the 8th, the settlement price of the main contract of Shanghai lead 2107 was 15010 yuan / ton, up 0.40%.

The price of lead ingot in the domestic spot lead market is about 14850-15000 yuan / ton, with an average price of 14925 yuan / ton, up 75 yuan / ton from the previous trading day. At present, the tight supply of domestic ore end is still continuing, which has a certain support for the price of lead. However, due to the high social inventory, there is still some pressure on the price of lead. In June, the lower reaches are still in the off-season, the enthusiasm of the lower reaches to enter the market is limited, and the overall talks are still rather cold.

In the future, the business community believes that the electrolytic lead market is playing a long and short game, and there is a certain intention to replenish the downstream near the Dragon Boat Festival. It is expected that the lead price will fall in a limited space, and the fluctuation trend will be dominant.

Domestic price trend:

It can be seen from the trend chart of p-xylene that the price of p-xylene rose this week. By the end of the week, the domestic ex factory price of p-xylene was 6500 yuan / ton, up 1.56% compared with 6400 yuan / ton at the beginning of the week, up 58.54% year on year. The price trend of domestic PX market rose this week.

In recent years, the domestic supply of p-xylene is normal, and the domestic PX operating rate is more than 60%. The 600000 ton unit of Sinopec Hongrun Petrochemical Co., Ltd. operates stably, the Yangzi petrochemical unit operates stably, the Pengzhou petrochemical unit operates stably, the Yangzi Petrochemical PX unit operates normally, the Jinling Petrochemical Unit operates stably, the Qingdao Lidong unit operates at full load, and the Qilu petrochemical unit operates stably, The start-up of Urumqi petrochemical plant is about 50%, and the domestic supply of p-xylene is general. However, some overseas plants are still under maintenance, and the domestic price of p-xylene remains high due to the impact. The recent rise in the international crude oil closing price affected the PX external price trend. As of the 3rd, the closing prices in Asia were US $837-839 / T FOB Korea and US $855-857 / T CFR China. The recent change in the operating rate of PX units in Asia was not big. As a whole, the operating rate of PX units in Asia was less than 60%, the supply of PX goods in Asia was general, and the PX external closing price rose, Domestic market price of p-xylene rose slightly.

The price of crude oil rose sharply this week, and the international oil price continued to rise. The settlement price of the main contract of WTI crude oil futures market in the United States was 68.81 US dollars / barrel, and the settlement price of the main contract of Brent crude oil futures market was 71.31 US dollars / barrel. The main reason is that the organization of Petroleum Exporting Countries and its allies (OPEC +) agreed to increase production, but the speed of resuming production depends on market conditions, Fuel demand is expected to increase during the summer driving season in North America. This week’s sharp rise in crude oil prices is good for domestic petrochemical prices, while the price trend of p-xylene rose slightly due to this impact.

The price trend of PTA Market in the lower reaches rose slightly this week, and the domestic PTA spot market price rose. As of the 4th, the average price of PTA market was 4700-4750 yuan / ton, up 0.85% this week. International crude oil prices rose sharply, and cost support was obvious. The PTA plant has been running stably in the near future, and the supply side has performed normally. This week, the PTA operation rate is about 86.5%. The PTA delivery situation is general, and the on-site delivery situation is general. Polyester production and marketing has little change, the international epidemic has been controlled to a certain extent, but the follow-up orders of the textile industry are weak. The profits of domestic textile industry are concentrated in the spinning process. The lower reaches of the textile industry do not have a high acceptance of the fabric price rise, and the price transmission is not smooth. There is downward pressure on the yarn price, which may further affect the price performance of the raw material end. Recently, the domestic PTA market price rose slightly, the downstream market was general, and the price of p-xylene market rose slightly.

PX analyst Chen Ling believes that there is a certain uncertainty in the current cost side, short-term crude oil prices have a supporting role, coupled with the lower PTA and textile market trend is temporarily stable, it is expected that the market price of p-xylene will be stable in the future.

1、 Polyoxymethylene market price trend chart

Price curve of paraformaldehyde

According to the monitoring of the business agency, the average price of paraformaldehyde at the beginning of the week was 5833 yuan / ton, while the average price at the end of the week was 5800 yuan / ton, down 0.57%.

2、 Market analysis

On June 2, Shandong formaldehyde Chemical Industry Co., Ltd., with an annual output of 30000 tons of polyoxymethylene, offered 5700 yuan / ton of Polyoxymethylene (96) including tax, which was the same as last time. Linyi Shengyang Chemical Co., Ltd., with an annual output of 9000 tons of polyoxymethylene, Polyoxymethylene (96) ex factory price including tax 5600 yuan / ton, the price is the same as last time. Zibo Qixing Chemical Technology Co., Ltd. has an annual output of 10000 tons of polyoxymethylene. The ex factory price of Polyoxymethylene (96) including tax is 6100 yuan / ton, which is 100 yuan / ton lower than last time. The market of paraformaldehyde was fair, and the price of paraformaldehyde declined due to the decrease of methanol.

On June 2, methanol futures of Zhengzhou Commodity Exchange fell sharply, closing at 2506 yuan / ton, down 49 yuan / ton or 1.92% compared with the closing of the previous trading day. Methanol spot market was mainly volatile, with a slight decline in some areas.

3、 Future forecast

Affected by methanol raw materials, business community polyoxymethylene analysts expect that polyoxymethylene or will be reduced.

Gasoline demand in the United States has risen to the highest level since the outbreak. Road traffic in the United Kingdom has exceeded the pre epidemic record for the first time. Demand in Europe and the United States is expected to improve in summer, and international oil prices continue to rise. According to the data of business news agency, as of June 2, the price of MTBE was 5876 yuan / ton, with a month on month decrease of 1.51% and a year-on-year increase of 61.00%.

The market of MTBE was stable with a small rise in some parts, with an increase of about 50 yuan / ton. The continued upward trend of international oil prices, coupled with a small rise in gasoline prices, has given some support to the MTBE market.

In terms of external market, as of June 2, the closing price of Asian MTBE market increased by US $1 / T compared with the previous trading day, and FOB Singapore closed at US $718-720 / T. The closing price of MTBE market in Europe increased by US $3 / T compared with the previous trading day, and FOB ara closed at US $759-759.5/t. The closing price of MTBE market in the United States decreased by US $0.89/ton compared with the previous trading day, and FOB Gulf offshore price closed at US $814.37-814.72/ton (229.40-229.50 cents / gallon).

region ., Country. Closing price. Up and down

Asia FOB Singapore US $718-720 / T US $1 / T

U.S.A FOB Bay 814.37-814.72 USD / T – US $0.89/t

Europe FOB ARA US $759-759.5/t US $3 / T

Crude oil continued to rise, supporting the market mentality, but the downstream improvement was limited, and the market continued to rise with insufficient momentum. Business community MTBE analysts believe that in the short term, domestic MTBE market is mainly volatile.

In May, the market price of NBR declined slightly. According to the monitoring of business society, the price of NBR was 21166 yuan / ton at the beginning of the month and 20800 yuan / ton at the end of the month. At the end of the month as a whole, it fell by 1.73% compared with the beginning of the month.

Although there was little pressure on the supply side of NBR in China, and the price of NBR in Lanhua increased slightly, the demand side was still weak, and the market price of NBR fell in May. It is understood that the 15000 ton nitrile unit of Lanhua in China has been under maintenance in May, and the normal operation started at the end of this month. The pressure of nitrile supply in the market is not big, which has a certain support for the price of nitrile. In May, the ex factory price of domestic Lanhua nitrile also slightly increased by 200 yuan / ton. According to the monitoring of business agency, as of May 31, Lanzhou Petrochemical n41e reported 17900 yuan / ton, 3305e reported 19000 yuan / ton, 3308e reported 19900 yuan / ton. In May, India made a final anti-dumping decision on China related NBR, and the export market of NBR was slightly hindered. In addition, the low demand of domestic environmental protection inspection for some downstream construction was weak, and the main offer of some merchants was lowered at the beginning of the month.

The price of raw materials has risen substantially, and the cost has a certain support. According to the monitoring of the business association, the price of butadiene was 6787 yuan / ton at the beginning of the month and 7378 yuan / ton at the end of the month, with an overall increase of 8.71%.

Future forecast: NBR analysts of the business community believe that the overall pressure on the supply side of NBR is not big at present, and the cost side is rising significantly, so it is expected that NBR will rise slightly in the future.

Formic acid market rose in May. According to the data of the business club’s block list, as of May 31, the average quotation price of formic acid enterprises was 2733.33 yuan / ton, up 12.33% compared with the price at the beginning of the month (2433.33 yuan / ton), and up 5.13% year on year in a three-month cycle.

In May, the domestic formic acid market showed a strong upward trend, then slightly fell back and stabilized, showing an overall upward trend“ After the May Day holiday, there was a demand for replenishment in the downstream, the market trading atmosphere was good, and the offer of goods holders rose. With the rise of raw material prices, rising costs and export demand, the overall offer and transaction focus of formic acid market moved up. After the formic acid prices of some enterprises decreased slightly in the late ten days, the market was stable at a high level, and the downstream was mainly purchased on demand.

According to the data monitoring of the business agency, the price of formic acid of some enterprises in the near future is summarized (for reference only, the spot prices of the merchants follow the market, and the actual transaction prices of different brands, specifications and products are mainly negotiated.)

As of May 31, the reference price of upstream caustic soda was 500.00, up 9.29% compared with May 1 (457.50); On June 1, the market of liquid ammonia in Shandong rose; Upstream sulfuric acid, May 31, Shandong sulfuric acid market fell; The reference price of upstream methanol on May 31 was 2672.50, up 4.39% compared with May 1 (2560.00).

Business community formic acid analysts believe that in June, the price of formic acid is mainly stable, the market is orderly, and the downstream is purchased on demand. It is expected that the formic acid market will mainly run at a high level in the short term, and more attention should be paid to the change of raw material price.