Monthly Archives: February 2023

DOP prices fell slightly on February 9

DOP prices fell slightly on February 9

 

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According to the data monitoring of the Business Agency, as of February 9, the price of DOP was 10180 yuan/ton, down 0.20% from 10200 yuan/ton on February 8 of the previous trading day. The price of raw materials fell, the downstream procurement was poor, and the price of DOP fell.

 

Analysis points

 

According to the price monitoring of the Business Agency, on February 9, the price of isooctanol dropped sharply by 1.99% to 9866.67 yuan/ton; The price of phthalic anhydride dropped by 0.15% to 8237.50 yuan/ton, the price of DOP raw materials dropped and the cost of DOP dropped. PVC prices fluctuated and fell, downstream procurement was poor, and the demand for plasticizers was weak.

 

Aftermarket expectation

 

The demand for plasticizer DOP is weak due to the decline of cost, and the pressure on the decline of plasticizer DOP is increased. It is expected that DOP will fall in the future.

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DBP prices rose first and then fell this week

The price of plasticizer DBP rose first and then fell this week

 

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According to the data monitoring of the Business News Agency, as of February 7, the DBP price was 9587.50 yuan/ton, down 0.90% from the DBP price of 9675 yuan/ton on January 29; Compared with the DBP price of 9775 yuan/ton on February 1, the drop was 1.92%. The raw material price fell and the demand remained weak. The DBP price rose first and then fell this week.

 

DBP raw material prices rose first and then fell this week

 

According to the price monitoring of the Business Agency, as of February 7, the price of phthalic anhydride was 8250 yuan/ton, up 2.17% from the price of 8075 yuan/ton on January 29. The stock replenishment before the holiday was poor, the price of ortho benzene rose, the demand for phthalic anhydride was general, the market of phthalic anhydride was stagnant, and the downward pressure of DBP weakened and the upward momentum remained.

 

According to the price monitoring of the Business Agency, as of February 7, the price of n-butanol was 7833.33 yuan/ton, which was stable compared with the price of n-butanol of 7833.33 yuan/ton on January 29, and decreased by 2.08% compared with the price of 8000 yuan/ton on February 1. The stock replenishment after the holiday was poor, the demand for n-butanol was weak, the price of n-butanol rose first and then fell, the cost of DBP fell, and the downward pressure on DBP increased in the future.

 

Aftermarket expectation

 

According to DBP data analysts, the price of phthalic anhydride, the raw material, rose slightly this week, while the price of n-butanol fell sharply, and the cost of DBP raw material fell; Demand is weak, and the downward pressure on DBP is increasing. In the future, the demand for plasticizer is weak due to the decrease of plasticizer cost, and the DBP price is expected to fall in shock.

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On February 6, the price of isooctanol in Shandong fell by 2.19%

Trade name: isooctanol

 

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Latest price (February 6): 10433.33 yuan/ton

 

The ex-factory price of isooctanol in Shandong Province fell slightly on February 6, 2.19% lower than that of February 3, and 13.54% lower than that of the same period last year. The upstream propylene price fell slightly, the cost support was insufficient, the downstream DOP market fell slightly, and the downstream demand weakened.

 

Recently, the ex-factory price of isooctanol in Shandong Province may fall slightly: the manufacturer’s quotation is about 10000 yuan/ton.

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Demand is light after the holiday. Glycol continues to decline this Tuesday

Market overview: According to the data of the bulk list of the business agency, as of February 2, 2023, the market reference price of diethylene glycol was 5460 yuan/ton, down 223.33 yuan/ton or 3.93% compared with the price of January 28, 2023 (5683.33 yuan/ton).

 

Polyglutamic acid

It can be seen from the data monitoring of the business agency that the overall domestic diethylene glycol market fell sharply this week. At present, the market price in East China is 5200 yuan/ton, and that in South China is 5450 yuan/ton. The US crude oil inventory has increased for six consecutive weeks, the supply of marine oil in a European country has increased, the export is strong, and the main central bank is raising interest rates soon ▪ With the pressure on oil prices, OPEC+maintained its output policy unchanged, the international oil price fell as a whole, and the cost-side support weakened. In terms of supply, the port shipment is low, the inventory is high, and the market supply is not short. As of January 30, 2023, the inventory of East China port is about 39300 tons, an increase of 5800 tons compared with last week, an increase of 67.23%; From the perspective of demand, this week is the first trading week after the return of the Spring Festival holiday. Most downstream factories have not restarted, the demand recovery is slow, the purchase of gas is insufficient, the quantity of goods taken downstream is poor, the market is sporadic, and the market mentality is cautious. In general, the support at the cost side is weak, the inventory at the supply side is high, and the demand side has no positive support for the time being, so the market price of diethylene glycol continues to decline significantly after the holiday.

 

At present, the crude oil market is dominated by the supply side. It is expected that the international crude oil price will fluctuate and fall next week, and the support at the cost side will still be weak. The superimposed market supply will not be short, the inventory will be high, and the supply side will be affected by the supply side. However, from the demand side, after the Lantern Festival next week, downstream factories will start in succession, and those that have already started will also gradually increase the load. The resumption mode after the year will be officially opened, and the downstream demand will gradually increase. In general, The support at the cost side is insufficient, and the supply side is affected by negative effects, but the demand may gradually recover. The diethylene glycol analyst of the business agency believes that the current domestic diethylene glycol market is basically guided by the change in demand, and it is expected that the price of the diethylene glycol market will fluctuate slightly next Tuesday.

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