1、 Price trend
According to the data of business agency, the average price of domestic LNG on December 7 was 5043.33 yuan / ton, up 17.29% compared with the previous trading day, 23.81% higher than that of 5043.33 yuan / ton at the beginning of the month, 36.43% month on month, and 10.28% higher than the same period last year.
2、 Analysis of influencing factors
Recently, the rise of domestic LNG has returned, and the price has been rising continuously, with a one-day increase of 17% on the 7th. Since December, the increase has exceeded 23% in just a few days, higher than the same period last year. At present, the prices of Inner Mongolia, Shaanxi, Ningxia, Shanxi and other places have broken through the 5000 yuan mark, and the market prices have risen in a straight line, and the import gas has also been actively pushed up, so the market sentiment has been boosted. The continuous rise of liquid price in this round is mainly due to the cold weather and the substantial increase of urban fuel demand. In addition, there are still production stoppages and gas restrictions in some areas. The regional supply is tight and there is no obvious improvement. The manufacturers support the prices and the liquid prices continue to rise. At present, there are a lot of rainy and snowy weather, traffic is not smooth, some liquid factories are under pressure to ship, the price is slightly back, and the downstream is also tired. However, the demand side and supply side support strongly. In the short term, the LNG market is strong, and there are still upward expectations, but the increase may be narrowed.
According to the data monitoring of business agency, as of December 7, the price has risen sharply compared with the beginning of the month. The average price in Inner Mongolia is around 5100 yuan / ton, which is about 1100 yuan / ton. The average price in Shanxi is around 5550 yuan / ton, which is about 980 yuan / ton. The average price in Xinjiang is around 4000 yuan / ton, which is about 360 yuan / ton The average price of the region was around 5100 yuan / ton, up about 1070 yuan / ton, while the average price in Sichuan was around 4800 yuan / ton, up about 550 yuan / ton. The liquid prices in various regions rose sharply and the trading center shifted upward.
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Regional specification quotation (yuan / ton) date
Inner Mongolia LNG 4700-5500, December 7
Shaanxi LNG 5100-5180 December 7
Xinjiang LNG 3500-4550 December 7
Ningxia LNG 4950-5180 December 7
Shanxi LNG 5000-5850 December 7
Sichuan LNG 4780-5100 December 7
Downstream methanol, Shandong methanol market transaction price in 2000-2020 yuan / ton, delivered to spot exchange, transaction focus on high-end, low price reluctant to sell. The market price of methanol in southern Shandong Province rose by 20 yuan / ton to 2030-2050 yuan / ton in cash exchange. Linyi received local goods and delivered them around 2020-2030 yuan / T, excluding tax, while logistics goods were around 1980 yuan / T, with a small volume. The transaction volume of methanol market in central Shandong is stable to 2150 yuan / ton, and the external goods are negotiated to be delivered to spot exchange at 2000-2020 yuan / ton, and the market transaction center is high-end.
Urea, in the first ten days of December, the market situation of urea in Shandong is mainly fluctuated. According to urea analysts of the business club, the current agricultural demand has been followed up, and the downstream industry has a fair enthusiasm for urea procurement, and the industrial demand is purchased on demand. It is expected that the short-term urea market will fluctuate slightly.
Dichloromethane: at present, the overall market of dichloromethane in Shandong is not high, the inventory pressure of enterprises is not big, and the intention of enterprises to support prices is obvious, which drives the surrounding market to be strong and upward. It is expected that the price of dichloromethane will be high and strong in a short time. Pay attention to the changes of liquid chlorine price of raw materials.
3、 Future forecast
LNG analysts from the business club believe that: the weather is cold, the demand for urban fuel has increased significantly, and there are still production stoppages and gas restrictions in some areas. The regional supply is tight, and there is no obvious improvement. The manufacturers are supporting the prices, and the liquid prices are constantly rising. In the short term, the LNG market is running strong, and there are still upward expectations, but the increase may be narrowed.
| Polyglutamic acid |