On March 9, 2021, in the price rise and fall list of fluorine chemical industry, there were 1 commodity that rose, 0 commodity that fell, and 6 commodities that rose or fell to 0. Rising products include chloroform; stable products include fluorite, hydrofluoric acid, R22, aluminum fluoride, cryolite and R134a.

On March 9, the price of fluorite in the fluorine chemical raw material market rose. The price of fluorite was 2761.11 yuan / ton. The price trend of fluorite remained at a high level. Recently, some fluorite plants in China started generally, and some mines and flotation plants stopped. The fluorite supply in the plant was tight. However, the downstream market was mainly stable, and the price of fluorite was affected and the increase was limited. As of September 9, the price of fluorite in Jiangxi was 2700-2900 yuan / ton, and that in Inner Mongolia was 2500-2700 yuan / ton. It is expected that the price of fluorite will remain high and volatile in the future.

Recently, the price of some downstream refrigerants rose, and the operating rate remained low. The demand for hydrofluoric acid was general. However, due to the normal supply on the site, the price trend of hydrofluoric acid market rose slightly. As of September 9, the quotation of hydrofluoric acid market was 10611.11 yuan / ton. Recently, the price trend of hydrofluoric acid market was mainly stable, and the operating rate of domestic hydrofluoric acid was less than 60%. Enterprises reflected that the current market situation was stable The supply of hydrofluoric acid is normal. Recently, the market of hydrofluoric acid on the market is general. The ex factory price of some enterprises is stable. Up to now, the mainstream of hydrofluoric acid negotiation is 10000-11000 yuan / ton. However, people on the market reflect that it is difficult for the hydrofluoric acid market to rise sharply in the near future. Business analyst Chen Ling thinks that the market of hydrofluoric acid may remain volatile.

The price trend of aluminum fluoride products is temporarily stable, the market supply is normal, and the trading market is general. The ex factory price of aluminum fluoride of Zhengzhou Tianrui Crystal Technology Co., Ltd. is 8700 yuan / ton, and the price of aluminum fluoride of Zhengzhou Zerun energy and Chemical Co., Ltd. is 8700 yuan / ton. The overall market supply of aluminum fluoride is sufficient, and the overall price of aluminum fluoride market is relatively stable.

In recent years, the price of trichloromethane in Shandong has been rising. The overall demand of the downstream market has not changed much. The demand for trichloromethane is general. As the downstream market begins to stock up, the market price of trichloromethane has risen slightly. At present, the start-up of chloroform production enterprises in Shandong is high, the market spot supply is stable, and the shipping situation of enterprises is improved. In order to prevent excessive warehouse pressure in the future, enterprises bid for shipping. At present, the quotation in Shandong is about 3400-3500 yuan / ton.

In recent years, the price trend of domestic cryolite is temporarily stable, the operation of the plant is stable, and the supply is normal. The domestic negotiation price is about 6500-7000 yuan / ton, and the actual transaction price is mainly negotiation. In general, the recent market of fluorine chemical industry is general, and it is expected that the trend of fluorine chemical industry will remain volatile in the later period.

In the near future, the price trend of downstream refrigerant R22 is temporarily stable, the price of raw material chloroform rises slightly, and the cost support is general. In the near future, the downstream gradually starts to stock, the demand side rises, and the market center rises slightly. Due to the stable price trend of hydrofluoric acid, the price of some affected refrigerants rises. Refrigerant R134a price trend fell slightly, the market is strong operation. In the near future, the start-up in the downstream remained low, but the raw material support was strong, and the refrigerant market was mainly volatile.

Trade name: chloroform

Latest price (March 8): 3363.33 yuan / ton

Key points of analysis: according to the monitoring of business news agency, the domestic price of chloroform was 3363.33 yuan / ton on the 8th, up 4.13% from the 7th. Affected by the low inventory and negative expectation of enterprises, the spot supply of chloroform in Shandong is tight. In addition, the price of raw material liquid chlorine in Shandong has risen by 1000 yuan / ton since the end of February, and the cost support is strong. The price of chloroform in Shandong has risen sharply. The price of chloroform in East China and South China is driven higher by the influence of Shandong.

The downstream demand recovers slowly, the overall enterprise inventory is low, and the supply side is tight. In the later stage, the price of chloroform will remain high and firm, and it may continue to rise in the short term.

On March 4, the WTI crude oil futures market in the United States rose sharply, with the settlement price of main contract at $63.83/barrel, or 2.55 US dollars or 4.16%. Brent crude oil futures market prices rose sharply, with the settlement price of main contract at $66.74/barrel, or 2.67 US dollars or 4.16%. WTI and Brent oil prices rose more than 4 per cent, reaching their highest in more than a year, mainly because OPEC and its allies agreed to maintain production basically unchanged in April, and Saudi Arabia said it would extend plans to voluntarily cut production by 1 million barrels per day.

Just on the previous trading days, international oil prices fell for three consecutive days, with oil prices falling nearly 6 per cent between February 26 and March 2. Main reason: the market forecast that opec+ might announce production increase at a recent meeting, because its member countries still have differences in production control policies. The mainstream view has previously thought that the probability of an increase of 500000 barrels per day agreed in April is relatively high. In addition, after the cold weather in the United States, the US shale oil production is expected to rise, and the atmosphere of oil price is relatively heavy, and all prices have been corrected.

On March 3, the market began to turn the wind direction, mainly due to opec+ releasing a signal of continuous production reduction, and oil price rose by less than 2%. But affected by the snowstorm in Texas, the plant operating rate last week was low, which resulted in a large accumulation of crude oil inventories, which restricted the increase of oil prices. US crude oil inventories unexpectedly increased by 21.663 million barrels to 484.6 million barrels last week, the highest weekly growth rate, and a short-term pressure on oil prices, according to EIA data released on Wednesday.

Yesterday, opec+ meeting results finally came into effect, the organization agreed to extend oil production reduction to April, OPEC leader Saudi Arabia said it would extend the plan of voluntary production reduction of 1 million barrels / day, and decide in the next few months when to gradually cancel the reduction. In addition, Russia and Kazakhstan were allowed to increase production by 13000 barrels / day and 20000 barrels / day respectively. The meeting results exceeded market expectations and pushed oil prices to a year’s high.

What will be the oil price going to do in the later period?

The business agency looks like the policy is in place and the oil price is likely to continue to rise in the near future. In the medium and long term, with the weakening of the impact of the epidemic, the global economic recovery is basically irreversible, and the demand for oil will continue to increase, especially in the fields of air and transportation. On the supply side, opec+ production control policy may turn with the acceleration of economic recovery, and the probability of increasing production in the later period is very high; in addition, high oil price will stimulate the increase of shale oil in the United States, and the supply and demand of crude oil may seek new balance under the background of economic recovery, and oil price may maintain a high level, but if the agency expects to break through $100, it may be wishful thinking.

According to the data monitoring of business news agency, the domestic cis-1,4-polybutadiene rubber market fell slightly during the week (3.1-3.5), with the price at 13000.00 yuan / ton at the beginning of the week and 12880.00 yuan / ton at the weekend, down 0.92% overall.

This week (3.1-3.5), the domestic cis-1,4-polybutadiene rubber market fell slightly. According to the monitoring of the business society, as of March 5, the price of Daqing cis-1,4-polybutadiene of PetroChina Northeast sales company was 13500 yuan / ton; the price of cis-1,4-polybutadiene of Sinopec North China sales company was stable, Qilu cis-1,4-polybutadiene was 13400 yuan / ton, Huabei warehouse was raising the price; Yanshan cis-1,3-polybutadiene was 13320 yuan / ton, Huabei warehouse was raising the price.

There is little pressure on the supply of cis-1,4-polybutadiene rubber in the market. On the one hand, the start-up of cis-1,4-polybutadiene rubber in China is generally stable. According to the understanding of the business association, the Yangtze cis-1,4-polybutadiene rubber plant continues to stop in the near future, and the start-up of Qilu, Daqing and Dushanzi is basically normal, so the overall pressure on the supply side is not.

Raw material prices rose slightly this week, the cost of cis-1,4-polybutadiene rubber has support. According to the monitoring of the business association, as of March 5, the butadiene price was 8413 yuan / ton, slightly higher than 8368 yuan / ton at the beginning of the week by 0.54%.

On the demand side, after the Lantern Festival, the downstream market started to recover gradually, and the downstream stock gradually increased, but the overall high price Shunding slightly resisted.

Future forecast: business community analysts believe that at present, the price of raw material butadiene is strong, international crude oil returns to the rising channel again, downstream demand recovers, forming a strong support for cis-1,4-polybutadiene rubber, and it is expected that cis-1,4-polybutadiene rubber will still have room to rise in the future.

Price trend

According to the data of business news agency’s block list, caprolactam domestic market continued a positive trend in early March, and the spot price kept rising. As of March 4, the average price of caprolactam sample enterprises was 14016.67 yuan / ton, up 28.20% compared with the same period in February.

quotations analysis

From the domestic caprolactam market trend in early March, the spot price fluctuated and rose, and caprolactam is still on the way of rising. Today (March 4), the price of Baling Hengyi caprolactam liquid is 14500 yuan / ton. The 450000 ton / year unit is now in normal operation and delivered by acceptance. The price of caprolactam liquid in Baling Petrochemical Company is 14500 yuan / T. The 300000 t / a unit is normally started and delivered by acceptance. In terms of upstream pure benzene, supported by a sharp drop in crude oil production capacity and a stronger cost side, the price of external pure benzene rose. Domestic pure benzene was boosted, adding up the low inventory of enterprises, and the price continued to rise. It is reported that Guangzhou Petrochemical Company has optimized its business process, realized the export of more than 3000 tons of pure benzene by sea, successfully opened up the export process of pure benzene by sea, and laid a good foundation for broadening sales channels. Domestic pure benzene port inventory continued to decline, Shandong refining inventory is not high, short-term supply is expected to be tight. It is expected that the price of pure benzene will still rise.

Future forecast

Caprolactam analysts of business society think: today, domestic caprolactam rose slightly, and the upper pure benzene market was high, which strongly supported the cost of caprolactam. Sinopec rose to boost confidence in the market. Caprolactam supply is still tight and improvement is limited. The downstream side mainly purchases on demand, and the recent single volume is warmer. It is expected that caprolactam market will be sorted out in the short term.

According to the monitoring data of the business community, as of February 28, the average quoted price of silicone DMC in the mainstream area of data monitoring was 22766 yuan / ton, which was 1650 yuan / ton higher than that on February 1, 2021 (reference price 21100 yuan / ton), an increase of 7.90%.

At the end of January, the domestic silicone DMC market had begun to explore, which provided favorable support for the continued upward trend of silicone DMC market in February. The industry had a positive attitude towards the market trend in February, and the market was optimistic.

Demand increases, conduction is smooth, organosilicon DMC rises steadily in early February

In the first ten days of February, silicone DMC started to rise steadily, and the downstream stock preparation continued before the festival. Monomer factories received orders well, and the upstream and downstream transmission was smooth. The leading silicone enterprises in Shandong took the lead in increasing the ex factory price of silicone DMC, and then most monomer factories increased the ex factory price of silicone DMC in varying degrees, with an increase range of 300-400 yuan / ton. As of the 15th, domestic silicone DMC had a good performance The mainstream reference quotation is around 21300-22200 yuan / ton, and the average reference price is 21533 yuan / ton. Compared with the beginning of this month, the average price is up 433 yuan / ton, or 2.05%.

Trading atmosphere continues to push up silicone DMC market all the way up in late February

In late February, during the holidays, the market of silicone DMC was running smoothly. On the first day after the festival, a silicone monomer factory in Shandong kept up with the pace before the festival and continued to increase the ex factory price of silicone DMC. Since then, the market has witnessed a “rising voice.” in just a few days, the market of silicone DMC has been on the rise, and the downstream buying sentiment is strong, the trading atmosphere is good, and the factory has limited orders, I heard that the new orders of manufacturers had been pre received until the end of March, and the number of sealed orders increased. As of February 28, the price of silicone DMC in mainstream areas has risen to around 22500-23000 yuan / ton, with an average reference price of 22766 yuan / ton. After the festival, it rose by 1100 yuan / ton, or 5.08%. In February, it rose by 1650 yuan / ton, or 7.90%. At the beginning of February, the low-end offer of silicone DMC market was 20500 yuan / ton. At the end of February, the high-end offer of silicone DMC market was 23500 yuan / ton. The biggest increase of silicone DMC was more than 3000 yuan / ton.

On the upstream side, the domestic silicon metal (441 #) market rose as a whole in February, and the cost was convenient, which provided solid support for silicone DMC. As of February 28, according to the data of business news agency, the average price of domestic silicon metal (441 #) market was 13658.33 yuan / ton, which was 417 yuan / ton or 3.15% higher than that of early February (13241.67 yuan / ton).

On the downstream side, driven by the rise of silicone oil and silicone DMC, the price of silicone oil and silicone DMC keeps rising. The supply and demand performance of upstream and downstream is smooth at present. It can not be ruled out that with the rise of raw material price in the future, the purchasing end of downstream is afraid to wait-and-see, and the transmission is blocked.

Spot tight row single compact, short-term silicone DMC is expected to rise momentum

At present, the organosilicon DMC market is reluctant to sell, the factory spot inventory is low, the sealing is more common, and there are more orders. In addition, the weather is gradually warming, and the demand for downstream products is increasing. Therefore, the organosilicon DMC data analysts of the business community believe that the organosilicon DMC market trend will continue to rise in the short term. Specific market also need to pay more attention to the changes of raw materials and demand side.

After the Spring Festival, the domestic adipic acid price began to rise due to the cost promotion and the recovery of supply and demand. According to the monitoring of the business society, the adipic acid price in East China rose by 12.59% in February. In March, the offer of adipic acid was even higher in the first two working days. From March 1 to 2, the adipic acid price rose by an unprecedented 12.66%, and the national market generally rose by more than 1000 yuan The price range is 10500-11000 yuan / ton.

In terms of market supply, the operation rate of adipic acid large factories has declined due to temporary maintenance. The market supply is relatively tight, and some East China dealers reflect that they can’t get the supply. At present, the inventory pressure of manufacturers is not big, mainly due to the continuous de inventory of enterprises and the market years ago. At present, the social inventory is more reasonable, and the pressure on the supply side has been released, and the prices of manufacturers have been rising frequently. The relatively tight supply environment is an important reason for the price rise of adipic acid.

Pure benzene market trend chart

In terms of cost, the upstream crude oil price continued to run at a high level after the year, and the high oil price provided cost support for the downstream chemical industry. The business community monitored that the upstream pure benzene of adipic acid rose rapidly recently, and the pure benzene rose by 42.95% from February 1 to March 2 (as shown in the figure above). The rapid rise in cost led to the sharp rise of adipic acid. However, in the past week, the pure benzene market was obviously stabilized and the rise slowed down, The possibility of the decline of adipic acid cost support in the later stage is not ruled out.

PA66 market trend chart

As far as downstream demand is concerned, terminal demand generally recovers. Enterprises will resume work in time after the year. Polyurethane and PA66 will be purchased intensively after the year. The demand is strong, especially PA66. Large factories are short of raw materials. PA66 products such as Pingdingshan Shenma Group and Huafeng Group have a general increase of 2000 yuan / ton on February 23 alone. So far, according to the data of business news agency, PA66 has increased by 22.07% from February 1 to March 2. Since last week, the growth of PA66 has slowed down, but the market has been running at a high level. It is expected that it will still bring some support to adipic acid Market in the near future.

In the later stage, the Business Association believes that adipic acid has reached an unprecedented high, with favorable fundamentals as well as the influence of speculation by traders. Some traders have made high reports, but there is no transaction at high prices. There is a certain risk in the market at present. It is expected that with the withdrawal of upstream crude oil, the rise of pure benzene will stop, and the stabilization of downstream PA66 in the near future, adipic acid may not be able to rise, and the possibility of high-level decline will not be ruled out.

After the Lunar New Year holiday in the year of the ox, the domestic butadiene market has been “booming”, the market price has risen sharply, the external price has been rising, and the favorable market of downstream rubber has continued to pull, so the butadiene market seems to have turned into a bull. According to the sample data monitored by the business community, as of March 1, the domestic butadiene market price was 8368 yuan / ton, with a month on month rise of 38.18% and a year-on-year rise of 34.48%.

International crude oil prices continue to rise, domestic bulk market prices continue to rise, butadiene market rose sharply. The lower synthetic rubber market continued to rise, and the widening price gap with butadiene also provided obvious space for butadiene price to rise. At present, the short-term supply of domestic butadiene is relatively abundant, and the purchasing atmosphere of downstream raw materials is relatively low due to inventory replenishment before the festival. With the outflow of some profit-making sources, the rise of the market may be restrained to a certain extent.

In terms of enterprises, Sinopec’s external supply price of butadiene continued to rise by 500 yuan / ton to 8500 yuan / ton in the week; North Huajin exported offline on February 24, with a price reference of 8260 yuan / ton; Yangzi’s butadiene plant stopped on February 21, with an estimated time of about 15 days; Shenhua Ningmei’s normal export price of butadiene was 8510 yuan / ton as of February 25, with an increase of 31.94% compared with February 18;

External price: as of February 26, the external price of butadiene in Asia rose: FOB Korea closed at 935-945 US dollars / ton, up 40 US dollars / ton; CFR China closed at 975-985 US dollars / ton, up 30 US dollars / ton. The external price of butadiene in Europe rose: FOB Rotterdam closed at 755-765 US dollars / ton, up 50 US dollars / ton; FD northwest Europe closed at 665-675 euro / ton, up 40 Euro / ton.

In the future, the short-term prices of production enterprises pushed up, driving the butadiene market to a high level. However, the follow-up of the transaction remains to be seen. Butadiene analysts of the business community expect that the short-term domestic butadiene market will be dominated by a small consolidation.

1、 Price trend

This week, the distribution price of sulfuric acid in Shandong rose, from 347.50 yuan / ton at the beginning of the week to 365.00 yuan / ton at the end of the week, an increase of 5.04%. Overall, the sulfuric acid market rose this week, with the sulfuric acid commodity index at 56.81 on February 26.

2、 Market analysis

From the quotation of manufacturers, the price of mainstream sulfuric acid manufacturers in Shandong Province rose this week, with large inventory and general downstream demand. Heze Jiangyuan quoted 490 yuan / ton over the weekend, up 30 yuan / ton compared with the beginning of the week; Zouping Tianlu quoted 400 yuan / ton over the weekend, up 40 yuan / ton compared with the beginning of the week; Jinan Yuanfei quoted 400 yuan / ton, temporarily stable compared with the beginning of the week; Taiyuan kunshengda quoted 120 yuan / ton over the weekend, temporarily stable compared with the beginning of the week.

From the perspective of the upstream and downstream industry chain, the sulfur market in the upstream has been rising step by step recently, and the cost support is good. Moreover, the market prices of monoammonium phosphate, diammonium phosphate and bromine in the lower reaches were high, which had a positive impact on sulfuric acid.

3、 Future forecast

In early March, the sulfuric acid Market in Shandong may rise slightly. The price of sulfur in the upper reaches has been rising step by step recently, while the market in the lower reaches is better. The purchasing enthusiasm of sulfuric acid in the lower reaches is normal, and the trend of products rises under the contradiction between supply and demand. Business community sulfuric acid analysts believe that the short-term Shandong market in the supply and demand and raw materials and other aspects of the impact of sulfuric acid market or small shock rise.

According to the data monitored by the business agency, as of February 26, the average quotation price of domestic premium DMF enterprises was 10233.33 yuan / ton. The domestic DMF price continued to rise, rising by 7.34% compared with the same period last week, and 3.72% compared with the same period last month. The negotiation atmosphere was positive, showing a broad upward signal again. At present, the shipment is smooth, and the supply side is in short supply.

This week, the focus of the domestic DMF market was high, the inventory remained low, the supply of spot goods was tight, the price negotiated by factories was not high, the demand increased, the downstream followed up actively, the overall market of methanol in the upstream was stable and rising, the current reference price of DMF was 10550-10750 yuan / T in East China market and 10950-11000 yuan / T in South China market.

On February 25, the chemical industry index was 1030 points, up 9 points from yesterday, reaching a record high in the cycle, up 72.24% from 598 points, the lowest point on April 8, 2020. (Note: period refers to the period from December 1, 2011 to now)

DMF analysts of business news agency think: Recently, the market price of DMF has risen rapidly, Factory supply side is tight, and the official account of the downstream is not decreasing. In the short term, the focus of the negotiations continues to run high and the trend is slowing down. Master the price of goods).