The domestic fluorite prices have continued to rise this week, with an average price of 3318.75 yuan/ton as of the weekend, an increase of 1.14% from the early week price of 3281.25 yuan/ton, and a year-on-year decrease of 1.67%.

Supply side: Low mining operation, tight supply of fluorite
The current situation of the game in the domestic fluorite industry still exists. Overall, the operating rate of enterprises has increased. Upstream mining is tight, backward mines will continue to be eliminated, and new mines will be added. Mineral investigation work is still difficult. In addition, national departments need to rectify fluorite mines, and fluorite mining enterprises are facing increasingly strict safety and environmental protection requirements. The difficulty of operating fluorite mines has increased, and the shortage of raw materials has limited the operating rate of fluorite enterprises. The operating rate of some mines in the south is relatively low, and the supply of fluorite enterprises in the field is tight. In addition, the market’s bullish expectations have led to an increase in the reluctance of holders to sell, making it difficult to find low-priced sources of goods. Fluorite mining enterprises choose factories and hold up prices to sell, resulting. With the decrease in temperature in the north, the winter shutdown period for mines and beneficiation plants in the northern region is approaching, and the market supply is further tightening, resulting in a strong fluorite market.
Demand side: Hydrofluoric acid prices temporarily stable, refrigerant market rises
This week, the domestic price of hydrofluoric acid has remained stable, with mainstream prices ranging from 10800-11500 yuan/ton in various regions of China. The downstream hydrofluoric acid units are still shut down, and there is little change in the spot supply of hydrofluoric acid. Manufacturers mainly purchase hydrofluoric acid on demand, and the overall production of hydrofluoric acid remains at more than 50%. Fluorine enterprises maintain essential orders, and hydrofluoric acid enterprises are in a loss making state. Recently, the hydrofluoric acid market has risen, and the enthusiasm for purchasing fluorite has increased. This news has affected the price of fluorite to rise.
The downstream refrigerant market continues to rise, and the refrigerant industry is strengthening its terminal policies. Demand is expected to achieve substantial improvement, and fluorine chemical enterprises within quota control have strong confidence in raising prices in the refrigerant market. Currently, the pace of purchasing at high prices is relatively slow, but the good inventory of the industry is orderly transmitted, and upstream products are mainly purchased on demand. The trend of refrigerant market has increased, and the fluorite market has risen.
In addition to the traditional demand in the refrigerant industry, fluorite, as an important mineral raw material for modern industry, is constantly developing in emerging fields. It is also applied in strategic emerging industries such as new energy and new materials, as well as in national defense, nuclear industry and other fields, including lithium hexafluorophosphate, PVDF、 Graphite negative electrodes, photovoltaic panels, etc., have received certain support in the application of fluorite due to the demand for new energy and semiconductors.
Market forecast: In the near future, it is difficult to improve the supply of domestic fluorite mines, and some mines have stopped production for safety inspections. The tight supply of fluorite mines is a positive support for the fluorite market, and the mentality of buying up rather than buying down is obvious; In addition, the supply of fluorite in the northern region will become tighter in the later stage, and the downstream market for hydrofluoric acid and refrigerants will be stronger. However, hydrofluoric acid enterprises will mainly purchase according to demand. Overall, the fluorite market price trend is expected to rise in the short term.

According to the Commodity Market Analysis System of Shengyi Society, the TDI market in East China continued to decline this week. As of September 5th, the average market price in East China was 14100 yuan/ton, and on September 1st, the average price was 14700 yuan/ton, a decrease of 4.08% during the week and a year-on-year increase of 2.92%.

This week, the TDI market continued its downward trend. The on-site trading is relatively quiet, and the supply of goods is relatively stable. Mainly driven by downstream demand, enter the market at low prices. Intermediary quotes follow the market trend, and the market lacks positive news to boost it. Under the guidance of buyers, the focus of TDI transactions continues to decline.
Supply side: The TDI plant in Yantai will be shut down for maintenance starting from August 19th, with an expected maintenance period of about 40 days. Other devices maintain stable operation.
Cost wise: The overall market for toluene is weak, with a moderate trading atmosphere and weak supply and demand.
Market analysis shows that the TDI data analyst from Shengyi Society believes that the current trading atmosphere in the TDI market is weak, and downstream resistance to high prices is not reduced. It is expected that the TDI market will maintain a weak trend in the short term.

Entering September, the domestic acetone market continued to decline. The acetone market in East China has been trading at an average price of 4550 yuan/ton since September 1st, and has dropped by 100 yuan/ton to 4450 yuan/ton on September 2nd. From the perspective of the national acetone market, there are fluctuations of the same magnitude.

The market has abundant spot resources, but there is pressure on manufacturers to ship, while the intention of terminal replenishment is not high, and trading is clearly insufficient. Huizhou Zhongxin Phase II plant has resumed operation, while Jiangsu Ruiheng plant has been shut down for maintenance. Traders have a strong intention to ship, but actual orders have declined.
The acetone offers in major mainstream markets across the country on September 2nd are as follows:
Region. Quotation on September 2nd /9.1-2 Rise and Fall
East China region / 4450-4480./ -100
Shandong region / 4550-4650./ -150
Yanshan region / 4600./ -150
South China region/4600./-150

From the perspective of Business Society, the pace of downstream procurement at the beginning of the month was mainly focused on small orders and urgent needs. Recently, acetone has maintained weak operation and is waiting for changes in demand.

1、 Price trend

According to the monitoring of the commodity market analysis system of Shengyi Society, the market price of isopropanol continued to decline in August. On August 1st, the average price of isopropanol in China was 5900 yuan/ton, and on August 29th, the average price was 5608.33 yuan/ton, a decrease of 4.94% compared to the beginning of the month.
The market price of isopropanol continued to decline in August. The acetone raw material market continued to decline in the first ten days, affecting confidence in the isopropanol market. Downstream market demand is weak, inventory is increasing, and isopropanol market prices are decreasing. In the mid month, the demand for isopropanol in the market is mainly due to limited transactions, and the market continues to decline. In the latter half of the year, trading in the isopropanol market was light, with average on-site discussions and a decrease in market prices. As of now, most of the isopropanol market prices in Shandong are around 5450-5500 yuan/ton; The majority of prices in the isopropanol market in Jiangsu are around 5650-5600 yuan/ton.
In terms of raw material acetone, the domestic acetone market fell in August. On August 1st, the average price of acetone was 4820 yuan/ton, and on August 29th, the average price was 4600 yuan/ton, a decrease of 4.56%. At present, the acetone market is at a low level, and the trading atmosphere in the market is average. Expected to continue the weak and volatile market trend.
In terms of propylene, the domestic propylene market prices rose in August. On August 1st, the market average was 6403.25 yuan/ton, and on August 29th, the average price was 6663.25 yuan/ton, with a price increase of 4.06%. At present, the inventory of propylene enterprises is low, and downstream costs are gradually under pressure. It is expected that the market will mainly experience fluctuations and consolidation in the short term.
3、 Future forecast
The isopropanol analyst from Business Society Chemical Branch believes that the isopropanol market price will continue to decline in August. At present, the trading atmosphere in the isopropanol market is average, with cautious actual orders and a mostly stagnant market. It is expected that isopropanol will remain stable in the short term, and more attention will be paid to the trend of the raw material market.

1、 Price trend

According to monitoring data from Business Society, the overall caustic soda market remained strong in August. At the beginning of the month, the average price of caustic soda in Shandong region was 861 yuan/ton, and at the end of the month, the price of caustic soda in Shandong region was 884 yuan/yuan, an increase of 2.67%, which is 7.41% higher than the same period last year. On August 28th, the Business Social Chemical Index was 771 points, a decrease of 1 point from yesterday, a decrease of 44.93% from the highest point of 1400 points during the cycle (2021-10-23), and an increase of 28.93% from the lowest point of 598 points on April 8th, 2020. (Note: The cycle refers to the period from December 1, 2011 to present)
2、 Market analysis
According to the survey data from Shengyi Society, the overall price of caustic soda has remained strong in the market. The price of caustic soda in Shandong region is around 840-910 yuan/ton in the mainstream market of 32% ion-exchange membrane alkali. The price of caustic soda in Jiangsu region is stable, and the mainstream market price of 32% ion-exchange membrane alkali is around 870-950 yuan/ton. The price of caustic soda in Inner Mongolia region is temporarily stable, and the mainstream market price of 32% ion-exchange membrane alkali is around 2700-2800 yuan/ton (converted to 100 yuan). The price of caustic soda has risen this month, and in the Shandong region, the price of caustic soda has increased. The pre maintenance equipment has not been restored yet, and the inventory pressure of the enterprise is not high. The prices of liquid alkali purchased by major downstream enterprises have increased, and the prices of liquid alkali in the region have risen. Alumina is mostly purchased on demand, while non aluminum receiving is mainly purchased on demand.
Business Society analysts believe that in recent times, the price of caustic soda has slightly increased, and the market is running steadily. Domestic downstream demand is still acceptable, and caustic soda companies have little inventory pressure. Downstream inventory companies are expected to undergo maintenance. Next week, maintenance facilities will be restored in the northwest and southwest regions, resulting in an increase in load. In the north and east regions, there will be a reduction in production and a slight increase in load. The comprehensive prediction of supply and demand game is that caustic soda will maintain a stable operation in the later stage, depending on downstream market demand.

According to the commodity market analysis system of Shengyi Society, the lithium carbonate market in August showed a roller coaster trend. At the beginning of the month, the benchmark price of battery grade lithium carbonate was 71333 yuan/ton, and then the price rose all the way to 83733 yuan/ton on the 20th, and then fell to 81733 yuan/ton; At the beginning of the month, the benchmark price of industrial grade lithium carbonate was 70333 yuan/ton, reaching a high of 81166 yuan/ton on the 20th and dropping to 80166 yuan/ton at the end of the month.
Ningwang Mining Area suspends production, lithium carbonate futures hit the daily limit up

On July 7th, the Natural Resources Bureau of Yichun City issued a notice requiring 8 lithium mining enterprises to complete the preparation of verification reports on changes in mineral types and reserves before September 30th, involving 8 enterprises. On August 9th, the Jiangxi Jianxiawo mining area under Ningde Times suspended mining due to the expiration of its mining rights certificate, and the shutdown may last for more than three months. As soon as the news came out, the market reacted violently, and on August 11th, the main contract LC2511 for lithium carbonate futures hit the daily limit up. At present, except for the expiration of the mining license for the porcelain clay mine in the Jianxiawo mining area of Ningde Times, the mining licenses of the other seven mines will expire after 2027. The probability of a complete shutdown of the mine during the renewal period of the mining rights certificate is relatively low.
The fundamental supply-demand imbalance pattern remains unchanged, and market sentiment has suddenly changed
On August 20th, Jiangte announced the resumption of work and production of its Yichun Silver Lithium subsidiary. Coupled with loose expectations for overseas supply, the main futures contract for lithium carbonate fell directly to the limit down, closing at 80980 yuan/ton, a decrease of 8%. The domestic new production capacity continues to climb, coupled with the increase in capacity utilization rate of OEM enterprises, and the price rebound may stimulate active production line shutdowns. The actual impact of Ningde’s shutdown on the supply side is not significant.
Energy storage outbreak to hedge against off-season automotive demand
On the demand side, there is a sharp contrast between the traditional off-season for new energy vehicles and the explosive demand for energy storage. The field of power batteries has shown signs of fatigue, with continued pressure from overcapacity in the mid to low end, and some battery manufacturers’ inventories remaining at 4-5 month levels.
The demand for energy storage has become the core force supporting the price of lithium carbonate. In the first half of 2025, the installed capacity of new energy storage will increase by 160% year-on-year, driving a surge in demand for energy storage lithium iron phosphate. The production of lithium iron phosphate is expected to reach 309200 tons in August, a month on month increase of 3.38%. Some enterprise orders have been scheduled until the first quarter of 2026.
The lithium carbonate data analyst from Shengyi Society believes that the August lithium carbonate market is essentially a product of policy mandatory compliance and market spontaneous regulation. In the long run, the pattern of lithium carbonate oversupply has not changed, and prices may fluctuate near the cost line, but specific market changes still need to be monitored.

According to the Commodity Market Analysis System of Shengyi Society, the TDI market in East China has slightly declined this week. As of August 22, the average market price in East China was 15400 yuan/ton, and on August 18, the average price was 15666 yuan/ton, a decrease of 1.7% during the week and a year-on-year increase of 9.22%.
This week, the TDI market continued its downward trend. The newly built TDI Phase II plant (360000 tons/year) in Fujian Industrial Park has been completed and put into operation recently, producing qualified products. The duration of force majeure at the TDI factory in Germany has exceeded expectations, and the Shanghai factory has once again lowered its supply to the European market by 10% in China this month. Overseas demand remains strong. Factories control goods to increase prices, traders follow the market, and downstream resistance to high prices is evident. Under the supply-demand game, the focus of TDI transactions has shifted downwards.

Supply side: The TDI plant in Yantai will be shut down for maintenance starting from August 19th, with an expected maintenance period of about 40 days; Gansu Yinguang stopped for maintenance on July 27th.
On the cost side: The toluene market has slightly declined, with downstream demand driven procurement resulting in a weak overall supply and demand, and a quiet atmosphere.
Market analysis shows that the TDI data analyst from Shengyi Society believes that the TDI market will continue to maintain a tight supply situation, with favorable supply side conditions. However, downstream demand is poor, and it is expected that the TDI market will maintain a weak trend in the short term. We will closely monitor market supply and demand as well as changes in the news side.

This week, the price of isooctanol fluctuated and fell

According to the Commodity Market Analysis System of Shengyi Society, as of August 15th, the price of isooctanol was 7376.67 yuan/ton, a fluctuating decrease of 0.76% compared to the price of 7433.33 yuan/ton on August 8th. This week, the price of isooctanol rebounded and stopped falling. In August, isooctanol enterprises resumed production, and the operating rate of isooctanol equipment increased to nearly 90%. In addition, with the addition of new production capacity of isooctanol, the supply of isooctanol has increased; Downstream plasticizer companies have started production at a high level and remained stable. The demand for isooctanol for plasticizers has increased, resulting in both supply and demand. As a result, the price of isooctanol has fluctuated and fallen.
Downstream plasticizer DOP prices fluctuate and fall
According to the Commodity Market Analysis System of Shengyi Society, as of August 15th, the DOP price was 7759.16 yuan/ton, a fluctuating decrease of 0.96% compared to the DOP price of 7834.16 yuan/ton on August 8th. This week, many of the shutdown devices of DOP enterprises have returned to normal, and the operating load of DOP enterprises has remained stable at a high level. This week, DOP production is at a high level, plasticizer production is sufficient, and demand for isooctanol is increasing. The support for the rise in isooctanol prices still exists.
This week, DOP enterprises have increased their production, with a high operating rate stable at 6.70%. The production of plasticizers has increased, and the demand for isooctanol has risen. The support for the price increase of isooctanol still exists.
Future expectations
According to the data analyst of Shengyi Society’s octanol products, in terms of demand, this week’s increase in DOP equipment production by plasticizer companies has led to an increase in DOP production, resulting in a rebound in demand for isooctanol. The support for future increases in isooctanol prices still exists; In terms of supply, the equipment production of isooctanol enterprises has increased, coupled with the production of new isooctanol capacity, resulting in an increase in isooctanol supply. Overall, the supply and demand of isooctanol have increased, and isooctanol is accumulating. It is expected that the price of isooctanol will stop falling and rebound in the future.

1、 Price trend

According to the Commodity Market Analysis System of Shengyi Society, the market price of pure benzene has risen this week. On Monday, the price of pure benzene was 6002 yuan/ton, and on Friday, it was 6142 yuan/ton, with a price increase of 2.33% during the week.
2、 Market analysis
Pure benzene: The market price of pure benzene has risen this week. The newly added downstream styrene unit for pure benzene has been put into operation, and the enthusiasm for downstream raw material demand has increased. In addition, the number of imported shipments this month has decreased, which has a certain positive effect on the pure benzene market. But the trend of crude oil is weak, and after the rise in pure benzene prices, the market has a strong wait-and-see sentiment. Affected by crude oil futures, the buying momentum in the pure benzene market is currently weak, and trading is cautious.
Downstream aspects
3、 Future forecast
Crude oil futures: On August 7th, international crude oil futures closed down. The settlement price of the September WTI crude oil futures contract in the United States was $63.88 per barrel, a decrease of $0.47 or 0.7%. The settlement price of Brent crude oil futures for October was $66.43 per barrel, a decrease of $0.46 or 0.7%.
Foreign pure benzene: FOB Korea fell 5 to 737 US dollars/ton on August 7th, CFR China fell 4 to 750 US dollars/ton. FOB Rotterdam rose 3 to $724 per ton, while FOB US Gulf fell 4 to 271 cents per gallon.
Overall expectation: The pure benzene market is expected to experience slight fluctuations in the short term, with cautious trading. Observe the cost and demand side news. Continue to monitor the trends of crude oil and external markets, as well as the impact of changes in pure benzene and downstream equipment dynamics and demand on the price of pure benzene.

According to the Commodity Market Analysis System of Shengyi Society, from July 28th to August 1st, the domestic ethanol price fell to 5677 yuan/ton, with a price decrease of 0.38% during the period, a price increase of 0.38% month on month, and a year-on-year decrease of 5.58%. The domestic ethanol market price fluctuates narrowly, and the favorable factors on the cost side are gradually weakening. There are slight regional differences in the supply side, and the supply volume has increased and decreased.
In terms of cost, the current purchasing and sales activity of corn is average, and the purchase price of corn for deep processing has been slightly lowered. The downstream stocking enthusiasm is not high, and the price is mainly adjusted in a stable, medium, and narrow range. The impact of ethanol cost is mixed.
On the supply side, there is little fluctuation in the production of edible ethanol. The impact of ethanol supply is mixed.
On the demand side, from the demand side, most Baijiu factories in some regions have been shut down, with limited transactions, mostly for chemical consumption. Negative factors affecting ethanol demand.
Market forecast: Short term prices may remain stable, and some regions may experience a surge in supply and delivery prices. The ethanol analyst from Shengyi Society predicts that the short-term ethanol market trend will mainly focus on observation and consolidation.