Recent price trend of calcium carbide

As can be seen from the above figure, the factory price of calcium carbide in Northwest China fell slightly this week. This week, the average ex factory price of mainstream calcium carbide manufacturers in Northwest China decreased from 5200.00 yuan / ton last weekend to 4933.33 yuan / ton this weekend, down 266.67 yuan / ton, down 5.13%, up 28.36% year-on-year compared with the same period last year. Overall, the calcium carbide market fell slightly this week, and there is still a downward trend at the weekend. On December 9, the calcium carbide commodity index was 131.00, the same as yesterday, down 38.27% from the highest point of 212.23 in the cycle (2021-10-26), and up 136.08% from the lowest point of 55.49 on March 14, 2016. (Note: cycle refers to the period from September 1, 2011 to now)

Upstream cost support weakened and downstream demand declined

From the manufacturer’s quotation, the ex factory price of calcium carbide in Northwest China fell this week: oviganone quoted 5000 yuan / ton of calcium carbide this weekend, which fell 200 yuan / ton compared with last weekend; Inner Mongolia Zhonglian calcium carbide quoted 4900 yuan / ton this weekend, down 200 yuan / ton compared with last weekend; Ningxia Xingping calcium carbide quotation this weekend was 4900 yuan / ton, down 400 yuan / ton compared with last weekend.

From the upstream raw material market, the ex factory quotation of Lantan fell slightly this week. The quotation of Shenmu small materials this weekend is 1670 yuan / ton, which is 30 yuan / ton lower than that last weekend; The quotation of CMCC this weekend is 1700 yuan / ton, which is temporarily stable compared with last weekend; The quotation of bulk materials this weekend is 1730 yuan / ton, which is temporarily stable compared with last weekend. The price of upstream raw materials fell slightly and the cost support weakened, which had a negative impact on the price of calcium carbide.

From the downstream market, the ex factory price of PVC fell slightly this week. The price of PVC this week fell from 8980.00 yuan / ton last weekend to 8790.00 yuan / ton this weekend, down 2.12%, up 3.26% year-on-year over the same period last year. PVC prices fell slightly this week, downstream customers’ enthusiasm for calcium carbide procurement weakened, and the downstream PVC market had a negative impact on calcium carbide prices.

The downstream market has insufficient power to rise, and calcium carbide fell slightly in the future

In mid December, the calcium carbide market may fluctuate slightly and fall mainly. The price of raw material blue carbon fell slightly, the cost support of calcium carbide weakened, and the downstream PVC market also showed a downward trend. It was difficult for the market to improve, and the downstream demand weakened. In the future, it is predicted that the price of calcium carbide in Northwest China may fluctuate slightly in mid December.

The domestic propane market price rebounded slightly this week, but then returned to the decline channel. According to the data monitoring of business agency, the average price of propane in Shandong market was 5605.75 yuan / ton on December 5 and 5455.75 yuan / ton on December 10. The decline rate during the week was 2.68%, down 5.46% compared with December 1.

As of December 10, the mainstream prices of propane in different regions in China are as follows:

region December 10th

East China 5500-5650 yuan / ton

North China 5400-5500 yuan / ton

Shandong region 5400-5500 yuan / ton

Northeast China 5500-5600 yuan / ton

This week, Shandong propane Market as a whole showed a down up down market. The price rebounded slightly in the middle of the week, but the market was blocked. Then the price returned to weakness again, mainly downward. At the beginning of the week, the price of Shandong propane market continued to fall, and then, boosted by the continuous sharp rise of international crude oil, Shandong propane Market followed the upward trend, and the price rebounded. However, at the end of the week, the international crude oil profit was not good, the terminal demand was limited, and the overall supply of the market was sufficient, which significantly restrained the rising market. In addition, the impact of the epidemic situation in some southern regions during the week brought some bad news to the market. The propane Market returned to weakness and the price was reduced by a narrow margin.

Saudi Aramco announced in December 2021 that both propylene and butane fell. Propane was 790 USD / T, down 80 USD / T from the previous month; Butane was 770 USD / T, down 60 USD / T from the previous month.

At present, the north and South markets are mainly weak. The decline in the north market is greater than that in the south market. The supply in Shandong is relatively sufficient, but there is no significant improvement in demand. The downstream has limited ability to accept high prices and mainly enters the market on bargain hunting. In addition, the international crude oil week is down in the late stage, and the market is not well supported. It is expected that the propane market will continue to weaken in the short term.

Price trend:

According to the bulk list data of business society, in early December, the domestic ABS market fluctuated and fell, and the spot prices of various brands were mostly reduced. As of December 13, the average price of mainstream offer of general-purpose ABS was about 15700 yuan / ton, up or down – 2.79% compared with the price level at the beginning of the month.

Factor analysis:

Industrial chain: in terms of raw material styrene, the mainstream price of domestic styrene was slightly explored last week. Crude oil consolidation, pure benzene temporary stable consolidation, the cost side gives styrene bottom support, which can not provide rising power. In Zhenhai area, the industry affected by the epidemic and its upstream and downstream, the overall impact is empty. In addition, it is expected that new units will be put into operation. On the whole, the styrene market is expected to be in a weak consolidation state next week.

The price of acrylonitrile rose last week, and the upstream raw material market was consolidated after falling. The increase of on-site supply was not as expected, and the supply of goods in some regions was tight. However, with the further release of the early supply increment, the future market may restrict the rise of the market.

In terms of butadiene, the domestic spot supply is abundant and the inventory is relatively high. At the same time, the poor transaction dragged the external market into a decline, increasing the downward pressure on the domestic market. It is difficult to find obvious good news on the supply side of domestic and foreign markets. At the same time, the downstream synthetic rubber market fell, the butadiene fundamentals continued to be short, and the spot price was at an annual low.

The overall upstream market of ABS is weak, and the cost side support of ABS is general. In terms of operating rate, in the early stage, there was the landing of new production capacity of polymerization plant. Recently, there were public health events in Zhejiang, which affected the load of some enterprises. The shutdown and maintenance equipment and resumption of production capacity showed each other, and the overall supply was expected to decrease. However, the on-site supply of goods is sufficient, and the superimposed double limit and other environmental protection policies still have an impact on the market. The on-site demand is weak, the merchant shipping pressure is increased, and the goods are passively reduced.

Future forecast:

Business analysts believe that the spot market of ABS continued to decline in early December, and the overall trend of the three upstream materials was weak, which weakened the assistance to ABS. The domestic spot price is mainly affected by the gradual weakening of demand and the reduction of market momentum. It is expected that the ABS spot market may still fall in a narrow range in the short term.

Aluminum fluoride prices were flat this week

According to the data of business agency, the price of aluminum fluoride was temporarily stable this week. As of December 13, the average price of domestic aluminum fluoride was 14366.67 yuan / ton, which was the same as the price of 14366.67 yuan / ton at the beginning of last week (December 6); the price of aluminum fluoride was temporarily stable this week.

The price of raw materials fluctuated and adjusted this week

 
According to the monitoring of business agency, the price of hydrofluoric acid was flat and stable this week. As of December 13, the price of hydrofluoric acid was 12720 yuan / ton, Compared with the price of 12720 yuan / ton at the beginning of last week (December 6), the price of hydrofluoric acid is flat; the high level of hydrofluoric acid market is temporarily stable; recently, the high level of downstream refrigerant market has fallen, the market of hydrofluoric acid has fallen, the price of hydrofluoric acid has fallen, and the rising power of aluminum fluoride is still under increasing downward pressure.

According to the monitoring of business society, the price of fluorite rose at a high level this week, the market of fluorite rose this week, and the price of fluorite rose by 0.58% this week; The price of fluorite rises slightly, the cost of aluminum fluoride rises, and the rising power of aluminum fluoride is general.

Market overview and forecast

Analysts of aluminum fluoride industry of business agency believe that the price of hydrofluoric acid is stable this week, the price of fluorite is rising, the cost of aluminum fluoride is stable, the downward pressure of aluminum fluoride is weakened, and the upward momentum is increased. The high price range of aluminum ingots in the downstream was adjusted by shock, and aluminum fluoride was mainly needed. The price of aluminum fluoride is expected to be strong and stable in the future.

According to statistics, the domestic market price of ammonium nitrate rose slightly this week. As of the 10th, the market price of ammonium nitrate was 4120 yuan / ton, up 2.49% from the price of 4020 yuan / ton at the beginning of the week and 45.07% year-on-year.

This week, the domestic ammonium nitrate market price trend declined, the domestic ammonium nitrate manufacturers operated stably, the supply of goods in the field was sufficient recently, the delivery of goods in the field was general, the manufacturer’s inventory was not high, the coal price in the upstream of the terminal fell, the nitric acid price trend declined, and the affected price of ammonium nitrate fell. Recently, the shipment market of ammonium nitrate manufacturers is normal, and the downstream is purchased on demand. Recently, the demand for nitro compound fertilizer in the downstream is poor. However, the domestic downstream civil explosive industry is in the peak sales season. The demand for ammonium nitrate is normal, and the operation of domestic ammonium nitrate manufacturers is normal. Affected by raw materials, the market price of ammonium nitrate has declined. Up to now, the mainstream negotiation in Shaanxi is 4200-4300 yuan / ton, the mainstream negotiation in Shandong is 3800-4000 yuan / ton, and the price in Hebei is 4200-4300 yuan / ton.

The price trend of domestic concentrated nitric acid rose slightly this week. As of the 10th, the average price of domestic nitric acid was 2366.67 yuan / ton, 0.71% higher than the price of 2350 yuan / ton at the beginning of the week. Shaanxi Xinghua offers 2300 yuan / ton; Anhui Jinhe offers 2150 yuan / ton. Recently, the operation of domestic nitric acid plants is stable, the supply of concentrated nitric acid market is in the morning, and the delivery of goods in the field is general. Recently, the price trend of nitric acid in the field has increased slightly, the price rise of raw nitric acid is good for the ammonium nitrate Market, and the price trend of ammonium nitrate Market has increased.

The price of upstream liquid ammonia fell this week. As of the 10th day, the price of liquid ammonia was 4410 yuan / ton, down 4.75% from 4630 yuan / ton at the beginning of the week. Recently, the on-site supply and demand is still weak. Affected by some reduction, the price trend is still weak. The market situation of liquid ammonia in Shandong has fallen, and the quotations of most manufacturers have decreased slightly. The manufacturers have a strong price mentality. The dealers’ offers are mainly based on the market, the manufacturers’ shipment efforts are strengthened, and the market inventory pressure is slightly relieved compared with the previous period. At present, the mainstream market price in this region is 3950-4150 yuan / ton. Most manufacturers in Hebei reduced their prices in the first three working days of this week, which has entered a phased bottom. The manufacturers have a price support mentality, the dealers stopped the decline, and most of them are flat. There is still a certain inventory pressure in the market. The downstream just needs to purchase, and the mainstream price is 4000-4200 yuan / ton. The decline in the price of upstream liquid ammonia has a certain negative impact on the ammonium nitrate Market, and the market price of ammonium nitrate has increased slightly.

Recently, the demand of the downstream civil explosive industry is acceptable. The market demand for ammonium nitrate is normal, and the market price trend of liquid ammonia drops. However, the price trend of nitric acid is relatively stable, which has a certain negative impact on the ammonium nitrate Market. The ammonium nitrate analysts of the business society believe that the market price of ammonium nitrate may remain stable in the later stage.

1、 Price trend

According to the data monitoring of business agency, the domestic propylene (Shandong) market price rose first and then fell this week. At the beginning of the week, the market was 7528 yuan / ton, and the weekend average price was 7505 yuan / ton, down 0.31%.

2、 Analysis and review

According to the price chart of business society, propylene (Shandong) prices rose slightly at the beginning of the week, but the rise was weak, and the price began to fall again. As of Friday, the propylene price in Shandong market was 7500-7550 yuan / ton. This week, it was repaired after the sharp drop in upstream oil prices, providing support for the rise of propylene. However, the main downstream polypropylene market continued to fluctuate and weaken. When the supply of propylene market was sufficient and the downstream demand support was insufficient, the contradiction between supply and demand still existed, resulting in the downward main tone of the market as a whole.

Upstream: after the sharp drop of crude oil, it will be repaired soon. Although the price rose this week, it is still below the price before the sharp drop. Due to limited terminal demand, the price of methanol continues to decline weakly, and the price of liquefied gas has been boosted by the sharp rise in crude oil, with small rise and fall this week. On the whole, raw material support is limited, and propylene is weak and difficult to change.

Downstream: downstream products continue to decline. It can be seen that downstream products continue to be weak, the construction is generally started, the enthusiasm for propylene procurement is not high, and the price is difficult to push up under the guidance of the buyer.

3、 Future forecast

Propylene analysts of the chemical branch of the business agency believe that the overall market of propylene market is dominated by bad conditions. In the future, with the eagerness of enterprises to take goods and the impact of low-cost sources, it is expected that the price of propylene will continue to fluctuate and decline.

1、 Price trend

According to the monitoring data of business society, soda ash prices are weak this week. The average market price of light soda ash at the beginning of the week was 3387.5 yuan / ton, and the average market price on Friday was about 3200 yuan / ton, down 5.54% and up 110.25% over the same period last year. On December 2, the commodity index of light soda ash was 164.10, down 5.77 points from yesterday, down 13.22% from the highest point of 189.10 points in the cycle (2021-11-07), and up 159.86% from the lowest point of 63.15 points on November 18, 2015. (Note: the period refers to the period from September 1, 2011 to now)

2、 Market analysis

According to the monitoring data of business society, the price of soda ash is weak this week. The mainstream market price of light soda ash in East China is about 3200-3400 yuan / ton. The price of soda ash in North China is relatively strong, and the current market price of light soda ash is about 3300-3500 yuan / ton. On the whole, the short-term soda ash price is weak, mainly running. The manufacturer actively shipped, and the actual transaction was average. Data show that the overall operating rate of soda ash during the week was 81.91%, up 6.82% month on month. During the week, the output of soda ash was 582900 tons, an increase of 48500 tons. The unit was started and resumed within the week, and the output increased.

Demand: glass prices rose this week, with an average market price of 24.73 yuan / m2 at the beginning of the week and 25.08 yuan / m2 at the weekend, with a price increase of 1.42%. This week, most manufacturers in Shahe market sold well, inventory decreased, processing plants prepared goods appropriately, the price was stable, and the market price of some brands and specifications increased slightly.

According to the price monitoring of the business society, in the price rise and fall list of chlor alkali industry in the 47th week of 2021 (11.22-11.26), there were 3 kinds of commodities rising, 2 kinds of commodities falling and 0 kinds of commodities rising or falling to 0. The main commodities rising are: calcium carbide (2.60%), PVC (1.52%), hydrochloric acid (0.65%); The main commodities falling were caustic soda (- 5.61%) and light soda (- 2.12%). The average rise and fall this week was – 0.59%.

Business analysts believe that soda ash inventory increases and the market atmosphere is general. Downstream glass prices rose slightly, mainly on-demand procurement, with strong wait-and-see mood. He is resistant to high priced soda ash. The inventory of the enterprise increases, the downstream procurement is general, and it is comprehensively expected that the soda ash is weak in the later stage.

1、 Price trend

According to the monitoring data of business agency, the price of caustic soda decreased. The market price in Shandong was 860 yuan / ton at the beginning of the week, and the average market price in Shandong was 802.5 yuan / ton at the end of the week. The price decreased by 6.69%, and the price increased by 63.78% compared with the same period last year.

2、 Market analysis

Caustic soda prices fell this week. At present, the liquid alkali shows a downward trend, which is mainly due to the sufficient liquid alkali inventory of the main alumina plant in Shandong, the main production area, and the general shipment of enterprises. The price of caustic soda in Shandong is weak, and the mainstream ex factory price of 32% caustic soda is about 750-850 yuan / ton. The purchase price of liquid alkali was lowered in the alumina market, and the price of liquid alkali was lowered due to insufficient downstream support.

Downstream: the spot quotation of alumina has fallen, and the downstream support is insufficient. At present, alumina enterprises generally purchase caustic soda and constantly exert pressure on caustic soda. The demand for alumina is general, and the shipment of caustic soda enterprises is general.

According to the price monitoring of the business society, in the price rise and fall list of chlor alkali industry in the 47th week of 2021 (11.22-11.26), there were 3 kinds of commodities rising, 2 kinds of commodities falling and 0 kinds of commodities rising or falling to 0. The main commodities rising are: calcium carbide (2.60%), PVC (1.52%), hydrochloric acid (0.65%); The main commodities falling were caustic soda (- 5.61%) and light soda (- 2.12%). The average rise and fall this week was – 0.59%.

Business analysts believe that recently, the overall transaction of caustic soda is weak, the alumina downstream of caustic soda is mainly purchased on demand, the shipment of caustic soda is general, and the market transaction is weak. It is expected that caustic soda will continue to be weak in the future, depending on the downstream market demand

1、 Price trend

According to the bulk list data of business society, pure benzene fell by a wide margin this week. On November 28, the price of pure benzene was 6400-6750 yuan / ton (average price 6650 yuan / ton), and on Sunday (December 5), the price of pure benzene was 6100-6450 yuan / ton (average price 6310 yuan / ton). The average price decreased by 340 yuan / ton, or 5.11%, compared with last week; Compared with the same period last year, it increased by 44.2%.

2、 Analysis and review

Affected by the newly discovered new crown variant strain, crude oil prices continued to fall, lack of confidence in the external market, and prices fell. The price of crude oil and styrene fell, and the price of pure benzene continued to fall this week. Due to inventory pressure in Shandong, prices have been lowered continuously, and the price difference between East China and Shandong has widened. During the week, low-cost goods from Shandong flowed into East China, which suppressed the market atmosphere in East China, and the market as a whole was weak. This week, Sinopec cut the price of pure benzene by 250 yuan / ton to 6450 yuan / ton (the second adjustment in North China, a total of 550 yuan / ton).

In terms of external trading, Asian pure benzene fell in the external trading this week. On Friday (December 3), the reference price of pure benzene in the Korean market was US $876 / ton, which was flat month on month (MOM) on November 26; The reference import price in East China was US $885 / T, down US $15 / T or 1.67% month on month on November 26.

Crude oil fell sharply this week. Last week, a new variant of COVID-19, which was discovered in South Africa and other countries, triggered a sell-off of financial assets, exacerbating concerns about oil demand and oil prices. The OPEC + meeting within the week decided to maintain the original production increase plan and boost oil prices. Brent fell $2.84 / barrel, or 3.91% this week; WTI fell $1.89/barrel, or 2.77%.

Downstream: styrene: styrene rebounded after falling this week. The price of sample enterprises was 8300 yuan / ton on November 26 and 7975 yuan / ton on December 3, down 3.92% from last week and 3.33% from the same period last year. Spot bargain hunting and replenishment remained, the source of tradable goods decreased, some goods were sold at low prices, and the styrene market rebounded

Aniline: aniline stabilized after falling this week. On December 3, the price in Shandong was 9200-9380 yuan / ton; The price of aniline in Nanjing was 9300-10300 yuan / ton, down 16.82% from last week, up 16.88% from the beginning of the year and up 20.7% from the same period last year.

3、 Future forecast

In terms of crude oil, the market continues to pay attention to the impact of the mutant strain Omicron on crude oil and economy. OPEC + maintains the original planned increase in production or continues to boost oil prices. It is expected that the oil price will fluctuate in the short term and there is room for rebound. Continue to pay attention to the impact of the global epidemic, OPEC + decisions on crude oil production, the inventory dynamics of U.S. crude oil and refined oil, and global economic conditions on crude oil prices.

Downstream: styrene, the main downstream product, may rebound after a continuous decline in the short term, but the overall demand is still weak.

There are still ships arriving at subsequent ports, and the inventory continues to increase; Bargain hunting in the downstream and the market atmosphere picked up; Crude oil and styrene fluctuated steadily. Overall, it is expected that the consolidation of pure benzene will be dominated next week. Pay attention to the downstream market, plant dynamics, domestic pure benzene plant dynamics, and the impact of crude oil, external market and other trends on the price of pure benzene

According to the monitoring of business society, the domestic market price trend of phthalic anhydride continued to decline this week. By the end of the week, the quotation of phthalic anhydride was 6987.5 yuan / ton, down 2.95% compared with the price of 7200 yuan / ton at the beginning of the week, down 2.44% year-on-year. The price trend of phthalic anhydride fell, the downstream plasticizer market was poor, and the market trend of phthalic anhydride fell.

The market price of phthalic anhydride continued to fall this week, the delivery of phthalic anhydride in the field was general, the downstream DOP market fell this week, the price trend of orthobenzene fell, the plasticizer market was poor, bad factors affected the phthalic anhydride market, and the price trend of phthalic anhydride market fell. There is little change in the operation of domestic phthalic anhydride manufacturers. The operation rate of phthalic anhydride in the field is less than 60%. The domestic spot supply of phthalic anhydride is normal, the price of phthalic anhydride in the field has declined, the downstream plasticizer industry has a poor market, and the actual transaction has dropped. The market price trend of phthalic anhydride in East China is declining, and the high-end transactions on the floor are limited. The mainstream of adjacent France source negotiation in East China is 6800-7000 yuan / ton, and the mainstream of naphthalene method source negotiation is 6700-6800 yuan / ton; The mainstream quotation of phthalic anhydride market in North China is 6900-7100 yuan / ton. The wait-and-see mentality in the phthalic anhydride market still exists. The downstream purchase is mainly on demand, the downstream DOP market is weak, and the market price trend of phthalic anhydride is declining.

This week, the price trend of domestic orthobenzene declined, with the on-site price of 6300 yuan / ton, down 4.55% from the price of 6600 yuan / ton at the beginning of the week. The change of domestic orthobenzene price is the negative impact of the phthalic anhydride market. Recently, the market trend of imported orthobenzene in the port area has declined, the external quotation of orthobenzene has declined, the recent inventory of orthobenzene in the port area is OK, and the external quotation of orthobenzene has mainly declined. The actual transaction price is subject to negotiation, According to the detailed discussion of the actual order, the price trend of phthalic anhydride fell, the price of raw material phthalic anhydride fell, which was bad for the domestic phthalic anhydride market price, coupled with poor demand, and the market price trend of phthalic anhydride fell.

The downstream DOP market price of phthalic anhydride declined this week. According to the monitoring of business society, the domestic DOP price was 10850 yuan / ton by the end of the week, with a price decline of 5.86%. The construction of DOP enterprises in the field was stable, the DOP supply was sufficient, the PVC price fluctuated and weakened, the downstream demand was general, and the market transaction was cold. Plasticizer DOP market has weakened rising power and increased downward pressure. The transaction price is subject to the real-time price. The overall DOP price is 10400-10900 yuan / ton. In the future, the downward pressure of DOP market has increased, the rising power has weakened, the downstream demand is poor, and the price trend of phthalic anhydride market has declined.

On the whole, the recent decline in crude oil prices, coupled with the weak market in the downstream plasticizer industry, has led to a sharp decline in the price trend of phthalic anhydride. However, the market demand for phthalic anhydride is poor, and it is expected that the market price of phthalic anhydride may decline slightly in the later stage.