1、 Price trend

According to the data in the bulk list of business associations, the price of aniline rose slightly on Wednesday. On June 5, the price of aniline in Shandong Province was 4400-4490 yuan / ton, and that in East China was 4500-4820 yuan / ton. On June 12, the price of aniline in Shandong Province was 4500-4590 yuan / ton, and that in East China was 4600-4820 yuan / ton, up 2.26% or 100 yuan / ton from last week.

2、 Analysis and comment

In terms of cost, Sinopec’s price of pure benzene was adjusted again this week, with a total increase of 200 yuan / ton. The price difference between the inside and outside of the market was narrowed, and the market bottom supported the strengthening. This week, pure benzene port inventory still rose, but the increase decreased. In the week, the price of pure benzene strengthened, but the downstream market was weak, and the actual market turnover was weak.

The price of nitric acid rebounded slightly. On June 12, the production price in East China was 1450 yuan / ton, 1.16% higher than last week.

Most aniline enterprises have low operating load, and Lianheng MDI device is restarted, which supports the demand for aniline to some extent. The inventory of aniline enterprises is released, and the price rises slightly.

3、 Future expectation

In the next week, the downstream styrene with the largest demand for pure benzene is bad news, and there are still many ships arriving at Hong Kong. The rise of styrene is weak, and the mentality of pure benzene industry is weak. It is expected that the trend of pure benzene will slightly decrease.

The rising trend of cost is slowing down, while the downstream demand is still low, and it is expected that the price of aniline will remain stable in the short term.

According to the data monitored by the business agency, at the beginning of the week, the price of domestic industrial grade first-class potassium nitrate was 4262.50 yuan / ton, and at the end of the week, the price of domestic industrial grade first-class potassium nitrate was 4212.50 yuan / ton, down 1.17%. The current price is down 2.32% month on month, and the current price is down 2.32% year on year.

This week, the domestic potassium nitrate declined slightly, the market trading atmosphere was relatively light, the demand was poor, the actual single was less, and the potassium nitrate market fell. According to the statistics of the business agency: this week, the domestic mainstream potassium nitrate manufacturers quoted 4000-4400 yuan / ton (the quotation is only for reference), and the quotation varies according to the purchase situation.

This week, the quotation of the mainstream manufacturers of potassium chloride was temporarily stable, and the market of potassium chloride faced three major pressures, namely, the large stock in Hong Kong, weak demand and downward international prices. Therefore, the main contradiction in the current market is that supply exceeds demand. Limited support for potassium nitrate.

According to the potassium nitrate analyst of the business agency, the overall trend of domestic potassium fertilizer market is weak in the near future, and the total supply is at a high level. Subsequent prices are mainly affected by inventory. It is expected that the market of potassium nitrate Market will mainly fall in the short term.

1、 Price trend

According to the data of the large scale list of business agencies, the domestic toluene market rose slightly this week. As of Friday, the average domestic price was about 3660 yuan / ton, up 0.55% on last week.

2、 Analysis and comment

At present, the market demand has improved, the transaction is general, and the port inventory is on the high side. Influenced by the overall trend of fluctuating rise of international crude oil this week, the domestic toluene price rose slightly this week. At present, the mainstream price in East China is around 3620 yuan / ton.

Upstream, crude oil, data released this week show that OPEC + actively implemented the production reduction agreement in May, and Saudi Arabia and Russia have reached a preliminary agreement to extend the current record production reduction by one month, which, combined with the global economic restart, boosted the recovery of demand and boosted the international oil price this week. As of early Friday morning, spot Brent rose 9.69%, Brent futures rose 10.28%, WTI futures rose 5.25%, and Dubai futures rose 14.49%.

On the downstream side, TDI saw a slight increase in the market. At present, the price of domestic goods delivered with tickets is 10900-11300 yuan / ton, and that of Shanghai goods delivered with tickets is 11200-11500 yuan / ton. It is expected that the short-term TDI market will maintain a stable trend and pay close attention to the plant’s later information guidance and the actual market trading situation. In PX market, this week, the price of domestic Sinopec’s enterprises is about 4100 yuan / ton, and the latest price on the outside market is about 486 US dollars / ton for FOB South Korea and 506 US dollars / ton for CFR China. It is expected that the market price of PX will follow the rise in the short term.

3、 Future forecast

Toluene analyst of business and chemical branch thinks: in the short term, we can see the supply cost, OPEC + production reduction, total number of us oil drilling and EIA inventory. In the medium term, we can see the demand side, the economic and trade situation between China and the United States, the progress of economic restart in Europe and the United States, and the progress of industrial chain recovery. Next week, we will focus on the trend of crude oil. Overall, it is expected that the price of toluene in the domestic market will be adjusted next week.

1、 Price trend

This week, the comprehensive price of potassium chloride was temporarily stable. This week, the average price of the mainstream comprehensive quotation of potassium chloride was 1850.00 yuan / ton, down 21.28% year on year compared with the same period last year. Overall, this week’s potassium chloride market was temporarily stable, with the potassium chloride commodity index at 58.73 on June 5.

2、 Market analysis

The quotation of mainstream potassium chloride manufacturers this week is temporarily stable: the weekly ex factory quotation of Qinghai Salt Lake potassium chloride is 1820 yuan / ton, which is temporarily stable compared with that at the beginning of the week; the weekend distribution quotation of Anhui Badu potassium chloride is 1880 yuan / ton, which is temporarily stable compared with that at the beginning of the week. This week, the actual transaction in the potassium chloride market is not good. On the whole, the main contradiction in the market is that the supply exceeds the demand, the trading atmosphere is cold, the downstream procurement is just in demand, the overall inventory is low, the purchasing market momentum is low, and the domestic potassium chloride market is stable.

3、 Future forecast

In the middle of June, the overall trend of potassium chloride market or low consolidation dominated. The market of potassium chloride is faced with three major pressures, namely, large stock, weak demand and downward international prices. Therefore, the main contradiction in the current market is that supply exceeds demand. According to analysts of KCl in business association, the short-term market of KCl is dominated by low consolidation under the influence of supply and demand and raw materials.

According to the monitoring of bulk data of business agency, due to the prominent impact of supply and demand, the domestic acetic acid market continued to decline. At the beginning of this week (6.1), the average price of acetic acid in East China was about 2416 yuan / ton. At the end of this week (6.5), the average price fell to 2240 yuan / ton, down 7.31% in the week. At present, the quotation in Henan is about 2000-2100 yuan / ton; in Shandong, about 2200-2300 yuan / ton; in Hebei, about 2250-2300 yuan / ton; in Shaanxi, about 2000 yuan / ton; in Jiangsu, about 2150-2250 yuan / ton; in Zhejiang, about 2250-2350 yuan / ton; in South China, about 2250-2350 yuan / ton.

Production trends of plant capacity (10000 tons / year)

Normal production of Yankuang Guotai 110

Hualu Hengsheng 50 normal production

About 80% of BP 50 in Yangzi

Celanese 120 recovered to about 70%

Jiangsu Thorpe 120 started construction to about 80%

Hebei Jiantao 50 normal production

Tianjin Bohua 35 normal production

Henan Shunda 40 normal production

About 80% of Henan Longyu 50

Henan Yima 25 parking

Shaanxi extends maintenance for one month from May 6, 2015

Shanghai Huayi 70.5.23 parking and maintenance for about 20 days

About 80% of Anhui Huayi construction started

Dalian Hengli 35 normal production

 
The main reason for the sharp decline of domestic acetic acid price this week is that the market shows a situation of supply exceeding demand. At the end of May, the overhaul of Huadong Huabei plant was completed, and production gradually resumed. As of this week, Hebei Jiantao’s 500000 T / a plant has been in normal production, Jiangsu Thorpe’s 1.2 million T / a plant has been restored to 80%, and the industry’s overall operating rate has been restored to 60% – 70%. The spot supply in the market has increased significantly, while the downstream market is still dominated by the digestion of early-stage contracts, with few new orders In the early stage, the traders copied the bottom and actively sold the stocks. In order to prevent the excessive price of stocks in the later stage, the price of acetic acid fell passively.

Secondly, the long-term downturn in cost and demand is also an important factor affecting the decline of acetic acid price. The low price of methanol market has been adjusted, and the enterprise has recovered after the completion of maintenance. In addition to the high port inventory, the pressure on the supply side of methanol market has increased dramatically. However, at present, methanol has been at a historical low level, some enterprises are on the edge of loss, with strong intention to hold prices, and limited space for reduction. At present, the average price of Shandong is about 1612 yuan / ton. Domestic acetate, vinyl acetate and other industries are close to the cost line after continuous weakness. They are weak and stable in the week. The industry is mainly wait-and-see. The downstream demand is still sluggish and the transaction atmosphere is light.

Affected by the weak operation of methanol, the market performance of international acetic acid market continues to be depressed. At present, the Asian acetic acid market is 265-320 USD / ton, the North American market is about 450 USD / ton, and the European market is about 550 EUR / ton

According to the acetic acid analyst of business association, at present, the domestic acetic acid production enterprises start smoothly, the market spot supply is sufficient, the situation of low downstream demand is weak and hard to change, the situation of supply exceeding demand in the industry is increasingly prominent, and the negative factors are obvious. With the accumulation of inventory, the behavior of bidding among enterprises is obvious, and it is expected that the domestic acetic acid market will be dominated by weak operation in a short time.

1、 Price trend

The domestic toluene market rebounded slightly this week, with the average domestic price of about 3640 yuan / ton as of Friday, up 1.68% on last week, according to the data of the business club’s large list.

2、 Analysis and comment

1. Product: at present, the market demand has improved, and the transaction is fair. This week, the international crude oil overall shows a small fluctuation trend. Affected by this, the domestic xylene price rose slightly this week. At present, the mainstream price in East China is around 3600 yuan / ton.

2. Industrial chain:

Upstream, in terms of crude oil, with the new opening of the main economic weight and the initial signs of rising gasoline demand in the United States, Russia indicated its willingness to extend the production reduction. However, the unexpected increase in U.S. crude oil inventory announced this week, as well as investors’ concerns about the tension in Global trade relations, led to the overall trend of international crude oil shocks this week. At present, the international oil price shows signs of resistance near its high in the past two months, so as to prevent the trend of fluctuation and fall that may occur at any time. As of early Friday morning, spot Brent rose 1.28%, Brent futures slightly fell 0.14%, WTI futures rose 2.44%, and Dubai futures rose 2%.

On the downstream side, TDI saw a slight increase in the market. At present, 10800-11000 yuan / ton is the reference for domestic delivery of goods with tickets, 11300-11500 yuan / ton is the reference for Shanghai delivery of goods with tickets. It is expected that the short-term TDI market will maintain a stable trend and pay close attention to the plant’s later information guidance and the actual market trading situation. In PX market, this week, the price of domestic Sinopec’s enterprises is about 4100 yuan / ton, and the latest price on the outside market is about $456 / ton for FOB South Korea and $476 / ton for CFR China. It is expected that the market price of PX will be stable in the short term.

3、 Future forecast

Toluene analyst of business and chemical branch thinks: in the short term, we can see the supply cost, OPEC + production reduction, total number of us oil drilling and EIA inventory. In the medium term, we can see the demand side, the economic and trade situation between China and the United States, the progress of economic restart in Europe and the United States, and the progress of industrial chain recovery. Next week, we will focus on the trend of crude oil. Overall, it is expected that the price of toluene in the domestic market will be adjusted next week.

1、 Price trend

According to the monitoring data of the business agency, the weak and stable operation of domestic soda ash this week is mainly. The average domestic market price from the beginning of the week to the end of the week in East China is about 1363.33 yuan / ton. On April 25, the light soda ash commodity index was 75.04, flat with yesterday, down 36.33% from 117.86 (2017-11-21), the highest point in the cycle, and up 18.83% from 63.15, the lowest point on November 18, 2015. (Note: cycle refers to 2011-09-01 to now)

2、 Market analysis

Product: this week, domestic soda price is mainly weak and stable. The market of soda ash in East China is stable with light market price of about 1200-1380 yuan / ton for light soda ash and 1300-1400 yuan / ton for heavy soda ash. It is expected that the price of soda ash will be weak in the short term. The consolidation market of soda ash in Central China is running. The mainstream market price of light soda ash is about 1150-1250 yuan / ton, and the mainstream market price of heavy soda ash is 1250-1350 yuan / ton. The downstream demand is poor. It is expected that the price of soda ash will be more consolidated in the short term. The market price of soda ash consolidation in North China is running. The mainstream market price of light soda ash is about 1300-1450 yuan / ton, and the mainstream market price of heavy soda ash is 1450-1600 yuan / ton. The market transaction is general. It is expected that the price of soda ash will be more consolidated in the short term. The average operating rate of domestic soda ash manufacturers is about 80%.

In terms of demand: the domestic soda ash market is in overall consolidation operation, and the phenomenon of supply exceeding demand continues. The total information of the industry is still more than 1.6 million. The overall market atmosphere of soda ash is not good, and the downstream market transaction follow-up is weak. In recent years, the maintenance and reduction of domestic soda enterprises have led to the decrease of soda output and inventory. However, the overall change of the demand side is not big. Due to the impact of the environment, the downstream procurement is not hot, and the form of oversupply is still severe. According to the price monitoring of the business agency, in the 20th week of 2020 (5.18-5.22), there are two kinds of commodities rising and falling in the price list of chlor alkali industry, two kinds of commodities falling and one kind of commodities rising and falling to 0. The main commodities rising were PVC (3.34%), calcium carbide (0.68%); the main commodities falling were light soda ash (- 3.75%), caustic soda (- 1.03%). This week’s average was – 0.15%.

3、 Future forecast

According to the soda ash analyst of business association, the domestic soda ash market atmosphere is flat and the transaction is general, and the overall pressure on enterprise inventory is still large. Although the manufacturer plans to reduce the inventory of parking and maintenance, the overall transaction is still average, but considering that the price of soda ash is near the cost line, it is comprehensively expected that the weak and stable operation of soda ash will be the main one in the short term.

The price of fluorite and hydrofluoric acid in the upper reaches of the river has declined, the production cost of aluminum fluoride has been reduced, and the factory price of aluminum fluoride has been lowered by some aluminum fluoride manufacturers such as Jiaozuo Minli industry. According to the data of business agency, the price of domestic aluminum fluoride was 9066 yuan / ton at the beginning of May, and 8833 yuan / ton at the end of the month, with the price down 2.57%.

Domestic fluorite spot supply increased, but the commodity market was not good, fluorite prices fell sharply, upstream cost price plummeted, which had a certain negative impact on the hydrofluoric acid market, and the hydrofluoric acid market price was greatly affected. Fluorite fell by about 7% and hydrofluoric acid by about 10% in early May. The downstream domestic aluminum consumption performance is relatively stable, the domestic aluminum social inventory continues to move down, and the price slightly rises about 4%, which has little impact on aluminum fluoride.

Analysts of aluminum fluoride industry in the chemical branch of business society think that: the market prices of fluorite and hydrofluoric acid in the upstream fell to a low level, there are signs of bottoming and rebounding, the domestic aluminum consumption situation is stable and positive, and aluminum fluoride price is expected to be stable and positive in June.

1、 Market price trend of POM

Price curve of POM

According to the monitoring of the business agency, the average price of POM (96) in Shandong over the weekend is 4333 yuan / ton, which is temporarily stable.

2、 Market analysis

Products: Shandong aldehyde Chemical Industry Co., Ltd. has an annual output of 30000 tons of polyoxymethylene. The ex factory quotation of Polyoxymethylene (96) is 4200 yuan / ton, the same as last week. Linyi Shengyang Chemical Co., Ltd. has an annual output of 9000 tons of polyoxymethylene, and the ex factory quotation of Polyoxymethylene (96) is 4200 yuan / ton, which is the same as last week. Zibo Qixing Chemical Technology Co., Ltd. has an annual output of 10000 tons of POM, and the ex factory quotation of POM (96) is 4600 yuan / ton, which is the same as last week. Polyoxymethylene is acceptable and the market demand is stable.

Industry chain: upstream methanol situation, general transaction, methanol market continues to decline; according to the price monitoring of the business agency, as of May 19, the domestic methanol market price is 1657 yuan / ton, the price is 6.62% lower than the same period last month, and the price is 27.30% lower than the same period last year.

3、 Future forecast

Polyoxymethylene analysts believe that: affected by the decline of raw methanol, polyoxymethylene continues to be weak and stable.

1、 Price trend

According to the price monitoring of the business agency, the ex factory price of calcium carbide in Northwest China rose slightly this week. This week, the average ex factory price of mainstream carbide manufacturers increased from 2443.33 yuan / ton at the beginning of the week to 2460.00 yuan / ton at the end of the week, up 0.68%, down 9.45% year-on-year from the same period last year. Overall, carbide rose this week, with the carbide commodity index at 64.45 on May 22.

2、 Trend analysis

（1） Products:

The ex factory price of calcium carbide in Northwest China this week slightly increased: the price of this week’s calcium carbide offered by oveganeng is 2500 yuan / ton, which is temporarily stable compared with that at the beginning of the week; the price of this weekend’s calcium carbide offered by Shaanxi coal industry is 2400 yuan / ton, which is 50 yuan / ton higher than that at the beginning of the week; the price of this week’s calcium carbide offered by Inner Mongolia China United is 2330 yuan / ton, which is temporarily stable compared with that at the beginning of the week; the price of this weekend’s calcium carbide offered by Ningxia Xingping is 2550 yuan / ton, Compared with the beginning of the week, the price is up 50 yuan / ton.

This weekend, the actual transaction price of carbide in Northwest China is about 2300-2600 yuan / ton: the mainstream transaction price of carbide in Shaanxi is about 2450 yuan / ton; the mainstream transaction price of carbide in Ningxia is about 2500 yuan / ton; the mainstream transaction price of carbide in Inner Mongolia is about 2300 yuan / ton, and the actual transaction price is mainly negotiated.

（2） Industrial chain:

Upstream raw material Market: the ex factory quotation of Lancan is temporarily stable this week. At present, the quotation of small materials is 500 yuan / ton, that of medium materials is 520 yuan / ton, and that of large materials is about 600 yuan / ton. The price of raw materials in the upstream is low and consolidated, and the cost support is insufficient, which has a negative impact on the price of calcium carbide.

Downstream market: PVC factory price slightly increased this week. PVC price rose from 5830.00 yuan / ton at the beginning of the week to 6025.00 yuan / ton at the end of the week, up 3.34%, down 13.93% year on year. PVC price rose this week, the market began to rise, and the downstream procurement enthusiasm for calcium carbide is also high. Overall, PVC market this week has a positive impact on calcium carbide price.

3、 Future forecast

In late May, the market of calcium carbide fluctuated slightly. The price of raw materials in the upstream is low, and the cost support is not enough. However, PVC market in the downstream is rising, and customers in the downstream are more active in purchasing calcium carbide. The future market forecasts that the price of calcium carbide in the northwest may rise slightly in late May.