According to the survey data of the business community, the average price of domestic soda ash on August 27 was around RMB 1,814.29/ton. Domestic soda ash prices are organized to run. The light soda ash commodity index on August 26 was 93.41, which was the same as yesterday, which was 20.74% lower than the highest point of 117.86 points (2017-11-21) in the cycle, which was 47.92% higher than the lowest point of 63.15 points on November 18, 2015. . (Note: Period refers to 2011-09-01 to date)

Near the end of the month, soda ash, the market turnover tends to be flat, and the transaction is relatively stable. The price of soda ash in Shandong is stable and the market is running. The price of light soda ash in the mainstream market is about 1750-1800 yuan/ton, and the weight of soda ash is 1800-1850 yuan/ton. The downstream is mainly based on demand, and the price is expected to be sorted out later. Quotes run. The soda ash operation in Hebei is stable, the price of light soda ash is 1650-1750 yuan/ton in the mainstream market, and the weight of soda ash is 1600-1700 yuan/ton. The downstream is mainly based on demand, and the price is expected to be multi-dimensional and stable. . Due to the poor production status of soda ash enterprises and the optimistic impact of low-cost supply orders, the overall inventory of supply has dropped to a low level, and the overall supply has shrunk.

The soda ash enterprises are running in volume and the performance is flat. Recently, due to the maintenance of the factory, the overall supply of soda ash has a tight trend in the later stage, and soda ash is in a low position. Long-term shutdown and the reduction of the overall output of heavy soda ash heavy alkali. The overall situation is expected to be near the end of the month when the downstream procurement period is about to come, soda ash prices may have an upward trend.

First, the price trend:

According to the monitoring data of the business community, this week’s caustic soda price consolidation market operation, the average domestic market price from the beginning of the week to the weekend is 995.56 yuan / ton, the price fell 1.54% compared with last year. On August 17, the caustic soda commodity index was 143.25, which was the same as yesterday, which was 30.75% lower than the highest point of 206.87 points (2017-11-14) in the cycle, which was 95.51% higher than the lowest point of 73.27 on March 29, 2015. (Note: Period refers to 2011-09-01 to date)

Second, the market analysis

Products: This year’s national caustic soda price trend shows the consolidation of the market. 32% ionic membrane liquid alkali mainstream ex-factory price: Shandong supply alumina industry ex-factory ex-factory price of 850 yuan / ton, for other customers ex-factory price of 870-950 yuan / ton; Hebei ex-factory price of 860-980 yuan / ton; Tianjin area The ex-factory price is 2950-3000 yuan/ton (100%); Zhejiang is sent to Xiaoshao for 960-980 yuan/ton; the Jiangsu factory price is 910-960 yuan/ton; the factory price in Henan province is concentrated at 3200-3250 yuan. / ton (100%); the ex-factory price in Inner Mongolia is 2850-2950 yuan / ton (100%); the ex-factory price in Liaoning is 950-970 yuan / ton. This week, the high-concentration liquid alkali market in Shandong Province in North China continued to rise.

Industry chain: Downstream: The spot price of alumina is maintained at around 3050 yuan/ton, and the profit is still good. The demand for caustic soda is still good this week. Various chemical companies such as paper making and ceramics have demand for caustic soda this week, and the wait-and-see mood has decreased. However, caustic soda still shows a general trend.

Industry: According to the price monitoring of the business community, in the 33rd week of 2018 (8.13-8.17), there were 2 kinds of commodities rising in the chlor-alkali industry price rise and fall, and 1 commodity fell, and 2 commodities were up and down. The main commodities that rose were: calcium carbide (0.23%) and PVC (0.06%); the main commodities that fell were: light soda ash (-0.78%). This week’s average price increase was -0.1%.

Business community analysts believe that this week, 32% of the ion-exchange membrane and alkali sorting market operation, Shandong high-concentration alkali has an upward trend, or affected by the high-concentration alkali price increase, the industry has a strong desire for price. The alumina operating rate is maintained at 85% for a short period of time, and the demand for caustic soda will increase, caustic soda or support. But in general, caustic soda is now in the traditional off-season, affected by this business analysts expect that the caustic soda later or very expensive operation, depending on the downstream market demand.

Recently, due to the hot weather and precipitation in Europe, the water level of the Rhine has dropped to less than 100cm. Due to the low water level, the transportation of this European waterway main line has been greatly affected. According to market news, the current rate of the Rhine barge is 50% or less, due to the decline in the shipping rate, the cost of river transport has also risen.

BASF Germany issued a letter on August 6th that due to the drop in the water level of the Rhine and the high water temperature, it was not possible to obtain sufficient cooling water from the river. Some of the installations in Ludwigshad had to reduce the operating load. And if the current weather continues, cargo shipments will become a bigger problem, and BASF is currently preparing for other modes of transportation.

Because BASF and Covestro’s MDI and TDI devices in Europe are mainly concentrated in Germany, if the Rhine transportation is restricted and the cargo transportation is changed to land, the cost is likely to increase, resulting in a lack of smooth flow of TDI and MDI in the European market. Eliminate the possibility of reduced supply and higher prices.

BASF has the world’s largest chemical complex in Ludwigshafen, integrating production, energy, logistics and utilities, making it the largest integrated base for BASF. Built in 1865, Ludwigshafen has about 110 production facilities and 200 production workshops.

At Ludwigshafen, BASF has 380,000 tons/year TDI and 125,000 tons/year propylene oxide. The 80,000 tonne/year TDI unit will be discontinued after its 300,000 tonne/year facility is operating normally. At present, BASF’s 300,000 t/y TDI unit in Germany is in the commissioning phase. Although BASF did not specify which equipment to reduce the load, it does not rule out the possibility of TDI being affected. Although it is still in the off-season of TDI demand, with the arrival of September, the TDI market will gradually pick up. If the load of BASF’s German TDI device is still low before entering the peak season, the European market price may be at a higher level.

In addition, because the Rhine River has many countries, other factories besides BASF may also face transportation difficulties. Such as Covestro’s 300,000 tons/year TDI and 240,000 tons of polyether units in Germany, Germany’s Brunsbit 180,000 tons/year MDI and Germany’s Krefeld 200,000 tons/year MDI units are located in the Rhine. In the western part of the river, water transport is also likely to be affected in the future.

According to the data monitoring of the business community, on August 8, the average price of acetic anhydride enterprises was 719.375 yuan / ton, up 1.23% from the previous trading day, up 47.46%.

The commodity index of acetic anhydride on August 7 was 140.84, which was the same as yesterday, which was 15.02% lower than the highest point of 165.73 points (2018-06-19) in the cycle, which was 70.55% higher than the lowest point of 82.58 points on September 20, 2016. (Note: Period refers to 2013-02-01 to date).

On August 8, the domestic vinegar anhydride factory price rose, and the market transaction price rose. In most areas, the factory price is 6600-7200 yuan / ton, the actual transaction price rises, the actual transaction price is about 6500-7000 yuan / ton, the market price is the reference price, the actual transaction price is subject to actual negotiation.

Recently, the price of raw material acetic acid has risen sharply, the price of raw material methanol has fluctuated, and the cost of acetic anhydride manufacturers has increased, which is good for the price increase of acetic anhydride. Recently, the inspection plan for acetic anhydride plants has increased, and the operating rate of equipment is not high. Although acetic anhydride is still in the off-season at this stage, the demand for acetic anhydride is negative, and the turnover of acetic anhydride is less. However, the sharp rise in raw material prices and the decline in operating rates have provided fundamental support for the recovery of acetic anhydride prices, and the price of acetic anhydride has risen. The price of acetic anhydride in the market is expected to rise.

According to the monitoring of the Ministry of Commerce on August 6, the market price of edible agricultural products in the whole country last week (July 30 to August 5) was 0.2% higher than the previous week, and the growth rate was reduced by 0.7 percentage points; the market price of production materials was 0.3% higher than the previous week. %.

The price of non-ferrous metals fell by 0.6%, among which the prices of lead, copper and nickel fell by 4%, 1.1% and 0.9% respectively, while the prices of tin, aluminum and zinc rose by 1%, 0.7% and 0.2% respectively.

First, the price trend

According to the data of the business community’s big list, this month, some manufacturers of cryolite fine-tuned the ex-factory price. Most manufacturers have stable prices. The average market price at the beginning of the month was 6,528 yuan/ton, and the price at the end of the month was 6,628 yuan/ton, and the price was raised by 1.53%.

Second, the market analysis

Products: In the first ten days, the price of cryolite increased under the support of raw material hydrofluoric acid; in the latter half of the year, the price of hydrofluoric acid showed a downward trend, without the support of raw materials, the downstream demand was weak, the production and sales of cryolite market were not strong, and the price was basically no adjustment. .

Industry chain: upstream hydrofluoric acid: domestic hydrofluoric acid operating rate is about 70%, the company reflects that the current supply of hydrofluoric acid spot supply is sufficient, and the recent market has weakened, some manufacturers’ prices have dropped slightly. Up to now, the mainstream of hydrofluoric acid in the southern region is 10,500-11,000 yuan/ton, and the price of hydrofluoric acid in the northern market is 11,000-11,500 yuan/ton. The domestic market price of hydrofluoric acid is slightly lower, the supply of spot goods is normal, and the recent downstream receiving market is generally low. The purchase of hydrogen fluoride market has weakened slightly, and the price of hydrofluoric acid has declined slightly. Downstream electrolytic aluminum: The price of electrolytic aluminum rose weakly this month. At the beginning of the month, the price remained at 13,990 yuan/ton, and at the end of the month, it was 14,182, and the price was raised by 1.38%.

Third, the market outlook

The analyst of the cryolite industry of the Chemical Industry Chemicals Branch believes that the price of upstream raw material hydrofluoric acid continues to decrease, and the downstream demand for cryolite does not improve. It is expected that the price of cryolite will be lowered next month.