According to statistics, the market price trend of domestic ammonium nitrate was temporarily stable in September. By the end of the month, the market price of ammonium nitrate was 3550 yuan / ton, which was the same as that at the beginning of the month, with a year-on-year increase of 23.26%.

In September, the market price trend of domestic ammonium nitrate was temporarily stable, the unit operation of domestic ammonium nitrate manufacturers was stable, the supply of goods in the field was normal 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 was high, and the price trend of ammonium nitrate was temporarily stable. Recently, the shipment market of ammonium nitrate manufacturers is general, and the downstream is purchased on demand. Recently, the trend of nitro compound fertilizer in the downstream is stable. There are still many production stops in the domestic downstream civil explosive industry. The domestic ammonium nitrate manufacturers start work normally, and the price of ammonium nitrate Market is temporarily stable due to the impact of cost support. Up to now, the mainstream negotiation in Shaanxi is 3500-3600 yuan / ton, the mainstream negotiation in Shandong is 2800-3200 yuan / ton, and the price in Hebei is 4400-4500 yuan / ton.

The price trend of domestic concentrated nitric acid rose sharply in September. By the end of the month, the average price of domestic nitric acid was 3460 yuan / ton, up 14.19% from 2600 yuan / ton at the beginning of the month. Shaanxi Xinghua offers 2650 yuan / ton; Anhui Jinhe offers 4000 yuan / ton; The quotation of synthetic chemical industry in Wenshui County is 3180 yuan / ton. Recently, the operation of domestic nitric acid plants is stable, the supply of concentrated nitric acid market is normal, and the delivery of goods in the field is general. In September, the price trend of nitric acid market rises sharply, and the price of raw nitric acid rises, which forms a certain positive support for the ammonium nitrate Market, and the market price of ammonium nitrate remains high.

The price trend of domestic liquid ammonia market rose sharply in the upstream in September. As of the end of the month, the price of liquid ammonia was 4850 yuan / ton, up 24.36% from 3900 yuan / ton at the beginning of the month. The price of liquid ammonia has risen sharply. The price of liquid ammonia in Shandong has reached the range of 4700-4800 yuan / ton, mainly due to the reduction of supply caused by enterprise maintenance, the boost of high cost, and the expectation of peak season demand for agrochemical fertilizer. On the supply side, the market supply remains tight. The units in northwest, Hubei, Hebei, Shandong and other main producing areas were shut down for maintenance or started with load reduction, the market supply continued to decline, the domestic urea output decreased significantly, and the price began to rise continuously. Some ammonia enterprises switched to urea, which exacerbated the contradiction of shortage of liquid ammonia supply, The price of liquid ammonia also rose moderately, and the price of upstream liquid ammonia fell sharply, which had a certain negative impact on the ammonium nitrate Market, and the price trend of ammonium nitrate Market was temporarily stable.

Recently, the demand of the downstream civil explosive industry is general, and the market demand for ammonium nitrate is normal, but the raw material market price remains high, which has a certain positive support for the ammonium nitrate Market. Recently, the spot supply in the ammonium nitrate Market has decreased, which forms a certain support for the price. The ammonium nitrate analysts of the business society believe that the market price of ammonium nitrate may remain high in the later stage.

According to the bulk commodity list data of business society, the market price of formaldehyde in Shandong rose in September. At the beginning of the month, the average price of formaldehyde in Shandong was 1370.00 yuan / ton, and at the end of the month, the average price of formaldehyde in Shandong was 1676.67 yuan / ton, an increase of 22.38%. The current price increased by 20.62% month on month, and the current price increased by 64.92% year-on-year.

formaldehyde

In September, the market price of formaldehyde in Shandong rose. As can be seen from the above figure, formaldehyde rose for three consecutive weeks, with a maximum increase of more than 9% in a single week. As of September 28, the mainstream market price in Shandong is 1650-1700 yuan / ton. Linyi Jinyuan Chemical Co., Ltd. has two formaldehyde production lines that stopped production on June 25, with an annual production capacity of 80000 tons and a formaldehyde content of 37%. Recently, the operation of formaldehyde enterprises has not improved significantly and continues to be at a low level. The transaction situation of formaldehyde market is OK, and the formaldehyde market shows an upward trend.

Summary of formaldehyde market prices in various regions as of September 28:

Region, price

East China 1650 yuan / ton

North China 1530-1540 yuan / ton

Central China 1620 yuan / ton

Northwest China 1600 yuan / ton

Upstream methanol: methanol supply in Northwest China and other places has shrunk, the price of power coal continues to reach a new high, the support of methanol production cost is obvious, the price of methanol futures has risen sharply, and the domestic methanol spot market has continued to rise. Under the influence of the policy, the supply of methanol in the mainland is limited, and the downstream goods preparation is more active before the national day. The downstream strong goods preparation operation synchronously supported the sharp rise of the market, and mainland traders did not dare to be bearish under the logic of cost promotion. Methanol market rose, giving formaldehyde cost support.

In September, the operation rate of the downstream plate plant was average under the power restriction policy and maintained just in need of procurement. Recently, affected by the preparation of goods before the downstream Festival, the market purchasing atmosphere was OK. Formaldehyde manufacturers actively shipped and the market inventory was digested stably. The formaldehyde market was mainly driven by the rise of methanol and rose with the rise of methanol market.

Recently, the methanol market has continued to rise sharply and the cost support is strong. Therefore, the formaldehyde analyst of the chemical branch of the business society expects that the recent rise in the price of formaldehyde in Shandong is mainly due to shock.

With the arrival of September, there are many favorable factors for dimethyl ether in the month, and the price has soared. At present, the price has risen to the highest point in three years. The market in Henan, the main production area, is only one step away from the 5000 yuan / ton mark. According to the monitoring data of business agency, the average price of dimethyl ether in Henan market was 3562.50 yuan / ton on September 1 and 4857.50 yuan / ton on September 26. The increase rate in September was 36.35%, an increase of 93.01% compared with the same period last year.

As of September 26, the domestic market prices of dimethyl ether in various regions are as follows:

region Specifications date offer

Shandong region Mass fraction of dimethyl ether: ≥ 99.0% September 26th 5100 yuan / ton

Hebei region Mass fraction of dimethyl ether: ≥ 99.0% September 26th 5120 yuan / ton

Henan region Mass fraction of dimethyl ether: ≥ 99.0% September 26th 4870-4900 yuan / ton

It is obvious from the annual comparison chart that the overall trend of dimethyl ether has been strong since this year, and the current price has exceeded the new high in recent three years. In September this year (2021), the domestic dimethyl ether market rose rapidly. Taking Henan xinlianxin as an example, the ex factory quotation of Henan xinlianxin dimethyl ether was 3560 yuan / ton on September 1 and 4870 yuan / ton on September 27. The cumulative increase in the month was 1310 yuan / ton. The rise was strong, and the price was close to the 5000 yuan / ton mark.

The dimethyl ether market rose sharply this time, mainly from the raw material methanol market. Affected by the dual control policy, the supply in the mainland is limited, the inventory of enterprises is reduced, the price of thermal coal has hit a record high again, and the methanol cost support is obvious. In addition, the methanol supply in Northwest China and other places has shrunk, the methanol production cost support is obvious, and the futures and spot have risen hand in hand. Under the influence of the policy, the supply of goods in the mainland is limited, and the downstream goods preparation is more active before the national day. The downstream strong goods preparation operation synchronously supported the sharp rise of the market, and mainland traders did not dare to be bearish under the logic of cost promotion. Under the high coal price, methanol cost support is still obvious.

On the other hand, the civil market of liquefied gas also ushered in a sharp rise in September. The price of the civil market of liquefied gas rose again and again under multiple favorable factors such as the arrival of the traditional peak sales season, the strong rise of international crude oil and the low market supply. With the positive support of the upward movement of raw methanol and civil gas, the dimethyl ether market rose with the adjustment, and the mentality of buying up but not buying down in the downstream, the market entry was more positive. However, in terms of demand, although the traditional peak demand season in September has come, the current terminal demand improvement is limited, which restrained some of the increase.

In the methanol market, as of September 26, the negotiated price in the methanol market in southern Shandong reached 3450 yuan / ton, the nearby factory offered cash exchange, Linyi received the local goods to negotiate the price to 3350-3400 yuan / ton and sent it to cash exchange, and the logistics offer is not available yet. The trading situation remains to be observed. The negotiated price of methanol market in central Shandong is stable at 3400-3420 yuan / ton and delivered to spot exchange. The price of local methanol factory in central Shandong is stable at 3500 yuan / ton, and the factory provides spot exchange. The transaction is OK. The transaction of methanol market in Dongying, Shandong Province is up to 3370-3380 yuan / ton and sent to cash exchange. The transaction is limited for the time being. The methanol market in Henan Province was adjusted in a narrow range, and the on-site trading was acceptable. The bidding transaction of main enterprises in Henan is accepted at the factory of 3330-3335 yuan / ton, which is equivalent to the cash withdrawal exchange rate of 3300-3305 yuan / ton; Luoyang market offer refers to 3270-3300 yuan / ton of cash out of the tank.

After the Mid Autumn Festival, the cost of methanol and liquefied gas civil market continued to rise, which significantly supported the dimethyl ether Market. The manufacturer’s mentality was relatively strong, and the rise of dimethyl ether continued. However, at present, the terminal demand is generally improved, the downstream has limited ability to accept high prices, has a cautious attitude, and its enthusiasm for entering the market is weaker than that in the early stage. There is also the upcoming National Day holiday, and some manufacturers have warehouse discharge demand before the festival. Generally speaking, the dimethyl ether market will be consolidated in the short term or at a high level, and we still need to pay attention to the change of raw material methanol.

Recent price trend of isooctanol

As can be seen from the above figure, the ex factory price of isooctanol in Shandong fell this week. This week, the average ex factory quotation price of isooctanol mainstream in Shandong fell from 16333.33 yuan / ton at the beginning of the week to 15366.67 yuan / ton at the end of the week, a decrease of 5.92%, a year-on-year increase of 107.19% compared with the same period last year. Overall, the isooctanol market fell this week, and the isooctanol commodity index was 112.99 on September 24.

The downstream demand is weakened and the supply of isooctanol is tight

From the manufacturer’s quotation, the ex factory quotation of mainstream isooctanol manufacturers in Shandong fell this week: Jianlan chemical stopped isooctanol unit for maintenance this week; The quotation of isooctanol of lihuayi this weekend is 15200 yuan / ton, which is 1000 yuan / ton lower than that at the beginning of the week; Hualu Hengsheng offered 15500 yuan / ton of isooctanol this weekend, down 900 yuan / ton compared with the beginning of the week.

From the upstream and downstream industrial chain, the propylene market in the upstream raw material market of isooctanol fell slightly this week. The quotation fell from 8071.33 yuan / ton at the beginning of the week to 8059.00 yuan / ton at the end of the week, down 0.15%, up 7.95% year-on-year compared with the same period last year. The market price of upstream raw materials fell slightly, which had a negative impact on the price of isooctanol due to the impact of supply and demand.

In the downstream market of isooctanol, the ex factory price of DOP fell slightly this week. DOP quotation decreased from 13950.00 yuan / ton at the beginning of the week to 13700.00 yuan / ton at the end of the week, a decrease of 1.79%, an increase of 88.53% over the same period last year. Downstream DOP prices fell slightly, and downstream customers’ enthusiasm for isooctanol procurement weakened.

Weak demand and bearish outlook

In late September, the market trend of Shandong isooctanol may fluctuate slightly. On the whole, in the recent overhaul of some isooctanol units, the overall operating rate of the isooctanol industry decreased slightly, but the upstream support is limited, the downstream market is general, and the demand is weakened. Therefore, the isooctanol analysts of business society believe that the domestic isooctanol market may fluctuate slightly in late September.

1、 Price trend

According to the bulk list data of business society, the average price of domestic liquid caprolactam was 15500 yuan / ton on September 14 and 16000 yuan / ton on September 24. The price of caprolactam increased by 3.23%.

2、 Market analysis

Due to the good cost and demand of raw materials in the early stage and tight supply, the price of caprolactam continues to rise. Costs fell this week and the market began to stabilize. As of September 24, the price of Sinopec caprolactam liquid was 16000 yuan / ton. The price of Baling Hengyi caprolactam liquid is 14900 yuan / ton, 450000 tons / year. The unit is started normally and delivered after acceptance. The price of caprolactam liquid of Baling Petrochemical is 16000 yuan / ton, 300000 tons / year. The unit is started normally and delivered after acceptance. Shandong Luxi Chemical caprolactam liquid price is 16000 yuan / ton, and the manufacturer’s production capacity is 300000 tons. The actual transaction can be negotiated.

Last week, affected by the epidemic and typhoon, the arrival of pure benzene in Hong Kong was delayed, the port inventory decreased sharply, the spot supply in East China was tight, which stimulated the active purchase in the downstream, and the market speculation was strong. In the later stage, the downstream operating rate decreased significantly. In addition, in the early stage, the reserve of downstream pure benzene was relatively sufficient, and the downstream resistance to high priced pure benzene increased and the follow-up weakened. The market buying enthusiasm fell, and the pure benzene market fell.

3、 Future forecast

The caprolactam analyst of business society believes that at present, the downstream enterprises lack follow-up to caprolactam due to dual control, and the confidence in the field is poor. Raw material pure benzene fell again, and the supply of caprolactam was tight. It is expected that the caprolactam market trend will be stable in the short term.

Trade name: acetic acid

Latest price (September 22): 8050.00 yuan / ton

Key points of analysis: according to the monitoring of bulk data of business society, the acetic acid market continued to rise. On September 22, the price of acetic acid was 8050 yuan / ton, an increase of 1000 yuan / ton compared with the previous working day, with a single day increase of 11.03%. After the Mid Autumn Festival, there was no improvement in the start-up of domestic acetic acid plants. The acetic acid plants of manufacturers in North China and Northwest China were shut down for maintenance, the production of limited films in Shandong and Jiangsu was reduced, and the acetic acid plants of many factories in the field were shut down for maintenance or limited production. The enterprise inventory was tight, the supply of goods in the market continued to be tight, and the traders had a strong attitude, which promoted the market atmosphere, The quotation of acetic acid enterprises continued to rise.

Future forecast: the supply of acetic acid in the domestic market is tight, the price continues to be high, the downstream purchase is rational, and it is difficult to make up for the supply gap in the field in a short time. It is expected that the future market will be strong, and specific attention will be paid to the downstream transaction.

1、 Price dynamics:

The quotation of Shijiazhuang Refining & Chemical Co., Ltd. is 5450 yuan / ton, and that of Qilu Petrochemical Co., Ltd. is 5450 yuan / ton,

Yangba offers 5700 yuan / ton,

Guangzhou Petrochemical offers 5500 yuan / ton,

Changling refinery offers 5800 yuan / ton,

Shandong Jingbo Petrochemical offers 5850 yuan / ton.

2、 Fluctuation trend:

3、 Analysis and comments:

In terms of crude oil, the United States lifted travel restrictions on tourists from 33 countries; Oil and gas production in the Gulf of Mexico has not fully recovered; The market is worried about the tight supply caused by the continued decline of U.S. crude oil inventories.

During the festival, the atmosphere of toluene market was light. The market lacks favorable guidance, and the toluene market continues to be weak after the festival.

Domestic cobalt prices stopped falling and rebounded

According to the data monitoring of business agency, the domestic cobalt price stopped falling and rebounded on September 17, and the domestic cobalt market recovered. On September 17, the cobalt price was 374800.00 yuan / ton, an increase of 1000 yuan / ton or 0.27% compared with the cobalt price of 373800.00 yuan / ton on September 16 of the previous trading day; Compared with the cobalt price of 379666.67 yuan / ton on September 13, it decreased by 1.28%. Domestic cobalt prices stopped falling and picked up over the weekend.

On September 17, the international cobalt price rose sharply

Category specification minimum price Rise and fall Highest price Rise and fall Company

Standard grade cobalt twenty-four point four five zero point two twenty-five zero point two five USD / lb

Alloy grade cobalt twenty-four point four five zero point two twenty-five zero point two five USD / lb

It can be seen from the data released by LME market that the closing price of LME cobalt rose sharply on September 17, and the international cobalt market recovered, which was good for the domestic cobalt market. As can be seen from the trend of MB cobalt price, the price of MB cobalt rose on September 17, and the international cobalt market rose, which was good for the domestic cobalt market. Overall, the rise of the international cobalt Market stimulated the recovery of the domestic cobalt market.

Market Overview

Bai Jiaxin, a data analyst of business agency, believes that the international cobalt price rose on September 17, and the international cobalt market recovered, stimulating the recovery of the domestic cobalt market. This week, the cobalt salt price stopped falling and picked up, the cobalt salt market warmed up this week, the downward pressure on the domestic cobalt Market weakened, and the overall market recovered. The sharp rise of international cobalt price on September 17 stimulated the re rise of domestic cobalt price.

1、 Price trend

According to the bulk list data of business society, the domestic glycine market operated smoothly this week, and the average price of industrial glycine was stable at 25000 yuan / ton without rise or fall.

2、 Analysis and review

According to the price chart of the business club, the domestic glycine market has stabilized at a high level, and the price of industrial glycine is 25000 yuan / ton. It is understood that the enterprise mainly comes to customers, and the supply of goods is tight. The downstream demand is mainly rigid demand, and the demand situation is acceptable. With the support of demand, the price of glycine is strong and the industry profit is considerable.

Demand: the price of glyphosate in the downstream has increased significantly, and the price of glyphosate technical drug continues to break through a new high. It is understood that glyphosate enterprises have stopped production due to the impact of hurricanes abroad, the foreign supply gap has increased, most domestic glyphosate enterprises have stopped reporting, and the price of glyphosate has risen to 55000 yuan / ton.

3、 Future forecast

Glycine analysts of business society believe that the downstream glyphosate price rises again. As the main raw material for glyphosate production, if glyphosate maintains the rise, it is expected that the glycine price will rise further in the short term.

According to the data monitored by the business society, as of September 15, the average price of domestic power type high-class lithium iron phosphate was 60000.00 yuan / ton, rising in the upstream, rising in the market price of lithium iron phosphate, high focus of negotiation, normal inventory, just in need of procurement in the downstream, and cautious transaction atmosphere.

The lithium iron phosphate Market is dominant in a narrow range, the upstream cost support is strong, all the way up, the rise is not reduced, the focus of negotiation is high, lithium iron phosphate keeps pace, the narrow range up, and the transaction atmosphere is strong. At present, the mainstream quotation range of lithium iron phosphate power type is RMB 60000-62000 / ton, and the quotation range of energy storage lithium iron phosphate is RMB 55000-60000 / ton. The market price of lithium iron phosphate runs up, Strong trend in the short term.

The upstream lithium carbonate rose rapidly, and the rising range continued to increase. For several consecutive weeks, the prices of lithium carbonate enterprises increased significantly. The lithium carbonate commodity index: on September 14, the lithium carbonate commodity index was 359.24, up 5.1 points from yesterday, down 11.32% from the highest point 405.10 in the cycle (2018-01-07), and up 264.56% from the lowest point 98.54 on October 16, 2014. (Note: the period refers to the period from September 1, 2011 to now).

Analysts of lithium iron phosphate in business society believe that lithium iron phosphate is expected to rise steadily in the short term. (to get more information about goods and to grasp the price of commodities, welcome to subscribe to the business community through the official account of the business community, the market is the opportunity).