1、 Price trend

According to the data monitoring of business agency: on November 14, the average price of domestic LNG was 7793.33 yuan / ton, up 636 yuan / ton compared with 6856.67 yuan / ton at the beginning of the week, up 9.29% during the week and 104.63% compared with the same period last year.

2、 Analysis of influencing factors

This week, the domestic LNG market first fell and then rose, and then started to rise in an all-round way. The rebound was mainly due to the controllable inventory of the liquid plant, the improvement of shipping atmosphere and the increase of demand after the continuous price reduction sales in the early stage. At the beginning of the week, there was heavy snow in many places in the north, and the traffic was not smooth. The delivery of liquid plants in some areas was blocked. The price decreased by 10.63% on August and September, and the price was as low as about 6700 yuan / ton, which was the bottom of the week; On Wednesday, the logistics gradually returned to normal, and the demand for urban fuel increased. The shipping atmosphere of the liquid plant improved, and the price support mentality was strong. Some regions began to rise tentatively, and the liquid plant with high quotation continued to make a slight correction; Since Thursday, the radius of rising areas has expanded, of which Shaanxi has extended a one-day increase of 780 yuan / ton; On Friday, the rise of liquid price did not decrease, most liquid plants had two price adjustment operations, and the news of a new round of feed gas auction once again boosted the market. At the weekend, the domestic LNG market continued to rise. At present, 7150-7600 yuan / ton in Inner Mongolia, 7470-7820 yuan / ton in Shaanxi, 7450-7800 yuan / ton in Shanxi, 7320-7650 yuan / ton in Ningxia, 7500-7800 yuan / ton in Hebei, 7710-7800 yuan / ton in Henan and 7800-8200 yuan / ton in Shandong. The price of inlet gas is about 7640-8300 yuan / ton, and the prices of domestic gas and imported gas rise.

According to the weekly increase and decrease from August 23 to November 14, 2021, the domestic liquefied natural gas showed mixed gains and losses in the cycle, but more gains and less losses. It decreased by 8.66% in the week of November 1, and then increased by 7.44% in the week of November 8, which basically recovered the decline and continued to rise this week.

region Specifications November 14th November 8th Rise and fall

Inner Mongolia liquified natural gas 7150-7600 6400-6650 + 750/+950

Shaanxi liquified natural gas 7450-7820 6350-7630 + 1100/+190

Shanxi liquified natural gas 7450-7800 6850-7200 + 500/+600

Ningxia liquified natural gas 7320-7500 6730-7650 + 590/-150

Hebei liquified natural gas 7500-7800 7100-7600 + 400/+200

Henan liquified natural gas 7710-7800 7000-7450 + 710/+350

Downstream products were mixed:

Methanol, the methanol market offer price in southern Shandong is around 3100 yuan / ton, the factory provides cash exchange, Linyi receives the local offer price and delivers it to cash exchange around 3000 yuan / ton, and the logistics offer is not available yet. The atmosphere is average, most of them wait and see. The methanol market in Dongying, Shandong Province negotiated to rise to 2860-2950 yuan / ton and sent to spot exchange. The transaction is general and there are different views. The methanol market in central Shandong increased to 2860-2950 yuan / ton through negotiation and sent to cash exchange. The quotation of the local methanol factory in central Shandong stabilized to 3200-3300 yuan / ton, and the factory provided cash exchange. The transaction was poor.

For liquid ammonia, the business society believes that the supply of liquid ammonia is expected to change little in the near future, which is still a loose pattern. Demand may improve, and the operating rate of compound fertilizer is expected to increase in the middle and late days. Urea may improve, which is expected to drive the liquid ammonia Market out of the trough. It is more likely that the price will bottom out, but it remains to be seen whether it can rise strongly.

On November 12, the domestic urea market was slightly stable, the upstream coal price fell slightly recently, and the cost support was weakened. In terms of demand, the peak of agricultural demand has passed, sporadic fertilizer supplement in some areas, industrial demand is just needed, the demand for urea in downstream compound fertilizer and rubber plate plants is good, the operating load rate of melamine enterprises remains at a high level, and most of them follow up with the appropriate amount. In terms of supply, urea enters the centralized maintenance period, and the supply decreases. On the whole, urea cost support is weakened, downstream demand is weakened, and urea supply is insufficient..

3、 Future forecast

The LNG analyst of business agency believes that: at present, the market trading is good, the shipment of liquid plants turns smoothly, and the price support mentality is strong. In addition, the raw gas auction continues to boost the market, and the domestic LNG market rebounds upward. However, after the continuous rise, considering the downstream receiving capacity, the increase is expected to narrow, and there may be a risk of local reduction.

The price of acetic anhydride is strong and stable this week

According to the data monitoring of business society, the price of acetic anhydride stabilized after rising this week, and the acetic anhydride market recovered. As of November 15, the price of acetic anhydride was 12300.00 yuan / ton, up 2.29% from 12025.00 yuan / ton last weekend (November 7). The cost of raw materials rose, and the acetic anhydride market was strong and stable for the time being.

The market of raw material acetic acid rose

According to the monitoring data of business agency, the price of acetic acid rose this week, and the acetic acid market rose strongly. As of November 15, the quotation of acetic acid was 7140 yuan / ton, up 2.88% from 6940 yuan / ton on November 7 last weekend. This week, the price of acetic acid continued the rise of last week, the price of raw materials increased, the cost of acetic anhydride increased, and the driving force of acetic anhydride increased.

Methanol prices stopped falling and stabilized this week

According to the monitoring data of the business community, the methanol market stopped falling and stabilized this week, the methanol price fell slightly, and the domestic methanol market was depressed in the short term. The cost of acetic anhydride stabilized and the downward pressure of acetic anhydride weakened.

Market overview and future forecast

Business agency acetic anhydride data analysts believe that the price of raw acetic acid rose this week, while methanol fell slightly and stabilized. The cost of acetic anhydride increased, the driving force of acetic anhydride increased, the operation of acetic anhydride enterprises was temporarily stable, and the inventory of acetic anhydride was low. In the future, the supply of acetic anhydride is tight, the cost of acetic anhydride is rising, and the driving force for the rise of acetic anhydride is increasing. The price of acetic anhydride is expected to rise.

This week, the domestic MIBK market declined in a narrow range. The reference offer was 20800-21000 yuan / ton. According to the monitoring data of business society, the market offer was 21925 yuan / ton on November 8 and 21000 yuan / ton on November 15, with a market decline of 4.22%. There was little change in the start-up of enterprises during the week. The profit of antioxidant industry was large, and the demand remained stable. Other retail investors in the downstream had poor enthusiasm to enter the market, just needed to purchase, and the offer price was low.

From the raw material side, the domestic acetone market fell significantly this week. According to the monitoring data of business agency, acetone in East China was quoted at 6050 yuan / ton on November 5, 5600 yuan / ton on November 12, and 5500 yuan / ton on November 11, down 7.44% during the week. Up to now, the offer of domestic factories is 5800 yuan / ton, and the offers of major mainstream regions are as follows: East China rebounded about 100 yuan / ton on Friday, 5600 yuan / ton, 6000 yuan / ton in South China, 5550-5650 yuan / ton in Yanshan and Shandong. The short-term supply side has not changed much, the manufacturer’s inventory has increased, and the port is relatively stable. The business society expects the market to focus on the demand side.

The downstream rubber additives market is stable, the accelerator starts at a low level and the demand support is limited. Under the influence of policies, the downstream tire industry starts at a low level and the overall demand is weak.

From the perspective of the business community, with the restart of Li Changrong’s device, the market supply is expected to increase and the demand follow-up is limited. The business community expects the weak consolidation of the short-term market range.

1、 Price trend

According to the monitoring data of business agency, the average ex factory price of domestic chlorinated paraffin 52 was 8000 yuan / ton on November 8 and 7300 yuan / ton on November 12. The price of chlorinated paraffin fell by 8.75% this week.

2、 Market analysis

The price of chlorinated paraffin raw materials continued to fall this week. At present, the cost is bad, the downstream demand is general, and the chlorinated paraffin market is going down. As of November 12, the ex factory quotation of chlorinated paraffin 52 in Anhui was about 6500 yuan / ton, that in South China was about 5800-7000 yuan / ton, that in Shandong was 5500-6500 yuan / ton, and that in East China was 6500-7000 yuan / ton.

In terms of raw liquid wax, the price of liquid wax fell this week and the market stabilized near the weekend. At present, liquid wax lacks favorable support and is shipped at a stable price in the market. Due to the decline of oil price, the liquid wax market is mainly weak and stable in the later stage. In terms of raw liquid chlorine, the price of liquid chlorine showed a downward trend this week. The downstream continues to exert pressure, and liquid chlorine enterprises continue to reduce prices to ensure normal shipment. The price of liquid chlorine is expected to be stable in the short term.

3、 Future forecast

Chlorinated paraffins analysts at business news agency believe that chlorinated paraffins fell significantly due to the decline in raw material prices this week. At present, the cost is bad, the trading is unstable and the market is weak. The raw material market is expected to stabilize next week. It is expected that the chlorinated paraffin market will be dominated by weak consolidation and operation in the short term. It is suggested to pay attention to the change of raw material price.

According to the price monitoring of business society, the domestic PTA market continued to fall slightly this week (November 1-5). The average price in the spot market was 4919 yuan / ton, down 4.00% from the beginning of the week and up 52.19% year-on-year. Negative factors such as weak crude oil and contradiction between supply and demand have led to the PTA Market falling for four consecutive weeks.

In terms of supply and demand, Sichuan energy investment 1 million tons and Hengli Petrochemical 2.2 million tons of units have been overhauled successively, and the industrial starting load is around 82. However, the PTA market is still in oversupply. Although the number of futures warehouse receipts continues to rise, dispersing the pressure of some spot surplus, there are still secondhand goods selling and currently in the state of accumulating inventory.

Crude oil fell significantly this week after falling sharply due to the tightening of monetary policy by the Federal Reserve and the reduction of bond purchase scale. Although the results of the organization of Petroleum Exporting Countries (OPEC) meeting were implemented, the increase in production remained unchanged, which was in line with market expectations. However, it is reported that Saudi Arabia’s oil production will soon exceed 10 million barrels / day, the supply is tight, the expectation is cooling, and the oil price is under pressure. As of November 4, the settlement price of the main contract of WTI crude oil futures in the United States was US $78.81/barrel, and the settlement price of the main contract of Brent crude oil futures was US $80.54/barrel.

The downstream polyester production and marketing is generally flat, the industry operating rate is about 80%, and the factory has limited enthusiasm for PTA spot procurement. As the market price of raw materials continues to decline, the terminal weaving factories are more cautious and wait-and-see, there are few new orders, and maintain the early order production. The comprehensive startup rate of Jiangsu and Zhejiang looms is around 65%, the polyester market is gradually weakening, and the price of each product is down by 2-5% this week.

Business analysts believe that the overhaul of some PTA devices and planned overhaul may delay the speed of PTA inventory accumulation. Crude oil demand is improving, there is no basis for continuous decline, the oil market is cautiously bullish, and the cost side is still supported. However, the current downstream polyester production and marketing is not prosperous and the overall operating load is not high, so it is difficult to improve significantly in the short term. Demand is poor, and PTA prices are expected to remain volatile and decline in the short term.

Recent price trend of hydrochloric acid

As can be seen from the above figure, the price of domestic hydrochloric acid fell sharply this week. The quotation fell from 396.00 yuan / ton last weekend to 310.00 yuan / ton this weekend, a decrease of 21.72%, a year-on-year decrease of 0.8% compared with the same period last year. Overall, the domestic hydrochloric acid market fell sharply this week.

The upstream support is weakened and the downstream procurement is general

From the manufacturer’s quotation, the manufacturer’s quotation in the domestic hydrochloric acid market fell this week. Dezhou Shihua hydrochloric acid quoted 300 yuan / ton this weekend, which fell 200 yuan / ton compared with last weekend; The price of synthetic hydrochloric acid from Wen Shui is 230 yuan / ton this weekend, which is 140 yuan / ton lower than that last weekend; Dezhou Maihua hydrochloric acid quoted 230 yuan / ton this weekend, down 30 yuan / ton compared with last weekend; Liaocheng Huatong hydrochloric acid quoted 240 yuan / ton this weekend, down 40 yuan / ton compared with last weekend; Xiangcheng San’an hydrochloric acid is quoted at 550 yuan / ton this weekend. Compared with last weekend, the quotation is as follows.

From the perspective of the upstream and downstream industrial chain of hydrochloric acid, the upstream liquid chlorine market fell slightly, weakening the support for hydrochloric acid, while the high market prices of downstream silica and ammonium chloride consolidated, which had a positive impact on hydrochloric acid.

Future forecast

The upstream liquid chlorine market has fallen recently, the cost support is general, the downstream white carbon black and ammonium chloride market are consolidated at a high level, and the downstream purchase intention is good. Business analysts believe that hydrochloric acid has mainly suffered a slight shock and decline recently.

1、 Price trend

According to the bulk list data of business society, the average price of domestic liquid caprolactam was 16175 yuan / ton on November 1 and 15950 yuan / ton on November 7. The price of caprolactam fell 1.39% this week.

2、 Market analysis

The price of caprolactam decreased this week due to the increase of caprolactam supply and the decline of raw materials. As of November 7, the price of Sinopec caprolactam liquid was 16000 yuan / ton. The price of Baling Hengyi caprolactam liquid is 16000 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 Liquid caprolactam liquid has no quotation, and the manufacturer’s production capacity is 300000 tons. The actual transaction can be negotiated. Nanjing fubangte Dongfang caprolactam liquid price is 16300 yuan / ton, which is accepted and withdrawn within 6 months, and the manufacturer’s unit capacity is 400000 tons / year.

The raw material pure benzene fell after rising this week. Driven by the continued rise of crude oil, pure benzene rebounded slightly at the beginning of the week. With the weakening of styrene and the wide decline of crude oil, bulk commodities generally weakened and the price of pure benzene fell. During the week, the market negotiation was light, the shipments of local refining enterprises were general, and the price fluctuated in a narrow range. This week, the price of Sinopec pure benzene remained stable at 8300-8400 yuan / ton.

3、 Future forecast

According to the caprolactam analysts of business society, at present, the caprolactam units of some enterprises in the north have been restarted and the supply has increased. The cost is weak, the demand is poor, and some enterprises plan to restart. The supply will continue to increase next week. The price of caprolactam is expected to be under pressure in the short term.

From October 29 to November 5, 2021, the market price of antimony ingots in East China decreased. The price was 80500 yuan / ton last weekend and 79000 yuan / ton this weekend, down 1500 yuan / ton, down 1.86%.

Price changes of European Strategic small metal antimony from October 29 to November 5, 2021 (unit: USD / ton)

The market, October 29, November 5, rose and fell

European small metal antimony, 12950., 12950., 0

The commodity price K-bar chart uses the concept of K-line of price trend to reflect the weekly or monthly price changes in the form of bar chart. Investors can buy, sell and invest according to the changes of K-bar chart. Red means: rising; Green means: falling; The height of K column indicates the range of rise and fall.

As can be seen from the above figure, the antimony ingot Market has been dominated by consolidation since last week and has entered the downward channel since this week. Recently, there are frequent sources of low-cost goods in the market, and there are certain transactions in the market. The low price supply has affected the market mentality. The downstream price reduction mentality is strong. At present, it is still purchasing on demand, and the downstream purchase intention is weak. Under the herd mentality of buying up rather than buying down, some downstream who intend to purchase also began to wait and see. The overall market atmosphere is cold and trading is limited.

The price of the external market is mainly adjusted at a high level this week, and the market supply is still tight. It is expected that the wait-and-see mood in the future market is still strong, and the price of antimony ingot is still at a historical high, which may be appropriately corrected in the future.

DOTP prices fell slightly this week

According to the data monitoring of business society, the DOTP price rose first and then fell this week, and the overall DOTP market fell slightly. As of November 4, the price of DOTP was 12662.50 yuan / ton, down 3.34% from 13100 yuan / ton at the end of last week (October 29); This week, the DOTP price failed to continue the recovery trend at the end of October. The DOTP price fell slightly and the DOTP market fell.

The price of isooctanol fluctuated and fell this week

According to the price monitoring of business society, the price of isooctanol failed to rebound and rise this week, and the price of isooctanol fluctuated and fell slightly. This week, the price of isooctanol fell slightly due to the decline in the price of raw material coal to syngas; Under the national macro-control, coal related products are easy to fall but difficult to rise, the cost of isooctanol is reduced, the price of isooctanol is under great pressure, the price of isooctanol is reduced, the cost of plasticizer DOTP is reduced, and the downward pressure of DOTP is increased.

PTA prices fluctuated and fell this week

According to the price monitoring of the business agency, PTA prices fluctuated and fell this week, and PTA prices fell. At present, the supply and demand pattern of crude oil is good, the cost side of PTA is well supported, the wait-and-see atmosphere of PTA downstream plants is increased, and the purchase enthusiasm is not high, which increases the risk of PTA accumulating inventory. In the short term, PTA price shock is likely to weaken slightly. The price of raw materials fluctuated and fell, and the cost of DOTP decreased, which was bad for the DOTP market.

PVC market fell sharply this week

According to the price monitoring of the business community, the PVC price fell sharply this week. As of November 4, the average price of PVC was 9470 yuan / ton, down 8.06% from 10300 yuan / ton last weekend; The price of PVC fell sharply this week, the demand for plasticizer remained weak, the purchasing enthusiasm of downstream customers of plasticizer was poor, and the downward pressure on DOTP price was great.

Future expectations

Bai Jiaxin, DOTP data analyst of business agency, believes that the decline of DOTP market this week is limited by the two-way pressure of cost and demand. On the cost side, the prices of isooctanol and PTA fluctuated slightly, and there is a great possibility of future decline, and the cost support of DOTP weakened; On the demand side, the price of PVC continued to decline, the turnover of PVC enterprises was poor, the demand for plasticizers weakened, and the downward pressure of DOTP was great. Overall, plasticizer DOTP has great downward pressure in the future, and the price of DOTP is expected to fluctuate slightly.

Trade name: calcium carbide

Latest price (November 3): 5833.33 yuan / ton

On November 3, the factory quotation of calcium carbide in Northwest China fell sharply, down 766.67 yuan / ton or 11.62% compared with the quotation on November 1, up 101.38% compared with the same period last year. The price of raw material orchid charcoal fell sharply. At present, shenmulan charcoal is about 1900-2000 yuan / ton, and the cost support of calcium carbide is weakened. The downstream PVC market has fallen sharply recently, and downstream customers have poor enthusiasm for calcium carbide procurement.

In the future, it is expected that the factory price of calcium carbide in Northwest China may fluctuate slightly: the average price quoted by manufacturers is about 5500 yuan / ton.