1、 Price trend

According to business agency monitoring data, the price of soda rose in June. The average market price at the beginning of the month was 1583.33 yuan / ton, and the average market price at the end of the month was 1683.33 yuan / ton, and the price rose 6.32%. On June 29, the soda commodity index was 111.73, up 3.77 points from yesterday, down 8.18% from 121.68 (2020-10-21) of the cycle’s highest point, and 26.58% higher than the lowest point of 88.27 on December 22, 2020（ Note: the cycle refers to September 1, 2020 to present)

2、 Market analysis

According to the business agency, the price of baking soda rose in June, and the downstream market was still available. At present, the price of baking soda in Henan Province is about 1650-1750 yuan, and the downstream demand is acceptable. The price of baking soda in Hebei Province is about 1700-1800 yuan / ton, and the downstream demand is acceptable.

Raw materials: according to the monitoring data of business society, the soda in North China is operating in a narrow range, and the current mainstream market price of light soda is about 1850-1950 yuan / ton. Downstream glass mainly purchases soda on demand, and generally speaking, the short-term price consolidation operation of soda is mainly. The main market price of light soda ash is 1700-1850 yuan / ton. Downstream glass mainly purchases soda on demand. Generally speaking, the short-term price consolidation operation of soda ash is the main.

Demand: downstream medicine, textile, food for baking soda on demand mainly, baking soda prices in the near future prices consolidation operation. Analysts of business society think: domestic soda is relatively strong finishing, and the downstream glass price is strong. But the overall demand performance in the near future is still acceptable, and it is expected that the soda ash will fluctuate in a narrow range. Downstream medicine, textile and food mainly purchase baking soda on demand, and take a cautious and wait-and-see attitude towards rising baking soda. In a comprehensive view, the price of baking soda is short-term or still maintain a narrow consolidation trend, and the specific market demand in the downstream is seen.

1、 Price trend

According to the data of business club’s block list, the price of pure benzene continued to rise this week. On June 20, the price of pure benzene was 7603-7800 yuan / ton (average price 7750 yuan / ton), and on Sunday (June 27), the price of pure benzene was 8050-8150 yuan / ton (average price 8120 yuan / ton), with an average price increase of 370 yuan / ton or 4.77% compared with last week; Compared with the same period last year, it increased by 130.68%.

2、 Analysis and comment

Crude oil and the external market continued to rise, with good support from external news. At home, there are large aromatics plants in China with unplanned production reduction and supply reduction. In addition, the inventory of local refineries in Shandong Province is low, and the spot supply is tight on the spot. Therefore, the market is bullish. This week, Sinopec’s listed price of pure benzene increased by 400 yuan / ton to 8150 yuan / ton.

In terms of external market, the reference price of pure benzene in South Korea market on Friday (June 25) was US $1021 / T, up US $86 / T or 9.2% on June 18; The import reference price of East China was US $1040 / T, up 80 US dollars / T or 8.33% from June 18.

In terms of crude oil, the market is optimistic about the recovery of crude oil demand, US crude oil inventories continue to decline, and international oil prices continue to rise. Compared with June 18, Brent rose $2.71/barrel, or 3.69%; WTI rose $2.41 per barrel, or 3.36%.

Downstream: styrene: this week, styrene stopped falling and rebounded. On June 25, the price of sample enterprises was 9125 yuan / ton, up 3.69% from last week, and 67.43% from the same period last year. This week, the main styrene port in East China had an inventory of 65000 tons, up 11000 tons month on month. Domestic factories and Jiangsu Port inventory is still at a low level, short-term spot price of styrene is still able to support.

Aniline: the aniline plants of many enterprises have been running under reduced load or shut down for maintenance, and the continuous reduction of supply has led to the continuous rise of aniline price. On June 25, the price in Shandong was 10000-10500 yuan / ton; The price of aniline in Nanjing is 10000-13000 yuan / ton.

3、 Future forecast

In terms of crude oil, the prospect of crude oil recovery is good, and the oil price still has action power. However, OPEC + may further increase production in August, which will have a certain impact on future oil prices.

Downstream: styrene, the main downstream product: in the early stage, the short-term shutdown unit of styrene was restarted and Gulei Petrochemical was put into operation, the supply picked up, while the demand will continue to be weak in the off-season, and the price fluctuation of styrene is expected to be weak in the later stage.

Internationally, crude oil and external prices are high, with good support for pure benzene. In China, the large aromatics plant is shut down for maintenance, the enterprise inventory is low, and the on-site supply is still in a tight situation in the short term. Downstream: the downstream is in a state of loss, the follow-up of pure benzene is general, limiting the rise of pure benzene. Overall, it is expected that the price of pure benzene will remain high next week, and the price may fall later. Continue to pay attention to the downstream market (mainly styrene inventory, demand changes), domestic and foreign pure benzene plant trends, crude oil, external market trends on the price of pure benzene.

1、 Price trend

Isopropanol prices fell this week, according to commodity data monitoring. The average price of isopropanol in China was 7066.67 yuan / ton last Friday and 6916.67 yuan / ton this Friday. The price fell by 2.12% in the week.

2、 Market analysis

Figure: price trend comparison of acetone and isopropanol from April to June

Isopropanol prices continued to fall this week. Internationally, the closing price of isopropanol in the United States was stable on June 1, while that in Europe was stable. So far, the quotation range of isopropanol in Shandong Province is about 6400-7200 yuan / ton, and that in Jiangsu Province is about 6500-6900 yuan / ton. The quotation range of isopropanol in Zhejiang is 6500-6800 yuan / ton. The raw material acetone fell, the operation rate of East China acetone isopropanol plant increased, the wait-and-see mood in the downstream was obvious, the on-site inquiry was general, the on-site trading of isopropanol was short, and the price decreased.

In terms of raw material acetone, the acetone market continued to decline as of June 24. In terms of factories, some East China plants of Sinopec reduced 150-200 yuan / ton, of which Gaoqiao and Mitsui listed 5000 yuan / ton; However, the market continued to decline, with East China reaching 4800-4850 yuan / ton. At present, the supply of spot resources in the market is sufficient, the buying mood of terminal factories is general, the overall trading atmosphere of the market is low, and there are few real orders in the market. Factory inventory high, import supply has been replenished, market supply is sufficient. The business association predicted that the short-term trading atmosphere would hardly change, the terminal just needed small order replenishment, and the acetone market would maintain the current trend.

In terms of raw material propylene, the propylene market in Shandong Province stopped falling and stabilized temporarily this week. The average price of domestic propylene last Friday was 7927.64 yuan / ton, and this Friday was 7832.18 yuan / ton. The price was reduced by 1.2% within the week. At present, the market transaction is stable, the downstream purchases on demand, the downstream performance is general, and the support for propylene is limited.

3、 Future forecast

Isopropanol analyst of chemical branch of business society thinks: at present, foreign export orders are general. The price of raw material acetone fell while the price of propylene stabilized. Near the 100th anniversary of the establishment of the archives, the market transactions are reduced, the factory inventory is increased, the spot supply is sufficient, and the delivery pressure of the goods holders is greater. The lower reaches are mainly wait-and-see, and the overall trading atmosphere of the market is light. Overall, isopropanol prices are likely to continue to decline in the short term, and follow-up attention should be paid to news changes.

Aluminum fluoride prices fell in a row

Recently, the price of aluminum fluoride has fallen again, and the market of aluminum fluoride is weak. According to the data of business news agency, the domestic price of aluminum fluoride on June 22 was 8433.33 yuan / ton, down 266.67 yuan / ton or 3.07% from 8700.00 yuan / ton on June 1 at the beginning of the month, and down 1.17% from 8533.33 yuan / ton on June 14.

Price fluctuation adjustment of electrolytic aluminum

According to the monitoring of the business community, the price of electrolytic aluminum fluctuated and fell from a high level, the consumption of aluminum market was not ideal, the purchase intention of the downstream was not high, the market supply exceeded the demand, the demand of aluminum fluoride was poor, and the rise support was insufficient.

Electrolytic aluminum market falls again

According to the monitoring of business news agency, the price of electrolytic aluminum fell again this week, the market of electrolytic aluminum industry chain fell, the demand of aluminum fluoride declined, and the pressure of aluminum fluoride decline increased. Aluminum fluoride Market weakened in the future.

Market summary and forecast

Aluminum fluoride industry analysts of business news agency believe that: the downstream electrolytic aluminum market is falling, the aluminum fluoride market is weakening, the pressure of aluminum fluoride price falling is increasing, the aluminum fluoride market is expected to be adjusted in a weak way in the future, and the aluminum fluoride market will fall again.

1、 Trend analysis

According to the nickel price monitoring of the business community, on June 22, the nickel price rose slightly, with the spot price of 131566.67 yuan / ton, up 0.64% from the previous day, 2.68% from the beginning of the year, and 28.05% from the same period last year.

The weaker US dollar boosted nonferrous metals, which rebounded at a low level overnight and ended up 1.69%. With the end of the rainy season in the Philippines, nickel supply may gradually recover. However, due to the high sea freight and the epidemic prevention policy that ships from Southeast Asia need to sail for 28 days in the near future, the price of nickel still remains high. At present, the supply is still in short supply, which has a certain support for nickel price. The inventory of downstream 300 series stainless steel continues to be depleted, the apparent demand is not bad, and the spot is still in short supply. It is expected to maintain high production scheduling in June. However, stainless steel has gradually entered the off-season, the demand is expected to fall, and the fundamentals are weakened. It is expected that the short-term nickel price will have limited room for further rise.

After the Dragon Boat Festival, the production of caprolactam was reduced, the demand for chemical fiber was reduced, the supply of cyclohexanone was abundant, and the price center was gradually declining. According to the monitoring data of business news agency, as of June 21, the average price of domestic cyclohexanone market was 10260 yuan / ton, with a month on month decrease of 7.40% and a year-on-year increase of 57.85%.

As of June 21, domestic cyclohexanone market summary:

Region, price

East China 10200-10300 yuan / ton in cash

South China 10500 yuan / ton cash delivery nearby, detailed discussion on the actual bill

Shandong Province 10000-10100 yuan / ton in cash

In terms of raw materials, Sinopec reduced the price of pure benzene by 150 yuan / ton, and implemented 7750 yuan / ton, which was implemented by all its refineries. The price is effective from June 11. Downstream, Sinopec’s high-end caprolactam price this week was stable at 14100 yuan / ton (liquid high-grade products were accepted in June).

The market of cyclohexanone is weak, the market supply has increased, and the manufacturers ship with them. As the downstream caprolactam plant shutdown maintenance is more concentrated, the demand for cyclohexanone is reduced, the supply of cyclohexanone is abundant, and the atmosphere in the site is empty. Cyclohexanone analysts of business community expect that the domestic market of cyclohexanone will continue to decline in the short term.

1、 Price trend

According to the data of the bulk list of business agencies, the domestic glycine price continued to rise this week, with the price at the beginning of the week being 21000 yuan / ton, and the weekend price of 21666 yuan / ton, or 3.17%.

2、 Analysis and comment

According to the price chart of the business agency, the glycine price continued to rise this week, with the trading atmosphere on the site still acceptable. The glycine price rose to a high level, and the mainstream quotation of industrial glycine reached a high of 22000 yuan / ton, a record in the year. The enterprise completes the old customer order mainly, the new order is limited.

Demand: the downstream glyphosate market maintains high consolidation, and the mainstream price of glyphosate raw drugs approaches 50000 / T. it is reported that foreign demand is in good condition. The list of glyphosate raw drug manufacturers is scheduled to October, and the demand continues to improve, supporting the rise of glycine prices.

3、 Future forecast

Glycine analysts of the chemical branch of business society believe that: the current glycine price is at a high level, and there are signs of weakness in the continued increase. It is expected that the high glycine market will be sorted and operated in the near future.

Recent price trend of isooctanol

As can be seen from the figure above, the ex factory price of isooctanol in Shandong Province rose sharply this week. This week, the average ex factory quotation price of isooctanol in Shandong increased from 14933.33 yuan / ton at the beginning of the week to 15933.33 yuan / ton at the end of the week, up 6.70%, 127.62% year-on-year compared with the same period last year. Overall, the market of ISO octanol rose sharply this week, with the commodity index of ISO octanol at 117.16 on June 11.

Maintenance is later than expected, supply is still insufficient

In terms of manufacturers’ quotations, the factory quotations of mainstream ISO octanol manufacturers in Shandong rose this week: Jianlan chemical’s quotation of ISO octanol this weekend was 15800 yuan / ton, up 1200 yuan / ton compared with that at the beginning of the week; Lihuayi offered 15800 yuan / ton of ISO octanol this weekend, up 1100 yuan / ton compared with the beginning of the week; Hualu Hengsheng quoted 16200 yuan / ton of ISO octanol this weekend, up 700 yuan / ton from the beginning of the week. The maintenance of ISO octanol plant is later than expected, the overall operation rate of ISO octanol industry is insufficient, and the spot supply of ISO octanol is in short supply.

From the perspective of the upstream and downstream industrial chain, the propylene market in the upstream raw material market of ISO octanol fell slightly this week. The quoted price dropped from 8061.27 yuan / ton at the beginning of the week to 7918.55 yuan / ton at the end of the week, with a decrease of 1.77%, and a year-on-year increase of 19.58%. The upstream raw material market prices fell slightly, affected by the supply and demand side, which had a negative impact on the price of isooctanol.

ISO octanol downstream market, DOP factory prices rose sharply this week. DOP quotation increased by 4.68% from 12833.33 yuan / ton at the beginning of the week to 13433.33 yuan / ton at the end of the week, up 88.32% over the same period of last year. The downstream DOP price rose sharply, the downstream customers had a good enthusiasm for octanol procurement, and the demand for isooctanol was strong.

Short supply and bullish outlook

In the middle of June, the market trend of isooctanol in Shandong may rise slightly. Overall, the recent resumption of production of ISO octanol plant is later than expected, the overall operation rate of ISO octanol industry is insufficient, the spot supply of ISO octanol is in short supply, and the downstream market is good, the demand is strong, and the supply exceeds the demand. Therefore, isooctanol analysts from business news agency believe that the domestic isooctanol market may rise slightly in mid June.

1、 Price trend

Take the rutile titanium dioxide produced by sulfuric acid process with large volume in domestic market as an example. According to the data of business club’s block list, the price of titanium dioxide is stable this week, with an average price of 21566.67 yuan / ton.

2、 Market analysis

This week, the titanium dioxide price market continued to maintain a high, strong operation. At the beginning of this month, chemours, a foreign manufacturer, announced that the price of titanium dioxide would increase by US $200 / T from the third quarter. Since July 1, the price of titanium dioxide has been raised by 225 US dollars per ton. This week, Longbai announced in a letter that the price of titanium dioxide will be increased by 500 yuan / ton from July 1. Tihai technology also sent a letter to increase the price of titanium dioxide by 500 yuan / ton, and some manufacturers will continue to follow in the future. At present, the titanium dioxide market is in the off-season, and the domestic demand is weak. However, the manufacturers have more orders in the early stage, the inventory is tight as a whole, and the price will continue to be strong. Up to now, the domestic price of rutile titanium dioxide including tax is 21000-21600 yuan / ton; The ex factory quotation of anatase titanium dioxide including tax is 18300-20000 yuan / ton; The ex factory quotation of titanium dioxide by chlorination process including tax is 22500-24000 yuan / ton.

In terms of raw materials, the price of Panxi titanium concentrate was mainly stable this week. Due to the impact of environmental protection, the spot supply of Yunnan titanium ore is relatively tight. At present, the quotation of 38 grade titanium ore without tax is 1630-1670 yuan / ton, 46 grade 10 titanium ore without tax is 2400-2450 yuan / ton, 47 grade 20 titanium ore is 2500-2550 yuan / ton. At present, the global supply of titanium raw materials is tight as a whole, and the price of titanium dioxide is expected to rise, but the transaction pressure of small and medium-sized mines is relatively high. In the short term, the price of titanium ore market is relatively rigid, the overall stability operation is the main, and the real single price is a single discussion.

3、 Future forecast

Titanium dioxide analyst of business society thinks: at present, domestic titanium dioxide demand is weakening, and foreign trade demand is fair. Domestic demand has entered the off-season, and downstream procurement is beginning to show weakness. This week, Longbai issued a letter to announce that titanium dioxide rose in July, with stable morale. In the later stage, some manufacturers will continue to follow the rise. In the short term, the manufacturers have more orders in the early stage, the inventory is tight as a whole, the price will continue to run firm, and the actual transaction price will be mainly discussed on a single basis.

According to the data monitored by the business agency, as of June 7, the average price of domestic rubber grade high-grade silica was 4716.67 yuan / ton. The downstream just needs to purchase, the manufacturers are active in shipping, the upstream support is general, the overall operating rate is normal, the negotiation atmosphere is flat, the mainstream price range is 4000-5000 yuan / ton, and the price is mainly stable in the short term.

The domestic rubber grade silica market has a stable overall trend with stable price. The main contract orders are the main ones, and the downstream just needs to purchase. The purchasing atmosphere is flat. The number of new orders is limited. Most of the new orders are mainly discussed. The merchants have a stable mentality and general negotiation atmosphere. The merchants are cautious in taking the goods and slow in shipping. The overall market supply and demand is balanced, the shipping is normal, and the inventory is general.

Chemical industry index: on June 6, the chemical industry index was 1031 points, unchanged from yesterday, down 4.89% from 1084 points (2021-05-13), the highest point in the cycle, and up 72.41% from 598 points, the lowest point on April 8, 2020（ Note: period refers to the period from December 1, 2011 to now

According to the silica analysts of business news agency, in the short term, silica maintains stable operation, the downstream demand power is insufficient, the rising trend information is not obvious, the inventory is normal, the main supply is contract customers, and the number of new orders is limited（ If you want to know more about the industry chain, please pay attention to the official account of the business community, get the information and grasp the price.