According to the sample data monitored by the business agency, the domestic butadiene market price was 6338 yuan / ton on October 9 and 6363 yuan / ton on October 12, with an increase of 0.39% in the three days after the festival, with a month on month increase of 6.17% and a year-on-year decrease of 44.96%. In terms of enterprises, the butadiene supply price of Sinopec’s sales companies remained stable at 6500 yuan / ton; Fushun Petrochemical’s 160000 tons / year butadiene extraction unit was in normal operation, 600 tons of goods were sold through competitive bidding, with the bottom price of 5700 yuan / ton and the transaction price of 5830-5840 yuan / ton. As for the market, as of the end of last week (10.9), the butadiene market in Shandong was slightly stronger, and the dealer’s offer was about 6400-6500 yuan / ton; the butadiene market in East China continued to be deadlocked, and Jiangyin’s offer was about 6500 yuan / ton.

The external supply price of butadiene of Sinopec production enterprises is as follows:

Enterprise price (yuan / ton) device dynamics

Normal operation of 6500 165000 T / a unit in Zhenhai Refining and Chemical Co., Ltd

Normal operation of 65.012 million T / a unit in Shanghai Petrochemical Company

Normal operation of 65.012 million T / a unit in Yangzi Petrochemical Company

Sinopec’s 65.2 million T / a unit is in normal operation and mainly supplied by each other

Maoming Petrochemical’s 650015000t / a unit is in normal operation, mainly for mutual supply and a small amount of export

The 65.03 million T / a unit of Guangzhou Petrochemical Company is in normal operation, mainly supplied by each other and exported in a small amount

The 65.013 million tons / year butadiene extraction unit of Wuhan ethylene is in normal operation and mainly supplied by each other

External market: as of October 9, the external price of butadiene in Asia was stable: FOB Korea closed at 835-845 US dollars / ton, CFR China closed at 835-845 US dollars / ton. The external price of butadiene in Europe rose: FOB Rotterdam closed at 615-625 USD / T, stable; FD northwest Europe closed at 495-505 euro / T, up 10 euro / T.

The external price of butadiene is still expected to go up, and the supply price of domestic manufacturers is still expected to rise, which drives up the offer of traders and makes it difficult to find the source of low-cost goods in the market. Business agency butadiene analysts expect that this week the domestic butadiene market high finishing.

The average price of TDI market in East China on the 30th was 17833.33 yuan / ton, which was flat compared with yesterday and increased by 39.69% compared with last year, according to the data from the bulk list of business associations. On September 29, the TDI commodity index was 94.36, flat with yesterday, down 61.95% from 248.02 (2016-10-19), and 79.53% higher than the lowest point of 52.56 on May 05, 2020. (Note: period refers to 2011-09-01 to now).

The domestic TDI market has been reorganized and operated, and the atmosphere in the market is relatively empty. Most of the downstream pre Festival stock transactions are in the bottom price range, and the high price shipment resistance is relatively high. At present, most of the domestic TDI markets are in the holiday state, and the market trading enthusiasm is weak, and the floor operators mainly wait and see. On the upstream side, the price of toluene decreased slightly, the port inventory decreased slightly, and the market supply was still surplus. However, the demand for blended oil and solvent in the downstream showed signs of improvement. With the long holiday approaching, the market showed a slight wait-and-see caution. It is expected that the toluene Market will remain weak in the future.

Market forecast: the holiday is approaching, and the downstream stock up has been completed. At present, the market support attitude of the suppliers is relatively obvious. It is expected that the domestic TDI market will be sorted out and operated in the future, and the follow-up situation of the downstream will be paid attention to.

1、 Price data:

According to the data monitoring of the bulk list of business associations, the domestic bromine price continued to rise in September. As of September 29, the average price of bromine in Shandong was about 30333 yuan / ton, up 4.6% compared with the beginning of the month, and 1.15% lower than the same period last year.

2、 Cause analysis

Products: affected by the weather and policies, the bromine output in September was lower than expected, and the downstream flame retardant market production entered the peak season. The overall supply of the industry was in short supply. In addition, Shandong began to levy resource tax, and the price of bromine continued to rise. Near the end of the month, downstream users and traders basically completed the preparation before the festival, and they also had some resistance to the high price of bromine The market gradually stabilized. At present, mainstream bromine enterprises offer 30000-31000 yuan / ton.

Industrial chain: in the upstream, the sulfur market was strong and upward in the month, refineries in various regions maintained low inventory operation, sulfur quotation was temporarily stable, and the market price was firm. At present, domestic demand and export of phosphate fertilizer in the downstream were stable. Traders and factories made more replenishment on demand, and the purchasing enthusiasm was not high. The sulfur market in the future was concerned about the follow-up of the downstream, which was about 843 yuan / ton. The sulfuric acid market was affected by the rise of raw materials The impact is that the fluctuation is higher in the month, and the downstream demand for sulfuric acid is positive, and the double advantages support the upward trend of sulfuric acid price, which is about 395 yuan / ton at present; the domestic liquid alkali price is stable and weak, and the overall downstream performance is general, most manufacturers still purchase on demand, and it happens to be Shuangjie manufacturers who are mainly stable in shipping, and some manufacturers’ prices remain unchanged, showing a wait-and-see state. The market of main downstream flame retardants of bromine gradually recovered, and the price support of bromine on the demand side was fair; the industry of pharmaceutical and pesticide intermediates started in general, and the support of demand side for bromine price was flat.

3、 Future forecast

Analysts of the bromine industry of the business society believe that at present, bromine enterprises generally have low inventory and obvious intention to raise prices when the inventory is not under pressure, but the downstream market has completed the preparation before the festival, and the market trading atmosphere is declining, and it is expected to maintain stable operation in a short period of time.

1、 Price trend

According to the monitoring data of the business agency, the average ex factory price of ammonium sulfate in China on September 21 was 536 yuan / ton, and that on September 27 was 533 yuan / ton. The price fell by 0.62% this week.

2、 Market analysis

The price of domestic ammonium sulfate fell slightly this week. The main ex factory quotation of ammonium sulfate in Central China is about 550-650 yuan / ton, that of Henan Province is 520-580 yuan / ton, that of Hebei Province is 460-530 yuan / ton, that of Shandong Province is 530-580 yuan / ton, that of East China is 550-650 yuan / ton, that of North China is 500-650 yuan / ton The main ex factory quotation of ammonium sulfate is 520-630 yuan / T.

This week, the downstream compound fertilizer market was weak and stable. The raw material market of compound fertilizer fluctuated slightly, the price of compound fertilizer was adjusted slightly, and the price of some enterprises was lowered. Now the market trend is not clear, compound fertilizer market big stable small move.

3、 Future forecast

Business Club ammonium sulfate analysts believe that the current coking grade ammonium sulfate Market domestic market is flat, near the National Day holiday, some enterprises prices down. The export order of ammonium sulfate is stable and the price is firm. It is expected that the coking grade ammonium sulfate will decrease steadily in the short term, and the internal grade ammonium sulfate will run smoothly.

The upstream fluorite and hydrofluoric acid market remained stable, and the overall market price remained stable. The overall market price of aluminum fluoride remained stable. According to business agency data, the domestic price of aluminum fluoride on September 25 was 8833 yuan / ton, which was flat compared with the beginning of the week.

The price trend of domestic fluorite market is stable for the time being. Recently, some manufacturers have reported that their goods are not in good condition, and the downstream demand is not improved, and the fluorite price changes little. Domestic fluorite manufacturers have been operating stably, the on-site mines and flotation devices have been started normally, and the price trend of fluorite market is temporarily stable.

The prices of raw materials such as fluorite and hydrofluoric acid in the upstream remain low and volatile, and the aluminum fluoride market is weak. In addition, the overall operating rate of aluminum fluoride is high, and the spot inventory of some factories is high. The overall inventory of aluminum fluoride industry is on the high side, and the price of aluminum fluoride is low. Under the game between supply and demand, the transaction price of aluminum fluoride has little fluctuation. The overall price of aluminum fluoride market remained stable.

Analysts of aluminum fluoride industry in the chemical branch of business society believe that: the upstream fluorite price is low, and the current aluminum fluoride inventory is high, the low price pressure plate of the downstream electrolytic aluminum plant, and the price of aluminum fluoride is weak. It is expected that the aluminum fluoride market will continue to operate stably in the near future.

According to statistics, the price trend of domestic p-xylene factory was temporarily stable this week, with an average price of 4600 yuan / ton at the weekend, which was temporarily stable compared with the price of 4600 yuan / ton at the beginning of the week, with a year-on-year decrease of 30.3%.

The domestic PX operating rate is about 60%. The operation of Hongrun 600000 ton new unit is stable, Huizhou refining and chemical plant is stable, fuhaichuang plant is on the first line, Pengzhou petrochemical plant is running stably, Yangzi Petrochemical PX unit is running normally, Jinling Petrochemical plant is running smoothly, Qingdao Lidong unit is operating at full load, Qilu Petrochemical plant is running stably The start-up of Urumqi petrochemical plant is about 50%, and Hainan refining and Chemical Co., Ltd. has started a production line. Hengli petrochemical plant is in normal operation, the domestic p-xylene supply is normal, and the domestic p-xylene market price trend is temporarily stable. This week, the operating rate of PX plant in Asia is about 70%. The supply of PX goods in Asia is normal. The price trend of PX in external market this week is declining. As of the end of the week, the closing price of PX market in Asian region is 518-520 USD / T FOB Korea and 536-538 USD / T CFR China. This week, the external price of PX has dropped slightly. More than 40% of domestic products need to be imported, and the closing price of PX external market is lower Domestic market has brought a certain negative impact, domestic PX market price trend is temporarily stable.

The U.S. WTI crude oil futures market price fell slightly this week. As of the 24th, the settlement price of the main contract in the U.S. WTI crude oil futures market was at $40.31/barrel, and the settlement price of the main contract in the Brent crude oil futures market was at $42.46/barrel. According to relevant news, OPEC production cuts and US production reductions are expected to help global crude oil inventories continue to decline for the rest of this year and most of next year, thus making the global oil market relatively balanced by the end of 2021. EIA estimates that the OPEC production reduction agreement and other regions’ production decline (mostly in North America) have led to global supply falling below the demand level for the first time since mid-2019. EIA pointed out that this supply gap has helped the huge global inventory decline since June, and the international crude oil price trend has declined slightly, which is a negative impact on domestic petrochemical products, and the domestic market price of p-xylene The trend is stable for the time being.

This week, the price trend of downstream PTA market dropped sharply. As of the end of the weekend, the PTA Market in East China had been negotiated at 3400-3450 yuan. Recently, the starting load of PTA industry was 87%. The restart of its own device, the fall of oil price and the recovery of demand were limited. The superposition of negative factors led to the decline of PTA price. Downstream polyester market is weak, production and sales are light. Raw materials fell with crude oil, polyester Market wait-and-see atmosphere increased, demand weakened. Inventory continued to rise, polyester market overall inventory concentrated in 33-41 days; specific products, POY inventory to 12-18 days, FDY inventory to 23-35 days, and DTY inventory to 31-44 days. The price of the factory is stable and weak, and some factories are willing to negotiate on a preferential basis. The downstream market is not good, and the PX price trend is stable temporarily.

On the whole, the demand of textile industry has not improved significantly, the order performance is not stable, and the terminal demand is poor. For upstream Px, on-demand procurement is the main factor, and the price trend of PX market is stable.

Chen Ling, PX analyst of business agency, thinks that the recent trend of crude oil price has fallen, but the operating rate of downstream textile enterprises is general, PTA market price is falling, domestic PX market supply is normal, and it is expected that PX market price will decrease slightly next week.

1、 Market price trend chart of paraformaldehyde

Polyoxymethylene price curve

According to the monitoring of the business agency, the average price of paraformaldehyde (96) in Shandong Province at the beginning of the week was 4466 yuan / ton, and the average price at the weekend was 4500 yuan / ton, up 0.75%.

2、 Market analysis

Shandong aldehyde Chemical Industry Co., Ltd., with an annual output of 30000 tons of paraformaldehyde, Polyoxymethylene (96) ex factory, including tax, quoted 4600 yuan / ton, which was the same as last week. Linyi Shengyang Chemical Co., Ltd., with an annual output of 9000 tons of paraformaldehyde, Polyoxymethylene (96) ex factory, including tax, quoted 4300-4400 yuan / ton, which was 100 yuan / ton higher than last week. Zibo Qixing Chemical Technology Co., Ltd., with an annual output of 10000 tons of paraformaldehyde, Polyoxymethylene (96) ex factory, including tax, quoted 4600 yuan / ton, which was the same as last week. The price of paraformaldehyde in some areas has been adjusted slightly. Paraformaldehyde is acceptable.

According to the business agency monitoring, the upstream methanol situation, this week methanol prices slightly increased, up 0.28%.

3、 Future forecast

Upstream methanol market fair, business community paraformaldehyde analysts believe: polyoxymethylene prices will be on the main.

1、 Price trend

The comprehensive price of potassium chloride rose slightly this week. This week, the average price of mainstream comprehensive quotation of potassium chloride rose from 1875.00 yuan / ton at the beginning of the week to 1925.00 yuan / ton at the end of the week, with an increase of 2.67%, and a year-on-year decrease of 13.68% compared with the same period of last year. Overall, the market of potassium chloride rose slightly this week, and the commodity index of potassium chloride on September 18 was 61.11.

2、 Market analysis

This week, the mainstream manufacturers’ quotation of potassium chloride rose slightly: the factory price of Qinghai Salt Lake potassium chloride at the weekend was 1850 yuan / ton, which was temporarily stable compared with the beginning of the week; the weekend marketing quotation of Anhui Badou potassium chloride was 2000 yuan / ton, which was 100 yuan / ton higher than that at the beginning of the week. The actual turnover of potassium chloride market this week is not good. Overall, the main contradiction in the market is that supply exceeds demand, the trading atmosphere is cold, the downstream procurement is mainly on demand, the overall inventory is low, the purchasing market momentum is low, and the domestic potassium chloride market is stable.

3、 Future forecast

In late September, the overall trend of potassium chloride market or low consolidation. The market of potassium chloride is facing the pressure of three mountains, namely, the large stock in Hong Kong, the weak demand and the downward trend of international prices. Therefore, the main contradiction in the current market is that supply exceeds demand. Potassium chloride analysts of the business club believe that the short-term potassium chloride market is mainly low consolidation under the influence of supply and demand and raw materials.

According to the data monitoring of business agency, as of September 18, the reference average price of 30% grade phosphate ore in domestic mainstream areas was around 376.67 yuan / ton, which was the same as that on September 7. Compared with September 1, the average price was reduced by 4 yuan / ton or 0.88% compared with September 1.

This week, the domestic phosphate ore market is mainly weak and stable

This week, the domestic phosphorus ore market trading atmosphere is general, downstream more on-demand procurement, new orders follow-up slowly, the downstream appropriate amount of goods, shipment is not brisk, the industry has a strong wait-and-see mood, procurement is cautious, the industry is looking forward to rising psychology, the current quotation is still stable. The domestic market continued to be weak and stable. At present, the mining enterprises in Sichuan are slowly increasing, and the spot supply of phosphate rock is general. Production and sales in Guizhou are normal, and the downstream replenishment has slightly improved.

Guizhou Qingli group mainly supplies 30% high-quality phosphate ore to old customers in Anhui Province, mainly through negotiation. The new contract price of 30% raw phosphate ore is 300 yuan / ton. The transaction price is about 285 yuan / ton. The price of maoertuo wharf is about 350 yuan / ton.

In terms of the industry, the 10 times of China phosphate stock exchange bid for phosphate ore with a total of 103500 tons in 20 bid sections. The final five bidding sections were successful with a total quantity of 62500 tons, 2 bid sections of Erjie branch company were 22000 tons, and 3 sections of Shangsuan branch company were 40500 tons. Among them, the transaction price of 24.01% raw ore yard of Erjie branch is 159 yuan / ton, and that of 28.1% quality raw ore yard is 252 yuan / ton. The transaction price of 25.99% grade raw ore from anleshan mine to guobangfang distribution yard is 182 yuan / ton; that of huoposhan ore is 277 yuan / ton and that of 28.38% grade raw ore is 285 yuan / ton.

On the downstream side, the yellow phosphorus market rose slightly this week, a small amount of new orders were supplied in the market, and the transaction went up slowly. The ex factory acceptance transaction of Yunnan Net phosphorus referred to 15100-15300 yuan / ton. The phosphoric acid market is stable and the market price is small.

The fluctuation of new single support limited phosphate ore is limited in late September

According to the phosphorus ore analysts of the business society, at present, China’s phosphate ore market is still weak and stable, with insufficient downstream purchasing power, less support for phosphate rock, and lack of large single support in the market. Therefore, it is expected that the demand side of the short-term phosphate ore market will not improve significantly. In late September, the overall phosphate ore market is still weak and stable, and the upward momentum is slightly weak, and the overall market fluctuation is limited.

Trade name: octanol

Latest price (September 26): 7333.33 yuan / ton

On September 16, the factory price of octanol in Shandong increased slightly, which was 166.66 yuan / ton, or 2.33%, higher than that on September 14. The upstream propylene market rose sharply, supporting octanol to some extent, and the downstream DOP market was gradually rising, the downstream purchasing enthusiasm was rising, and the octanol supply was normal.

Recently, the factory price of octanol in Shandong Province has risen slightly: the manufacturer’s quotation is about 7400 yuan / ton.