According to the data monitoring of the business news agency, since April, the dichloromethane market in Shandong has risen first and then dropped. As of April 16, the average price of dichloromethane in Shandong was about 3670 yuan / ton, down 1.96% from 3743 yuan / ton at the beginning of the month, and down 5.17% from the peak of 3870 yuan / ton in the first half of the month.

Since April, the overall load of methane chloride plant in Shandong has not changed much, and the pressure of supply side is not big. According to the business news agency, Jinling Dongying unit has finished full load operation after maintenance, Dongyue methane chloride unit was shut down for maintenance on April 8, Jinmao methane chloride unit was shut down, and about 90% of the units were started in Luxi.

In late April, the demand for dichloromethane in the downstream remained stable, the increase in the demand for goods preparation by businesses was not obvious, most of them purchased on demand, the support for dichloromethane was not strong, and the ex factory price of methane chloride manufacturers was moderately reduced.

The price of raw material liquid chlorine is lower, the price of methanol fluctuates in a narrow range, and the cost side is obviously bad. Since April, the price of liquid chlorine has dropped sharply, the price of methanol has fluctuated in a narrow range, and the cost side is obviously bad. According to the business news agency, the mainstream ex factory price of liquid chlorine for tank cars in Shandong Province dropped from about 2100 yuan / ton at the end of March to about 1700 yuan / ton on April 16; the price of methanol was 2377 yuan / ton at the beginning of April and 2390 yuan / ton as of April 16, with the highest price of 2395 yuan / ton and the lowest price of 2367 yuan / ton in half a month.

Business community methane chloride data analysts believe that at present, the domestic dichloromethane market cost is bad, coupled with the lower demand for dichloromethane support weakened, overall, the market price will fall slightly in the later period.

1、 Price trend

This week, the comprehensive price of hydrochloric acid in Shandong Province was temporarily stable, with the quoted price of 230.00 yuan / ton. Overall, the hydrochloric acid market is stable this week, with the hydrochloric acid commodity index at 60.53 on April 16.

2、 Market analysis

From the manufacturer’s quotation, this week’s hydrochloric acid Market manufacturer’s quotation is temporarily stable, the overall market is general. The quotation of Dezhou Shihua hydrochloric acid is 700 yuan / ton, which is temporarily stable; the quotation of Wenshui synthetic hydrochloric acid is 230 yuan / ton over the weekend, which is temporarily stable compared with the beginning of the week; the quotation of Jinan Yuanfei hydrochloric acid is 300 yuan / ton over the weekend, which is temporarily stable compared with the beginning of the week; the quotation of Dezhou Maihua hydrochloric acid is 160 yuan / ton over the weekend, which is temporarily stable compared with the beginning of the week.

From the perspective of the upstream and downstream industry chain of hydrochloric acid, the market of liquid chlorine in the upstream is general, which gives weak support to hydrochloric acid, while the market prices of silica and ammonium chloride in the downstream are high, which has a positive impact on hydrochloric acid. Hydrochloric acid market as a whole looks stable this week, hydrochloric acid shipment is still a big problem.

3、 Future forecast

Upstream liquid chlorine Market in the near future general, downstream silica, ammonium chloride market high consolidation. Business community analysts believe that hydrochloric acid in the recent small shocks.

In April, the price of aluminum fluoride fluctuated and remained stable. The price of aluminum fluoride was slightly adjusted, but the overall market was stable. Due to the adjustment of aluminum fluoride samples, the price of aluminum fluoride business community fluctuated and adjusted in April, but the overall price of aluminum fluoride was basically stable in April. According to the data of business news agency, the domestic price of aluminum fluoride was 8966.67 yuan / ton on April 16, which was the same as that of 9033.33 yuan / ton at the beginning of the month.

Aluminum prices continue to rise this week

According to the monitoring of business news agency, the aluminum price fluctuated and rose in April, and the aluminum price rose sharply this week. As the main downstream product of aluminum fluoride, the continuous rise of aluminum price has certain positive stimulation to aluminum fluoride.

The high price of fluorite and hydrofluoric acid in the upstream is stable, which can not stimulate the aluminum fluoride Market. The aluminum fluoride starts to operate at low load, and the social inventory is still high. The original inventory of electrolytic aluminum in the downstream is mainly consumed, and the demand for aluminum fluoride bidding and procurement is general at present. Overall, the price of aluminum fluoride is stable.

The aluminum fluoride industry analysts of business society believe that: the prices of fluorite and hydrofluoric acid in the upper reaches are high and stable, the fundamentals of aluminum fluoride Market are lack of stimulation, the prices of aluminum fluoride in some areas are slightly reduced, and the overall impact is not big. Recently, the price of electrolytic aluminum has risen sharply, which has a certain positive stimulation for aluminum fluoride. However, at this stage, the social inventory is sufficient, and the sustainability of aluminum price rise is yet to be determined, so aluminum fluoride is rising The price of domestic aluminum fluoride market is expected to be strong and stable in the future.

1、 Price trend

This week, the comprehensive price of hydrochloric acid in Shandong Province was temporarily stable, with the quoted price of 236.67 yuan / ton. On the whole, the hydrochloric acid market was temporarily stable this week, with the hydrochloric acid commodity index at 63.16 on April 9.

2、 Market analysis

From the manufacturer’s quotation, this week’s hydrochloric acid Market manufacturer’s quotation is temporarily stable, the overall market is general. The quotation of Dezhou Shihua hydrochloric acid is 700 yuan / ton, which is temporarily stable; the quotation of Wenshui synthetic hydrochloric acid is 260 yuan / ton over the weekend, which is temporarily stable compared with the beginning of the week; the quotation of Jinan Yuanfei hydrochloric acid is 300 yuan / ton over the weekend, which is temporarily stable compared with the beginning of the week; the quotation of Dezhou Maihua hydrochloric acid is 150 yuan / ton over the weekend, which is temporarily stable compared with the beginning of the week.

From the perspective of the upstream and downstream industry chain of hydrochloric acid, the market of liquid chlorine in the upstream is general, which gives weak support to hydrochloric acid, while the market prices of silica and ammonium chloride in the downstream are high, which has a positive impact on hydrochloric acid. Hydrochloric acid market as a whole looks stable this week, hydrochloric acid shipment is still a big problem.

3、 Future forecast

Upstream liquid chlorine Market in the near future general, downstream silica, ammonium chloride market high consolidation. Business community analysts believe that hydrochloric acid in the recent small shocks.

Saudi Arabia’s energy minister said in an interview on Thursday that the country still believes that OPEC’s agreement to increase production in the next three months is correct.

“It’s still the right decision,” Saudi prince Abdulaziz bin Salman said in an interview in Riyadh on Thursday. I haven’t seen anything bothering OPEC yet. ”

A week ago, OPEC agreed to increase production by more than 2 million B / D between May and July, as it expects fuel demand to pick up.

Since then, Brent crude has been above $60 a barrel, despite setbacks in the global fight against the epidemic – including a shortage of vaccines in India.

Abdulaziz bin Salman said OPEC was “very cautious” in its decision to increase production.

OPEC will continue to meet monthly to assess the market, meaning it can quickly adjust its plans if things change.

“If the situation is not favorable, we can always turn easily.”

He pointed out that the agreement includes a mechanism that can “increase, freeze or reduce production” according to the situation.

This week, the liquidity of benzene Market in Asia was good. As the price difference between FOB Korea and DDP USG widened, the buying interest was boosted. It was said that traders were interested in the opportunity of trans Pacific goods transfer.

Since the beginning of this week, the value of May’s cargo has risen, from $821.50 per ton on March 29 to $866 per ton on April 1.

Benzene continued to rise, contrary to the price trend of crude oil market, which fell on March 31. As a result, the source was surprised by the strong performance of FOB Korea, adding that the usual reference relationship between fixed, floating and bill pricing is not applicable at present, and that the monthly price spread fluctuates too much to define the large range of floating value in May.

An East China trader also pointed out that with the narrowing of the FOB South Korea CFR China price gap, it is logical to shift the FOB South Korea supply to the United States rather than China. However, demand for CFR China has been growing due to an increase in new downstream projects and a decline in inventory levels, which is likely to compete for Asian supply in the coming weeks.

DDP USG hit a 39 month high

The US benzene price rebounded, hitting a nearly 39 month high on March 31, with a spot value of US $958 / T based on DDP. In the early stage, the monthly value is 10 cents lower than that of the prompt month. It is heard that many transactions are closed at 928 US dollars / ton. In addition to the rise in spot prices, participants expect the US benzene contract price to rise in April. Some sources expect that the settlement price of us benzene contract in April will rise to nearly 898 US dollars per ton from 802 US dollars per ton in March.

Participants pointed out that the demand of styrene downstream market improved, the supply side was tight, and the fundamentals were favorable.

Demand for styrene has picked up in the United States as many producers have brought their plants back online after planned and unplanned outages. It is reported that cosmar and leandbasel have restarted styrene production after planned maintenance. If the annual comprehensive capacity of ethylbenzene (EB) is 2.772 million tons, the demand for benzene is expected to be slightly less than 171000 tons / month.

Benlin restarted the EB unit in beport last weekend, according to a document.

In addition to the increase in demand, affected by the extremely cold weather along the Gulf coast of the United States in mid February, many refineries and chemical producers went offline, resulting in lower benzene production.

1、 Price trend

According to the price monitoring of the business association, on April 2, the average price of salicylic acid (industrial grade) from the mainstream manufacturers was 14466.67 yuan / ton, which was the same as that at the beginning of the week, down 5.65% compared with the same period last year.

2、 Market analysis

Salicylic acid market is relatively calm this week, the price change is not much. The price of raw material phenol tends to be stable, but the price is still at a high level with acceptable support. The export and domestic sales are relatively stable. The attitude of the industry is relatively calm, and the price fluctuation is not much. It is prudent to wait and see the market reaction, and follow the market. The short-term price is not easy to change greatly. As of April 2, the quotations of salicylic acid industrial grade enterprises are mostly in the range of 13000-15000 yuan / ton, pharmaceutical grade enterprises are mostly in the range of 23000-25600 yuan / ton, with stable quotations, and sublimation grade enterprises are mostly in the range of 15000-20000 yuan / ton, with stable quotations.

In terms of raw materials, the domestic phenol market was temporarily stable. On April 1, the reference price of phenol was 8540.00, down 1.16% compared with March 1 (8640.00). The downstream bisphenol a continued to maintain a high level of support, reaching 26400 yuan / ton, and the market supply was extremely scarce; other downstream still just needed inquiry, and the supply and shipment were flat. It is expected that the domestic phenol market will be strong.

On April 2, the market of sulfuric acid in Shandong Province rose. The price of sulfur in the upper reaches of Shandong Province was high recently, and the cost support was good. However, the purchasing enthusiasm in the lower reaches was general, the supply of sulfuric acid was normal, and the ex factory price of sulfuric acid in the future fluctuated slightly.

On April 1, the salicylic acid commodity index was 86.11, flat with yesterday, down 14.40% from the highest point of 100.60 in the cycle (2011-09-19), and up 20.55% from the lowest point of 71.43 on March 29, 2016. (Note: period refers to the period from September 1, 2011 to now)

3、 Future forecast

Salicylic acid analysts of business news agency think: at present, the raw materials are in high consolidation, the supporting force is acceptable, the downstream demand is relatively stable, the export and domestic markets are relatively calm, the manufacturers are in high starting position, and the pressure is not great. It is expected that the market will be stable in the short term.

1、 Price trend

The price of aniline in East China rose this week, while the price in Shandong was adjusted, according to the data from the business club’s block list. On March 21, the price of aniline in Shandong was 14000-15500 yuan / ton, and that in Nanjing was 13500 yuan / ton. On March 28, the price of aniline in Shandong was 13900-14000 yuan / ton, and that in Nanjing was 14000 yuan / ton. The average price was 2.33% lower than last week, 77.22% higher than the beginning of the year, and 133.98% higher than the same period last year.

2、 Analysis and comment

In terms of cost, this week, pure benzene continued to follow the trend of crude oil and styrene, and the price fell. This week, the pure benzene port inventory continued to decline. At present, the replenishment at the end of March is limited, and it is still in the channel to the warehouse. This week, Sinopec’s listed price of pure benzene was reduced by 300 yuan / ton to 6350 yuan / ton, and the listed price of some refineries in North China was reduced by 350 yuan / ton to 6150 yuan / ton. On Sunday (March 28), the price of pure benzene was 5953-6350 yuan / ton (average price was 6280 yuan / ton), which was 2.64% lower than that of last week and 108.64% higher than that of the same period last year.

The price of nitric acid remained stable during the week. On Friday (March 26), the production price of nitric acid in East China was 2050 yuan / ton, up 2.5% from the beginning of the month and 28.12% from the same period last year.

The price difference between aniline and pure benzene widened, and the profit margin of aniline was better. Jinling Dongying 200000 t / a aniline plant and Huatai 100000 t / a aniline plant were shut down for maintenance. The enterprises in East China mainly prepare shipping goods, and the spot goods are less released. In addition, driven by the high price of aniline in Shandong, the price of aniline in East China rose to 14000 yuan / ton at the beginning of the week. However, the downstream follow-up of high price aniline was general, and the aniline Market was stable in the second half of the week.

3、 Future expectation

In terms of cost, the current trend of crude oil and styrene has a significant impact on the trend of pure benzene, and it is expected that the short-term pure benzene will still follow the market fluctuation of crude oil and styrene. With the entrance of new styrene plant, the demand for pure benzene has a certain support. Continue to pay attention to the downstream market, domestic and foreign pure benzene plant trends, crude oil, the impact of external market trends on the price of pure benzene.

There are many aniline plants in Shandong Province for maintenance, and the spot supply is tight. It is expected that the high price of aniline will remain strong in the short term, but there is a possibility of a high callback. Continue to pay attention to the trend of raw material, the follow-up of downstream demand and the dynamic of aniline plant.

1、 Price trend

According to the monitoring data of the business community, the price of caustic soda is mainly stable for the time being. From the beginning of the week to the end of the week, the average market price is about 490 yuan / ton, down 9.68% compared with the same period last year. On March 28, the commodity index of caustic soda was 70.50, unchanged from yesterday, down 65.92% from 206.87 (2017-11-14), the highest point in the cycle, and up 8.28% from 65.11, the lowest point on October 9, 2020. (Note: period refers to the period from September 1, 2011 to now)

2、 Market analysis

Caustic soda fluctuates in a narrow range, and the market operation is dominant. In Shandong area, caustic soda is mainly put into consolidation operation. At present, the mainstream ex factory price of 32% caustic soda is 390-500 yuan / ton. The company’s shipment is tepid, the downstream receiving situation is light and stable, and the wait-and-see atmosphere is strong. It is expected that caustic soda will continue to operate with small fluctuation in the future. In Hebei area, the market of caustic soda fluctuates in a narrow range. At present, the mainstream ex factory price of 32% caustic soda is 460-600 yuan / ton. The company’s shipment is general, and the downstream receiving situation is light and stable, with a strong wait-and-see atmosphere. It is expected that caustic soda will continue to operate with small fluctuation in the future. Jiangsu market is about 550-650 yuan / ton, Guangdong market is about 640-650 yuan / ton.

The market performance of liquid chlorine in the upstream of caustic soda is fair this week, and the demand in the downstream is supported. Generally speaking, it will be mainly operated in the later stage or strongly. From the downstream of caustic soda to the end of demand, aluminum, paper and other industries adhere to the demand-based procurement, a strong wait-and-see attitude.

According to the price monitoring of the business community, in the 12th week of 2021 (3.22-3.26), there were 0 kinds of commodities rising, 3 kinds of commodities falling, and 2 kinds of commodities falling to 0. The main commodities falling were calcium carbide (- 8.91%), PVC (- 2.79%) and hydrochloric acid (- 2.44%). The average rise and fall this week was – 2.83%.

Business analysts believe that in the near future, the caustic soda enterprises are not warm in shipment, and the downstream receiving situation is weak and stable, with a strong wait-and-see atmosphere. It is expected that caustic soda will continue to fluctuate slightly in the future, depending on the downstream market demand.

1、 Price trend

In March 2021, affected by the dual control policy of energy consumption in Inner Mongolia, the ex factory price of calcium carbide in Northwest China soared, with the highest price exceeding 5100 yuan / ton. Later, affected by the parking and maintenance of PVC downstream, the price dropped all the way. As can be seen from the above figure, the average ex factory quotation price of mainstream calcium carbide manufacturers in Northwest China rose from 3566.67 yuan / ton at the beginning of March to 5150.00 yuan / ton on March 18, up by 1583.33 yuan / ton, or 44.39%. As of March 29, the price of calcium carbide was 4300.00 yuan / ton, which decreased by 850 yuan / ton or 16.50% compared with that on March 18. Compared with the same period last year, it increased by 62.47%. On the whole, the ex factory quotation of calcium carbide in Northwest China rose first and then fell in March, and the price fluctuated greatly. The commodity index of calcium carbide on March 28 was 120.52.

2、 Trend analysis

（1） Upstream:

As can be seen from the above figure, the upstream market of calcium carbide in March: the price of coke in Shanxi fell all the way in March. The quoted price dropped from 2560.00 yuan / ton at the beginning of the month to 1960 yuan / ton at the end of the month, with a drop of 600 yuan / ton or 23.44%. Compared with last year, it increased by 25.37%. The price of upstream raw materials fell and the support of calcium carbide cost was insufficient. Affected by the supply and demand side, the price of calcium carbide was negatively affected.

（2） Downstream:

As can be seen from the above figure, the downstream market of calcium carbide in March: the PVC market fluctuated in a narrow range in March. The average ex factory quotation price of PVC first dropped from 8750.00 yuan / ton at the beginning of the month to 8575.00 yuan / ton on March 5, a decrease of 2.00%, then rose to 8962.50 yuan / ton on March 17, an increase of 4.52%, and finally fell to 8737.50 yuan / ton on March 29, a decrease of 2.51%. Compared with the same period last year, it increased by 50.97%. The high consolidation of the downstream market has a positive impact on the price of calcium carbide.

As a by-product of PVC by calcium carbide process, the ex factory price of caustic soda rose slightly in March. The average ex factory price of caustic soda rose from 457.50 yuan / ton at the beginning of the month to 490.00 yuan / ton at the end of the month, an increase of 32.50 yuan / ton or 7.1%, and a year-on-year decrease of 9.68%. The price of caustic soda rose this month, which had a positive impact on the price of calcium carbide.

（3） Products:

In March, the ex factory price of calcium carbide in Northwest China rose first and then fell.

（4） Policy:

In Inner Mongolia, the policy of “double control of energy consumption” was strict, and it became normal for calcium carbide plants to limit electricity and shut down. As a result, the supply of calcium carbide dropped sharply, and it was difficult to get a single product of calcium carbide in the market. At that time, the demand for PVC rose sharply, and the price of calcium carbide rose steadily, ushering in a 10-year high. “Double control of energy consumption” policy still showed no sign of easing at the end of the month.

3、 Future forecast

At the end of this month, with the resumption of large foreign PVC factories, domestic PVC factories began to stop for maintenance, the demand for calcium carbide was no longer as before, and the price of calcium carbide dropped again and again. It is predicted that the price of calcium carbide in Northwest China may drop slightly in early April.