Trade name: cryolite

Latest price (May 24): 7600 yuan / ton

The average price of cryolite production in Henan is relatively stable today. Cryolite raw materials are tight, the cost pressure of the enterprise is high, the cryolite device in the field mainly operates at low load, and the market supply is tight, while the downstream demand follows up smoothly, the enterprise shipment is smooth, the operator’s wait-and-see mentality is dominant, and the market quotation is firm and stable.

Future forecast: short-term cryolite market consolidation at a high level, pay attention to the market supply.

Trade name: TDI

Latest price (May 23): 16775 yuan / ton

Key points of analysis: today, the average price of TDI market in East China decreased by 1.47% compared with the previous working day, and the market is weak. The epidemic situation in Shanghai has improved, the load of Shanghai TDI factory has increased, and the on-site supply has increased, but the market demand has not improved well, the downstream follow-up is insufficient, the purchase in the market is relatively light, the market trading atmosphere is cold, the offer of goods holders is low, and the shipment is mainly maintained. From the performance of supply and demand, the market situation is weak. At present, the quotation range of dealers in East China is about 16300 yuan / ton for domestic goods and about 16600-17000 yuan / ton for Shanghai goods.

Future forecast: in the later stage, TDI market will be weak and wait-and-see operation, with specific attention to market supply and downstream follow-up.

1、 Price trend

According to the monitoring data of business agency, the average ex factory price of domestic ammonium sulfate was 1853 yuan / ton on May 16 and 1833 yuan / ton on May 20. The price of ammonium sulfate fell by 1.08% this week.

2、 Market analysis

The price of ammonium sulfate fell slightly this week. At present, the trading atmosphere on the floor is OK, but the transaction of new orders is limited. Ammonium sulfate enterprises cut prices slightly. There are many inquiries in the venue, but the downstream and dealers are cautious in purchasing and are in conflict with the high price. This week, the bidding price of coking grade ammonium sulfate enterprises was lowered, and the price of self grade ammonium sulfate also fluctuated and fell. As of May 20, the factory quotation of coking grade ammonium sulfate and mainstream ammonium sulfate in Shandong is about 1800 yuan / ton. Hexene grade ammonium sulfate, the mainstream factory quotation in Shandong is about 1900 yuan / ton.

This week, the downstream compound fertilizer mainly issued early orders. Due to the rapid rise of compound fertilizer raw materials, the quotation of most enterprises was suspended. There was a strong wait-and-see atmosphere on the floor, and the trading volume decreased under the high price. In the short term, compound fertilizer will run at a high level.

3、 Future forecast

The ammonium sulfate analyst of business society believes that the current demand for ammonium sulfate is OK, and there is no good news for the time being. Due to the large increase in prices in the early stage, the demand side operates cautiously and focuses on wait-and-see. It is expected that the price of ammonium sulfate will fluctuate at a high level in the short term.

Latest price (May 19): 6826 yuan / ton

Key points of analysis: on May 19, the average price of domestic LNG market was 6826 yuan / ton, down 0.67% from the previous day and up 85.32% year-on-year. The final price of the feed gas auction of PetroChina direct liquid supply plant from May 21 to 31 was 4.33-4.43 yuan / m3, the average price was reduced by 0.11 yuan / m3 compared with the previous period, and the trading volume was 33 million m3. The reduction of the feed gas price depressed the market atmosphere. At present, the market supply is abundant, the demand in the off-season is weakened, and the receiving capacity of downstream users is general. In addition, the inlet gas price is reduced, the domestic liquid price is down, the market wait-and-see mood is rising, and the actual transaction is mainly negotiation.

It is expected that the domestic LNG market will be stable and down in the short term.

Latest price (May 18): 11160 yuan / ton

Key points of analysis: according to the data monitoring chart of business agency, on May 18, the market price of phosphoric acid was 11160 yuan / ton, up 0.54% from the previous day, and the price of wet acid was 10866.67 yuan / ton, unchanged from the previous day. Recently, due to the rising price of yellow phosphorus as raw material, the support of cost side has been strengthened, the overall focus of phosphoric acid market has shifted upward, and the increase range of enterprise offer is different. At present, the price of raw yellow phosphorus is as high as 40000 yuan / ton, and the market price of thermal phosphoric acid is about 10600-12800 yuan / ton.

The phosphoric acid market is expected to rise steadily in the short term.