Trade name: TDI

Latest price (May 17): 17200 yuan / ton

Key points of analysis: today, the average price of TDI market in East China decreased by 0.29% compared with the previous working day, and the market is weak. At present, the news in the venue continues to be quiet, the TDI device in the supplier market operates at low load, and there is no pressure on the factory inventory. However, due to the impact of public health events, the transaction and investment in the terminal industry is weak, the downstream demand continues to be weak, the offer of the cargo holders is large, stable and small, and individual offers are shipped at low prices. The market transaction atmosphere is light. From the performance of supply and demand, the market situation continues to be dominated by deadlock. At present, the quotation range of dealers in East China is about 16500-16600 yuan / ton for domestic goods and about 16800-17500 yuan / ton for Shanghai goods.

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

Price: industrial grade lithium carbonate 450000 yuan / ton, battery grade lithium carbonate 467000 yuan / ton

Analysis: the price of lithium carbonate fell sharply at the beginning of the week. At present, the market supply is stable, while the demand for terminals and batteries has not recovered significantly under the epidemic, and the orders for cathode materials have also remained low, so that the purchase of raw materials is still relatively small. In the case of weak market demand, the price trend of lithium carbonate is slightly weak and mostly remains low.

Forecast: at present, there are many inquiries in the market, but the wait-and-see mood is strong, and the actual transaction intention is weak. It is expected that the price of lithium carbonate will not recover in the short term, and there is still a downward trend.

According to the data monitoring of business agency, the dichloromethane market has been under pressure since May (5.1-5.15). As of May 15, the average price of dichloromethane bulk water in Shandong was 4362 yuan / ton, down 6.93% from 4687 yuan / ton at the beginning of the month.

With the restart of Jinling and Fuqiang methane chloride units, the overall construction rate of domestic methane chloride has increased, and the operation rate has been around 80% since May. In particular, the Jinling unit in Shandong is operating at 90%, Dongyue is operating at full load and Luxi unit is operating at 80%. In addition, the 160000 T / a methane chloride unit in Dongying Huatai is planned to be put into operation in mid May. The supply pressure in Shandong is further increased and the supply is loose. It is expected to have a certain impact on the markets in East and South China in the later stage.

In May, the spot price of raw methanol continued to decline and the cost support weakened. According to the business agency, as of May 15, the price of methanol was 2642 yuan / ton, down 3.73% from 2745 yuan / ton at the beginning of the month.

Future forecast: Analysts of methane chloride data of business society believe that at present, the price of raw materials has fallen slightly, and the supply side is under pressure. It is expected that dichloromethane may continue to weaken in the near future.

Trade name: monoammonium phosphate

Latest price: 3920 yuan / ton

Key points of analysis: the price of monoammonium phosphate was stable on May 12, which was flat compared with the previous trading day. Today, the price of raw sulfur continued to rise, the cost side continued to exert pressure, and most ammonium manufacturers suspended their quotation. Downstream compound fertilizer enterprises are cautious in purchasing and mainly take goods on demand. Today, the mainstream ex factory quotation of 55 powdered ammonium in Henan is about 4200 yuan / ton, and the market quotation of 55 powdered ammonium in Sichuan is about 4000 yuan / ton. The actual transaction can be negotiated.

Future forecast: the price of monoammonium phosphate will rise in the short term.

Trade name: TDI

Latest price (May 11): 17400 yuan / ton

Key points of analysis: today, the average price of TDI market in East China decreased by 0.14% compared with the previous working day, and the market is weak. At present, there is no news release in the field. The TDI device in the supplier’s market operates at low load and there is no pressure on the factory inventory. However, due to the impact of public health events, the transaction and investment in the terminal industry is weak, the downstream demand continues to be weak, the market transaction and investment is light. From the performance of supply and demand, the market situation continues to be dominated by deadlock. At present, the quotation range of dealers in East China is about 16700-16800 yuan / ton for domestic goods and 17100-17500 yuan / ton for Shanghai goods.

Future forecast: wait and see the TDI market in the later stage, and pay attention to the market supply and downstream follow-up.