Last week, the domestic butadiene market rose sharply, and the domestic butadiene market rose at the beginning of this week. According to the sample data monitored by the business agency, from November 2 to November 6, the domestic butadiene market price narrowly dropped from 9200 yuan / ton to 9142 yuan / ton, a decrease of 0.62% in the week, a 44.24% rise in price on a month on month basis, and a 6.96% rise in price year-on-year basis. As of Friday (11.6), the quotation of self raised tank in East China is about 9100-9200 yuan / ton, and that of Shandong is about 9100-9150 yuan / ton. At present, the Asian butadiene external market closed at a high level, boosting the mentality of domestic traders. Business agency butadiene analysts expect that next week the domestic butadiene market finishing wait-and-see.

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

Enterprise price (yuan / ton) device dynamics

Normal operation of 9200 165000 T / a unit in Zhenhai Refining and Chemical Co., Ltd

Normal operation of 92001200 T / a unit in SINOPEC

Normal operation of 92012000t / a unit of Yangzi Petrochemical Company

Sinopec’s 92.2 million T / a plant is in normal operation and mainly supplied by each other

Maoming Petrochemical’s 92.015 million T / a unit is in normal operation, mainly supplied by each other and exported in a small amount

Guangzhou Petrochemical’s 92.03 million T / a plant is in normal operation, mainly supplied by each other and exported in a small amount

Shutdown maintenance of Wuhan ethylene 9200 130000 T / a plant

External market: as of November 5, the external price of butadiene in Asia rose: FOB Korea closed at 1125-1135 US dollars / ton; CFR China closed at 1125-1135 US dollars / ton, both up 20 US dollars / ton. The external price of butadiene in Europe was stable: FOB Rotterdam closed at 695-705 US dollars / ton; FD northwest Europe closed at 535-545 euro / ton.

According to the data monitored by the business agency, as of November 4, the average price of domestic power lithium iron phosphate was 37000.00 yuan / ton, the market supply and demand were balanced, the downstream demand was limited, and there was no significant increase. At present, the price of power type lithium iron phosphate was stable, the market price was mainly stable, and the price change was not obvious.

The market price range of lithium iron phosphate power is 33000-37000 yuan / ton, and the average price is 35000 yuan / ton. The price is stable, the downstream demand has not been significantly improved, and the overall market purchasing atmosphere is dull. At present, the price range of energy storage lithium iron phosphate is 28000-29000 yuan / ton, with an average price of 28750 yuan / ton. The quotation of power type lithium iron phosphate enterprises is 37000 yuan / ton of Guangdong Optical Technology Co., Ltd., Foshan Shanshi German Nano Technology Co., Ltd. 37000 yuan / ton, beiteri new energy materials Co., Ltd. 37000 yuan / ton, most of the enterprise quotation is stable, the merchants ship actively, actively yield profits, the transaction price basically maintains the cost online and offline, the profit is kept to the minimum, and it is expected that there will be a turning point.

At present, the mainstream price range of industrial grade lithium carbonate is 34000-38000 yuan / ton, and the mainstream price range of battery grade lithium carbonate is 39500-42000 yuan / ton, and the price remains stable.

On November 4, the chemical index was 799, down 7 points from yesterday, 21.36% from the highest point 1016 (2012-03-13), and 33.61% higher than the lowest point 598 on April 8, 2020. (Note: period refers to 2011-12-01 to now)

Business Club lithium iron phosphate analysts believe that: lithium iron phosphate market demand is poor, in the short term to continue a stable trend. (the above prices are provided by major lithium iron phosphate manufacturers all over the country and analyzed by business lithium iron phosphate analysts for reference only. Please contact relevant manufacturers for more price details.)

Compared with the beginning of May, the average price of DMF fell by 71.00% in the same period of last week, and the average price of DMF fell by 17.00% in the domestic market as of the beginning of May.

The domestic DMF market price fell sharply this week, with some manufacturers falling nearly 2000 yuan / ton per day. At present, the slow shipment and the reduction of new orders lead to high inventory pressure, dull purchasing atmosphere, normal operation of enterprises’ devices, and reduction of downstream demand. The focus of DMF market is not stable, and the price still fails to reach the ideal price in the downstream, so it is not ruled out to continue to decline There are some difficulties in high-level transaction.

The upstream methanol inventory is general, the shipment is fair, the mentality is stable, and the price is tentatively rising. At present, East China and South China have a small rise, and the price in Northeast China is stable.

On November 3, the chemical index was 806 points, up 3 points compared with yesterday, 20.67% lower than 1016 points (2012-03-13), and 34.78% higher than 598 points, the lowest point on April 8, 2020. (Note: period refers to 2011-12-01 to now)

DMF analysts believe that: the DMF market is currently running in a weak position, with a wide range of decline, and maintaining a downward trend in the short term. (the above prices are provided by major DMF manufacturers all over the country and analyzed by business DMF analysts for reference only. Please contact relevant manufacturers for more price details.)

In October, the market price of dimethyl ether rose first and then fell, and the difference between the beginning of the month and the end of the month was deduced as “temperature difference”. According to the data monitoring of business agency, the average price of dimethyl ether in Henan market on October 7 was 2556.67 yuan / ton, and that on October 31 was 2620.00 yuan / ton, with an increase of 2.48% in the month and a decrease of 19.38% over the same period of last year.

Regional specification Date Quotation

Mass fraction of dimethyl ether in Shandong area: ≥ 99.0%, October 30, 2500 yuan / ton

The mass fraction of dimethyl ether in Hebei area: ≥ 99.0% Oct. 30 2620 yuan / T

Mass fraction of dimethyl ether in Henan Province: ≥ 99.0%, 2540-2735 yuan / ton

The trend of dimethyl ether Market in October was divided into two stages. It was mainly up before October 20, and ended down below 20 days later, which was in obvious contrast with the beginning of the month. After the festival, dimethyl ether Market is on the rise. Due to the downstream demand for inventory after the festival, the overall market atmosphere is good, and in terms of cost, the raw material methanol goes up, which also brings some favorable support to the market. In October, the weather has cooled down significantly, especially in the northern region, and the overall demand for terminals has increased. Henan, the main production area, has stable supply, good shipment and low inventory pressure. Supported by multiple favorable conditions, the DME market continued to rise.

Then entered the short-term consolidation stage, international crude oil fell one after another, and the international market support was insufficient, which brought negative effects to the market. The market continued to rise in a lack of momentum, some fell, but the mentality of manufacturers is still strong, although there is a decline, but the range is not large, mainly horizontal finishing, some enterprises in Henan Province in the main production area, such as heart to heart, implement the minimum policy for two days. From October 18 to 20, xinlianxin raised 20 yuan / ton for three consecutive days. On October 18, it rose back to the price before falling, and on October 20, the ex factory price rose to 2690 yuan / ton. Henan, the main production area, rose overall, the production and sales of enterprises were balanced, and the inventory was mostly in a controllable state, and the trend was relatively strong.

Near the end of the month, dimethyl ether prices began to decline significantly on the 25th, and the market trading atmosphere turned lighter than the previous period. On October 24, Henan xinlianxin, BMW and other enterprises implemented the minimum guarantee policy, and some enterprises in Henan market in the main production area decreased slightly, but the shipment situation was not good. On the evening of 27, xinlianxin announced that the guaranteed price was 2660 yuan / ton, which was lower than that on the 25th, with the range of 30 yuan / ton. Subsequently, most enterprises in Henan Province followed the decline, and only a few enterprises had a strong mentality. Hebei and Shandong regional market by the main production area fell, followed by the main decline. Due to the lack of good support in the market, the center of gravity is constantly moving down, and the enthusiasm of downstream market entry is not high, and most of them just need to purchase. The market ended in October with a fall.

The cost methanol market rose first and then fell in October, and the increase was greater than the decline in the month, which brought strong support to the dimethyl ether Market. But at the end of the same month, the end of the decline in methanol, short-term to the market to bring limited. Moreover, the international crude oil and civil gas markets are weak one after another, bringing some pressure to the dimethyl ether Market. The enthusiasm of downstream market entry is limited, and manufacturers’ inventory pressure is increasing. However, as the weather continues to cool down in November, the terminal demand is still expected to improve. In the future, the DME market may fall first and then rise in November.

Trade name: hydrochloric acid

Latest price (November 2): 312.50 yuan / ton

On November 2, the mixed price of hydrochloric acid in Shandong increased by 7.50 yuan / ton compared with the quotation on October 30. The upstream liquid chlorine market is generally in general, which gives weak support to hydrochloric acid, while the market of silica and ammonium chloride in the downstream is high consolidation, which brings certain support to the price of hydrochloric acid. At the same time, the maintenance of enterprises has increased recently, the supply of hydrochloric acid is relatively tight, and the downstream purchasing enthusiasm is good. The by-product acid still impacts the market, and the pressure of hydrochloric acid shipment is greater.

Recently, the market price of hydrochloric acid in Shandong area may fluctuate slightly, and the quotation is about 320 yuan / ton.