I. price trend of lithium hydroxide:

The average price of lithium hydroxide as of November 18 was 67666.67 yuan / ton, which was the same as that of last Friday (November 15), according to the bulk list data of business agencies. In a three-month cycle, it fell 11.35% year-on-year.

II. Market analysis:

Product: the market of lithium hydroxide was stable on the 18th. At present, the external quotation of industrial grade lithium hydroxide of Shanghai Yulun Industrial Co., Ltd. is 63000 yuan / ton, that of Shanghai oujin Industrial Co., Ltd. is 66000 yuan / ton, and that of Zigong tongfarong industrial grade lithium hydroxide is 74000 yuan / ton. The specific price will be discussed in a single way.

Industry chain: the upstream lithium carbonate market price was temporarily stable on August 18. The basic supply and demand situation of lithium carbonate market hasn’t changed significantly. Most enterprises’ prices tend to be relatively stable, but a small number of enterprises still sell goods at a low price. At present, the product prices haven’t shown a positive upward trend for the time being.

3. Future forecast:

According to the lithium hydroxide analyst of business club, the upstream lithium carbonate is in weak operation, and the downstream demand has not improved significantly. Although the operating rate of lithium hydroxide is low, the inventory is large, and there is no strong positive factor support as a whole. It is expected that the lithium hydroxide Market will be dominated by weak consolidation in the short term.

I. trend analysis

According to the nickel price monitoring of the business association, the nickel spot price on November 18 was 125283.33 yuan / ton, down 1.67% compared with the previous trading day, up 39.97% compared with the beginning of the year, up 25.44% year-on-year, and up 15.05% compared with the highest point in the year on September 3.

II. Market analysis

Today, nickel prices continue to fall. On the one hand, the price of downstream stainless steel continues to fall recently, and the market is more pessimistic about the demand side. On the other hand, nine nickel mining enterprises have resumed export, which will lead to a substantial increase in nickel mine export, while Philippine nickel miners have also decided to increase nickel mine export recently. Finally, Indonesia’s nickel export data in October increased dramatically, compared with 2018, October 2019 A 300% increase over the same period of the year further dampened sentiment in the nickel market.

III. future prospects

Future market forecast: nickel price will continue to be weak in the short term, but in the long term, nickel price is still optimistic in the long term due to the impact of next year’s ban on mining on nickel supply end gap.

I. price trend

Business agency: MTBE market price rose slightly this week (Nov. 11-nov. 16) (Oct. 8-oct. 12)

The price of MTBE this weekend was 5466 yuan / ton, up 1.23% from the previous week, according to the data of business agency.

II. Market analysis

Products: on November 18, the price of domestic refined oil was adjusted or the production line was increased. The mentality of MTBE market operators was acceptable, and the refinery’s shipment was smooth. Domestic MTBE prices rose slightly and steadily this week.

Industry chain: this week, the international crude oil price fluctuated in a narrow range, and the domestic gasoline market price fell slightly by 0.55%. The domestic gasoline market demand was smooth.

MTBE Market: Although the upstream gasoline price is stable, the MTBE market operators are optimistic. The MTBE manufacturers deliver goods smoothly. Under the tight spot supply, the manufacturers tentatively push up slightly. However, the downstream resistance is strong, and the MTBE market price mainly rises slightly. And this week’s alkylation oil market is basically stable, the demand side is mainly rigid demand, and the refinery’s delivery price is relatively strong. Therefore, the market price of MTBE rose this week, but not much.

III. future forecast

According to MTBE product analyst of energy branch of business society, MTBE manufacturers deliver goods smoothly, spot supply is in a tight state, and there is a subjective intention to push up, but the downstream gasoline market demand is stable, and it is expected that the MTBE market will be blocked in the upward direction next week, with a steady increase.

I. price trend

The average price of cryolite as of November 13 was 6100 yuan / ton, down 3.43% month on month and 4.69% year-on-year, according to the data in the bulk list of business agencies. On November 13, the cryolite commodity index was 74.09, unchanged from yesterday, down 26.80% from 101.21 (2011-10-31), the highest point in the cycle, and up 11.67% from 66.35, the lowest point on September 5, 2016. (Note: cycle refers to 2011-09-01 to now)

II. Market analysis

Products: at present, the cryolite market in Henan province maintains stable operation. On November 4, the quotation of some enterprises was appropriately lowered according to the shipping situation. As of November 13, the quotation of cryolite for Kunyu industry and trade in Zibo was 6500 yuan / ton; the quotation of cryolite for Changshu Hongjia fluorine Co., Ltd. was 7200 yuan / ton; the quotation of cryolite for Jiaozuo public utility industry was 6900 yuan / ton; the quotation of cryolite for Tianrui crystal technology in Zhengzhou was 6400 yuan / ton, compared with that at the beginning of the month The price of cryolite of Zhengzhou Zerun energy and Chemical Co., Ltd. is reduced by 200 yuan / ton; the price of cryolite of Shandong Botao Group Co., Ltd. is reduced by 5000 yuan / ton, 500 yuan / ton; as a whole, the shipment of the enterprise is smooth and the transaction is acceptable.

Industry chain: upstream raw material sulfuric acid Market: the domestic sulfuric acid market is quiet, enterprises are mostly stable in price, while the acid market is weak and stable. At present, the market is still oversupply, and the downstream is not enough to follow up, so the support is weak. In terms of upstream fluorite, environmental protection is still playing a role, and the operating rate is average. At present, the price trend of domestic fluorite is low and fluctuating, and the downstream market also remains low. For fluorite Market The demand for cryolite in the downstream electrolytic aluminum plant is flat, and there is not much improvement, so the delivery of cryolite is smooth.

Industry: at present, the cryolite manufacturer’s devices are in normal operation, the manufacturer’s inventory is sufficient without pressure, and the shipment is acceptable. The downstream electrolytic aluminum enterprises have slightly increased the start-up, the overall inventory is good, and the manufacturer’s mentality is optimistic.

III. future forecast

According to the cryolite product analyst of the business association, cryolite manufacturers currently offer multi-dimensional and stable prices, the device operates normally, the inventory is sufficient, and the shipment is acceptable. It is expected that cryolite market will maintain stable operation in the later stage, with specific attention to market demand.

I. price trend

According to the bulk data monitoring of the business agency, the trichloromethane market in Shandong continued to rise, with the quotation of 2360 yuan / ton as of November 12, up 17.86% from the beginning of November.

II. Cause analysis

Product reason: affected by the centralized maintenance and negative reduction of enterprises, the spot supply of chloroform in Shandong is tight, and the price has been soaring since the beginning of November, among which, Shandong Dongyue maintenance, Shandong Jinling construction started 80% and entered the maintenance period actively, Luxi Chemical just resumed the domestic order and started 60%, Jiangsu Liwen installation started normal; Jiangxi Liwen installation started normal, at present The travel market and traders have a good intention to prepare goods, and the enterprise’s shipment is relatively smooth. The quotation in Shandong is about 2360-2510 yuan / ton, that in Jiangsu is about 3900 yuan / ton, and that in Jiangxi is about 2950 yuan / ton.

Industrial chain: in the upstream, the methanol market is in a downward shock, and the downstream receiving is relatively limited. Some manufacturers are selling at a profit, which is about 2146 yuan / ton at present. The liquid chlorine market is in a shock and finishing, and the price of liquid chlorine is stable and rising. At present, the enterprise reports about 400-650 yuan / ton more. In the downstream, due to the impact of Dongyue overhaul, R22 has a good demand for small packaging products, but the overall market start-up is still at a low level, with insufficient support for the price of trichloromethane, currently about 12000-13000 yuan / ton; the pharmaceutical and agricultural intermediate industry has started flat due to the impact of environmental protection, and the purchase is just needed.

Industry: according to the price monitoring of the business agency, there are 11 kinds of commodities in the rise and fall list of bulk commodity prices on November 11, 2019, among which there are 2 kinds of commodities with an increase of more than 5%, accounting for 2.4% of the number of commodities monitored in the plate; the top 3 commodities are hydrochloric acid (48.98%), chloroform (5.96%) and acetone (1.89%). There are 20 kinds of commodities with a decline in the month on month, and the top three products were epichlorohydrin (- 4.31%), TDI (- 3.66%) and aluminum fluoride (- 3.51%).

III. future forecast

According to the methane chloride data analyst of business association, at present, the market supply of trichloromethane is tight. As the overhaul period of Jinling in Shandong Province approaches, the spot supply in Shandong Province will be further tightened, which is good for the price support of trichloromethane. Because the downstream is in the off-season as a whole, the purchase of trichloromethane is mainly just in demand, which leads to insufficient support for the price of trichloromethane. It is expected that the supply of trichloromethane will be tight in a short time The domestic chloroform market is strong.