1、 Price trend
According to the data monitoring of business news agency, the average price of domestic LNG on May 8 was 3070 yuan / ton, up 0.66% from the beginning of this week, 0.44% from the beginning of this month, and 5.86% from the same period last year.
2、 Analysis of influencing factors
At the end of the May Day holiday, the restrictions on the transportation of high-speed dangerous chemicals were lifted, and the domestic LNG market rose slightly. The liquid plants adjusted their quotations according to the shipment situation. The market showed a mixed situation of rise and fall. On May 8, the market continued to rise, with a one-day rise of 0.66%. Many places, such as Inner Mongolia, Shaanxi, Shanxi, Sichuan, Ningxia, etc., rose in a large area, with the increase generally concentrated in the range of 20-100 yuan / ton. Due to the continuous price reduction in the early stage, the inventory of the liquid plant is generally not high, and the increase of planned maintenance enterprises in the near future, the market supply is slightly tightened, and the downstream replenishment after the festival and other favorable factors, the manufacturer’s shipment is improved, and the price is positively pushed up, but restricted by the off-season factors, it is not easy to have a large increase, mainly with small fluctuations.
On May 8, the domestic LNG market rebounded and rose, with 2950-3250 yuan / T in Inner Mongolia, 3050-3250 yuan / T in Shaanxi, 3100-3320 yuan / T in Shanxi, 3020-3100 yuan / T in Ningxia, 3450-3490 yuan / T in Henan, 3030-3350 yuan / T in Hebei, and 3300-3450 yuan / T in Sichuan. The liquid prices in various regions generally rose.
region Specifications May 8th April 30th Up and down
Inner Mongolia liquified natural gas 2950-3250 2900-3150 Up 100-250
Shaanxi liquified natural gas 3050-3250 3030-3220 Up 30-170
Shanxi liquified natural gas 3100-3320 3100-3250 Up 70-120
Ningxia liquified natural gas 3020-3100 3080-3150 Down 50-70
Henan Province liquified natural gas 3450-3490 3300-3410 Up 80-150
Hebei liquified natural gas 3030-3200 3150-3250 Down 50-80
Sichuan liquified natural gas 3300-3450 3070-3300 Up 0-150
Downstream products are mixed:
On May 8, the ex factory quotation of methanol enterprises in Shandong Province was raised, and the negotiation price of methanol market in southern Shandong Province increased by 10 yuan / ton to 2520-2540 yuan / ton. Linyi receives the local goods to negotiate the price to 2520-2530 yuan / ton and deliver them to the spot exchange, while the logistics goods offer the price to 2470-2480 yuan / ton and deliver them to the spot exchange. Enterprise inventory is not high, the mentality is strong, but the downstream is mainly the implementation of the contract. The mainstream price of Shandong methanol in Lubei market is 2470-2490 yuan / ton, which is delivered to cash. There is no obvious empty order, so the contract is mainly executed. The offer of methanol market in central Shandong temporarily maintains 2480-2500 yuan / ton, which is sent to spot exchange. The transaction is general, so wait and see for the moment.
Liquid ammonia. On May 8, the market of liquid ammonia in Shandong Province was stable, and the market atmosphere was still cold. At present, the inventory pressure of the region’s goods source was acceptable, but the region was in the accumulation stage. The quotation of large factories in Shandong Province was stable, and the inventory pressure of manufacturers was general. The mainstream price in this region was 3650-3800 yuan / ton. At present, the production of liquid ammonia by manufacturers in the region is moderate, and the overall inventory pressure in the region has stabilized. It is expected that the price will stabilize in the near future.
Dichloromethane, on May 7, the market quotation of methane chloride in Shandong area was adjusted, and the quotation of manufacturers was slightly adjusted. The main factory quotation of dichloromethane was about 3470-3570 yuan / ton, and the main factory quotation of trichloromethane was about 3870-3930 yuan / ton. The market transaction was relatively stable.
3、 Future forecast
Liquefied natural gas analysts of business news agency believe that: at present, the inventory of liquid plants is generally not high, coupled with the increase of planned maintenance enterprises in the near future, the market supply is slightly tightened, and the downstream replenishment after the festival and other favorable factors, manufacturers are strongly in the mood of price support and pushing up. It is expected that the domestic liquefied natural gas market will continue to rise in the short term, but restricted by off-season factors, the rise is limited.
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