In July, the trichloromethane market first fell and then rose, and the overall market rose slightly. According to the commodity market analysis system of the business community, as of July 29, the price of chloroform bulk water in Shandong was 2062 yuan/ton, 1.85% higher than 2025 yuan/ton at the beginning of the month, and 14.58% higher than the cycle low of 1800 yuan/ton. The price of raw material methanol rose in shock, and the cost center of trichloromethane rebounded slightly; In the first ten days of the year, the centralized replenishment order of chloroform ended, and some R22 enterprises stopped for maintenance. The demand side of chloroform weakened again, and the price fell; In the middle of the year, driven by the high cost of methanol and liquid chlorine, the price of chloroform rebounded; The pressure on the supply side of chloroform is expected to increase in the next ten days, and the price will stabilize temporarily after rising.
In July, the methane chloride unit slightly decreased in the early stage of operation, and slightly increased after some units were restarted in the later stage. In the later stage, the supply pressure of the new Jiuhong unit is expected to increase again.
In July, the price of raw methanol rose in shock, and the cost of chloroform strengthened. According to the Commodity Market Analysis System of Business Society, as of July 29th, the spot price of methanol was 2281 yuan/ton, an increase of 4.66% from 2180 yuan/ton at the beginning of the month; The low point of the cycle is 2137 yuan/ton, and the high point is 2314 yuan/ton.
The domestic downstream refrigerant R22 quota digestion schedule is expected to rise in advance of the price, but some enterprises stop for maintenance and start at a low level, and the demand for chloroform is just limited; Methane chloride is low before commencement and high after commencement, and chloroform supply is loose in the later period; In the short term, the supply and demand surface of chloroform is weak. Overall, the total production quota of R22 will be reduced by 19% to 181800 tons in 2023, and the overall domestic demand for chloroform will be weak.
According to the methane chloride data analysts of the business society, the demand for chloroform at the end of the peak season is generally weak, and the pressure on the supply side is expected to increase in the later period, but the higher methanol price is supported by the cost side, and the chloroform market is expected to fluctuate in a narrow range in the short term.
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