According to the plan of the Ministry of Environmental Protection, the fourth batch of central environmental protection inspectors will inspect the remaining Sichuan, Jilin, Zhejiang, Shandong, Hainan, Tibet, Qinghai and Xinjiang provinces according to the plan of the third batch of environmental supervision. At present, Shandong, Jilin, Sichuan, Zhejiang and other places of environmental protection department of the deployment of view, the fourth batch of central environmental protection inspection stationed about the end of July to August near.
Since last year, environmental protection storm constantly struck, the methanol market can not be underestimated. China’s methanol is mostly coal-based methanol plant, and the traditional coal chemical industry’s environmental problems are always criticized. Under the influence of environmental monitoring, methanol manufacturers, downstream factories have received a certain degree of implication. To the third round of environmental protection inspection stationed in Shanxi, for example, 4-5 months of local methanol enterprises have a large area shut down, the majority of downstream business downtime, the market supply and demand situation reached its peak. According to statistics, the Shanxi area involved in methanol production capacity of about 5 million tons, and in May Shanxi related to downfall production capacity as much as 2.5 million tons.
| Thiourea dioxide |
Recently, the fourth round of environmental protection on the agenda, all over the provinces, cities, counties, multi-level environmental inspection is also open. The main involved in Shandong, Qinghai, Xinjiang, Hainan, Sichuan, Jilin, Zhejiang and other places. Which is the main concentration of domestic imports in Qinghai, Xinjiang, Hainan, Sichuan, Jilin and other places have a certain methanol production capacity, while the Shandong region is the main consumption area in the north, of which Shandong area involving about 660 million tons of methanol production capacity, Up to now, it is learned that Qinghai Zhonghao 600,000 tons / year of the device plan at the end of July to repair a month, Shandong major manufacturers have no maintenance plan, and Shandong local multi-field supply flow is expected to supply side has no significant impact.
On the other hand, Shandong and other places to the traditional demand-based. At present, formaldehyde, dimethyl ether, MTBE and other traditional downstream industry, the overall profit was poor, which is a long-term loss of dimethyl ether industry. According to statistics, the current dimethyl ether operating rate of only about 16%, due to long-term loss of enterprises, most enterprises are still in a parking state; formaldehyde operating rate of 29%, Linyi area as a whole is not high, supply side reform and environmental impact Background, formaldehyde multi-small business has been several shuffles. The recent MTBE plant in Shandong by the impact of environmental protection, construction has been a significant decline in the number of enterprises continue to increase, the overall operating rate dropped to 5 percent near.
| Thiourea |
On the domestic market, since June, the overall impact of the overall domestic commodity atmosphere, methanol futures continued upward, the highest rose to 2618 price, in recent months to the strong situation, driven by the mainland methanol market mentality to the better. The traditional off-season, the supply is better than expected, for the market to provide some help. And for the late August supply situation, in early August, Inner Mongolia, New Austria, Shaanxi Xianyang device restart, Qinghai Ho Ho installation maintenance. And Shandong Mingshui device in mid-July feeding, is still in the linkage test, is expected in early August 60 +35 tons / year device is normal. Shandong Hualu Hengsheng, Shandong Luxi plant 8-9 months also expected to drive, the latter part of the supply side is expected to increase, while the downstream demand growth is weak. Put aside the traditional downstream, the current port area of olefins enterprises in addition to Changzhou Fu De, are normal operation, even if the late Mercedes-Benz Changzhou, the increase in demand is also difficult to increase supply.
Late market conditions, environmental protection and high pressure continued, the traditional downstream demand is expected to poor, olefin demand is also difficult to significantly improve, while the supply continued to increase expectations, weak supply and demand, the market outlook is still cautious bearish view.
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