I. price trend
According to the bulk data monitoring of the business agency, the recent methane chloride Market in Shandong continues to rise, including the current average price of dichloromethane in Shandong is 2900 yuan / ton, up 7.01% from November 1, and the current average price of trichloromethane is 2150 yuan / ton, up 13.16% from November 1.
II. Cause analysis
| Thiourea dioxide |
Product reason: affected by the negative impact of enterprise maintenance, the spot supply of methane chloride in Shandong market has been greatly tightened. Under the situation of just stable demand, the price of methane chloride continues to rise. At present, the industry has a good mentality and strong intention to hold up the price. In terms of enterprise maintenance, Shandong Dongyue 280000 tons / year plant maintenance to the middle of November, Shandong Jinling reduced the load, Luxi Chemical started 60% and executed more foreign trade orders. At present, the quotation of dichloromethane in Shandong is 2900 yuan / ton, and that of chloroform is 2120 yuan / ton; the quotation of dichloromethane in Jiangsu is 3750 yuan / ton, and that of chloroform is 3800 yuan / ton; the quotation of Liwen dichloromethane in Jiangxi is 3000 yuan / ton, and that of chloroform is 2850 yuan / ton.
Industry chain: in the upstream, natural gas prices are surging and falling, the terminal market acceptance capacity is limited, the manufacturer’s shipment is not smooth, and the pressure is downward. At present, it is about 3840 yuan / ton; due to the poor demand in the downstream and limited, the methanol market is weak, at present, it is about 2150 yuan / ton; affected by the inspection and repair, the supply in the industry is tight, and the price is firm. At present, the enterprise reports about 700-800 yuan / ton more. In the downstream, the domestic refrigerant market continues to be weak, and the terminal market demand is flat, which is expected to remain weak in the short term; the pharmaceutical agricultural market and solvent industry just need to be stable, which is good for the price support of methane chloride.
Industry:
| Thiourea |
According to the price monitoring of the business association, in the 43rd week of 2019 (10.28-11.1), there are 12 kinds of commodities in the list of commodity prices rising and falling, 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 chemical sector; the top three commodities are dichloromethane (9.58%), sulfuric acid (6.98%) and aniline (4.24%). There are 40 commodities with a decline of 5% or more, accounting for 4.7% of the monitored commodities in the sector; the top three products with a decline are DMF (- 7.88%), butadiene (- 6.73%) and acrylic acid (- 5.88%).
III. future forecast
According to the data analyst of methane chloride of business association, at present, Luxi Chemical has gradually completed the external orders, and now it has been delivered normally. Shandong Jinling plans to overhaul around the middle of November to the end of the month. The spot supply of methane chloride in Shandong is still tight, and the price of methane chloride is expected to be high and firm in the short term when the demand is just stable.
| http://www.pivalicacid.com |