Latest price (May 19): 6826 yuan / ton

Key points of analysis: on May 19, the average price of domestic LNG market was 6826 yuan / ton, down 0.67% from the previous day and up 85.32% year-on-year. The final price of the feed gas auction of PetroChina direct liquid supply plant from May 21 to 31 was 4.33-4.43 yuan / m3, the average price was reduced by 0.11 yuan / m3 compared with the previous period, and the trading volume was 33 million m3. The reduction of the feed gas price depressed the market atmosphere. At present, the market supply is abundant, the demand in the off-season is weakened, and the receiving capacity of downstream users is general. In addition, the inlet gas price is reduced, the domestic liquid price is down, the market wait-and-see mood is rising, and the actual transaction is mainly negotiation.

It is expected that the domestic LNG market will be stable and down in the short term.

Latest price (May 18): 11160 yuan / ton

Key points of analysis: according to the data monitoring chart of business agency, on May 18, the market price of phosphoric acid was 11160 yuan / ton, up 0.54% from the previous day, and the price of wet acid was 10866.67 yuan / ton, unchanged from the previous day. Recently, due to the rising price of yellow phosphorus as raw material, the support of cost side has been strengthened, the overall focus of phosphoric acid market has shifted upward, and the increase range of enterprise offer is different. At present, the price of raw yellow phosphorus is as high as 40000 yuan / ton, and the market price of thermal phosphoric acid is about 10600-12800 yuan / ton.

The phosphoric acid market is expected to rise steadily in the short term.

Trade name: TDI

Latest price (May 17): 17200 yuan / ton

Key points of analysis: today, the average price of TDI market in East China decreased by 0.29% compared with the previous working day, and the market is weak. At present, the news in the venue continues to be quiet, the TDI device in the supplier market operates at low load, and there is no pressure on the factory inventory. However, due to the impact of public health events, the transaction and investment in the terminal industry is weak, the downstream demand continues to be weak, the offer of the cargo holders is large, stable and small, and individual offers are shipped at low prices. The market transaction atmosphere is light. From the performance of supply and demand, the market situation continues to be dominated by deadlock. At present, the quotation range of dealers in East China is about 16500-16600 yuan / ton for domestic goods and about 16800-17500 yuan / ton for Shanghai goods.

Future forecast: in the later stage, TDI market will conduct weak consolidation and operation, with specific attention to market supply and downstream follow-up.

Price: industrial grade lithium carbonate 450000 yuan / ton, battery grade lithium carbonate 467000 yuan / ton

Analysis: the price of lithium carbonate fell sharply at the beginning of the week. At present, the market supply is stable, while the demand for terminals and batteries has not recovered significantly under the epidemic, and the orders for cathode materials have also remained low, so that the purchase of raw materials is still relatively small. In the case of weak market demand, the price trend of lithium carbonate is slightly weak and mostly remains low.

Forecast: at present, there are many inquiries in the market, but the wait-and-see mood is strong, and the actual transaction intention is weak. It is expected that the price of lithium carbonate will not recover in the short term, and there is still a downward trend.

According to the data monitoring of business agency, the dichloromethane market has been under pressure since May (5.1-5.15). As of May 15, the average price of dichloromethane bulk water in Shandong was 4362 yuan / ton, down 6.93% from 4687 yuan / ton at the beginning of the month.

With the restart of Jinling and Fuqiang methane chloride units, the overall construction rate of domestic methane chloride has increased, and the operation rate has been around 80% since May. In particular, the Jinling unit in Shandong is operating at 90%, Dongyue is operating at full load and Luxi unit is operating at 80%. In addition, the 160000 T / a methane chloride unit in Dongying Huatai is planned to be put into operation in mid May. The supply pressure in Shandong is further increased and the supply is loose. It is expected to have a certain impact on the markets in East and South China in the later stage.

In May, the spot price of raw methanol continued to decline and the cost support weakened. According to the business agency, as of May 15, the price of methanol was 2642 yuan / ton, down 3.73% from 2745 yuan / ton at the beginning of the month.

Future forecast: Analysts of methane chloride data of business society believe that at present, the price of raw materials has fallen slightly, and the supply side is under pressure. It is expected that dichloromethane may continue to weaken in the near future.