On March 10, the rare earth index was 986 points, down 4 points from yesterday, down 2.09% from 1007 points (2022-02-24), the highest point in the cycle, and up 263.84% from 271 points, the lowest point on September 13, 2015. (Note: the period refers to the period from December 1, 2011 to now)

The trend of domestic rare earth index declined, and the price trend of domestic light rare earth praseodymium neodymium series fell. The price of praseodymium neodymium oxide fell by 15000 yuan / ton to 1.07 million yuan / ton, the price of praseodymium neodymium metal fell by 5000 yuan / ton to 1.345 million yuan / ton, the price of praseodymium oxide fell by 10000 yuan / ton to 1.08 million yuan / ton, the price of neodymium oxide was 1.17 million yuan / ton, and the price of metal praseodymium was 1.39 million yuan / ton, The price of neodymium metal fell by 5000 yuan / ton to 1.44 million yuan / ton, dysprosium oxide fell by 10000 yuan / ton to 3.06 million yuan / ton, dysprosium ferroalloy fell by 10000 yuan / ton to 3.06 million yuan / ton, dysprosium metal price was 3.975 million yuan / ton, the price trend of domestic light rare earth market fell, the recent procurement was general, the price of dysprosium Series in domestic heavy rare earth market fell, the price of terbium series fell, and the downstream procurement was mainly on demand, Myanmar banned exports, and the price of rare earth in the domestic market is expected to decline slightly in the later period.

Trade name: sulfur

Latest price (March 9): 2783.33 yuan / ton

Key points of analysis: according to the price monitoring of business society, the sulfur price in East China increased by 15.97% compared with a single day yesterday. Today, the sulfur market is operating at a high level, and individual domestic refineries follow up. The price adjustment range is generally 200-350 yuan / ton, and the sulfur market is operating strongly. The reason for the sharp rise is mainly due to the high level of the port market. It is difficult to find the supply of goods in the port. The cargo holders are reluctant to sell, and have a strong intention to rise. The mentality of domestic refineries is positive. Coupled with the steady progress of the downstream phosphate fertilizer market, the price of solid-liquid sulfur runs at a high level.

Aftermarket forecast: the short-term sulfur market is relatively strong, so we should pay more attention to the downstream follow-up.

Trade name: chlorinated paraffin

Latest price: 6400 yuan / ton

Key points of analysis: the price of chlorinated paraffin 52 rose on March 8, up 0.79% compared with the previous trading day. Europe and the United States banned the import of Russian crude oil, and the international oil price rose again. Today, the price of raw liquid wax increased, and may continue to rise in the short term. At present, the market is at a high level. With the support of raw materials, chlorinated paraffin enterprises are under great pressure, and the price will be raised accordingly. At present, the inventory of chlorinated paraffin is low and the supply and demand are balanced. The ex factory quotation of chlorinated paraffin 52 in Shandong is about 6200 yuan / ton, that in Northeast China is about 6200 yuan / ton, and that in Anhui is about 6500 yuan / ton.

Future forecast: the price of chlorinated paraffin is expected to rise in the short term.

According to the data monitoring of the business agency, the average market price of dimethyl ether in Henan was 4096.67 yuan / ton on March 4 and 4253.33 yuan / ton on March 7, with an increase of 3.82% during the period, an increase of 12.32% compared with February 1.

On the 7th, the domestic dimethyl ether market mainly rose, and the Henan market rose over the weekend. The markets of Hebei and Shandong followed the rise, and the raw material methanol and liquefied gas markets both rose, which was good for the market mentality. The downstream market was enthusiastic, the market trading atmosphere was mild, and the manufacturer’s inventory was controllable. It is expected that the dimethyl ether market will still rise slightly in the short term.

Ethylene oxide remained stable this week. At present, the ex factory price of ethylene oxide in East China, North China, South China and Northeast China is 8200 yuan / ton, and that in Central China is 8400 yuan / ton.

Ethylene remained at a high level. The external price of ethylene in Northeast Asia was US $1250 / ton, that in Southeast Asia was US $1250 / ton, and the quotation of ethylene in Luxi Chemical industry today was 8900 yuan / ton, up 400 yuan / ton compared with the price of the previous trading day.

Continuous losses put pressure on manufacturers. Ethylene oxide and some downstream monomer manufacturers reduced production and reduced burden, which means a strong support for the market, but the recovery of terminal demand is still slow. Generally speaking, the rise of the market needs the cooperation of many aspects. If it is just a simple rise in the cost side, the foundation is unstable, and there is no real recovery factor, it is prone to the virtual heat situation of sharp rise and fall. At present, people in the industry point out that the downstream demand has not been fully expanded. Therefore, although the market is rumored to rise, it should be treated rationally. Compared with Monday, hPEG, TPEG and ethanolamine were flat, and AEO-9 rose 1.36%.

Forecast: driven by the upstream raw materials, the market focus of ethylene oxide moves upward, the downstream wait-and-see atmosphere is strong, and the market mentality is different. The author believes that there is room for upward growth, but it is less than the rumored range.