In November, the market price of dimethyl ether began to rise, and the prices of all regions in China were mainly increased. According to the data monitoring of business agency, the average price of dimethyl ether in Henan market was 2620.00 yuan / ton on November 1, and 2676.67 yuan / ton on November 10, with an increase of 2.16% during the period and 4.69% higher than that on October 1.

As of November 10, the quotation of each region is as follows:

Regional specification Date Quotation

Mass fraction of dimethyl ether in Shandong area: ≥ 99.0%, 2940 yuan / ton

The mass fraction of dimethyl ether in Hebei Province: ≥ 99.0% on November 10, 2900 yuan / ton

The mass fraction of dimethyl ether in Henan Province: ≥ 99.0%. November 10: 2620-2750 yuan / ton

At the beginning of November, the decline of international crude oil depressed the market mentality. The cost methanol and civil gas markets both weakened. Dimethyl ether came down under pressure. The price dropped slightly from 1 to 2 days. However, from the 3rd day, the trend showed a continuous upward trend, and the market transaction atmosphere improved. There are four main reasons for the rising market this time: first, the sharp rise of international crude oil has brought obvious support to the market; second, the significant increase in the cost of methanol has brought obvious advantages; second, the civil market of liquefied petroleum gas is dominant on the whole, and the third is that the Shandong market range is about 100 yuan / ton; and the last point is that the terminal demand has increased with the continuous decline of weather and temperature. The downstream replenishment cycle is shortened, and the enthusiasm of entering the market is higher under the buying up mentality. The market trading is obviously improved, and the manufacturer’s mentality is firm, and the ex factory price is continuously raised. Taking Henan xinlianxin as an example, the minimum guaranteed settlement price announced on November 1 was 2600 yuan / ton, and the price was continuously raised from the 4th to 2680 yuan / ton on November 10.

On the 10th, the market in Henan, the main production area, was more rational, with an increase range of 20-30 yuan / ton, and the mainstream quotation was about 2620-2750 yuan / ton. Due to the lack of market supply in Hebei market, the rise rate was 150 yuan / ton, and so was Shandong market. Only one enterprise delivered goods normally, with an increase rate of 150 yuan / ton.

The sharp rise of methanol cost has brought strong support to the dimethyl ether Market. On the 10th, the transaction price of Shandong methanol in Lubei market rose slightly, reaching 2050 yuan / ton, which was delivered to spot exchange. However, few transactions were made. The methanol market in the south of Shandong Province rose by 40-60 yuan / ton to about 1990-2030 yuan / ton, Linyi received the local goods quotation of 2020-2030 yuan / ton and delivered them without tax; the quotation of logistics goods was 1990-2000 yuan / ton delivered without tax. Northwest higher, southern Shandong local supply is tight, business mentality is supported. The transaction volume of methanol market in central Shandong Province rose to 2020 yuan / T, and the transaction of peripheral goods increased to 2000-2020 yuan / T delivered cash, with the transaction focus on high-end.

At present, the international crude oil continues to rise, which brings obvious support to the market. The civil market of liquefied petroleum gas is mainly followed by the rise, and the cost of methanol market also rises widely. Under the multiple favorable conditions, the manufacturers have a strong mentality and a good shipping atmosphere. And as the weather continues to cool down, the terminal demand is still expected to improve. In the future, there is still room for the DME market to rise.

In November, the domestic epoxy resin market went up sharply, especially for liquid resin. According to the monitoring of the business agency, in November, the factories mostly adopted the state of closing the plate and did not make an offer. As a result, it is difficult to obtain the actual price. So far, the negotiated price of liquid resin is 28500-30000 yuan / ton. It is understood that the current price of liquid resin has reached the peak in nearly three years, and there is still an upward trend. In terms of factories, in October, the offer of factories was still at 21000-22000 yuan / ton. At the end of October, most of the factories had closed the offer and the orders were mainly for production. It is understood that at present, some factories occasionally offer 28000-30000 yuan / ton.

In terms of cost, the bisphenol a market, one of the raw materials, was greatly affected by the downstream epoxy resin industry. In November, the bisphenol a market rose by nearly 20%. On the first working day of this week’s opening, the factories raised 600-800 yuan / ton one after another, with the mainstream offer of 14800 yuan / ton, a new high in the year. At present, the market offer and the factory offer are basically the same. Most of the shipholders hold the attitude of holding back the offer due to the limited supply of goods. Occasionally, the offer is more than 14700-14800 yuan / ton. Although the current market transaction is not ideal, but in view of the demand space of the downstream market, the information of the holder is sufficient.

Another important raw material epichlorohydrin market also showed a rising trend. In November, epichlorohydrin in Shandong market increased by nearly 4%, and the current market offer was 11200-11400 yuan / ton. The price rise of epichlorohydrin is mainly affected by the surge of downstream products.

In terms of equipment, the liquid epoxy resin plant is generally in normal operation, and a few factories offer 28000-30000 yuan / T; the load of solid epoxy resin is low, including Huangshan Runyuan 15000 tons of solid epoxy resin and Huangshan Yongli 12000 tons of solid epoxy resin plants have been shut down for repair since October 28. In December, two large-scale resin factories shut down for more than ten days, and the resin production will be reduced by several thousand tons, which makes the products in short supply difficult to improve in the short term.

From the perspective of business agencies, under the tight supply of epoxy resin market, it will run at a high level in the short term. The upstream and downstream situation will be closely watched, and the short-term liquid epoxy resin will run at about 30000 yuan / ton.

Trade name: calcium carbide

Latest price (November 9): 3056.67 yuan / ton

On November 9, the ex factory price of calcium carbide in Northwest China rose by 116.67 yuan / ton, or 3.97%, compared with that on November 6. The price of raw materials is low, and the cost of calcium carbide is generally supported. However, the downstream PVC is in serious shortage recently, and the market is rising sharply. The downstream customers are more active in purchasing calcium carbide and calcium carbide supply is normal.

In the near future, the factory price of calcium carbide in Northwest China will rise slightly: the manufacturer’s quotation is about 3100 yuan / ton.

Last week, the domestic butadiene market rose sharply, and the domestic butadiene market rose at the beginning of this week. According to the sample data monitored by the business agency, from November 2 to November 6, the domestic butadiene market price narrowly dropped from 9200 yuan / ton to 9142 yuan / ton, a decrease of 0.62% in the week, a 44.24% rise in price on a month on month basis, and a 6.96% rise in price year-on-year basis. As of Friday (11.6), the quotation of self raised tank in East China is about 9100-9200 yuan / ton, and that of Shandong is about 9100-9150 yuan / ton. At present, the Asian butadiene external market closed at a high level, boosting the mentality of domestic traders. Business agency butadiene analysts expect that next week the domestic butadiene market finishing wait-and-see.

The external supply price of butadiene of Sinopec production enterprises is as follows:

Enterprise price (yuan / ton) device dynamics

Normal operation of 9200 165000 T / a unit in Zhenhai Refining and Chemical Co., Ltd

Normal operation of 92001200 T / a unit in SINOPEC

Normal operation of 92012000t / a unit of Yangzi Petrochemical Company

Sinopec’s 92.2 million T / a plant is in normal operation and mainly supplied by each other

Maoming Petrochemical’s 92.015 million T / a unit is in normal operation, mainly supplied by each other and exported in a small amount

Guangzhou Petrochemical’s 92.03 million T / a plant is in normal operation, mainly supplied by each other and exported in a small amount

Shutdown maintenance of Wuhan ethylene 9200 130000 T / a plant

External market: as of November 5, the external price of butadiene in Asia rose: FOB Korea closed at 1125-1135 US dollars / ton; CFR China closed at 1125-1135 US dollars / ton, both up 20 US dollars / ton. The external price of butadiene in Europe was stable: FOB Rotterdam closed at 695-705 US dollars / ton; FD northwest Europe closed at 535-545 euro / ton.

According to the data monitored by the business agency, as of November 4, the average price of domestic power lithium iron phosphate was 37000.00 yuan / ton, the market supply and demand were balanced, the downstream demand was limited, and there was no significant increase. At present, the price of power type lithium iron phosphate was stable, the market price was mainly stable, and the price change was not obvious.

The market price range of lithium iron phosphate power is 33000-37000 yuan / ton, and the average price is 35000 yuan / ton. The price is stable, the downstream demand has not been significantly improved, and the overall market purchasing atmosphere is dull. At present, the price range of energy storage lithium iron phosphate is 28000-29000 yuan / ton, with an average price of 28750 yuan / ton. The quotation of power type lithium iron phosphate enterprises is 37000 yuan / ton of Guangdong Optical Technology Co., Ltd., Foshan Shanshi German Nano Technology Co., Ltd. 37000 yuan / ton, beiteri new energy materials Co., Ltd. 37000 yuan / ton, most of the enterprise quotation is stable, the merchants ship actively, actively yield profits, the transaction price basically maintains the cost online and offline, the profit is kept to the minimum, and it is expected that there will be a turning point.

At present, the mainstream price range of industrial grade lithium carbonate is 34000-38000 yuan / ton, and the mainstream price range of battery grade lithium carbonate is 39500-42000 yuan / ton, and the price remains stable.

On November 4, the chemical index was 799, down 7 points from yesterday, 21.36% from the highest point 1016 (2012-03-13), and 33.61% higher than the lowest point 598 on April 8, 2020. (Note: period refers to 2011-12-01 to now)

Business Club lithium iron phosphate analysts believe that: lithium iron phosphate market demand is poor, in the short term to continue a stable trend. (the above prices are provided by major lithium iron phosphate manufacturers all over the country and analyzed by business lithium iron phosphate analysts for reference only. Please contact relevant manufacturers for more price details.)