It is reported that in December 8th the domestic soda ash steady consolidation, prices high.

In December 7th, North China Light Base 1900-1950 yuan / ton, the heavy alkali 2050-2100 yuan / ton, the actual transaction price negotiations, soda enterprise supply is tight, the downstream purchase can be, there is still upside is expected to post a soda.

The market of soda market in Shandong in December 8th to clinch a deal, the trading floor active atmosphere. The area light soda ash factory price in 1900-2100 yuan / ton, heavy soda ash prices in 2100-2200 yuan / ton, soda ash market supply is tight, the downstream procurement demand was stable, the market outlook is expected to local soda is still up.

At present, the domestic light alkali mainstream price at 1900-2050 yuan / ton, the heavy alkali to the mainstream price at 1950-2150 yuan / ton. North China Light Base 1900-1950 yuan / ton, the heavy alkali 2050-2100 yuan / ton, the actual transaction price negotiations, soda enterprise supply is tight, the downstream purchase can be, there is still upside is expected to post a soda.

The second batch of environmental inspection, the overall domestic operating less than 50%, some manufacturers of environmental pressures forced to shut down for maintenance, the market supply is tight, hard to spot.

In addition, the soda enterprises in Central China, northwest, Southern China area started low, some manufacturers of soda ash plant has been shut down. The recent price increases upstream of crude salt, soda glass and other cost increases, downstream enterprise procurement and procurement of goods coming, positive, expected short-term domestic soda ash market still has space to boost.

technology application in December 4th (U.S. time) 10 pm, a science “Oscar” and “Deluxe Edition Nobel Award” title scientific breakthrough Award (BreakthroughPrize) at the Silicon Valley NASA Ames Research Center released. This year, with particular attention to make outstanding contributions in the field of molecular cell biology research scientists, these mechanisms will help us more in-depth understanding of genetic information and some diseases.

The award by the founder of Facebook, Mark Zuckerberg, Google founder Sergei Brin and the Russian joint venture capitalists YuriMilner, jointly set up awards a mathematical breakthrough award, physics, life science breakthrough award breakthrough award, new horizons award, mathematical physics new horizons award and other awards, to honor outstanding contributions in life science, fundamental physics and the mathematical field of people.

Because each winner will receive a $3 million bonus, so it is called “the deluxe edition of the Nobel prize”. It is worth noting that, Mrs. Ma Yun joined the scientific breakthrough Award Foundation in 2013, a donation of $3 million per year.

Not only a lot of money, is also a star studded ceremony, this year’s awards ceremony hosted by actor Morgan Freeman (MorganFreeman), pop star Alicia Keith (AliciaKeys) to help out the show. Since the beginning of 2013 held the red carpet ceremony aims to raise public awareness and invite scientists, the Hollywood and the guests have had a certain relationship with the scientific world.

Facebook founder Zuckerberg at the ceremony, said: “we spent more time to pay attention to and support science, 2017 scientific breakthrough award winner who is a leader in physics, mathematics and the life sciences, their breakthrough will open new possibilities to help make this world a better place.”

Life science breakthrough award a total of five this year, each of them separately received bonuses of $3 million. The winners will participate in the discussion, a day of talks and group theme, such as gravitational waves and gene editing technology CRISPR-Cas9.

The environmental pressure effect, the blast furnace operating rate dropped significantly last week. According to Mysteel statistics, last week the national sample of 163 steel blast furnace operating rate of 75.83%, than the previous week dropped 0.69%; 72 samples in Hebei steel blast furnace operating rate of 79.68%, than the previous week down 1.59%. The 139 main building materials plant last week steel production was 3 million 10 thousand tons, down more than 3.32% cycles; the operating rate of 73.8%, than the previous week down 4.2%.

On the current situation, is now part of mills receive notice, but not all production, there are still individual mills in production enterprise. Since the environmental protection policies have been introduced, Tangshan area dispatching billet and furnace manufacturers operating rate has been at a low level. At the same time, affected by the recent shipments difficult, some steel mills have independently increased efforts to limit production, the medium frequency furnace to capacity effects have not been evident.” Zhang Congcong said.

According to WWW statistics, enterprises are medium frequency furnace in Tangshan area, involving most of the products are steel, plate, steel and other building materials, which relates to an annual production capacity of about 12 million tons.

Zhang Congcong pointed out that the latter point of view, if the complete closure of the local electric enterprises, to the local, will reduce the impact of Dachang enterprises building materials market, reduce overall supply, supporting the market price; at the same time, the relevant message capacity to support market confidence, pushing up the market price; furthermore, easy to cut scrap purchase price to reduce the production cost. At this stage the price pull up, market speculation suspects, in steel production has not eliminated the implement at the same time, there is a certain risk.

Golden State Securities analysts believe that last week the second batch of environmental supervision in Jiangsu and other places open superposition of intermediate frequency furnace demolition operations, coupled with the end of plant maintenance increased, leading to a national blast furnace operating rate of return low (lower than the same period last year), steel production decreased to a certain extent the hedge effect of off-season demand. Therefore, the recent steel prices are still relatively strong, always maintain a good level of gross margin, with the impact of event depth, steel prices will remain volatile situation.

The internal game intensified

Data show that the dominant region of building materials market prices rose yesterday. Beijing area. The mainstream price 3000-3010 yuan / ton, up 30 yuan; Tangshan three earthquake mainstream 3130 yuan / ton, up 10 yuan; Shanghai quoted in the mainstream 3310-3330 yuan / ton, the premium of 41 yuan. Blank, Tangshan billet prices yesterday rose 100 yuan to 2900 yuan / ton.

Futures, coke 1705 contract rose 6.67% to 1870 yuan / ton, coking coal also rose 5.16% to 1344 yuan / ton; iron ore and steel yesterday rose 6.53% and 5.10%, both hit a new high stage.

This check is called an environmental protection inspection of the history of the most stringent environmental protection, the second batch of central inspection teams have been stationed in Beijing, Shanghai, Hubei, Guangdong, Chongqing, Shaanxi and Gansu and other 7 provinces (city).

“A survey of coking enterprises we said the limited production supervision is very strict, for the first time in years appeared at the mayor LED inspection of environmental protection production situation. Handan and Wuan steel coke enterprises limited production in December 31st 30%, the execution is also more stringent, we also met the Secretary of municipal Party committee into the factory inspection of the situation. Near the end of the year, with this year’s winter air quality in Hebei is not optimistic, the local government environmental protection pressure, for the poor air quality in the city will vigorously promote the enterprises to stop limit production.” Topix futures analyst Gu Meng in the investigation of Hebei coal steel enterprises said.

Not only the iron and steel industry, chemical industry in this round of environmental protection storm swept under the tight supply, methanol futures trading yesterday, and hit a new high of nearly two years. It has been reported that, at the end of November and early December nationwide haze, making a large number of Hebei, and Shandong, Henan, Shanxi coal chemical industry has also been included in the list of enterprises in production, limited production. On the methanol market, only Hebei, Shanxi and Henan provinces, involving methanol production capacity of 3 million tons / year, accounting for 5% of the total domestic production capacity. The direct production of more than 1 million tons / year, the load is reduced to 7 following the nearly 2 million tons / year.

The operating rate decreased significantly

with coal prices rise and light storage approaches, domestic fertilizer prices significantly in the recent rebound, manufacturers hype to meet market demand eagerly. But behind the laughter, the tension of the tight supply capacity is gradually let the market worry.

Since the “transportation vehicle management regulations” after the introduction of many areas of highway freight increase, a large number of sources from the road return railway, railway transportation and increase the burden of coal, grain and other bulk cargo transport seasonal peak arrival more strained furtheraggravate.

Hard to find a car to dispatch poor so many domestic fertilizer enterprises scorched by the flames. According to the Qinghai related enterprises, currently from Qinghai fertilizer volume only meet the actual demand of 1/5, a large number of potash in the factory hoarding. The compound fertilizer enterprises in inland areas also suffered raw materials, double products going to attack. The market believes that the current fertilizer circulation “poor blood” may lead to local structural fertilizer shortage, and if these problems can not be solved by structural, spring fertilizer peak or will face a serious shortage.

Qinghai potash “trapped in place”

According to the relevant enterprises, from mid September this year, the Qinghai area has the appearance of potash fertilizer capacity shortage. Today, Qinghai potash demand on the wagon at 400-500 / day, but every day only 100 knots of actual wagon is issued, only Cha Er Han area for accumulation of about 2000000 tons of potash. Qinghai Province circle for potash scorched by the flames.

Qinghai Saline Lake industrial Limited by Share Ltd sales company general manager Yang Jinbang told reporters: “the current enterprises are facing great difficulties, the main problem is concentrated in the wagon supply is far less than the requirements of enterprises. Such serious transportation difficulties have for many years has not been met, and the problem of long duration also allows the normal operation of enterprises affected.”

According to the Inner Mongolia potash circulation, the current domestic potash fertilizer production capacity is stable, but Qinghai, Xinjiang, Inner Mongolia potash transportation difficulties are key factors for long-term business development limited. He added: “the high degree of dependence on K transport railway, most of the Qinghai area radius of potash sales in more than 2500 kilometers, the road is very far, the high cost of highway transportation. But relatively speaking, K is low value-added products, so the railway transportation is the best way to K. However, the Qinghai area population, consumer demand, the development pattern of Qinghai belongs to the resource output plus the arrival of Qinghai Tibet Railway Corporation, the weight of the car is relatively small, empty a serious shortage of resources. At this stage the Saline Lake stocks reached 1 million 800 thousand tons, 500 thousand tons of potash Tibet grid inventory, other small factory also has 300 thousand tons, a total of more than 2 million 600 thousand tons of domestic potash inventory. Pre orders do not go out, can not guarantee delivery time, delivery time will be postponed. This market has been worried.”

Faced with soaring prices of fertilizers?

From September 21st onwards, “transportation vehicle management regulations” formally implemented. With the increase of highway transportation costs, many companies choose to increase the amount of fertilizer transport railway transport and shipping. At the same time, domestic coal transportation, food transport into the seasonal peak, considering factors such as Spring Festival, the railway is expected to supply tension will continue until 2017 “51″.

In fact, the domestic fertilizer transport has been blocked for several months, the market is most concerned about the topic is: inadequate supply of raw materials, products shipped difficulties, chemical fertilizer reserves in winter will not be affected? Next spring fertilizer will not appear shortage? Will fertilizer market price inflation?

Although recent potash prices rose 150-200 yuan / ton, but affected by the exchange rate, rising costs have more than 240 yuan / ton, road transport costs also increased, or even in some areas reached 30%. This cost pressure in the future or will continue to shift to the lower. Qinghai Golmud Tibet lattice potash company vice president Fang Li held the same view. She said: “the enterprise warehouse inventory is limited, great pressure. But the domestic potash fertilizer capacity shortage has seriously affected the sales process, directly lead to downstream fertilizer production enterprises and dealers’ no rice. “.”

In this regard, middle peasants group Cmi Holdings Ltd K manager Wang Bei said: “the short-term prices of imported potash are affected by multiple factors. First, exchange rate changes lead to the cost of imports rose 70-80 yuan / ton; secondly, highway transportation, railway freight regulations limit super cancel preferential policies superimposed after increasing pressure caused by transportation; in addition, the previous stage of potash low prices, sales of large, near port potash inventory low and border trade volume is less, the price rebound in reason.”

How to protect the agricultural demand?