In June 2022, the domestic 1# antimony ingot Market rose as a whole. The average market price in East China was 80000 yuan / ton at the beginning of the month and 83250 yuan / ton at the end of the month, with a monthly increase of 4.06%.

On June 27, the antimony commodity index was 114.50, up 0.69 points from yesterday, down 1.79% from the highest point of 116.59 in the cycle (2022-04-17), and up 143.72% from the lowest point of 46.98 on December 24, 2015. (Note: the period refers to the period from September 8, 2012 to now).

The K-bar chart of commodity prices reflects the weekly or monthly price changes in the form of a bar chart by using the concept of the K-line of price trend. Investors can buy, sell and invest according to the changes of the K-bar chart. Red means: rising; Green means: falling; The height of K column indicates the range of rise and fall. It can be seen from the above figure that the recent upward trend of the antimony ingot Market around the Spring Festival entered a stable period in mid March, slowed down after entering the downward channel in mid April, and the market recovered again in June.

The antimony ingot Market in this month, after a downward trend lasting for nearly two months, has ushered in a shock upward trend. The overall market sentiment is better than that in the early stage. The main reason is that the demand market for antimony oxide is expected to improve. Therefore, the smelters are reluctant to sell and have a certain attitude of price support. At present, the demand of downstream antimony oxide enterprises for goods preparation is acceptable, the purchasing inquiry is active, and the inventory of antimony oxide is down as a whole. With the support of downstream demand, the overall mood of the antimony ingot Market has warmed up, and the manufacturers have a strong attitude of supporting prices. In terms of supply, antimony ore is still in tight supply, and the supply of antimony ingots is also slightly tight. In general, under the current environment of tight supply and good demand, it is expected that the price of antimony ingots will gradually pick up in the future, with a certain upward space.

Price of strategic small metal antimony in Europe (unit: USD / ton)

varieties., June 1, June 28, Up and down

European small metal antimony, 13600.,14300.,+ seven hundred

In June, the European Strategic small metal antimony market continued to pick up, the overall market atmosphere improved compared with the previous period, and the rise was stable. The monthly price rose by $700 / ton.

Price trend of antimony oxide (unit: yuan / ton)

varieties., June 1, June 28, Up and down

99.5% antimony trioxide, 69500.,71500.,+ two thousand

99.8% antimony trioxide, 71500.,73500.,+ two thousand

The overall market price of antimony oxide in this month rose by 2000 yuan / ton, which was basically consistent with the price rise of antimony ingots. Recently, the sales of antimony oxide have improved. After the sales of antimony oxide have improved, the demand for antimony ingots has picked up, promoting the price rise of antimony ingots.

In the future market, the business community believes that the price of antimony ingots has recovered recently, and the sales of antimony oxide in the downstream has also improved to some extent. Antimony oxide manufacturers have a demand for antimony ingots, which promotes the recovery of the overall industrial chain. The increase of market prices drives the market atmosphere. It is expected that the price of antimony ingots will gradually recover in the future market, with a certain upward space.

Industry hotspot information

The rigid demand for PV is increasing, and the price of antimony is on the verge of breaking out: the strategic small metal antimony is an extremely scarce non renewable metal. With the increasing rigid demand for the PV glass clarifier sodium pyroantimonate, it is expected to drive a significant increase in the global demand for antimony. Since the beginning of 2021, the price of antimony has continued to rise by 87% to 81000 yuan / ton. Some countries are expected to strengthen the reserve of antimony resources, and the antimony industry has ushered in a high boom era. The decline in China’s antimony production has led to a decline in the global antimony supply from 180000 tons in 2011 to 110000 tons in 2021.

Guizhou Province issued the “fourteenth five year plan” for heavy metal pollution prevention and control to solicit public opinions: in order to further promote the “fourteenth five year plan” for heavy metal pollution prevention and control, Guizhou Provincial Department of ecological environment has drafted the “fourteenth five year plan” for heavy metal pollution prevention and control (Draft for comments) (hereinafter referred to as the “plan”) and is now seeking public opinions. The deadline for public consultation is 18:00 on May 19, 2022. The plan clearly puts forward three prevention and control priorities: 1) key heavy metal pollutants. The key heavy metal pollutants to be prevented and controlled are lead, mercury, cadmium, chromium, arsenic, thallium and antimony, and the total amount of five key heavy metal pollutants such as lead, mercury, cadmium, chromium and arsenic will be controlled. 2) Key industries. It includes six industries: Mining and beneficiation of heavy non-ferrous metals (mining and beneficiation of copper, lead zinc, nickel cobalt, tin, antimony and mercury), smelting of heavy non-ferrous metals (smelting of copper, lead zinc, nickel cobalt, tin, antimony and mercury), lead battery manufacturing, electroplating industry, chemical raw materials and chemical products manufacturing (calcium carbide (poly) vinyl chloride manufacturing, chromium salt manufacturing, zinc inorganic compound industry with industrial solid waste as raw material), leather tanning and processing industry. 3) Key areas. Hezhang County of Bijie City is a key area for heavy metal pollution prevention and control during the “14th five year plan”. Among the key tasks, the plan proposes to strengthen the supervision and law enforcement of heavy metal pollution, and requires to strengthen the monitoring and early warning of heavy metal pollution. Local ecological and environmental departments shall install automatic monitoring systems for thallium, antimony and other characteristic heavy metal pollutants in the downstream of thallium and antimony related industrial enterprises or areas with dense distribution of solid wastes by relying on the automatic water quality monitoring station.

According to the monitoring data of the business agency, as of June 27, 2022, the average ex factory price of butanone in the domestic market was 10333 yuan / ton. Compared with June 1 (the ex factory price of butanone was 10433 yuan / ton), the average price was reduced by 100 yuan / ton, a decrease of 0.96%.

It can be seen from the data monitoring chart of the business agency that in June, the domestic butanone market generally rose first and then fell. After the Dragon Boat Festival, the domestic butanone market ushered in a wide rise. The market rise was mainly supported by the supply side and the cost side. In terms of cost, the high level of C4 after the raw ether gave support to the cost of butanone. In terms of supply, in June, the start-up of butanone was low, and the overall low level of inventory gave support to the supply side. With the support of both supply and cost, the market focus of butanone has been moving closer to the high-end. On June 9, the high-end price of butanone in the domestic market rose to around 12000 yuan / ton, with an increase of more than 11% in the four days after the festival. Then the overall high-level consolidation of the market ran for several days. Since the 13th, the domestic butanone market has encountered a downward channel, which is difficult to effectively support the continuous high-level operation of the market due to insufficient follow-up of downstream demand. During the transmission of supply and demand in the market, the market price of butanone has been continuously adjusted downward, and the center of gravity has been falling. As of June 27, the domestic butanone market has basically returned to the level at the beginning of the month, and the market price is around 10000-10500 yuan / ton. At present, the butanone market is weak, mainly for consolidation and operation, and the trading atmosphere is general.

In the upstream, on June 27, the domestic liquefied gas market remained stable on a large scale, and the Shandong civil gas market rose steadily. The international crude oil price rebounded, and the news was good for the market mentality. The enthusiasm for downstream market entry has been improved, and the market trading atmosphere has been improved. There is no obvious pressure on upstream inventory, and it is expected that the price of liquefied gas market will be strong in the short term.

Future analysis of butanone

At present, the effective support in the butanone market is still insufficient, and the downstream mainly continues to be just in need of procurement. The butanone datagrapher of the business society believes that in the short term, the domestic butanone market will be mainly sorted out and operated in multiple intervals, and more attention should be paid to the basic changes in the supply and demand of butanone.

According to the data monitored by the business club, as of June 24, the average price of domestic rubber grade high-quality white carbon black was 6325.00 yuan / ton. Compared with the same period last week, there was no significant change in the price. This week, the overall white carbon black market was mainly stable, supply and demand were balanced, and the negotiation atmosphere was general. Compared with the same period last week, there was no significant change in the price. The overall market was stable and in a balanced state of supply and demand. At present, the market supply was normal, and just needed procurement was the main thing.

The white carbon black market price has a stable trend. Compared with the same period last week, the price has not changed. The overall market supply and demand is balanced. The downstream just needs to purchase, mainly for contract customers. The logistics is smooth, and the market negotiation atmosphere is flat,

Upstream hydrochloric acid: as of June 24, the upstream cost of hydrochloric acid was generally supported, the downstream ammonium chloride market was adjusted at a high level, the price of polyaluminum chloride was adjusted at a low level, the downstream purchase intention was general, and the stable operation of the hydrochloric acid Market in the short term was the main factor.

Chemical industry index: on June 24, the chemical industry index was 1174 points, down 7 points from yesterday, down 16.14% from the highest point of 1400 points in the cycle (2021-10-23), and up 96.32% from the lowest point of 598 points on April 8, 2020. (Note: the period refers to 2011-12-01 to now)

According to the white carbon black analyst of business agency, the trend of rubber grade white carbon black is stable in the short term, the operating rate is stable, and the price range is about 6000-6500 yuan / ton. (if you want to know more about the market dynamics of the industrial chain, you are welcome to pay attention to the official account of the business club, obtain commodity information and master commodity prices).

1、 Price trend

According to the monitoring data of the business club, the price of baking soda was adjusted and operated this week. The average market price from the beginning of the week to the end of the week was 2766.67 yuan / ton, up 74.37% year-on-year. On June 19, the commodity index of baking soda was 183.63, unchanged from yesterday, down 22.14% from the highest point 235.84 in the cycle (2021-11-10), and up 108.03% from the lowest point 88.27 on December 22, 2020. (Note: the period refers to the period from September 1, 2020 to now)

2、 Market analysis

According to the business agency, the price of baking soda has been adjusted and operated, and the downstream market has a general demand recently. At present, the price of baking soda in Henan is about 2750-2950 yuan / ton. Raw materials: according to the monitoring data of business agency, the mainstream market price of light soda ash in East China is about 2900-3100 yuan / ton. The price of soda ash in North China is temporarily stable, and the current market price of light soda ash is about 2900-3100 yuan / ton. Data show that the output of soda ash in the week was 592300 tons, a decrease of 11300 tons or 1.87%.

Demand: downstream, the demand for baking soda from medicine, textiles and food is acceptable. Raw material soda ash price consolidation operation this week. The average market price of light soda ash was 2920 yuan / ton at the beginning of the week and 2930 yuan / ton at the end of the week, with a price increase of 0.34% and a year-on-year increase of 58.72%. In the downstream, the demand for sodium bicarbonate from medicine, textile and food is fairly good in the near future. In general, the price of sodium bicarbonate may maintain a consolidation operation in the short term, depending on the downstream market demand.

This week, the domestic methanol market fluctuated in a narrow range. The price was relatively higher, rising first and then falling. The main reason was that the market demand improved and the receiving price rose. However, after the methanol futures fell in the middle of the week, the trading atmosphere became weaker, and the atmosphere of the domestic methanol spot market was light, and the price fell slightly.

According to the monitoring data of the business agency, from June 10 to 17, the average price of domestic methanol production enterprises rose from 2657 yuan / ton to 2712 yuan / ton, with a price increase of 2.07% in the cycle, a price increase of 1.69% month on month and a year-on-year increase of 6.79%.

As of the noon closing on June 20, methanol futures in Zhengzhou Commodity Exchange fluctuated downward. Ma2209 contract opened at 2750 yuan / ton, with the highest price of 2759 yuan / ton and the lowest price of 2667 yuan / ton. It closed at 2674 yuan / ton at the end of the day, down 95 yuan / ton compared with the previous trading day, and 941100 positions were held at noon.

Summary of methanol market prices in various regions as of June 17:

Region, Price

Qinghai region, No quotation

Shanxi region, 2560-2620 yuan / ton

Liaoning region, 2720 yuan / ton to cash exchange

Fujian, 2800-2850 yuan / ton, cash exchange from warehouse nearby

Two lakes region, Negotiation reference: 2880-2900 yuan / ton delivered to spot exchange

Anhui region, The mainstream negotiation is about 2730-2800 yuan / ton

Henan region, The shipment price is 2700 yuan / ton

The price of products in the methanol industry chain is mixed, the price of natural gas in the upstream product of methanol is stable, the price of coal is rising, and the cost of methanol is strongly supported; The price of Zhonghua East glacial acetic acid, a downstream product, fell the most; Among related products, Shandong glycol has the largest price increase.

In the external market, as of the closing on June 15, CFR Southeast Asia methanol market closed at $392.50-393.50/t, down $7 / T. US Gulf methanol market closing price 110.50-111.00 cents / gallon; The closing quotation of FOB Rotterdam methanol market was 366.50-367.00 euros / ton, down 1.5 euros / ton.

region ., country., Closing price, Up and down

Asia, CFR Southeast Asia ., 392.50-393.50 USD / ton, – USD 7 / ton

Europe and America, US Gulf, 110.50-111.00 cents / gallon, 0 cents / gallon

Europe, FOB Rotterdam, 366.50-367.00 euros / ton, – 1.5 euro / ton

Methanol production cost support may be weakened. From the fundamental point of view, the supply is relatively abundant and the demand changes are limited. The methanol analysts of the business club predict that the domestic methanol market may decline in the short term.

According to the price monitoring data of business agency, as of June 21, 2022, the average reference price of domestic n-propanol was 8483 yuan / ton, which was reduced by 17 yuan / ton, or 0.20%, compared with June 12 (the average reference price of n-propanol was 8500 yuan / ton).

It can be seen from the data monitoring chart of the business club that recently (6.6-6.21), the domestic n-propanol market as a whole has shown a weak and slightly downward trend. During the last ten days of June 16 and 17, the domestic n-propanol market in Shandong had a slight rise. Since the 18th, the overall n-propanol market has been reduced by a narrow range. On the 21st, the cumulative n-propanol market price in Shandong has been reduced by about 50-100 yuan / ton. Most of the price adjustment factors come from the n-propanol suppliers’ adjustment according to their own inventory range. The downstream demand has not been greatly boosted compared with the previous period. It mainly focuses on just needed procurement. The information on the supply and demand side in the market is relatively calm. At present, as of the 21st, the market price of n-propanol in Shandong is around 7850-8400 yuan / ton, and the barrel price is around 9300-9700 yuan / ton. In Nanjing, during the overhaul of n-propanol unit, the price and the previous quotation were stable by the end of June. Local dealers still have reservations about the price. The price is not easy to monitor, which may lead to differences in the specific negotiation situation. Each region also has differences. The actual order negotiation is the main thing, and we will wait and see the change of raw material price and shipment in the future.

In terms of upstream ethylene, on June 20, according to the Asian ethylene market, CFR Northeast Asia quoted us $986-996 / ton, and CFR Southeast Asia quoted us $1096-1106 / ton. The price of international crude oil futures rose. Oil prices rebounded slightly on Monday, the market gradually returned to rationality, and tight supply still dominated, overshadowing the impact of the slowdown in global economic growth. On June 20, the settlement price of the main contract of WTI crude oil futures in the United States was US $108.12/barrel, an increase of US $0.13 or 0.12%; The settlement price of the main contract of Brent crude oil futures was US $114.13/barrel, up US $1.01 or 0.89%. Affected by the rising price of upstream crude oil, the ethylene market may mainly rise in the later period.

Forecast of future market trend of n-propanol

At present, the downstream demand side of domestic n-propanol is relatively stable, the on-site supply side has little change, and the demand side is mainly based on rigid demand. The analysts of business agency n-propanol believe that in the short term, the domestic n-propanol market is stable and small, and the interval adjustment operation is the main. More attention should be paid to the specific changes in the supply and demand side.

1、 Price trend

According to the bulk list data of business agency, the average market price of domestic liquid caprolactam was 14833 yuan / ton on June 13 and 14825 yuan / ton on June 17. The price of caprolactam fell by 0.06% this week.

2、 Market analysis

This week, the price of raw material pure benzene continued to decline, and the cost side of caprolactam weakened. The units of some manufacturers were shut down for maintenance, and the supply of caprolactam was tight. The downstream PA6 unit has reduced the load, the procurement has been reduced, and the on-site trading volume is relatively small. As of June 17, the price of Sinopec caprolactam liquid was 16000 yuan / ton, which was accepted and withdrawn within 6 months. The price of Baling Hengyi caprolactam liquid is 16000 yuan / ton, the manufacturer’s capacity is 450000 tons / year, and it will be accepted and collected within 6 months. Baling Petrochemical’s caprolactam liquid price is 16000 yuan / ton, and the manufacturer’s production capacity is 300000 tons / year. It will be accepted and withdrawn within 6 months. The price of Shandong Hualu Hengsheng caprolactam bulk water is 15500 yuan / ton. It is accepted and sent to East China. The manufacturer’s unit capacity is 300000 tons / year.

This week, the raw material pure benzene fell continuously, and the price fell from the high of 10000 yuan. Crude oil and pure benzene in the outer disk fell broadly, and the external information guidance weakened. The centralized maintenance period of domestic pure benzene enterprises is coming to an end, and Jiujiang Petrochemical’s new pure benzene capacity is put into operation; East China port inventory showed signs of warming, and the supply side increased. Downstream styrene and other products lost profits. Under the pressure of cost, some units were shut down and reduced in demand. Multiple negative drag, pure benzene fell this week. This week, the price of pure benzene in East China, South China and central China of Sinopec was stable at 10000 yuan / ton, and the price of pure benzene in some factories in North China was reduced by 200 yuan / ton.

3、 Aftermarket forecast

The caprolactam analysts of the business society believe that the caprolactam raw materials are falling at present, and the cost side support is insufficient. The downstream demand is weak, and the on-site procurement is cautious. Led by negative factors, the market price of caprolactam is expected to fall in the short term.

According to the data monitored by the business club, as of June 17, the average price of PMMA for domestic general transparent premium products was 16925.00 yuan / ton this week, and the price remained stable. Compared with the same period last week, the price was mainly stable, the quotation range of mainstream manufacturers was about 16500 yuan / ton, the price of PMMA was mainly stable, the focus of negotiation was stable, the price range this week was small, and the overall market supply and demand was balanced.

This week, the average price of PMMA for domestic general transparent premium products was 16925.00 yuan / ton. The overall market operated smoothly, and the price change was not obvious. The quotation range of mainstream manufacturers remained at about 16500 yuan / ton. Merchants actively shipped and gave up orders. Compared with last week, the price remained unchanged. The price of PMMA was stable, the overall supply and demand was balanced, and the purchase was just needed. At present, the focus of negotiation was stable and the supply side was normal.

Rubber and plastic index: on June 17, the rubber and plastic index was 800 points, unchanged from yesterday, down 24.53% from the highest point of 1060 points in the cycle (March 14, 2012), and up 51.52% from the lowest point of 528 points on April 6, 2020. (Note: the period refers to 2011-12-01 to now).

According to the PMMA analysts of business agency, it is expected that in the short term, the price of PMMA will operate stably, the operating rate will be normal, and the operation will be stable and strong. (if you want to get more commodity information and master commodity prices, you are welcome to subscribe to the commodities of the business club through the official account of the business club. The market is an opportunity).

1、 Price trend:

According to the bulk list data of the business club, the domestic market of PA6 has fallen recently, and the spot prices of various brands have been lowered. As of June 16, the mainstream offer price of the sample enterprises for Zhongtong 2.75-2.85 was about 16500 yuan / ton, up or down by +0.61% compared with the average price at the beginning of the month.

2、 Analysis of influencing factors:

Industrial chain: upstream, the price of caprolactam rose in general this week. The far point crude oil was strong due to the tension in Eastern Europe and the reduction of other oil producing countries. Although it fell back due to the impact of the Federal Reserve over the weekend, pure benzene and caprolactam were supported by it. Downstream procurement is based on demand and production is maintained. It is expected that the caprolactam market will continue to be strong in the short term.

The upstream caprolactam market trend is positive, and PA6 cost side support is stable this week. The operating rate of domestic PA6 polymerization plant is generally stable at 70%, which has fallen back in a narrow range recently. In terms of news, the tension between Russia and Ukraine is still tense, and the strong operation of international crude oil prices has a fair supporting and conducting effect on the cost side of PA6. The supply side of PA6 is relatively abundant, but the profit of the manufacturer is under pressure. The load of downstream enterprises fell in a narrow range. As the market entered the off-season, the demand slowed down. The purchaser is cautious in taking the goods, mainly in small order purchase to maintain production, and the delivery is not good.

3、 Future forecast:

According to the analysts of business agency, the spot price of PA6 fell this week, the trend of caprolactam rose and fell slightly, and the cost support of PA6 was stable. Downstream enterprises mainly take small orders to maintain production. There is resistance to high price goods in the market, and the trading volume shrinks. It is expected that the trend of PA6 market may be reduced by a narrow margin in the short term.

Recent price trend of isooctanol

As can be seen from the above figure, the ex factory price of isooctanol in Shandong fell slightly this week. This week, the average ex factory price of mainstream isooctanol manufacturers in Shandong fell from 12566.67 yuan / ton at the beginning of the week to 12300.00 yuan / ton at the end of the week, a decrease of 2.12%, a year-on-year decrease of 21.82% compared with the same period last year. On June 9, the isooctanol commodity index was 90.93, down 0.49 points from yesterday, down 33.87% from the highest point 137.50 in the cycle (2021-08-08), and up 158.69% from the lowest point 35.15 on February 1, 2016. (Note: the period refers to the period from September 1, 2011 to now)

Weak upstream support and insufficient downstream demand

From the manufacturer’s quotation, the ex factory quotation of Shandong mainstream isooctanol manufacturers fell slightly this week: the octanol unit of Jianlan chemical industry is under maintenance; The quotation of lihuayi isooctanol this weekend is 12300 yuan / ton, which is 200 yuan / ton lower than that at the beginning of the week; Hualu Hengsheng offered 12300 yuan / ton of isooctanol this weekend, down 400 yuan / ton compared with the beginning of the week.

From the upstream raw material market of isooctanol, the propylene market fell slightly this week. The price fell from 8080.60 yuan / ton last weekend to 7930.60 yuan / ton this weekend, down 1.86%, basically the same as that of the same period last year. The market price of upstream raw materials fell slightly, and the cost support was insufficient. Affected by the supply and demand side, it had a negative impact on the price of isooctanol.

From the downstream market of isooctanol, the ex factory price of DOP fell slightly this week. The DOP price fell from 11987.50 yuan / ton at the beginning of the week to 11925.00 yuan / ton at the end of the week, a decrease of 0.52%, and a year-on-year decrease of 11.01% compared with the same period last year. Downstream DOP prices fell slightly, and downstream customers’ enthusiasm for purchasing isooctanol weakened.

Weak upstream support, insufficient downstream demand, outlook bearish for isooctanol

In the middle of June, the market trend of Shandong isooctanol was dominated by a small fluctuation. The upstream propylene market fell slightly, the cost support weakened, the downstream DOP market fell slightly, and the downstream demand was average. According to the isooctanol analysts of the business society, the short-term domestic isooctanol market may fluctuate slightly due to the influence of supply and demand and raw materials.