Although the external price performance was strong, due to the typhoon, the shipment of some domestic export sources was delayed, and there were many short-term shutdown of downstream devices, and the market demand performance was weak. The short-term market expectation is short. With the weakening of downstream inquiry intention, the focus of spot price continues to decline. According to the sample data monitored by business society, as of July 30, the domestic butadiene market price was 11312 yuan / ton, with a month on month increase of 27.79% and a year-on-year increase of 152.88%. In terms of price, the delivery price in central Shandong decreased slightly to about 11900-12000 yuan / ton; The self delivery price of East China tank is about 12000 yuan / ton.

The domestic butadiene market is still in the downward channel. Zhejiang Petrochemical’s phase II unit was put into operation, and Gulei Petrochemical also had a start-up plan in mid August. The medium-term performance of the supply side was short, further aggravating the downward pressure on the market. The poor shipment of some manufacturers led to the continuous decline of supply price, dragged down by the decline of the market, and there was no lack of news of lower price in the market.

In terms of enterprises, the listed price of butadiene of Sinopec sales companies is stable at 11900-12000 yuan / ton. A 250000 T / a butadiene unit of Zhejiang Petrochemical phase II was put into operation and restarted on July 27. The 130000 T / a butadiene unit of Gulei Petrochemical is planned to restart around August 8

As of July 30, the external supply price of butadiene by major manufacturers:

enterprise ., Price (yuan / ton). Device dynamics

Liaoyang Petrochemical 11850 yuan / ton Stable operation of 30000 T / a butadiene plant

Dalian Hengli 11760 yuan / ton The 140000 T / a butadiene unit operates stably, and the source of goods is normal for export

Liaotong chemical 120000t / a butadiene unit will be shut down for maintenance from July 14, 2021 There is no source of goods for online export

Fushun Petrochemical No export Normal operation of 160000 T / a butadiene extraction unit

Inner Mongolia Jiutai / The 70000t / a oxidative dehydrogenation unit has been shut down for maintenance since April 12, and is expected to last about 20-30 days

Silbang, Jiangsu 12000 yuan / ton Stable operation of 100000 t / a butadiene oxidative dehydrogenation unit

Zhenhai Refinery 11800 yuan / ton Normal operation of 165000 T / a unit

Shanghai Petrochemical 11800 yuan / ton Normal operation of 120000 T / a unit

Yangzi Petrochemical 11800 yuan / ton Normal operation of 120000 T / a unit

Sinopec 11800 yuan / ton The 200000 t / a unit operates normally, mainly for mutual supply

Maoming Petrochemical eleven thousand seven hundred and fifty 150000t / a unit operates normally, mainly for mutual supply and a small amount for export

Guangzhou Petrochemical 11800 yuan / ton The 30000 T / a unit operates normally, mainly for mutual supply and a small amount for export

Wuhan ethylene 11800 yuan / ton The 190000 T / a extraction unit operates stably, mainly for mutual supply and a small amount for export

In terms of external market: as of July 30, the external market price of butadiene in Asia was stable: FOB Korea closed at US $1505-1515 / ton; CFR China closed at US $1495-1505 / ton. The external price of butadiene in Europe was stable: FOB Rotterdam closed at US $2045-2055 / ton; FD northwest Europe closed at 1565-1575 euros / ton.

region ., Country, closing price, up and down

Asia FOB Korea USD 1505-1515 / ton USD 0 / ton

Asia CFR China 1495-1505 USD / ton USD 0 / ton

Europe FOB Rotterdam USD 2045-2055 / T USD 0 / ton

Europe FD northwest Europe 1565-1575 euros / ton 0 euro / ton

The market entered the downward channel, resulting in the short expectation of businesses, and the launch of new production capacity is gradually put on the agenda. There is no good news support for the supply and demand fundamentals of the domestic butadiene market in the short term. Business analysts expect the market to continue to fall.

From July 26 to July 30, 2021, the market price of crude benzene increased from 6126 yuan / ton at the beginning of the week to 6251 yuan / ton at the end of the week, with a weekly increase of 2.04%.

Summary of price adjustment of Sinopec pure benzene in July 2021 (unit: yuan / ton)

Date., adjusted price., adjusted amount

July 2, 8750., + 300

July 12, 8600. – 150

July 19, 8450. – 150

July 21, 8150. – 300

On July 21, 2021, the listing price of Sinopec’s pure benzene was reduced by 300 yuan / ton. At present, it is 8150 yuan / ton, of which Qilu Petrochemical is 8100 yuan / ton.

This week, the trend of crude oil was mainly volatile, the support of pure benzene and downstream was insufficient, the overall market mentality was low, the price of pure benzene fell slightly, the overall market of downstream hydrogenated benzene was mainly wait-and-see, and the price decreased slightly this week. In terms of supply, at present, most coking enterprises in the main production areas are facing the impact of environmental protection policies, and the output has decreased to a certain extent. Therefore, the bidding price this week is mainly increased with the support of tight supply.

In the future, with limited fundamentals, tight supply and stable downstream demand, the crude benzene price is expected to be stable, medium and strong in the short term.

1、 Price trend

According to the monitoring data of business agency, the average factory price of domestic ammonium sulfate was 1175 yuan / ton on July 25 and 1175 yuan / ton on July 30. The price of ammonium sulfate was stable this week.

2、 Market analysis

The market price of ammonium sulfate was stable this week. Coking grade market weakened, and some enterprises adjusted slightly. The supply of hexyl ammonium sulfate is tight, and the supply support has no downward trend. As of the weekend, the mainstream factory quotation of ammonium sulfate in Shandong was 1200-1260 yuan / ton, that in Hebei was 1200-1240 yuan / ton, that in Shanxi was 1100-1200 yuan, and that in East China was 1100-1200 yuan / ton.

The price of compound fertilizer remained stable in most areas and increased slightly in some areas this week. Due to the high price of compound fertilizer raw materials, the price of compound fertilizer is easy to rise but difficult to fall under the support of raw materials, and the high-level finishing operation of compound fertilizer is mainly in the short term.

3、 Future forecast

According to the ammonium sulfate analyst of business society, due to the maintenance of some ammonium sulfate enterprises, the supply has not increased temporarily, and the follow-up of terminal demand is insufficient, there is no good news in the market. It is expected that in the short term, the price of ammonium sulfate will be mainly high, and it will fluctuate slightly within the range.

1、 Price trend

According to the monitoring data of business agency, the price of baking soda rose in July. At the beginning of the month, the average market price was 1716.67 yuan / ton, and now the average market price is 1900 yuan / ton, with a price increase of 10.68%. On July 28, the commodity index of baking soda was 126.11, unchanged from yesterday, hitting a record high in the cycle, up 42.87% from the lowest point of 88.27 on December 22, 2020（ Note: period refers to 2020-09-01 to now)

2、 Market analysis

According to the business agency, the price of baking soda is strong, and the demand in the downstream market is good in the near future. At present, the price of baking soda in Henan is about 1850-1950 yuan, and the downstream demand is OK. It is expected that the price will be stable in the near future. The price of baking soda in Hebei is about 1850-1950 yuan / ton, and the downstream demand is acceptable. It is expected that the price will be strong in the later stage.

Raw materials: according to the monitoring data of business society, the price of soda ash was strong in July. At the beginning of the month, the average market price was 1882 yuan / ton, and at the end of the month, the average market price was 2075 yuan / ton, with a price increase of 10.26%. At present, the price in East China is stable and small. The mainstream market price of light soda ash is about 1950-2150 yuan / ton. The price of soda ash in North China is temporarily stable, and the mainstream market price of light soda ash is about 2100-2200 yuan / ton. The price of soda ash in Central China is temporarily stable, and the current mainstream market price of light soda ash is about 2000-2050 yuan / ton. Generally speaking, the short-term high price of soda ash is dominated.

Demand: in the downstream, the recent demand for baking soda from medicine, textile and food is acceptable, and the price of baking soda is strong in the near future. Business analysts believe that the price of soda upstream is strong, the market trading atmosphere is good, and the manufacturers are mainly active in shipping. In the downstream, the demand for baking soda from medicine, textile and food has improved recently. In general, the price of baking soda is strong in the short term or at a high level, depending on the downstream market demand.

In July 2021, the domestic 1# antimony ingot Market fluctuated upward. The average price of the domestic market was 55000 yuan / ton at the beginning of the month and 63000 yuan / ton at the end of the month, with a monthly increase of 14.55%.

On July 27, the antimony commodity index was 83.53, the same as yesterday, down 18.36% from the highest point of 102.32 in the cycle (October 16, 2012), and up 77.80% from the lowest point of 46.98 on December 24, 2015（ Note: the period refers to the period from September 8, 2012 to now).

In early July, the price of antimony ingots began to fluctuate upward. Although the price rose in the first half of the month, the overall range was limited. Affected by the low intention of downstream receiving goods, the overall market transaction was limited, the ex factory price was strong, and the game mentality of both sides was strong. In the second half of the month, it is reported that the import of antimony ore will be limited in the next half of the year, and the duration may be up to the end of 21. Driven by the tight expectation of raw materials, enterprises’ intention to raise prices is rising. In order to cope with the shortage of raw materials, domestic manufacturers began to raise the ex factory price of antimony ingots, so as to alleviate the problem of insufficient domestic supply.

In terms of price, as of the 28th, the domestic market price of 2# antimony ingot was 62500 yuan / ton, 1# antimony ingot was 65500 yuan / ton and 0# antimony ingot was 66500 yuan / ton, up about 8000 yuan / ton compared with the same period last month.

The business agency believes that the sharp rise in the price of antimony ingots in July is mainly due to the shortage of raw materials, which is similar to the sharp rise at the beginning of the year. At present, the market inquiry is more enthusiastic than that in the early stage, which enhances the manufacturers’ confidence in supporting the price. It is expected that the price of antimony ingot will still have upward space in the short term.

1、 Price trend

According to the bulk list data of business society, the price trend of cryolite in Henan Province was stable this week. On July 25, the average market price in Henan was 6325 yuan / ton, which was the same as that on July 19 at the beginning of the week and decreased by 0.39% compared with that at the beginning of the month.

2、 Market analysis

The cryolite market operated steadily this week. It was learned from the manufacturer that the cryolite device operated normally, the commencement was stable, and the enterprise quotation was stable within the week. As of the 25th, the ex factory quotation of cryolite in Shandong was 6000-6500 yuan / ton, and the ex factory quotation of cryolite in Henan was 6000-6500 yuan / ton. The regional cryolite price remained stable compared with last week. At present, the supply of cryolite market is tight, and the inventory of individual enterprises has been sold out. In addition, enterprises reflect that the production capacity is low and the raw materials are tight. There is no possibility of reducing the price of cryolite in the short term. The specific trend depends on the upstream and downstream situation.

In terms of electrolytic aluminum, the price trend fluctuated this week, with an overall decline of 0.12% during the week. The domestic social inventory of aluminum was relatively low. The vigorous development of photovoltaic, new energy vehicles and other industries promoted the growth of aluminum demand, increased exports, rising overseas demand and strong demand side consumption. In addition, the second batch of national reserve aluminum was launched in late July, which effectively alleviated the shortage of aluminum supply, The trend of aluminum market in the later stage is mainly consolidation and operation.

3、 Future forecast

At present, the domestic cryolite manufacturers’ devices are under normal operation, the enterprise production and sales are stable, the quotation is stable, and the downstream market is sorted and operated, which has little impact on the cryolite. Most cryolite manufacturers have a wait-and-see mentality. It is expected that the cryolite market will operate stably in the later stage, and pay attention to the downstream demand.

1、 Price trend

2、 Market analysis

According to the data of business agency, the domestic potassium sulfate Market has continued a positive trend recently. As of July 26, the average price of 50 particle samples of domestic potassium sulfate was 4433.33 yuan / ton, an increase of 8.57% over the average price at the beginning of the month and 65.73% over the same period last year.

The obvious positive trend of the domestic potassium sulfate Market has lasted for nearly two months. At present, the domestic potassium fertilizer market remains high and firm. In terms of supply, while maintaining the previous tight supply, there was a small increase in the on-site supply. Recently, the price of potassium chloride has remained stable, and the output of domestic potassium chloride fertilizer has decreased. The cost side pressure of potassium sulfate remains the same, the load of domestic Mannheim unit is further reduced, and the current overall operating rate is below 60%. However, the downstream conflict with high price sources affected the market momentum, the actual transaction was limited, and the market increase narrowed. At present, the ex factory reference price of 52% potassium sulfate powder of Shijiazhuang hehe Chemical Co., Ltd. is reported as 4600 yuan / ton. The ex factory reference price of 52% potassium sulfate powder of tripartite chemical group is reported as 4600 yuan / ton. Several potassium sulfate enterprises have closed their disks and do not receive orders for the time being. In terms of imported potassium, the operation of large-scale traders controlling goods was continued, and the spot price was mainly strong.

3、 Future forecast

Potassium sulfate analysts of business society believe that the recent domestic potassium fertilizer market trend continues to be strong, the price of potassium chloride remains stable, and the cost support of domestic potassium sulfate is acceptable. The potash fertilizer market is in short supply, which leads to the spot price of Lido potassium sulfate, but the cost pressure has led to the manufacturer’s offer higher than the market price recently, affecting the shipment. In terms of demand, the follow-up of terminal enterprises is still insufficient, and the shipment fluency of high price sources is poor. It is expected that the increase of domestic potassium sulfate price may narrow in the near future.

The hexanone market continued to decline. Sinopec’s pure benzene listing was reduced by 450 to 8150 yuan / ton. The mentality in the field was empty. In addition, some downstream caprolactam plants had not been restarted, the demand decreased, the supply of cyclohexanone increased, and some factories reduced prices. According to the monitoring data of business agency, as of July 23, the average market price of cyclohexanone in China was 10440 yuan / ton, with a month on month increase of 2.55% and a year-on-year increase of 83.70%.

Summary of domestic cyclohexanone market as of July 23:

region ., Price

East China 10400-10600 yuan / ton cash delivery

South China 10950-11000 yuan / ton, cash delivery, detailed discussion on actual documents

Shandong region Market price 10300-10400 yuan / ton cash delivery

In terms of raw materials and pure benzene, Sinopec reduced the price of pure benzene by 300 yuan / ton to 8150 yuan / ton, which is implemented uniformly by its refineries. The price shall be implemented from July 21. Downstream, the price of caprolactam and Sinopec high-end caprolactam is stable at 15000 yuan / ton this week (liquid premium products will be accepted and picked up in June).

Crude oil prices rebounded and pure benzene spot market also rebounded. In terms of cyclohexanone, with the gradual restart and recovery of downstream caprolactam enterprises, the demand for cyclohexanone will also increase. The cyclohexanone analysts of business society expect that the short-term cyclohexanone market will enter the consolidation stage.

According to the price monitoring of business community, the average price of PTA spot market was 5182 yuan / ton yesterday (July 21), up 2.61% compared with the previous day and 46.75% compared with the same period last year. PTA futures main 2109 closed at 5190, up 204, or 4.09%.

Crude oil rebounded sharply, strengthened PTA cost support, and less spot. Superimposed on the weather, it is expected that the PTA market will continue to rise today.

1、 Price trend

According to the monitoring data of the business association, the price of soda ash is relatively strong this week. At the beginning of the week, the average market price was about 1902 yuan / ton, while at the end of the week, the average market price was 1922 yuan / ton, up 1.05%, 50.94% over the same period last year. On July 18, the commodity index of light soda ash was 98.56, flat with yesterday, down 16.38% from the highest point of 117.86 (2017-11-21) in the cycle, and up 56.07% from the lowest point of 63.15 on November 18, 2015（ Note: period refers to the period from September 1, 2011 to now

2、 Market analysis

According to the monitoring data of business agency, the current mainstream market price of light soda in East China is about 1900-2000 yuan / ton. The price of soda ash in North China is relatively strong, and the current mainstream market price of light soda ash is about 1800-1900 yuan / ton. The price of soda ash in Central China is relatively strong, and the current mainstream market price of light soda ash is about 1800-1900 yuan / ton. Generally speaking, the price of short-term soda ash is mainly high. Some data show that the overall operation rate of soda ash decreased within the week, with the operation rate of 68.19% and a month on month decrease of 7%.

Demand side: glass prices rose this week. The average price of glass last Friday was 35.59 yuan / square meter, and this Friday was 36.71 yuan / square meter. The price rose by 3.15% in the week. In terms of different regions, in Shahe of North China, the recent situation of enterprises leaving the warehouse is better, the inventory of manufacturers is low, and the spot market price is rising. East China glass market confidence is good, manufacturers low inventory, enterprise quotation up. The overall trend of the market in South China is fair, with moderate downstream procurement, good demand, and the focus of transaction moving up. In Central China, the downstream just needs replenishment, the spot delivery situation is good, the trading atmosphere is good, and the glass market price rises. Recently, the glass market in Northeast China is more active and has a good trend. Local digestion is the main factor. The output of production enterprises has declined, and the price of glass market has risen. The overall market price of glass in Southwest China tends to be stable, and the production and sales are basically flat. Northwest glass market trading is fair, prices rose slightly..

According to the price monitoring of business association, in the price rise and fall list of chlor alkali industry in the 28th week of 2021 (7.12-7.16), there are 4 kinds of commodities rising, 0 kinds of commodities falling and 1 kind of commodities falling to 0. The main commodities rising were: caustic soda (5.86%), calcium carbide (5.67%), light soda (1.05%); The average rise and fall this week was 2.63%.

Business analysts believe that: the domestic soda price is stable, the market trading atmosphere is relatively stable, and manufacturers are mainly active in shipping. The price of downstream glass is strong, but the high price of soda is still in a wait-and-see state. In general, the later period of soda ash market operation is mainly strong, and the specific needs of the downstream market.