Data monitoring shows that in the first week of March (1-6), the mainstream price of polyacrylamide (CPAM, cation, molecular weight of 12 million, 10-30 ionic degree) in China’s domestic market decreased slightly by about 0.84%. Among them, the quotation on the 1st was 17014.29 yuan / ton, and the mainstream quotation on the 6th was about 16871.43 yuan / ton, with small overall change.

Industrial chain: according to the data of business agency, the mainstream market of upstream raw material acrylic acid was stable at about 16033.33 yuan / ton in the current week (January 6), its production enterprises started normally and the market inventory was sufficient; Weak downstream demand and sluggish transaction; The inventory situation of the enterprise is different, and the price is adjusted slightly according to the inventory situation. The upstream raw material acrylonitrile has been steadily increased by about 300 yuan / ton since February 28, and the average price in the domestic market in the first week of March is about 11450 yuan / ton. Under the influence of geopolitical factors, the international crude oil rose sharply. The market price of propylene, the raw material of both, continued to rise, the cost support was strengthened, the overhaul of some units was expected, the downstream demand was gradually restored, and the market was high. It is expected that the market situation of acrylic acid and acrylonitrile may be good luck in the short term.

Liquefied natural gas is used in the production process. According to the data monitoring of business agency, the domestic LNG market weakened significantly in the week (January 6), with the average price of 7104 yuan / ton on the 6th, down 15.89% from 8446 yuan / ton on the 1st. Affected by the situation in Russia and Ukraine, the price of natural gas in Europe is rising, but the domestic natural gas market is currently in sufficient supply. With the rise of temperature, the market has gradually entered the off-season of consumption. It is expected that the price of domestic liquefied natural gas will continue to fall.

Future forecast: affected by the situation in Russia and Ukraine, international crude oil rose, propylene and liquefied gas were affected rapidly, the market was strong, and the upstream support of polyacrylamide was good; On the supply side, the enterprise has sufficient inventory; Downstream end: the demand is relatively stable, and its driving effect on the price is not obvious; Circulation end: normal logistics and reasonable cost. As for the future, the analysis of business society believes that the biggest impact on polyacrylamide in the near future is the support and promotion of upstream costs. It pays close attention to the development of International Geopolitics and the impact on bulk raw materials.