Market review

The price of methylene chloride has been rising all the way this month. According to business data, the average price of methylene chloride at the beginning of the month was 3,148 yuan/ton, and the average price at the end of the month was 3,770 yuan/ton, and the price was raised by 19.75%.

Market analysis

Products: Domestic methylene chloride prices remain high, regional differences are large, and the overall market start-up has been lowered compared with last month. Jinling Chemical’s 220,000 tons/year installation was overhauled for more than half a month in July, and only drove at the end of the month; Dongying Jinmao’s 80,000 tons/year installation was reduced, and there was an overhaul plan in August; at present, the Shandong area is priced at 3,720 yuan/ton, Jiangsu area. Around 4450 yuan / ton, Jiangxi area 3750 yuan / ton. Among them, Zhejiang Suihua fluorine chemical dichloride price 3450 yuan / ton, Jiangsu science and culture workers dichloromethane 4450 yuan / ton, Dongying Jinmao aluminum industry dichloromethane 3720 yuan / ton, Dongying Shuochi chemical dichloromethane distribution price 3720 yuan / ton, Shandong Jinling Chemical Methylene chloride 3,720 yuan / ton, Jiangxi cultural and cultural workers, 3,750 yuan / ton of dichloromethane.

Industry chain: At present, the environmental protection requirements are more stringent, and actively build a clean, low-carbon, safe and efficient modern energy system, and promote clean energy consumption. The “China Blue Sky Defence War” will allow LNG to enter the golden age, and the off-season will not be light, and the LNG factory will ship. Better, the liquid level is gradually reduced, and the recent restrictions on gas in the northwest region are relatively strong, and the LNG price is at a high level. This week, due to high LNG prices, demand has decreased, resulting in a gradual decline in prices. Some LNG plants and pipeline maintenance, LNG inventories have been gradually reduced, manufacturers and receiving stations are in good condition, and the liquidity of Northwest LNG plants is generally low. Smooth, LNG prices have increased slightly. Downstream refrigerant: The price of refrigerant has risen. The main reason for the increase is that the supply of domestic R134a market is very tight. The orders of individual enterprises have been discharged to July, and the overall market will remain tight in July. Due to the hot weather, the demand for end products such as automotive refrigerants will rise slightly. In addition, the price of hydrofluoric acid in raw materials increased significantly, and the price of R134a kept rising.

Market outlook

The business community’s methylene chloride analyst believes that the current methylene chloride market is starting to decline, and there are manufacturers in August to repair, plus downstream demand is better, and prices are expected to continue to rise next month.