Trade name: lithium hydroxide

Latest price (September 23): 165666.67 yuan / ton

On September 23, the lithium hydroxide Market was running at a high level, up 10.44% from last Thursday (September 16) and 36.54% from September 1. At present, the price of raw material spodumene is high, the quotation of lithium carbonate continues to rise, the cost support is strong, and the good support of market supply and demand continues to boost the market mentality.

It is expected that the lithium hydroxide market may be strong in the short term.

Product Name: silicone DMC

Latest price (September 22): 44666 yuan / ton

Key points of analysis: according to the data monitoring chart of business society, on September 22, the overall market situation of domestic silicone DMC was upward, the sealing of monomer plants was common, and the quotations of sporadic spot traders in the field continued to rise steadily. On the 22nd, the ex factory quotation of a large factory in Shandong Province was 46000 yuan / ton, which was 3000 yuan / ton higher than that before the festival. The market goods were tight, the price was high, and the shortage was common. The average ex factory price of silicone DMC was 44666 yuan / ton. Compared with the previous working day, the average price was increased by 2666 yuan / ton, or 6.35%.

Future forecast: the high price of raw metal silicon continues to support the market price of silicone DMC. In addition, due to the tight supply, it is expected that the short-term silicone DMC market will continue to operate at a high level, and the specific trend needs to pay more attention to the follow-up of upstream and downstream supply and demand.

1、 Price trend

According to the monitoring data of business society, the average market price of soda ash in East China is about 2375 yuan / ton. According to the monitoring data of business society, the price of soda ash is strong and the market is running. The mainstream market price of light soda ash in East China is about 2350-2450 yuan / ton. The price of soda ash in North China is relatively strong, and the current market price of light soda ash is about 2400-2500 yuan / ton. The price of soda ash in Central China is relatively strong, and the mainstream price of light soda ash is about 2300-2400 yuan / ton. Generally speaking, the short-term high price of soda ash is dominated.

Business analysts believe that the domestic soda ash price is strong, the market is running, the market trading atmosphere is relatively stable, and the manufacturers are mainly active in shipping. Downstream glass prices are strong, and soda ash is mostly purchased on demand. The actual transaction is general, but the raw material price is high, and some manufacturers still tend to increase. Generally speaking, soda ash tends to be strong in the later stage, and the market operation is mainly based on the downstream market demand.

Trade name: hydrochloric acid

Latest price (September 15): 306.67 yuan / ton

On September 15, the price of hydrochloric acid mixture in Shandong was temporarily stable, which was the same as the quotation on September 13. The market situation of upstream liquid chlorine is general, which gives weak support to hydrochloric acid. The market situation of downstream white carbon black and ammonium chloride rises slightly, which brings certain benefits to the price of hydrochloric acid. At the same time, the maintenance of enterprises has increased recently, the supply of hydrochloric acid is tight, and the downstream procurement enthusiasm is good. The by-product acid still impacts the market, and the shipment pressure of hydrochloric acid is large.

Recently, the market price of hydrochloric acid in Shandong may rise slightly, and the quotation is about 350 yuan / ton.

1、 Trend analysis

According to the nickel price monitoring of the business society, on the 14th, the spot nickel price fell sharply by 3.31%, down more than 5000 yuan / ton. After the nickel price rose sharply to a new high in the previous trading day, it is now at a high level.

Macroscopically, the US dollar rose, metals suffered setbacks and generally fell, dragging down nickel prices. In March this year, according to the news of the successful trial production of high nickel matte, Castle Peak industry will supply 60000 tons of high nickel matte to Huayou cobalt industry and 40000 tons of high nickel matte to Zhongwei Co., Ltd. within one year from October 2021. As soon as this news came out, the nickel price plummeted to the low point of 120000 yuan. Later, due to the rise of demand for new energy sources, the nickel price slowly rebounded to the high level of the year. Now, as October approaches, it is rumored that Indonesia’s high matte nickel has been put into operation. Combined with the news in March this year, nickel prices panic and fall sharply. Domestic stainless steel production was also limited, so the production schedule was low in September and the demand was limited. Although the successful trial production of high matte nickel affects the overall fundamentals of nickel, it will take time for large-scale output, and the momentum of new energy vehicles is good. In October, the rainy season in the Philippines is also coming, and the supply expectation is tight, which supports the nickel price.

Future forecast: the current nickel price has plummeted sharply, which should not be too pessimistic. The current nickel price decline is, on the one hand, people’s panic about the production of high matte nickel, on the other hand, they are afraid of the current price. However, tight supply is still the mainstream tone, and new energy is also supported in terms of demand. The nickel price is expected to fluctuate mainly in the range of 142000-147000 yuan / ton in the short term.

1、 Price trend

According to the bulk data monitoring of business society, as of September 13, the average price of refrigerant R22 was 23000 yuan / ton, up 17.95% from 19500 yuan / ton last Monday and 55.06% from the same period last year

According to the bulk data monitoring of business society, as of September 13, the average price of refrigerant R134a was 26166.67 yuan / ton, up 6.8% from 24500 yuan / ton last Friday, up 14.6% from 22833.33 yuan / ton last Monday, up 71.77% from the same period last year.

2、 Market analysis

Looking back last week, R22 prices jumped sharply, up nearly 18% during the week, and continued to climb to a high level. During the week, the price of raw material hydrofluoric acid rose to 10000-10500 yuan / ton, the market situation of chloroform was stable, the price was 3150 yuan / ton, the cost price increased, coupled with quota factors, the production cost pressure of refrigerant enterprises increased, the limited sales of enterprises continued, the tight supply in the field continued, and the price of R22 continued to rise. Up to now, the market quotation of R22 is in the range of 23000-28000 yuan / ton, The quotation in Shandong is about 24000-25000 yuan / ton, that in Zhejiang is about 23000-28000 yuan / ton, that in Hunan is about 24000-25000 yuan / ton, and that in Jiangsu is about 25000 yuan / ton. The prices in various places have risen sharply.

Looking back last week, the price of R134a continued to rise, with an increase of about 7% during the week. During the week, the price of raw material hydrofluoric acid rose to 10000-10500 yuan / ton, and the trend in the later stage was mainly rising, and the cost side was under pressure. In addition, mainstream enterprises such as Jiangsu Meilan and Shandong Dongyue installed parking, the supply of goods in the yard continued to be tight, the enterprise inventory was not under pressure, the price support sentiment was strong, and the market continued to rise. On September 13, R134a continued to make up for the rise to 30000 yuan, and the market rose again. Up to now, the market price of R134a is in the range of 26000-32000 yuan / ton, the price in Zhejiang is about 27000-3200 yuan / ton, the price in Hunan is about 29000-30000 yuan / ton, the price in Jiangsu is about 26000-30000 yuan / ton, and the price in Guangzhou is about 31000 yuan / ton. Prices in various places have increased rapidly.

In terms of raw materials, the price trend of domestic hydrofluoric acid rose this week. Up to now, the mainstream price negotiated by various regions of domestic hydrofluoric acid has risen to 10000-10500 yuan / ton. The quotation of some manufacturers is higher than the market price, and the actual transaction price on the floor has increased. The price of domestic hydrofluoric acid is still dominated by the above rise. Recently, the spot supply of domestic hydrofluoric acid has been supported, and the price trend on the floor has risen.

Methane chloride, according to the data monitoring of business society, the trichloromethane market is stable this week (9.6-9.10), and the price is 3150 yuan / ton. Analysts of methane chloride data of business society believe that, on the one hand, the commencement of methane chloride units has decreased, and the cost side is still supported. It is expected that the trichloromethane market may rise slightly in the short term.

3、 Future forecast

According to the refrigerant analysts of business society, at present, the price of raw materials is rising, and the cost support is strong. The refrigerant manufacturers are limited by raw materials, the start-up is low, the on-site supply is tight, and the cost and supply side are positive, helping the prices of R22 and R134a to rise to a high level. It is expected that the price may continue to rise in the short term.

1、 Price trend

Taking the rutile titanium dioxide produced by sulfuric acid process with a large amount of goods in the domestic market as an example, according to the monitoring of bulk commodity data, the titanium dioxide market was basically stable this week. The average price of titanium dioxide in China is 21066.67 yuan / ton.

2、 Market analysis

This week, the domestic titanium dioxide market was basically stable. Large factories mostly seal orders, and the market price of titanium dioxide is multidimensional and stable. Today’s dragon enterprise meeting may have a new price orientation, but no exact news has been received. Up to now, the factory quotation including tax of rutile titanium dioxide in China is 19000-21600 yuan / ton; The ex factory quotation of anatase titanium dioxide including tax is between 17500-19000 yuan / ton.

In terms of titanium concentrate, the price of titanium concentrate in Panxi continued to rise this week. Due to the impact of environmental protection, the spot supply of titanium ore in Yunnan is relatively tight, and manufacturers often deliver early orders. Affected by the epidemic, the supply of imported titanium ore also continued to be tight, and small and medium-sized miners were reluctant to sell titanium ore. At present, the tax free quotation of 38 grade titanium ore is about 1650-1700 yuan / ton, that of 46 grade 10 titanium ore is about 2430-2450 yuan / ton, and that of 47 grade 20 ore is about 2500-2550 yuan / ton.

In terms of sulfuric acid, according to the bulk list data of business society, the price of sulfuric acid rose this week. So far, the average price of sulfuric acid in Shandong is 795 yuan / ton, an increase of 10 yuan / ton or 1.27% compared with the quotation on September 3, and a year-on-year increase of 103.85% compared with the same period last year. From the perspective of upstream and downstream industrial chains, the upstream sulfur market has been rising step by step recently, and the cost support is good. The downstream bromine market began to stop falling and rise, and the downstream formic acid market was also rising sharply. The downstream demand was strong, which had a positive impact on the price of sulfuric acid. Recently, the market price of sulfuric acid in Shandong may rise slightly, and the average quotation price is about 800 yuan / ton.

3、 Future forecast

Titanium dioxide analysts of business society believe that at present, the quotation of titanium dioxide market is strong, the domestic demand is good, the downstream purchases on demand, and the manufacturers are willing to rise. Internationally, the demand for foreign trade is acceptable and there is no pressure in the short term. On the whole, the prices of raw titanium concentrate and sulfuric acid increased, and the cost support was strong. At present, it mainly depends on the attitude of dragon enterprises. It is expected that the price of titanium dioxide will be strong and upward in the short term, and the actual transaction price is mainly discussed.

Recent price trend of hydrochloric acid

As can be seen from the above figure, the comprehensive price of hydrochloric acid in Shandong fell this week, from 296.67 yuan / ton at the beginning of the week to 293.33 yuan / ton at the end of the week, a decrease of 1.13%, a year-on-year decrease of 6.21% compared with the same period last year. On the whole, the hydrochloric acid market fell this week, and the hydrochloric acid commodity index was 77.19 on September 3.

The upstream support is general and the downstream procurement is weak

From the manufacturer’s quotation, the manufacturer’s quotation in the hydrochloric acid market fell this week, and the overall market was general. The quotation of Dezhou Shihua hydrochloric acid is 450 yuan / ton, and the quotation is stable temporarily; The quotation of synthetic hydrochloric acid from Wen Shui is 230 yuan / ton at the weekend, which is temporarily stable compared with that at the beginning of the week; Dezhou Maihua hydrochloric acid quoted 150 yuan / ton at the weekend, down 10 yuan / ton compared with the beginning of the week.

From the perspective of the upstream and downstream industrial chain of hydrochloric acid, the market situation of upstream liquid chlorine is general and the support for hydrochloric acid is weak, while the high market price of downstream ammonium chloride has a positive impact on hydrochloric acid. Difficult delivery of hydrochloric acid is still a big problem.

Future forecast

The recent market of upstream liquid chlorine is general, the cost support is general, the market of downstream ammonium chloride is high, and the downstream purchase intention is not strong. Business analysts believe that hydrochloric acid is mainly subject to a slight shock in the near future.

1、 Price data

According to the bulk list data of business society, the price of petroleum coke of local refiners rose sharply this week. On September 6, the average price in Shandong market was 2835.00 yuan / ton, up 7.04% from 2648.50 yuan / ton on August 30.

On September 6, the commodity index of petroleum coke was 220.50, up 9.92 points from yesterday, a record high in the cycle, up 229.65% from the lowest point of 66.89 on March 28, 2016（ Note: period refers to 2012-09-30 to now)

2、 Analysis of influencing factors

With the commencement of coke production in the inspection and repair plant, the supply of petroleum coke has increased, but the self consumption of petroleum coke in some refineries has increased, the inventory of refineries is low, the downstream demand is good, the trading and investment are positive, and the price of locally refined petroleum coke has increased significantly.

Upstream: international crude oil rose, mainly due to the expected warming of global economic recovery and favorable U.S. economic data. In addition, the organization of Petroleum Exporting Countries (OPEC) raised its oil demand forecast for next year, resulting in a strong increase in oil prices.

Downstream: the price of upstream petroleum coke continues to rise, and carbon enterprises continue to operate under pressure under the cost pressure of carbon enterprises; The price of calcined coke rose; Metal silicon market continues upward trend; The price of downstream electrolytic aluminum rose. As of September 5, the price was 21343.33 yuan / ton.

Industry: according to the price monitoring of the business society, in the list of commodity prices rising and falling in the 35th week of 2021 (8.30-9.3), there are 8 kinds of commodities rising month on month in the energy sector, including 1 kind of commodity rising by more than 5%, accounting for 6.3% of the monitored commodities in the sector; The top three commodities were coking coal (9.47%), power coal (4.16%) and coke (3.62%). There were 6 commodities with month on month decline, and the top 3 products were diesel (- 0.79%), gasoline (- 0.56%) and naphtha (- 0.48%). Both rose or fell by 1.4% this week.

The petroleum coke analyst of business society believes that the inventory of local refineries is low recently, some refineries are mainly for their own use, and the downstream demand is good. Local refineries mainly execute early orders, and it is expected that petroleum coke may rise in the near future.