1、 Price trend

According to the monitoring data of business agency, the average ex factory price of domestic chlorinated paraffin 52 was 6566 yuan / ton on June 6, and 6500 yuan / ton on June 10. The price of chlorinated paraffin 52 fell by 1.02% this week.

2、 Market analysis

The price of chlorinated paraffin 52 fell slightly this week. There are price differences among regions, and the operating rate of enterprises is not high. The raw material market is stable and the cost support is acceptable. The downstream demand is flat, and the supply and demand of chlorinated paraffin are weak. As of June 10, the ex factory quotation of chlorinated paraffin 52 in Anhui was about 6800 yuan / ton, that in Northeast was about 6500 yuan / ton, and that in Shandong was about 6200 yuan / ton.

In terms of raw liquid wax, the price of liquid wax rose steadily this week. Due to the good trend of crude oil market, the liquid wax market is better. Floor trading is smooth and the industry is optimistic. The price of liquid chlorine was lowered this week, and some enterprises suspended quotation. Downstream demand decreases, and new orders are limited.

3、 Aftermarket forecast

According to the chlorinated paraffin analyst of the business community, the overall market of chlorinated paraffin is dominated by weak operation. The raw materials fluctuated slightly and the overall market was stable. The supply side and the demand side are weak, and the exchange trading atmosphere is cold. It is expected that the price of chlorinated paraffin will be weak and stable in the short term.

According to the data monitored by the business agency, the quotation of Shanxi industrial grade first-class potassium nitrate at the beginning of the week was 7587.50 yuan / ton, and the quotation of Shanxi industrial grade first-class potassium nitrate at the end of the week was 7737.50 yuan / ton, an increase of 0.66%, and the price increased by 66.76% year-on-year.

potassium nitrate

The domestic potassium nitrate market rose slightly this week. It can be seen from the above figure that the recent potassium nitrate Market has risen for three weeks, and the market continues to rise this week. The quantity of imported potassium by sea this week was not sufficient, and the replenishment of imported potassium chloride at the port was relatively limited. The shortage of raw materials drives the market of potassium carbonate to rise. According to the statistics of the business agency, the quotation of the mainstream domestic potassium nitrate manufacturers this week is 7500-7900 yuan / ton (the quotation is only for reference), and the quotation varies according to different procurement conditions.

Recently, the domestic market price of imported potassium chloride has risen slightly. The potassium chloride equipment of Qinghai Salt Lake Potash Fertilizer Co., Ltd. operates normally. The ex factory price is about 4480 yuan / ton, the quotation is temporarily stable, and the actual transaction price is mainly negotiated. Recently, the international market price of potassium chloride has been strong and rising, while the domestic spot market is in short supply, and the domestic inventory is relatively low. The supply exceeds the demand. The price of potassium chloride has risen slightly. It is expected that the potassium chloride market will be consolidated at a high level in the future.

Recently, there is a shortage of potash fertilizer in China. The supply of potassium chloride imported from the port is relatively limited, and the cost support is strong. It is expected that the price of potassium nitrate will mainly rise in the short term, and the long-term market still needs to wait and see. (the above prices are provided by the main potassium nitrate manufacturers all over the country and sorted out and analyzed by the potassium carbonate analyst of the business society. They are for reference only. Please contact the relevant manufacturers for more price details).

Ethylene oxide is reduced by 350 yuan / ton today. At present, the ex factory price of mainstream East China is 7350 yuan / ton.

The overall decline of the upstream outer disc ethylene remained unabated and continued to reach the bottom. The domestic ethylene price fluctuated. At present, the latest Northeast Asia ethylene outer disc price is $1030 / ton, Southeast Asia ethylene outer disc price is $1150 / ton, and Jinshan Lianmao ethylene today quoted 8450 yuan / ton, unchanged from the previous trading day. At present, the price of imported ethylene is almost the same as that of domestic ethylene. If the price of external ethylene continues to decline, the space for import arbitrage will be gradually opened. Based on the current external price and the adjusted EO price today, the current loss of ethylene oxide is about 350 yuan / ton. The downstream monomer negotiation atmosphere was light, the commencement remained low and fluctuated in a narrow range, the manufacturer returned to the wait-and-see mood, and the quotation was delayed.

Forecast: there is no hope of substantial improvement in terminal and supply. The probability of maintaining ethylene oxide platform in the near future depends on the fluctuation of ethylene price.

441# silicon price trend

The price of metallic silicon continued to fall under pressure. As of May 30, according to the price monitoring of the business agency, the average price of metallic silicon in the domestic market was 76550 yuan / ton, down 8.51% on a weekly basis. The price of raw materials is lower, the output is expected to increase, the price of metallic silicon is gradually decreasing under the bad conditions of all parties, the bargaining space is shrinking, and the upstream and downstream are mainly on the sidelines of the silicon market.

On the 30th, the prices of 441\\silicon in various regions are as follows:

The price range of \441 metallic silicon in Huangpu port area is 17600-17800 yuan / ton, with an average price of 17700 yuan / ton; The price range of \441 metallic silicon in Tianjin port is 17500-17700 yuan / ton, with an average price of 17600 yuan / ton; The price range of \441 metallic silicon in Kunming is 17300-17500 yuan / ton, with an average of 17400 yuan / ton; The price range of \441 metallic silicon in Sichuan is 17100-17300 yuan / ton, with an average of 17200 yuan / ton; The price range of Shanghai \441 metallic silicon is 18200-18500 yuan / ton, with an average price of 18350 yuan / ton.

Influencing factors of metal silicon price fluctuation

Factory aspect

With the exception of Southwest China, the cost of silicon plants has become unprofitable, the cost of raw petroleum coke and electrode is high, and some factories plan to stop production; Sichuan and Yunnan are about to usher in the wet season. The electricity price in Sichuan has been 0.36 yuan / kWh, a decrease of 0.15 yuan / kWh compared with the beginning of the month. The electricity cost has decreased. It is expected that some enterprises will resume production in June, resulting in an increase in supply. Most buyers and sellers are bearish.

Demand side

The resumption of production and new production capacity of downstream aluminum alloy and organic silicon enterprises did not meet the expectations. The operating rate of aluminum alloy was the same as that of last week, and the operating rate of leading enterprises was still 60%. At present, we only expect the downstream polysilicon projects to be put into operation one after another to bring good consumption side. The negative demand side has led to the current situation that metal silicon manufacturers sell goods at low prices to promote transactions.

Aftermarket forecast

Downstream consumption has not improved significantly, raw material electrode and petroleum coke have a limited decline, and the profits of silicon metal plant have been seriously compressed. Some silicon plants said that they would shut down the furnace and reduce production after the inventory in the plant was consumed. In addition, with the arrival of the wet season in Southwest China in June, the output and supply increased significantly. The market is expected to see supply exceeding demand, and the downstream pressure on manufacturers is becoming more serious. It is expected that the price of metal silicon will continue to decline before the Dragon Boat Festival.

1、 Price trend

According to the monitoring data of business news agency, the average price of domestic liquefied natural gas on May 31 was 6614 yuan / ton, down 8.24% from the price of 7208 yuan / ton at the beginning of the month, and up 84.06% compared with the same period last year.

2、 Analysis of influencing factors

In May, the domestic LNG market price fell by 8.24% during the month, and the focus shifted downward. After the festival, the logistics recovered, there was a certain demand for replenishment in the downstream, coupled with the maintenance of liquid plants in some regions, the favorable supply and demand pushed the liquid prices in many places in China to rise slightly, but the prices stopped rising and turned down on May 9. At present, the demand in the off-season is weak, the receiving capacity of downstream users is general, in addition, the inlet gas price is lowered, the feed gas price is lowered, and the negative factors are dominant. The domestic liquid price is falling frequently, and the market continues to be weak. By the end of the month, Inner Mongolia was 6520-6820 yuan / ton, Shaanxi 6580-6790 yuan / ton, Shanxi 6700-7000 yuan / ton, Ningxia 6600-6700 yuan / ton, Hebei 6830-7100 yuan / ton and Henan 6950-7200 yuan / ton. The terminal price is about 7300-8900 yuan / ton. The spot CIF price of LNG in China was USD 23.77/million British thermal power, and the price was lowered.

According to the weekly increase and decrease from March 7, 2022 to May 29, 2022, the domestic liquefied natural gas showed mixed gains and losses in the cycle, with the largest increase of 3.68% in the week of March 7 and the largest decrease of -4.3% in the week of May 9.

Methanol: on May 30, the reference price of methanol was 2625.00, a decrease of 4.37% compared with May 1 (2745.00). The raw coal price and oil price were strong. The downstream Tianjin Bohai Chemical MTO is expected to be put into operation. At present, the supply side is relatively abundant. Under the current situation, the supply and demand game, predicted by fantinglu, methanol analyst of the business club, is dominated by the short-term domestic methanol market or shock consolidation.

On May 30, the reference price of liquid ammonia was 5323.33, an increase of 5.07% compared with that on May 1 (5066.67). Recently, the supply of liquid ammonia may have improved. Some units in Shandong have recovered, and some may bring about supply increment. On the demand side, the demand for chemical fertilizer is weakened, the downstream procurement may slow down, and on the cost side, coal is still affected by the regulatory policies, and the price remains stable. Overall, liquid ammonia may have high callback risk.

3、 Aftermarket forecast

According to the business agency, the demand was affected by the off-season of the market in May. In addition, the feed gas price was lowered, and the cost support was further reduced. As the Dragon Boat Festival was approaching, considering the poor logistics during the holiday and the reduction of prices by liquid plants, it was expected that the domestic LNG price would continue to decline.