Chemical market rose varieties in four quarters or surprise

According to the business club, according to the monitoring data on November 11 to 15 days a week, chemical market rose varieties, performance unexpectedly strong: rise of the first three goods of acetone respectively (3.42%), crude benzene (1.94%), ethyl acetate (1.81%).
The acetone market launch
After eight stable in September, the domestic acetone market recent strong upward.Monitoring data showed that acetone domestic enterprises foreign quotation from low 8541.67 yuan/ton (October 7) rose to mesh before 8961.67 yuan/ton, rose by 4.92%.Business club Han Huijuan acetone analyst for China securities network reporter said, "now less acetone cargo and concentrated, traders actively pull up, just need to be stable, downstream acetone is expected there will be 2-3% rise in space."
It is understood that the recent acetone factory overall capacity utilization is not high.Gaoqiao petrochemical caojing 200000 tons/year of phenol acetone from the date of August 17 parking can enlarge, on November 5, feeding operation;Yangzhou built towers real friends chemical 320000 tons/year of phenol ketone device on October 9, parking overhaul, on October 15, restart;Jilin petrochemical ketone of phenol on October 14, parking, 25 rev, capacity expansion to 150000 tons/year;Shandong unilever d far chemical industry of 350000 tons/year of phenol ketone device for power supply plan on November 14, parking for one week.Acetone domestic manufacturer has decreased.It is understood that at present yanshan stone acetone is not easy, to pick up the goods trade ShangJing to rise in price.
Data to the port, the current inventory level is less than 30% of the normal, mainly due to the typhoon influence in early October, ships is postponed.Markets, traders actively pull up, jiangsu area spot prices rose to 9300-9400 yuan/ton.
Industrial chain upstream and downstream, upstream prices edged down, the downstream demand is better.Recent strong crude oil prices fell back, WTI crude oil futures prices from October 7 $102.29 a barrel all fell to $93.04 a barrel.In October, sinopec twice cut price of pure benzene, overall by 500 yuan/ton, the price 9000 yuan/ton.The raw material propylene peaked in October after the rebound current prices have edged down trend, in east China propylene mainstream price 11000-11100 yuan/ton.Bisphenol A downstream market low, recently by acetone, slightly better, but the market as A whole does not look good.Methyl isobutyl stabilise prices after a small rise in early October, the downstream demand.Isopropyl alcohol prices are up, but most domestic manufacturer of acetone method under cost pressure, most of the parking overhaul.Downstream pharmaceutical industry starts relatively stable at present, demand for acetone is better.
The bottom of the imbalance between supply and demand rise chemical market
Business club in the chemical industry analyst zhang Ming believes that salt industry chain, fertilizer plate, plate organic aromatics such as delayed release for market demand, coordination under the action of the chemical market in four factors began to rise.
Supply and demand imbalances on some products to pull up sharply.On the supply side, the greatest beneficiaries of acetone price is in short supply.From the point of demand, aluminum fluoride, cryolite, the downstream demand, good prices.In more than a month since the electrolytic aluminium enterprises downstream demand better, manufacturer starts to increase, increase of aluminium fluoride, cryolite purchasing.
In addition, the internal and external disk spreads rapidly pull up the domestic market, a typical product of urea.Week international urea price quickly pull litre, bulk urea: small particles from yuzhnyy fob $308 - $315 / ton, up 8 - $10 / ton;The Baltic $295 - $300 / ton, up 8 - $10 / ton;The Arabian gulf between $310 and $315 / ton, up $10 / ton;China's $320 - $330 / ton, up 24 to 25 dollars/ton;Brazil's $325 - $330 / ton cif, up $5 / ton.China's export prices sharply higher stimulus of foreign trade business and domestic business started large-scale fill inventory, factory price space still remains.
Cost remained conduction effect, typical products: acetic acid industry chain.Caused by upstream methanol prices, acetic acid, methyl acetate, ethyl acetate, manufacturers are forced to transfer cost pressures, the factory price higher.
Comprehensive view, zhang Ming pointed out that in the fourth quarter of the domestic chemical market trends have turned to the adjustment, inner and outer plate of balance between supply and demand, industrial chain cost conduction, policy support four factors jointly promote, delayed release put in part of the industry chain downstream demand is occurrence peak in November, years ago, the rest of the industry such as chemical fertilizers, photovoltaic (pv) and one and a half months tariff policy adjustment, cooperate with the international market, there is still hope more brilliant performance, bromine chemicals, fluorine chemical industry the bounce of the two plates will be officially launched.In the short term is expected by the market supply and demand imbalance effect of acetone, crude benzene, toluene and other products worthy of attention.