Trade name: sulfur

Latest price (May 24): 4063.33 yuan / ton

Key points of analysis: according to the price monitoring of the business club, the average price of sulfur in East China today increased by 0.58% compared with yesterday. The maintenance of domestic refineries is concentrated, the enterprise inventory is low, and the downstream sulfuric acid market is weak, but it has a great impact on the demand for sulfur. It just needs to be followed up. The ammonium phosphate Market is high, and the market purchase is positive. The overall performance of the sulfur market is in short supply. Enterprises in Shandong Province sort out the quotation upward according to the inventory and shipment, The price of fixed sulfur is increased by 20 yuan / ton, and that of liquid sulfur is increased by 20-50 yuan / ton.

Future forecast: the short-term sulfur market will be consolidated at a high level, with specific attention to the downstream follow-up.

On May 23, the rare earth index was 841 points, up 9 points from yesterday, down 16.48% from the highest point of 1007 points in the cycle (2022-02-24), and up 210.33% from the lowest point of 271 points on September 13, 2015. (Note: the period refers to the period from December 1, 2011 to now)

The trend of domestic rare earth index rose, the price of domestic light rare earth praseodymium neodymium series rose, the price of praseodymium neodymium oxide rose by 10000 yuan / ton to 937500 yuan / ton, the price of praseodymium neodymium metal rose by 7500 yuan / ton to 1135000 yuan / ton, the price of praseodymium oxide rose by 10000 yuan / ton to 950000 yuan / ton, the price of neodymium oxide rose by 20000 yuan / ton to 965000 yuan / ton, the price of metal praseodymium rose by 20000 yuan / ton to 1245000 yuan / ton, and the price of metal neodymium rose by 10000 yuan / ton to 116500 yuan / ton, The price of dysprosium oxide is 2.6 million yuan / ton, the price of dysprosium ferroalloy is 2.595 million yuan / ton, and the price of metal dysprosium is 3.38 million yuan / ton. The domestic light rare earth market price has increased, and the recent procurement is general. The price of dysprosium Series in the domestic heavy rare earth market is temporarily stable, the price of terbium series is lower, and the downstream purchase is mainly on demand. Myanmar prohibits export. It is expected that the price trend of domestic rare earth market will rise in the later period.

1、 Price trend

As can be seen from the above figure, the domestic market price of neopentyl glycol fell slightly this week. The average price of domestic mainstream market price of neopentyl glycol fell from 17433.33 yuan / ton last weekend to 16833.33 yuan / ton this weekend, down 3.44%. On May 20, the commodity index of neopentyl glycol was 81.12, down 2.09 points from yesterday, down 21.71% from the highest point of 103.61 points in the cycle (2021-09-22), and up 26.24% from the lowest point of 64.26 points on January 3, 2022. (Note: the period refers to the period from September 1, 2021 to now)

2、 Market analysis

The quotation of mainstream manufacturers of neopentyl glycol fell slightly this week: the distribution price of Jinan aochen Wanhua neopentyl glycol at the weekend was 17300 yuan / ton, which fell by 500 yuan / ton compared with last weekend; Zibo de synthetic Feng neopentyl glycol sold at 17200 yuan / ton over the weekend, up 200 yuan / ton compared with last weekend. Wuhan Kaisi Wanhua neopentyl glycol was sold at 16000 yuan / ton at the weekend. Compared with last weekend, the quotation was temporarily stable.

From the upstream raw material market of neopentyl glycol, the domestic isobutyraldehyde market price rose slightly this week. This week, the average price of isobutyraldehyde in the mainstream domestic market rose from 15366.67 yuan / ton last weekend to 16300.00 yuan / ton this weekend, an increase of 6.07%. The market price of upstream raw materials rose slightly, and the cost support was strengthened. Affected by the supply and demand side, it had a positive impact on the price of neopentyl glycol.

3、 Future forecast

In late May, the market trend of neopentyl glycol may fluctuate slightly, mainly rising. The upstream isobutyraldehyde market rose slightly, the cost support was strengthened, the downstream coating market was general, and the downstream procurement enthusiasm was weak. Analysts of neopentyl glycol in business society believe that the short-term neopentyl glycol market may rise slightly due to the influence of supply and demand and raw materials.

1、 Price trend

Latest price (May 19): 8637.5 yuan / ton

Key points of analysis: on May 19, the average domestic spot price of pvc5 was 8637.5 yuan / ton, down 0.99% from the previous trading day and 6.62% year-on-year. At present, the futures price is falling, the offer in the spot market is falling, the market trading is relatively flat, the downstream demand continues to maintain rigid demand, and the wait-and-see attitude is obvious. In addition, the export has weakened, which has suppressed the rich domestic atmosphere, and the focus of the PVC market has shifted downward. Up to now, the price of raw calcium carbide is about 4400-4500 yuan / ton, and the price of PVC is 8300-8950 yuan / ton.

The PVC market is expected to weaken.

Latest price (May 18): 6872 yuan / ton

Key points of analysis: on May 18, the average price of domestic LNG market was 6872 yuan / ton, down 0.52% from the previous day and up 85.73% year-on-year. At present, the market supply is abundant, the demand in the off-season is weakened, the receiving capacity of downstream users is general, and the price of inlet air is reduced, which drives the domestic liquid price to weaken steadily. The market wait-and-see mood is rising, and the actual transaction is mainly negotiation.

It is expected that the domestic LNG market will be stable and down in the short term.