Trade name: monoammonium phosphate

 

Latest price: 3050 yuan / ton

 

Key points of analysis: the price of monoammonium phosphate was stable on January 6, which was stable compared with the previous trading day. Today, the atmosphere in the first floor was good and the inquiry orders increased. Downstream compound fertilizer enterprises began to follow up procurement and strengthen the demand side. The operating rate of Monoammonium decreased due to the increase of cost price. Today, the mainstream factory quotation of 55 powdered ammonium in China is 2800-3300 yuan / ton, and the actual transaction can be discussed.

 

Future forecast: the stable operation of monoammonium phosphate in the short term.

sulphamic acid

Trade name: TDI

 

Latest price (January 5): 16325.00 yuan / ton

 

Key points of analysis: today, the average price of TDI market in East China increased by 1.87% compared with yesterday. The domestic TDI market was reorganized upward, the on-site supply was tight, and the spot filling was slow. In addition, the market was informed that the restart time of Fujian unit was delayed, the factory had obvious intention to support the market, the offer of goods holders was high, and it was difficult to find the supply of goods at low prices on the site. Although the downstream market was just needed, based on the mentality of preparing goods and replenishing positions at the end of the year, The market is up. The quotation of the distribution market in East China has been raised, and the quotation of domestic goods is about 15800-16000 yuan / ton, and that of Shanghai goods is about 16000-16500 yuan / ton.

 

Future forecast: the short-term TDI market is relatively strong, and we will pay attention to the market supply and downstream follow-up.

sulphamic acid

Trade name: isooctanol

 

Latest price (January 4): 10400.00 yuan / ton

 

On January 4, the ex factory quotation of isooctanol in Shandong increased slightly, up 266.67 yuan / ton or 2.63% compared with the quotation on December 31, down 11.61% year-on-year compared with the same period last year. The upstream propylene market was low and the cost support was insufficient. The downstream DOP market fell slightly, and downstream customers were generally enthusiastic about purchasing isooctanol.

 

Recently, the ex factory price of isooctanol in Shandong may rise slightly: the manufacturer’s quotation is about 10500 yuan / ton.

Sulfamic acid

The domestic cyclohexanone market rose in December. According to the monitoring data of business agency, the average market price of domestic cyclohexanone at the beginning of the month was 9733 yuan / ton, and the average market price of domestic cyclohexanone at the end of the month was 10700 yuan / ton, an increase of 9.93% in the month and 55.07% year-on-year.

 

At the beginning of June, the domestic cyclohexanone market rebounded after rising. Pure benzene was lowered and listed twice, totaling 550 yuan / ton, and the cost side was lack of support. Some enterprises have reduced the production of cyclohexanone units and do not export them. The market commodity volume is less than that in the early stage. The downstream caprolactam supply is abundant, and the chemical fiber order just needs to be followed up. After the low transaction of cyclohexanone, the shipping pressure was reduced and the manufacturers rose in a narrow range.

 

In the middle of the month, the domestic cyclohexanone market continued to rise. Crude oil and pure benzene are improving, and the cost support is temporarily stable. Hualu Hengsheng, Haili and other devices are not exported, and the commodity supply is significantly reduced. In addition, some downstream enterprises focus on a small amount of cyclohexanone, the shipping pressure of cyclohexanone factories is reduced, and the manufacturers rise in a narrow range.

 

In late June, the domestic cyclohexanone market continued to rise. There were few cyclohexanone export devices and the market competition was relatively small. In addition, some downstream enterprises just needed to export cyclohexanone, cyclohexanone was reluctant to sell at a low price, and the transaction focus increased.

 

At the end of the month, the domestic cyclohexanone market continued to rise, the raw material pure benzene fluctuated horizontally, and the cost support was relatively stable. The downstream chemical fiber is purchased intensively, the pressure of cyclohexanone shipment is slightly reduced, the manufacturer’s quotation is explored in a narrow range, the solvent market just needs to follow up, and the downstream resistance to high prices limits the room for cyclohexanone to rise.

 

Monthly K column chart of domestic production price of cyclohexanone:

Weekly K column chart of domestic production price of cyclohexanone:

Summary of domestic cyclohexanone market as of December 30:

 

region ., Price

East China 11200-11400 yuan / ton cash delivery

South China 11500-11600 yuan / ton cash delivery

Shandong region 11100-11200 yuan / ton cash delivery

In terms of raw materials, styrene crude oil fell sharply this month, driving the decline of pure benzene. Crude oil and styrene in the main downstream fell broadly, which stimulated the negative impact on pure benzene. The decline of styrene price, the decrease of downstream demand and the increase of spot and forward supply of pure benzene are the main factors driving the decline of pure benzene price.

 

Comparison chart of price trend of pure benzene (upstream raw material) and cyclohexanone in business society:

 

sulphamic acid

Downstream, caprolactam showed an overall downward trend. The price at the beginning of the month was 14700 yuan / ton, and the price at the end of the month was 14034 yuan / ton, a decrease of 4.53% in the month.

 

Comparison chart of price trend of cyclohexanone and caprolactam (downstream products) in business community:

 

According to the price monitoring of the business community, in the list of commodity prices in December 2021, there were 35 kinds of commodities rising month on month in the chemical sector, including 19 kinds of commodities rising by more than 5%, accounting for 18.1% of the monitored commodities in the sector; The top three commodities were chloroform (41.13%), lithium carbonate (37.11%) and dichloromethane (36.91%). A total of 62 commodities decreased month on month, and 40 commodities decreased by more than 5%, accounting for 38.1% of the monitored commodities in this sector; The products with the top three declines were melamine (- 40.08%), baking soda (- 29.05%) and butadiene (- 27.26%). The average rise and fall this month was – 2.38%.

The cost side support is stable, there is no obvious pressure on the supply side of cyclohexanone, and there is still demand for outward mining of downstream chemical fiber. It is expected that cyclohexanone will fluctuate strongly in the first half of the month, and the second half of the month will be close to the Spring Festival, the market transaction may weaken, and the price will be sorted out sideways. The cyclohexanone analysts of business society expect the short-term cyclohexanone market to fluctuate in a narrow range.

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According to the monitoring data, the commodity index of polyaluminium chloride on December 31 was 135.26, an increase of 0.06 points compared with yesterday, a decrease of 5.17% compared with the highest point of 142.64 points in the cycle (2021-11-01), and an increase of 60.41% compared with the lowest point of 84.32 points on August 18, 2020. (Note: the period refers to the period from April 1, 2019 to now)

 

Sulfamic acid 99.50%

As shown in the figure, according to the monitoring data of business society, the domestic market of polyaluminium chloride increased slightly in December. On December 1, the domestic mainstream quotation of solid (industrial grade, content ≥ 28%) polyaluminium chloride was 2356.25 yuan / ton, and on December 31, the mainstream quotation was about 2502.22 yuan / ton, with a monthly increase of 6.20%. Recently, crude oil continued to rise, raw material costs fluctuated slightly, some enterprises stopped work years ago, market demand was weak and transactions were general.

 

On the macro level, the expected decline in U.S. crude oil inventories last week boosted the oil price, and tight supply formed a strong support for the oil market. Recently, the international crude oil rose strongly. As of December 28, the settlement price of the main contract of U.S. WTI crude oil futures was reported at $75.98/barrel, and the settlement price of the main contract of Brent crude oil futures was reported at $78.67/barrel.

 

As shown in the figure above, according to the price monitoring of the trading society, 78 commodities rose month on month in December 2021, mainly in the chemical sector (35 in total) and the non-ferrous sector (13 in total), and the commodities with an increase of more than 5% were mainly in the chemical sector; The top three commodities were chloroform (41.13%), lithium carbonate (37.11%) and dichloromethane (36.91%). A total of 141 commodities decreased month on month, mainly in chemical industry (62 in total) and rubber and plastics (19 in total), and commodities with a decrease of more than 5% were mainly concentrated in the chemical sector; The commodities with the top three declines were melamine (- 40.08%), liquefied natural gas (- 30.46%) and baking soda (- 29.05%). The average rise and fall this month was – 1.69%.

 

Industrial chain: in terms of upstream raw materials, the monitoring data of hydrochloric acid: business society shows that the domestic hydrochloric acid market price first fell and then rose this month. The quotation first fell from 324.00 yuan / ton on December 1 to 296.00 yuan / ton on December 17, down 28.00 yuan / ton, down 8.64%, then rose to 330.00 yuan / ton on December 21, up 11.49%, and finally fell to 320.00 yuan / ton at the end of the month. On the whole, the hydrochloric acid market has twists and turns this month, first falling, then rising and then falling. From the upstream and downstream industrial chain, the upstream liquid chlorine market is general and the support for hydrochloric acid is weak. The downstream ammonium chloride market fell slightly, which had a negative impact on hydrochloric acid. The price of downstream ammonium chloride decreased from 1170.00 yuan / ton at the beginning of the month to 1095.00 yuan / ton at the end of the month, a decrease of 6.41%; The white carbon black market fell slightly, and the downstream procurement enthusiasm was weak. Business analysts believe that hydrochloric acid has mainly suffered a slight shock and decline recently.

 

Sulfamic acid

LNG is used in the production process. In the fourth quarter, domestic LNG prices rose first and then fell, and the peak season was not prosperous. In October, the demand for urban fuel increased, the price of raw materials increased, the overhaul of liquid plants, the tightening of market supply and other multiple positive superposition, which boosted the increase of liquid price by nearly 30% and shifted the focus upward. Early November is the highest point of the year, and then the downlink channel is opened. The downward trend did not stop in December, and Xinjiang fell to around 2000 yuan. Near the end of the month, the temperature has dropped sharply recently, the market trading atmosphere has improved, and the inventory pressure of liquid plants has been reduced. With the shutdown of some liquid plants and the consideration of cost, the domestic liquid price has continued to rise.

 

As for the future market, compared with the trend in recent years, if there is no strong driving of the general environment, the future market is likely to be stable and weak. Recently, crude oil continues to rise, raw material prices fluctuate slightly, market support is weak, downstream demand is weak, and the trend of polyaluminium chloride is weak; In the macro weak environment, it is expected that there will be little action in the polyaluminium chloride Market in the short term, so beware of the downside risk of chemical raw materials.

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