The demand was stable, and the price of polyaluminium chloride increased slightly in December

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.

http://www.sulfamic-acid.com