According to the data monitoring of the business community, the polyacrylamide commodity index on September 30 was 94.53, unchanged from yesterday, down 15.23% from the highest point of the cycle, 111.51 (2021-11-03), and up 14.04% from the lowest point, 82.89, on August 2, 2020. (Note: Period refers to April 1, 2019 to now)
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Commodity market: According to the data monitoring of the business community, the mainstream market of polyacrylamide (CPAM, cationic, molecular weight 12 million, 10-30 ionic degree) in the domestic market in late September was basically stable, mainly reporting about 15471.43 yuan/ton. The water treatment plants in the main production areas in China had normal production and sufficient inventory in the last ten days, while the downstream demand had little change, the cost of raw materials fell back, and the overall market of polyacrylamide was relatively stable.
Raw material acrylonitrile: according to the data of the business community, the domestic acrylonitrile market continued to be strong in late September. Among them, the domestic market reported 8900 yuan/ton on the 21st and 9870 yuan/ton on the 30th, up only 0.41% this decade. The industrial supply increased slightly in a stable way, but the demand and cost were supported, and the offer of merchants was stable in the early upward phase and later; The analysis shows that, on the one hand, there is still pressure for new production of acrylonitrile in the later stage, and on the other hand, the cost and demand continue to support; Acrylonitrile market is expected to consolidate at a high level in the later period.
Raw acrylic acid: according to the data of the business community, the quotation of acrylic acid in East China in late September decreased slightly from 833.33 yuan/ton to 8500 yuan/ton, down 2.67% this decade. The market is stable and weak, and the cost pressure still exists, but the demand side is flat, and the buying is average, so the early inventory is more digested. With regard to the future market, the cost support still exists, the holidays are approaching, the downstream customers have basically completed their stock preparation, and the market trading atmosphere is stable. It is expected that the acrylic acid market will be mainly stable in the short term, so more attention should be paid to the changes in market news.
LNG for production. According to the data of the business community, the market price of LNG rose 1.79% in late September. The average price on the 21st day was 6828 yuan/ton, and the average price on the 30th day was 6950 yuan/ton. Although there were downward fluctuations during this period, the price continued to rise 10.6% from the 23rd to the 28th of this ten day. Near the National Day holiday, due to transportation considerations, a large number of downstream replenishment. There was a strong buying atmosphere on the floor, and the rising trend continued. With the maintenance of the Sino Russian pipeline, the on-site supply is reduced. It is expected that the domestic LNG price trend will continue to rise in the short term.
Future market forecast: Polyacrylamide manufacturers in the main production area are operating normally, with sufficient inventory and stable downstream demand. The logistics of chemicals during the holiday is limited, resulting in a slight concentration of orders in the days before the holiday, but the overall price changes little; It is expected that the demand will remain stable after the festival, and the polyacrylamide market will remain stable mainly in the case of small changes in raw material costs.
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