Trade name: titanium concentrate

Latest price: November 25: 2240 yuan / ton

Key points of analysis: on November 25, the market price of titanium concentrate in Panxi area was basically stable. The titanium ore market is relatively light, and the downstream titanium dioxide enterprise market is relatively cold, mainly purchasing on demand. The market inquiry is general, the manufacturer’s inventory has increased, the downstream wait-and-see mood is strong, and the overall market is weak and stable.

Forecast: the price of titanium concentrate is mainly weak in the short term.

Trade name: acetic acid

Latest price (November 24): 7050 yuan / ton

Key points of analysis: most domestic acetic acid manufacturers operate normally. Although individual enterprises maintain their devices, due to the manufacturer’s stock in the early stage, the overall supply of goods in the short-term market is sufficient, while the downstream purchase follow-up is mainly rational, the market trading is general, the trade negotiation on shipment, the focus of completion and delivery has shifted slightly downward, and the domestic acetic acid enterprises adjust their quotation according to their own shipment, The market mentality continues to wait and see.

Future forecast: wait and see the finishing and operation of short-term acetic acid market, and pay attention to the downstream follow-up.

Trade name: sulfur

Latest price (November 23): 2010.00 yuan / ton

Key points of analysis: according to the price monitoring of business society, the price trend of sulfur in East China is reduced by a narrow margin today. The average price of solid and liquid sulfur production is 4.44% lower than that of the previous working day. The price of liquid sulfur is reduced by 50 yuan / ton, while the price of solid and liquid sulfur in North China is reduced by 70-140 yuan / ton, and the price of solid and liquid sulfur in Shandong is reduced by 140 yuan / ton. At present, the inventory of refineries in China is low, the downstream demand is general, the winter fertilizer storage has not yet started, there are few new orders for phosphate fertilizer, the terminal consumption does not support sulfur, and the industry holds a wait-and-see attitude towards the future market.

Future forecast: the short-term sulfur market is mainly sorted and operated.

On November 22, the market was very quiet at the beginning of the week. The venue paid more attention to the bidding of a petrochemical in East China, and the negotiation performance was very cold. Then, as the auction started at 15000 yuan / ton, a few traders offered 17000 yuan / ton. In the afternoon, the market was not built and turned. The offer continued to go down to 16800 yuan / ton. I heard that there were few real orders in the venue.

Upstream, the phenol and acetone market declined by about 50 yuan / ton in a narrow range, and the market weakness stabilized. The market reference price of phenol in East China is 9350 yuan / ton, the offer around Yanshan and Shandong is 9300-9350 yuan / ton, and the offer in South China is 9500-9600 yuan / ton. The acetone market in East China refers to a narrow downward trend, and the negotiation is 5650 yuan / ton. The downstream epoxy resin comes from the negative support of the cost side, the market is sorted and operated, and there is little fluctuation. For reference, it leaves the factory in barrels of 29000-30000 yuan / ton, and the PC end factory is reduced intensively, so the market lacks positive support.

Recent price trend of calcium carbide

As can be seen from the above figure, the factory price of calcium carbide in Northwest China rose sharply this week. This week, the average ex factory price of mainstream calcium carbide manufacturers in Northwest China increased from 4533.33 yuan / ton last weekend to 5100.00 yuan / ton on November 19, up 566.67 yuan / ton, or 12.50%, and 55.33% year-on-year compared with the same period last year. Overall, the calcium carbide market rose sharply this week. On November 20, the calcium carbide commodity index was 133.62, the same as that on November 19, down 37.04% from the highest point of 212.23 in the cycle (2021-10-26), and up 140.80% from the lowest point of 55.49 on March 14, 2016.

The upstream cost support is weakened, and the downstream demand has an upward trend

From the manufacturer’s quotation, the ex factory price of calcium carbide in Northwest China rose this week: oviganon quoted 5100 yuan / ton of calcium carbide this weekend, up 700 yuan / ton compared with last weekend; Inner Mongolia Zhonglian offered calcium carbide at 5000 yuan / ton this weekend, an increase of 400 yuan / ton compared with last weekend; Ningxia Xingping calcium carbide quoted 5200 yuan / ton this weekend, up 600 yuan / ton compared with last weekend.

From the upstream raw material market, the ex factory quotation of Lantan fell slightly this week. The quotation of Shenmu small materials this weekend is 1600 yuan / ton, which is 100 yuan / ton lower than that last weekend; The quotation of Sinoma this weekend is 1600 yuan / ton, which is 100 yuan / ton lower than that last weekend; The quotation of bulk materials this weekend is 1620 yuan / ton, which is 130 yuan / ton lower than that last weekend. The price of upstream raw materials fell slightly and the cost support weakened, which had a negative impact on the price of calcium carbide.

From the downstream market, the ex factory price of PVC fell first and then rose this week. This week, the PVC quotation first fell from 9240.00 yuan / ton last weekend to 9010.00 yuan / ton on November 18, a decrease of 2.49%, and then rose to 9120.00 yuan / ton on November 19, an increase of 1.22%, a year-on-year increase of 14.90%. PVC prices first fell and then rose this week. The market has an upward trend. Downstream customers have strengthened their enthusiasm for calcium carbide procurement. On the whole, PVC prices this week have a positive impact on calcium carbide prices.

The downstream market stopped falling and rebounded, and calcium carbide rose slightly in the future

In late November, the calcium carbide market may rise slightly. The price of raw material blue carbon fell slightly, and the cost support of calcium carbide weakened, but the downstream PVC market began to stop falling and rebound, and the downstream demand strengthened. In the future, it is predicted that the price of calcium carbide in Northwest China may rise slightly in late November.