According to the bulk list data of business society, the price trend of TDI market is strong and upward. On August 17, the average market price in East China was 15125.00 yuan / ton, up 3.77% from the previous working day.

The domestic TDI market rose broadly. Last Friday, the news of the closing of a factory in Shanghai was released. At the weekend, a TDI factory in the North stopped and closed the plant, and the atmosphere in the field was bullish. On the 17th, the market learned that the latest TDI quotation of a factory in Shanghai rose to 15800 yuan / ton. The supplier’s good news was superimposed, the atmosphere in the field was bullish, the offer of the holder rose, and the quotation in the distribution market rose, The quotation of individual enterprises is increased by 1000 yuan / ton. The quotation range of dealers in East China is around 14500-14600 yuan / ton for domestic goods and 15000-15500 yuan / ton for Shanghai goods. The actual order is negotiated.

According to the analysis of TDI data division of business society, at present, the domestic TDI market is sorted upward, the offer of goods holders is on the high side, and the on-site information suppliers are dominant. In addition, according to market news, Gansu Yinguang TDI device will be shut down and overhauled for one month from August 20 to 25, which is good for the supplier market. The downstream side will follow up generally and focus on wait-and-see. The future market trend will pay attention to the downstream transaction situation, The short-term TDI market trend is bullish.

Trade name: isooctanol

Latest price (August 16): 18233.33 yuan / ton

On August 16, the ex factory quotation of isooctanol in Shandong increased by 733.33 yuan / ton or 4.19% compared with the quotation on August 13. The upstream propylene market rose slightly, the cost support was good, the downstream DOP market stopped falling and rose, the downstream procurement enthusiasm increased, and some octanol units were overhauled, resulting in tight supply.

Recently, the ex factory price of octanol in Shandong has increased slightly: the manufacturer’s quotation is about 18300 yuan / ton.

1、 Price trend

According to the bulk list data of business society, aniline prices stabilized this week. On August 6, the price of aniline in Shandong was 10400-10600 yuan / ton and that in Nanjing was 10600-10700 yuan / ton; On August 13, the price of aniline in Shandong was 10400-10600 yuan / ton, and that in Nanjing was 10600-10700 yuan / ton, an increase of 32.49% over the beginning of the year and 140.61% over the same period last year.

2、 Analysis and review

In terms of cost, in the early part of this week, due to the significant increase in pure benzene port inventory and the decline of styrene, the market mentality was suppressed, and the price continued to decline last week; Styrene rebounded in the second half of the week, driving the slight recovery of pure benzene. The epidemic spread, Limited Logistics in many places, limited shipment of enterprises, and affected demand at the same time. This week, Sinopec cut the listing price of pure benzene by 150 yuan / ton. On Sunday (August 15), the price of pure benzene was 7400-7600 yuan / ton (the average price was 7530 yuan / ton), and the average price decreased by 80 yuan / ton or 1.05% compared with last week; Compared with the same period last year, it increased by 122.78%.

The price of nitric acid stabilized this week. On Friday (August 13), the production price of nitric acid in East China was 3096.67 yuan / ton, an increase of 104.18% over the same period last year. Nitric acid was boosted by raw materials and shipment support in the early stage, with a large increase, and it is expected to be mainly consolidated in the later stage.

Within the week, Jiangsu Yangnong started shipping and another 100000 t / a unit of Nanhua was restarted. However, due to the impact of the epidemic, the shipment of enterprises was blocked, and the increment of market outward release changed little. The cost trend gradually stabilized, and the downstream demand was stable as a whole. The price of aniline was stabilized and consolidated this week.

3、 Future expectations

In terms of cost, the trend of crude oil is full of uncertainty, which is difficult to support pure benzene; The downstream profit space expanded and the demand for pure benzene rebounded. It is expected that the price of pure benzene will stabilize next week, but the rebound lacks strong support.

In the later stage, the market supply of aniline gradually increases, the cost side is expected to stabilize, and the price of aniline may decline. Continue to pay attention to the trend of raw material, downstream demand and the dynamics of aniline plant.

1、 Price trend

According to commodity data monitoring, the price of yellow phosphorus in Yunnan and Guizhou decreased. The average price of yellow phosphorus was 26666.67 yuan / ton last Thursday and 24666.67 yuan / ton this Thursday. The price decreased by 7.5% during the week.

2、 Market analysis

The price of yellow phosphorus decreased this week, the atmosphere in the venue was more active than last week, and inquiries increased. Up to now, the mainstream quotation of yellow phosphorus in Yunnan is about 24000 yuan / ton; The mainstream quotation in Sichuan is about 25000-26000 yuan / ton; The mainstream quotation in Guizhou is about 24000-25000 yuan / ton. This week, the downstream enterprises of yellow phosphorus gradually resumed production and purchased a small amount. At present, the transaction of new orders is general, and the enterprise owner mainly sends early orders.

In terms of raw materials, the current phosphorus ore market is running at a high level. Up to now, according to the monitoring of bulk commodity data, the 30% low-grade phosphate rock truck price is near 550 yuan / ton. The market atmosphere is good and the spot supply is tight. Most enterprises suspend quotation, and most orders are mainly in the early stage of delivery.

In terms of coke, the market price of coke in Shandong and Hong Kong increased slightly today. At present, the mainstream spot exchange delivery price of quasi primary metallurgical coke in the port area is about 2970 yuan / ton, and the price of primary coke is 3070 yuan / ton, up 20 yuan / ton compared with the price the day before yesterday. The inventory in the two ports continues to be low, the current mentality of traders is good, the trading atmosphere is good, and the overall market is mainly wait-and-see. As of August 12, the market price of Panzhihua coke (secondary metallurgical coke) was 2950 yuan / ton.

In terms of downstream phosphoric acid, according to commodity data monitoring, the average price of phosphoric acid is 6816.67 yuan / ton. This week, the phosphoric acid market is stable and small, but the wait-and-see mood remains unchanged. It is expected that the phosphoric acid market may fall with the decline of raw materials in the short term, and the market is stable and weak.

3、 Future forecast

The yellow phosphorus analyst of the chemical branch of the business agency believes that the yellow phosphorus market price fell this week and the trading atmosphere on the floor was better. At present, the supply of goods in the yard is still relatively tight. In addition, the high-level consolidation of upstream phosphate rock can support it. It is expected that the market price of yellow phosphorus will be stabilized temporarily in the short term.

According to the data monitored by the business society, as of August 11, the average price of lithium iron phosphate, a domestic high-class power product, was 52000.00 yuan / ton. The lithium iron phosphate market mainly operated smoothly in the recent week. Compared with the same period last week, the price did not change significantly. The downstream just needed to purchase, the price fluctuation range was small, and the negotiation atmosphere was flat.

The lithium iron phosphate market mainly operates stably, supply and demand are balanced, and the price trend is stable. At present, the mainstream quotation range of lithium iron phosphate power type is 51000-55000 yuan / ton, the quotation range of energy storage lithium iron phosphate is 46000-49500 yuan / ton, the current price range of battery grade lithium carbonate is 93000-96000 yuan / ton, and the price range of industrial grade lithium carbonate is 93000 yuan / ton. Most enterprises have adjusted their prices one after another, The lithium iron phosphate Market is steadily rising, and it is stable, medium and strong in the short term.

Since 2021, due to the sharp rise of upstream raw materials, lithium iron phosphate has followed all the way due to cost pressure. In late May, the price has stabilized and maintained a stable operation until August.

From July to August, the overall increase of lithium iron phosphate was 4%, which has maintained a stable and rising operation. At present, the price of lithium carbonate in the upstream is rising, and the momentum is not reduced, which forms a certain support for lithium iron phosphate. It is expected to maintain a strong operation in the future.

On August 10, the chemical index was 1116 points, down 2 points from yesterday, down 0.62% from 1123 points (2021-08-05), the highest point in the cycle, and up 86.62% from 598 points, the lowest point on April 8, 2020（ Note: period refers to from December 1, 2011 to now)

Analysts of lithium iron phosphate in business society believe that the price of lithium carbonate in the upstream is high and rising rapidly, which has a certain support for lithium iron phosphate. It is expected that lithium iron phosphate will operate stably, moderately and strongly in the short term（ If you want to get more information about goods and master the price of goods, you can subscribe to the business community through the official account of the business community.