After mid, Guodian yinglite (000635 market, buy) 500 thousand tons, 600 thousand tons of coal in Yulin, Yulin Yanzhou Mining (1 million 800 thousand tons of methanol, 600 thousand tons of olefins all foreign mining equipment maintenance etc.), after mid market due to the high price of the large increase in the downstream demand is sluggish, conflict, Shandong and other regions began to appear callback trend.

That new Shenhua Ningxia coal 1 million tons / year methanol plant is currently testing, plans to put into operation in November, put into operation once a week or will reduce 20 thousand tons of production capacity, coupled with the pre maintenance device will resume, methanol market in November is facing greater pressure on the back, and the decline or will not be small.

Two, the port market

October 2016 East / Southern China port area price chart

In October, the port of import cargo to the port less centralized replenishment downstream users, the port area inventory decreased significantly, the overall circulation of tight supply, the majority of traders to sell, resulting in methanol prices continued to increase, the market price in 200-320 yuan / ton.

The market is to inventory status, is expected in November the eastern port market steady decline, but the price floating space is limited; Southern China dock ship with CNOOC heard the explosion, resulting in the end of October postponed the sources of imports to Hong Kong, Southern China port Southern China port supply continued tension, a larger price in 300-320 yuan / ton.

Three, the port inventory situation

First, the mainland market

In October 2016, the mainland methanol market price chart

Methanol market in October for National Day holiday return downstream replenishment enthusiasm is good, factory shipments, manufacturers inventory low, the market rose significantly, the increase in the 170-470 yuan / ton.

In early October, Inner Mongolia Jiutai, Shanxi coking 1 million tons (600740 market, buy) 400 thousand tons, 150 thousand tons of Shanxi Everbright, Sichuan Chuanwei 870 thousand tons, 250 thousand tons of Shandong alliance device maintenance, supply of local mainland nervous, Jan Huojin price.

According to Caixin reported, Chinese chemical payment reverse breakup fee trigger condition is: the transaction has not been antitrust authorities and approval Chinese government departments, while the U.S. Foreign Investment Committee (CFIUS) and other government departments of foreign investment approval exemption.

After the EU regulators in order to dispel doubts, Chinese chemical pesticide chemical company Adama in September proposed stripping Agricultural Solutions assets.

China chemical group is now the most active market in overseas mergers and acquisitions of state-owned enterprises China. In 2015, China Chemical Rubber Co. Ltd. for $5 billion 290 million acquisition of Italy Pirelli group, nearly 60% of the shares, becoming the largest Chinese enterprises overseas acquisitions. Later, Chinese chemical group also acquired in 2016 the German special machinery manufacturer Klaus Maffei (KraussMaffei). According to German media reports, in deficit SGL carbon group (SGL Carbon) has entered the China chemical acquisition sight.

Was informed that in November 2nd (Wednesday) 24, the oil price adjustment aground will become a high probability event.

In the cold and strong dollar, long and short game news, since the valuation cycle, and crude oil showed concussion situation, dragging the rate of change comes down.

According to the monitoring data show that as of October 27th closing, seventh working days, the rate of change of 0.38%, corresponding to gasoline and diesel raised 10 yuan / ton. From the price adjustment and the 3 working days, and short-term crude oil or remain volatile situation, change rate is low shock, steam diesel corresponding adjustment or less than 50 yuan per ton, in November 2nd, the domestic refined oil retail price adjustments or will face aground, consumers gas costs will remain at the current level.

To strengthen the supervision in control at the same time, by means of market automatic adjustment, give full play to the industry association of government and enterprises, enterprises and the positive role of coordination, to control the industry healthy development must go to the backward production capacity, according to industry planning in 13th Five-Year, during the production of sulfate process titanium dioxide to achieve “clean production” average comprehensive energy consumption lower than the “12th Five-Year” at the end of 20% to reduce the utilization rate of 100%; ferrous sulfate, gypsum utilization rate of more than 80% items of planning, titanium dioxide enterprises must strictly enforce the national policies and industry regulations, the whole industry can enter the reasonable and healthy development of lasting during 13th Five-Year.

State Statistical Bureau spokesman, the Comprehensive Economic Statistics Division Sheng Yun said the 19, “three to one drop fill” the related fields are deep-seated reform, must not be changed before the market environment, so that some of the companies out of the production, or in accordance with the direction and path of the established, unswervingly push the supply side structural reform.