Category Archives: Uncategorized

Supply recovery, weak demand. Isooctanol prices fluctuated and fell this week

This week, the price of isooctanol fluctuated and fell
According to the Commodity Market Analysis System of Shengyi Society, as of July 14th, the price of isooctanol was 7550 yuan/ton, a fluctuating decrease of 2.37% compared to the price of 7733.33 yuan/ton on July 7th. This week, the price of isooctanol fluctuated and fell. The isooctanol enterprise equipment resumed this week, the operating rate of isooctanol equipment increased, the production of isooctanol increased, and the supply of isooctanol increased; Downstream plasticizer companies have seen a decrease in production, leading to a decrease in demand for isooctanol and a decrease in supply and demand. As a result, the price of isooctanol has fluctuated and fallen.
Downstream plasticizer DOP prices fluctuate and fall
According to the Commodity Market Analysis System of Shengyi Society, as of July 14th, the DOP price was 8084.17 yuan/ton, a fluctuating decrease of 2.12% compared to the DOP price of 8259.17 yuan/ton on July 7th. This week, DOP production has decreased, and the operating rate of the plasticizer DOP industry has dropped to around 40%. Plasticizer production has also decreased, and plasticizer prices have fluctuated and fallen. The production of plasticizer DOP has decreased, and the demand for isooctanol is weak.
Future expectations
According to the data analyst of Shengyi Society’s octanol products, in terms of demand, the production of DOP equipment by plasticizer companies has decreased, the production of DOP plasticizers has decreased, the demand for isooctanol has decreased, and the support for isooctanol has weakened; In terms of supply, the equipment of isooctanol enterprises has resumed operation, and the supply of isooctanol has increased. In the future, as the supply of isooctanol increases and demand decreases, the price of isooctanol fluctuates and falls.

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Cost supported phosphoric acid market price increase (7.7-7.11)

1、 Price trend
According to the Commodity Market Analysis System of Shengyi Society, as of July 11th, the reference average price of 85% industrial grade thermal phosphoric acid in China was 6680 yuan/ton, which is 0.60% higher than the reference average price of 6640 yuan/ton on July 7th.
2、 Market analysis
Market Aspects
The domestic phosphoric acid market prices have risen this week. As of July 11th, the ex factory price of 85% thermal phosphoric acid in Hubei region is around 6300-6800 yuan/ton, in Yunnan region it is around 6500 yuan/ton, and in Sichuan region it is around 6400-6800 yuan/ton. The domestic market price for 85% wet process phosphoric acid is around 6500-7450 yuan/ton.
In terms of cost
In terms of raw material yellow phosphorus. The market price of raw material yellow phosphorus has risen this week. This week, the supply of yellow phosphorus in the market is tight, and manufacturers are mainly reluctant to sell, resulting in an increase in the transaction price of yellow phosphorus in the market. Be cautious downstream and prioritize restocking for urgent needs. Short term yellow phosphorus prices are expected to be strong.
3、 Future forecast
Business Society’s phosphate analyst believes that the phosphate market has been stable and rising recently. The price of raw material yellow phosphorus has increased, leading to an increase in cost support. The phosphoric acid market has stable trading and an increase in inquiries. It is expected that the short-term domestic phosphoric acid market will be dominated by strong consolidation and operation.

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The domestic natural rubber spot market is weak and volatile

According to the Commodity Market Analysis System of Shengyi Society, the domestic natural rubber spot market has been weak and volatile recently (7.1-7.9). As of July 9th, the spot rubber market in China’s natural rubber market was around 13908 yuan/ton, a decrease of 0.14% from 13928 yuan/ton on the first day, and the high point during the cycle was 13983 yuan/ton. Downstream semi steel tire production has slightly decreased, providing weak support for rubber rigid demand; The slight decline in raw material prices, coupled with the continued increase in port inventories, still puts some pressure on the natural rubber market. As of July 9th, the mainstream price for 23 years of Guangken, Baodao, and Haibao latex in Qingdao is 13850-14150 yuan/ton.
As of July 9th, the price of Thai glue was 54.30 baht/kg, a decrease of 2.16 baht/kg from 55.50 baht/kg on July 1st. Currently, the natural rubber production areas in China and Vietnam have been fully cut off; Natural rubber producing areas such as Thailand and Indonesia have entered a period of increased production. The expected increase in global supply remains unchanged, and the price of natural rubber raw materials is expected to continue to decline in the later stage.
Recently (7.1-7.9), natural rubber inventories have slightly increased, which has a bearish impact on the natural rubber market. As of July 6, 2025, the total inventory of Tianjiao bonded and general trade in Qingdao area was 632400 tons, an increase of 0.03 million tons or 0.05% compared to the previous period.
Recently (7.1-7.9), the production of downstream semi steel tires has slightly decreased, providing essential support for the natural rubber market. As of July 4th, the production of semi steel tires by domestic tire companies has slightly decreased to around 7.0%; Around 6.40% of tire companies in Shandong have started construction on all steel tires.
Market forecast: As domestic and international raw material prices stabilize at high levels and expectations continue to decline in the later stage, downstream production fluctuates slightly, providing support for natural rubber demand, and Tianjin Rubber Port inventory remains high; Overall, it is expected that the natural rubber market will experience weak fluctuations in the later period.

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The petroleum coke market fluctuated and rose in June

According to the commodity analysis system of Shengyi Society, the market for locally refined petroleum coke fluctuated and rose in June. The mainstream average price of petroleum coke products from major domestic refineries was 2257.50 yuan/ton on June 30th and 2225.00 yuan/ton on June 1st, with a monthly increase of 1.46%.
Cost aspect: In June, the crude oil market prices experienced significant fluctuations, mainly due to the geopolitical situation in the Middle East. As the situation escalated and cooled down, crude oil prices correspondingly rose and fell sharply, with high volatility.
Supply side: In early June, the shipment of petroleum coke from local refineries was average, downstream procurement was cautious, refinery shipments were hindered, and petroleum coke prices continued to decline; In mid to late June, the shipment of petroleum coke from local refineries was good, and downstream procurement was active. In addition, some refineries had low inventory of petroleum coke, and the price of petroleum coke continued to rise. Some refineries’ prices fluctuated significantly with the indicators. In June, the transaction of petroleum coke at the port was average, with the main focus on destocking at the port, while downstream enterprises maintained their essential procurement.
On the demand side: In June, the domestic spot market for silicon metal # 441 showed an overall trend of first falling and then stabilizing. In the first ten days of June, after the Dragon Boat Festival, the spot market of metal silicon # 441 was running in a weak and downward direction. The downstream demand was slowly boosted, and the focus of market negotiation was adjusted downward. In mid to late June, the overall stability and consolidation of the spot market for silicon metal # 441 were the main factors, with little fluctuation in the spot market and a slight stalemate in supply and demand performance. The demand for petroleum coke market in the silicon industry still exists.

The market for medium sulfur calcined coke remained stable in June, with an overall increase in the cost of petroleum coke. However, the price of medium high sulfur calcined coke was affected by negative demand, and most companies’ quotations remained stable.
Aluminum prices were relatively strong in June. From a fundamental perspective, currently in the off-season of traditional consumption in China, domestic demand is relatively weak, and aluminum prices are relatively high, resulting in insufficient downstream purchasing and receiving enthusiasm; On the supply side, the operating capacity of electrolytic aluminum is unlikely to decrease during the southwest rainy season, but the probability of maintaining a weekly output of 844000 tons is relatively high, and the supply is relatively stable. From a cost perspective, the stabilization of raw material alumina has led to short-term strength, which may provide relative support for aluminum prices in the near future. Downstream aluminum uses carbon as the main demand in the petroleum coke market.

Market forecast: Currently, trading in the petroleum coke market is still acceptable, and downstream demand procurement still provides support for the petroleum coke market. It is expected that petroleum coke will mainly consolidate in the near future.

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Production decreases, isooctanol prices fluctuate and rise in July

The price of isooctanol fluctuated and rose in July
According to the Commodity Market Analysis System of Shengyi Society, as of July 7th, the price of isooctanol was 7733.33 yuan/ton, a fluctuating increase of 2.43% compared to the price of 7550 yuan/ton on July 1st. In July, the price of isooctanol fluctuated and rose, with many isooctanol enterprises undergoing maintenance, resulting in a decrease in the operating rate of isooctanol equipment, a reduction in isooctanol production, and a decrease in isooctanol supply; Downstream plasticizer companies have seen a decline in production, resulting in a decrease in demand for isooctanol and a decrease in both supply and demand. As a result, the price of isooctanol has fluctuated and risen.
Downstream plasticizer DOP prices fluctuate and rise
According to the Commodity Market Analysis System of Shengyi Society, as of July 7th, the DOP price was 8259.17 yuan/ton, which first fell and then rose compared to the DOP price of 8259.17 yuan/ton on July 1st, and the overall price has stabilized; Compared to the DOP price of 8184.16 yuan/ton on July 2nd, it has increased by 0.92%. In July, DOP production decreased, and the operating rate of the plasticizer industry dropped to around 50%. Plasticizer production also decreased, and plasticizer prices fluctuated and rose. The production of plasticizers has decreased, and the demand for isooctanol is weak.
Future expectations
According to the data analyst of Shengyi Society’s octanol product, in terms of demand, the equipment operation of plasticizer enterprises has decreased, the production of plasticizers has decreased, the demand for isooctanol is weak, and the support for isooctanol has weakened; On the supply side, the production of isooctanol enterprises has decreased, and the supply of isooctanol has decreased. In the future, as supply decreases and demand weakens, the price of isooctanol fluctuates and rises.

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