Acetone and isopropanol go all the way, and the price goes up crazily

Acetone: since November, the acetone market has once again entered the upward channel, with tight supply pushing up and soaring all the way. Taking the quotation of East China market as an example, according to the monitoring of business agency, the quotation of East China market at the end of October was 4200 yuan / ton, up 33.3% to 5600 yuan / ton so far; the figure below shows the quotation trend of acetone factory in East China in the past month:

The main reason for the sharp increase in acetone is the shortage of goods. At present, the port inventory is still at a low level. Although there are a small amount of goods in the early stage, most of them are booked in advance and digested in advance after entering the circulation market. In addition, the liquid level of mainstream petrochemical enterprises is low. In November, the Shiyou plant was shut down for one week, and the whole factory in China is also under construction, which makes the supply of spot resources in the market tense and large The attitude of the customers is positive, the offer is firm and powerful, the inquiry and stock up of the intermediate traders are also increased, and the overall market is bullish. From the cost point of view, pure benzene and propylene are relatively stable and weak consolidation in the near future, with little support for acetone. Thus, the profit space of acetone is relatively high, but the price of phenol products synchronized with phenol ketone unit is not optimistic in the near future, so the profit of phenol ketone manufacturers is reduced.

Isopropanol: since November, the market of isopropanol has been affected by the sharp rise of raw material acetone, which is on the rise. At present, the isopropanol manufacturers do not report the closing price. The industry is more cautious and wait-and-see. The traders hold limited goods and are reluctant to sell. The market of isopropanol is constantly reaching a new high, and the market of raw material acetone is rising day by day, which makes it difficult for downstream enterprises to make an offer. According to the cost analysis, the acetone market in East China is 5600 yuan / ton, and the isopropanol market in Jiangsu Province is 7000 yuan / ton. The profit of isopropanol is lower than that at the beginning of the month. According to the monitoring of the business agency, taking the market offer in East China as an example, the market offer in East China in early November was 5750 yuan / ton, up 18% to 6750 yuan / ton so far;