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.
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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
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