Mainstream manufacturers control the rhythm of spot delivery and the impact of transportation in some regions. At present, spot supply is in short supply. Major manufacturers mainly deliver contracts and early orders, and few new orders are offered. According to the sample data monitored by the business agency, as of July 2, the average price of domestic BDO producers was 18075 yuan / ton, with a month on month decrease of 8.37% and a year-on-year increase of 127.07%. In terms of market price, the mainstream negotiation of spot bulk water in East China is around 17800-18200 yuan / ton, while the mainstream negotiation of spot bulk water in South China is 17800-18500 yuan / ton.
On the supply side, all the units are running stably, and the overall supply has little change. However, due to the factory’s control of the delivery rhythm of spot goods and the influence of transportation in some areas, the spot goods on the floor are in short supply. The main manufacturers mainly deliver contracts and early orders, and there are few new orders to offer. They usually wait for the anniversary of the founding of the Communist Party of China to offer again. Some traders have a strong atmosphere of speculation, and they have heard more than 20000 quotations.
In terms of devices, the 60000 T / a BDO load of Shaanxi Ronghe is 60%, and its downstream 20000 t GBL device is being restarted, so there is no spot price. Sichuan Tianhua BDO phase I 25000 T / A and phase II 60000 T / a units are in full load operation. It is mainly used for downstream PTMEG and GBL.
Some of the devices will be overhauled, and the factory will continue to control the delivery rhythm. The tense situation of spot goods on the floor continues, and the main manufacturers are reluctant to sell and report high. At the same time, the transmission of PTMEG, GBL and other industrial chains in downstream industries is acceptable, and Kaixiang PBT device plans to restart to support the market mentality. BDO business analysts expect that in the short term, the domestic BDO market high consolidation.
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