1、 Price trend
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According to the monitoring of bulk commodity data, the price of Yunnan Guizhou yellow phosphorus rose this week. The average price of yellow phosphorus last Friday was 32750 yuan/ton, and this Friday was 33000 yuan/ton, with a range of 0.76%.
2、 Market analysis
Yellow phosphorus market prices rose this week. At present, the electricity restriction in Guizhou is intensifying, the yellow phosphorus output is declining, the market supply is also tight, and the price of yellow phosphorus is rising. Up to now, the mainstream quotation of Sichuan yellow phosphorus is about 33,000 yuan/ton; The mainstream quotation of Guizhou yellow phosphorus is about 32500-34000 yuan/ton. Some manufacturers suspend quotation.
In terms of phosphate rock, the domestic phosphate rock market was generally stable this week (12.04-12.09,). Towards the end of the year, some mining enterprises had closed their mines and stopped mining. The overall supply of high-grade phosphate rock in the site was still tight. The prices of some mining enterprises in Guizhou were implemented until the end of the year, and the overall news of phosphate rock was relatively calm. As of December 9, the domestic phosphorus ore market price is around 1030-1080 yuan/ton, and the price of 28% grade phosphate ore is around 950-980 yuan/ton. According to the phosphorus ore data engineer of the business community, in the short term, the domestic phosphorus ore market will continue to operate stably, and the specific trend needs to pay more attention to the information changes on the supply and demand side.
In terms of coke, the market price of coke will rise in a round from December 2 to December 9, 2022. As of December 9, the price of quasi primary metallurgical coke in Shanxi was 2482 yuan/ton, up 3.42%. This week, the second round of increase in the coke market has come to fruition. At present, there have been two rounds of increase, up 200-220 yuan/ton. At present, the coking market is in a good mood. The main production areas, such as Shanxi and Shandong, have started the third round of increase of 100-110 yuan/ton, and the scope of increase has gradually expanded. However, the downstream steel mills have a strong resistance to the third round of increase, which is difficult to implement, and coke steel has a heavy game mentality. In the future market, the business community thinks that the coke market is selling well at present, and the inventory in the factory is generally low, but the profits of the steel plant are low. It is expected that the coke price will be mainly stable in the short term. If the subsequent price of finished products continues to rise, the profits of the steel plant will be recovered, and there is room for the price to rise slightly.
Phosphoric acid, phosphoric acid, the price of phosphoric acid increased this week. The average price of phosphoric acid last Friday was 8841.67 yuan/ton, and this Friday was 9100 yuan/ton. The price increased within the week by 2.92%. The price of raw material yellow phosphorus has risen, the cost support has been strengthened, the overall focus of the phosphoric acid market has moved up, and the enterprise’s offer has been adjusted to different extents. It is expected that the phosphoric acid market will rise steadily in the short term.
3、 Future market forecast
Yellow phosphorus analysts from the Chemical Branch of Business Cooperative believe that yellow phosphorus prices will rise this week. The price of upstream phosphate rock was consolidated at a high level, the coke price rose, and the price of downstream phosphoric acid market rose, with good support from upstream and downstream. In addition, the situation of power rationing in Guizhou has intensified, and the yellow phosphorus market inventory has declined. It is expected that the yellow phosphorus market will continue to rise slightly in the short term.
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