But since October this year methanol plant more maintenance

But since October this year methanol plant more maintenance, Jiangsu Hengsheng 300 thousand tons, 400 thousand tons, Guodian Shaanxi Shenmu Yinglite 500 thousand tons of methanol plant has parking; another part of low load operation. Device maintenance, low load operation led to tight supply.

On the demand side, an improvement in downstream demand. China’s methanol 10 year apparent consumption was 42 million 643 thousand and 900 tons, an increase of 14.9%. In October China’s methanol production increased 6.9%; apparent consumption grew by 7.5%. An improvement in downstream demand.

Orient Securities Zhao Chen believes that the biggest gap between supply and demand, rising the fastest time is now. But the chemicals rising trend has not ended, the final price will be the most marginal cost line capacity to repair when the balance of supply and demand.

Recommendations concern also at the bottom of the urea industry, with the cost of support, high industry boom can be maintained until next year or the PVC industry , to maintain a moderate recovery of soda industry, and related listed companies.

In the Wall Street informative “2017 global best investment opportunities” annual summit, gf securities Chief macroeconomic analyst Guo Lei said that commodity investments actually change with the entire demand correlation is very high.

Futures market speculation: players will fry God

Methanol futures bullish MA1701 topped 3070 yuan / ton.

At present, most parts of the country due to the early demand caused by the rise of methanol has been completed, some areas have begun callback. But the East China market at full speed up.

In the view of futures daily increase in neither the actual demand, and the peripheral arbitrage all open cases, because methanol paper market exists, provides convenience for duanchao.

But with the Bikong intensifies, market has become a gambler’s playground. The lack of supervision of the paper market, the cost of default is low, there is a lever.