Trade name: styrene butadiene rubber 1502

Latest price (October 22): 14650 yuan / ton

Key points of analysis: according to the monitoring of business society, the price of domestic styrene butadiene rubber was 14650 yuan / ton on October 22, down 0.23% from the previous day. The ex factory price of styrene butadiene rubber, the main supplier of styrene butadiene rubber, is stable. According to the understanding of the business society, PetroChina Northeast Sales Company Jihua 1502 reported 14300 yuan / ton, and the Northeast warehouse raised the price; Fushun 1502 reported 14300 yuan / ton, and the Northeast warehouse raised the price. The market offer was adjusted at a high level, the differences between upstream and downstream increased, and the transaction was slightly deadlocked.

Future forecast: the energy crisis has not been lifted. On the whole, the price of styrene butadiene rubber will remain high in the short term.

Trade name: ammonium chloride

Latest price (October 21): 1155 yuan / ton

Key points of analysis: the market of ammonium chloride is rising. According to the monitoring of business society, the price of domestic ammonium chloride dry ammonium was 1155 yuan / ton on the 21st, up 2.21% from the previous day. Since October, the price of raw liquid ammonia has risen sharply to above 5000 yuan / ton, and the cost side is supported. In addition, the domestic dual control policy and limit film sound, the unit start-up of the combined alkali plant continues to be low, and the overall supply of ammonium chloride is tight; Affected by the sharp rise of coal in the early stage, the price of urea rises, mainly affecting the price of ammonium chloride. According to the business agency, the market price of Shilian dry ammonium in Jiangsu was reported to be around 1450 yuan / ton on October 21, 2021.

It is predicted that liquid ammonia and urea will rise again in October. In addition, the supply is tight. It is expected that the ammonium chloride market will remain high in the later stage.

According to the data monitored by the business community, as of October 20, the average price of PMMA of domestic general transparent superior products was 17450.00 yuan / ton, and the quotation range of mainstream manufacturers remained about 17400 yuan / ton. The price of PMMA mainly maintained stable operation, the focus of negotiation was stable, and the price range was small.

The average price of domestic general transparent superior PMMA is 17450.00 yuan / ton, and the quotation range of mainstream manufacturers remains about 17000 yuan / ton. Compared with the same period last week, the price of PMMA is mainly stable, the overall price change is not obvious, the negotiation focus is stable, and the supply side is normal.

PMMA analysts of business agency believe that the price of PMMA is stable and just needs to be purchased. (to get more information about goods and to grasp the price of commodities, welcome to subscribe to the business community through the official account of the business community, the market is the opportunity).

According to the data monitoring of business agency, the average price of propane in Shandong market was 6793.25 yuan / ton on October 18 and 7033.25 yuan / ton on October 19, with a single day increase of 3.53%, an increase of 17.82% compared with October 1.

On October 19, the domestic propane market rose sharply, and the Shandong market collectively raised the ex factory quotation, with a single day increase range of about 200-300 yuan / ton. At present, most of the ex factory quotation has risen above 7000 yuan / ton, and the mainstream quotation in Shandong market is 6900-7150 yuan / ton. The high level of international crude oil has brought some support to the market. The weather in the North has cooled significantly, the terminal demand has increased, and the overall trading atmosphere of the market is mild. It is expected that the price of propane market may still rise in the short term.

1、 Price data

According to the bulk list data of business society, the price of petroleum coke of local refiners decreased slightly this week. On October 17, the average price of Shandong market was 3263.75 yuan / ton, which was 1.36% lower than that of 3308.75 yuan / ton on October 11.

On October 17, the commodity index of petroleum coke was 253.85, unchanged from yesterday, down 3.18% from the highest point 262.19 in the cycle (2021-09-29), and up 279.50% from the lowest point 66.89 on March 28, 2016. (Note: the period refers to the period from September 30, 2012 to now)

2、 Analysis of influencing factors

This week, the refinery shipped well, the supply of petroleum coke increased, the early high price fell, the downstream demand was good, the refinery actively shipped to inventory, and the local petroleum coke price decreased slightly.

Upstream: the international crude oil price has risen since October. Affected by the rise of European natural gas and the production restriction of oil producing countries, crude oil also shows a shortage of supply. The international oil price has exceeded the $80 mark during the “National Day” and continued to rise after the festival. On October 4, the organization of Petroleum Exporting Countries (OPEC) and its allies reached an agreement at the ministerial video conference to maintain the original production policy. The expectation of supply tightening heated up the market panic and the high oil price. What is more noteworthy is that there is an extreme shortage of natural gas in Europe and the United States, and power plants may gradually turn to oil power generation, which will further lead to the shortage of crude oil. Oil prices have been strongly supported in the short term.

Downstream: the price of calcined coke remained basically stable this week; Metal silicon market has declined; The price of downstream electrolytic aluminum continued to rise. As of October 17, the price was 24110.00 yuan / ton.

Industry: according to the price monitoring of the business community, in the list of commodity prices rising and falling in the 41st week of 2021 (10.11-10.15), there are 13 kinds of commodities rising month on month in the energy sector, including 5 kinds of commodities rising by more than 5%, accounting for 31.3% of the monitored commodities in the sector; The top three commodities were liquefied natural gas (17.75%), power coal (13.81%) and fuel oil (7.09%). There are two commodities with month on month decline, and the products with the first two declines are petroleum coke (- 1.36%) and coking coal (- 0.44%). The average rise and fall this week was 4.24%.

Petroleum coke analysts of business society believe that: Recently, the supply of petroleum coke in refineries has increased, the high price in the early stage has dropped, the downstream demand is good, refineries actively ship and destock, the downstream electrolytic aluminum price has increased, the calcined coke price is basically stable, and the downstream operation is cautious. It is expected that the price of petroleum coke may decline slightly in the near future.