1、 Price trend

Isopropanol prices rose this week, according to commodity data monitoring. The average price of isopropanol in China was 7300 yuan / ton last Thursday and 9000 yuan / ton this Thursday. The price rose by 23.29% during the week.

2、 Market analysis

Figure: price trend comparison of acetone and isopropanol from October to December

Isopropanol prices rose in the early part of this week, with the end of downstream just need replenishment, later slightly down. Due to the downturn of domestic isopropanol market at the end of December last year, the ship importers have stopped operation. Affected by the weather, isopropanol supply in northern factories decreased, mainly for foreign trade contract orders. Recently, the export orders increased, the domestic market isopropanol spot shortage, the price rose rapidly, the quotation is more chaotic. In terms of factories, there are many closures, and market traders are mainly waiting to see. Up to now, the negotiation range of isopropanol in Shandong is about 8500 yuan / ton, and that of isopropanol in Jiangsu is about 9000-9500 yuan / ton. Zhejiang isopropanol negotiation range is around 9000 yuan / ton.

In terms of raw material acetone, the market fell after a big rise. After a big push this week, the market fell on the afternoon of the 19th. In the early morning, the opening price rose sharply, the offer was firm, and then the terminal procurement slowed down after a big push up. In the afternoon, in view of the pressure of port inventory in the later stage, the supply side was relatively sufficient, and the cargo holders fell steadily. At present, the negotiation price of acetone is about 6800-7100 yuan / ton.

In terms of raw material propylene, the overall propylene market showed a ladder like rise this week. According to the data monitoring of bulk commodities, the domestic propylene price was 7345.45 yuan / ton last Thursday, and the average price was 7486.36 yuan / ton this Thursday. The price was increased by 1.92% within the week. At present, propylene manufacturers have less inventory and smooth delivery. On January 19, crude oil prices rose, which has a slightly positive impact on propylene.

3、 Future forecast

According to isopropanol analyst of business society chemical branch, at present, foreign export orders are increasing, domestic inventory is less, and the supply of goods is tight. With the end of the downstream just need replenishment, isopropanol prices fell slightly. Due to the rising prices of acetone and propylene, isopropanol support is favorable. Isopropanol is expected to decline more limited in the short term, follow-up attention to news changes.

Trade name: chlorinated paraffin

Latest price (January 20): 5100 yuan / ton

On January 20, the overall trend of domestic chlorinated paraffin market was weak and stable. The price of upstream liquid wax is relatively stable, the market price of liquid chlorine is stable and rising, and the overall market quotation of chlorinated paraffin is firm. Traders are cautious in taking goods, with obvious wait-and-see mood, and mainly purchase on demand in the downstream. Chlorinated paraffin analysts of business association think that the overall market trading atmosphere of chlorinated paraffin is general, the market price of liquid chlorine rises, and the manufacturers mainly support the price operation. It is expected that the price of chlorinated paraffin will be stable in the short term.

1、 Price trend of lithium hydroxide

(Figure: p-value curve of lithium hydroxide product)

2、 Market analysis

Recently, the market of industrial grade lithium hydroxide is stable and rising. As of January 19, the average price of domestic industrial grade lithium hydroxide enterprises was 54000 yuan / ton, up 1.89% compared with last Tuesday (January 12) and 3.85% compared with December 19, according to the data of business news agency’s block list. Recently, the upstream lithium carbonate market has risen, and the market supply and demand pattern has gradually improved, which has a certain positive effect on the market. The industrial grade lithium hydroxide Market has been pushed up slightly. At present, the external quotation of Shanghai Yulun industrial grade lithium hydroxide is 53000 yuan / ton; Zigong tongfarong industrial grade lithium hydroxide is 53000 yuan / ton; Shanghai oujin industrial grade lithium hydroxide is 56000 yuan / ton, anhydrous lithium hydroxide is 150000 yuan / ton, and the specific transaction price is discussed separately.

Upstream lithium carbonate, lithium carbonate prices continue to rise in the near future. According to the data monitoring of Business News Agency: on January 19, the average price of industrial grade lithium carbonate in East China was 60800 yuan / ton, up 21.60% compared with the price at the beginning of the month. On January 19, the average price of battery grade lithium carbonate in East China was 64900 yuan / ton, up 18.86% compared with the beginning of the month.

According to the price monitoring of the business community, on January 18, 2021, 25 kinds of commodities rose in the chemical industry sector, of which 3 kinds of commodities rose by more than 5%, accounting for 3.3% of the number of commodities monitored in the sector; the top 3 commodities were bisphenol A (6.68%), DMF (6.12%) and formaldehyde (37%) (5.46%). A total of 14 kinds of commodities declined month on month, with propane (- 4.04%), hydrogen peroxide (- 3.31%) and chloroform (- 3.03%) as the top three products. The average daily rise and fall was 0.36%.

3、 Future forecast

Business community lithium hydroxide analysts believe that the recent rise in the upstream lithium carbonate market, raw material side support to strengthen, demand has increased, it is expected that in the short term, the domestic industrial lithium hydroxide market may rise steadily, more attention should be paid to market information guidance.

1、 Price trend

This week, the ex factory price of isooctanol in Shandong fell first and then rose. Big manufacturers adjusted their prices. This week, the average ex factory quotation price of isooctanol in Shandong first dropped from 10633.33 yuan / ton on January 11 to 9133.33 yuan / ton on January 12, down 14.11%, and then rose to 10666.67 yuan / ton on January 15, up 16.79%. Compared with the same period last year, it increased by 54.22%. Overall, isooctanol rose this week, with the octanol commodity index at 78.43 on January 15.

2、 Market analysis

In terms of manufacturers’ quotations, the factory quotations of mainstream ISO octanol manufacturers in Shandong fell first and then rose this week: Jianlan chemical’s quotation of ISO octanol fell from 11000 yuan / ton on January 11 to 9000 yuan / ton on January 12, and then rose to 10500 yuan / ton on January 15; lihuayi’s quotation of ISO octanol fell from 9700 yuan / ton on January 11 to 9000 yuan / ton on January 12, and then rose to January 15 Hualu Hengsheng’s quotation for isooctanol this week first dropped from 11200 yuan / ton on January 11 to 9400 yuan / ton on January 12, and then rose to 11000 yuan / ton on January 15.

From the perspective of the upstream and downstream industrial chain, the propylene market in the upstream raw material market of octanol rose this week, with the quotation rising from 7290.91 yuan / ton at the beginning of the week to 7390.91 yuan / ton at the end of the week, a decrease of 1.37%, and a year-on-year increase of 2.27%. The price of raw materials in the upstream market rose slightly, affected by the supply and demand side, which had a positive impact on the price of octanol.

Octanol downstream market, this week DOP factory prices fell slightly. DOP quotation fell from 9625.00 yuan / ton at the beginning of the week to 9550.00 yuan / ton at the end of the week, with a decrease of 0.78%, and a year-on-year increase of 30.82%. The price of downstream DOP fell, the enthusiasm of downstream customers to purchase octanol weakened, the demand for octanol was general, and the future market operators mostly watched the trend of DOP.

3、 Future forecast

In late January, the trend of Shandong octanol market may fluctuate slightly. The upstream propylene market rose slightly, the raw material support was strong, the downstream DOP market declined, the downstream purchasing enthusiasm weakened, and the octanol supply was normal. Business community octanol analysts believe that: in late January, under the influence of supply and demand, raw materials and other aspects of octanol market in Shandong, octanol market may fluctuate slightly.

According to the data monitored by the business club, as of January 15, the average price of domestic power lithium iron phosphate was 38000.00 yuan / ton, This week, the market price of LiFePO4 is stable, the operating rate is stable, the supply and demand are balanced, the downstream demand is limited, and the market demand has not improved significantly. At present, the price of power LiFePO4 is stable, the market is mainly stable, and the overall price remains stable.

The price range of LiFePO4 power type market is 36000-38000 yuan / ton, the price is stable, the downstream demand has not improved significantly, the overall market purchasing atmosphere is general, the price is mainly stable, the enterprise starts normal, the merchant ships actively, the logistics is smooth, the transaction price basically maintains the cost online and offline, the inventory has no pressure, and most of the contract customers are the main ones The range is 33000-35000 yuan / ton, and the price keeps stable operation. With its safety performance, service life and price advantages, LiFePO4 has a firm foothold in the industry. With the development of society, people have higher requirements for the endurance of electric vehicles, taking into account the cost, safety performance and service life. In the future market, LiFePO4′s market share will be further improved.

The upstream lithium carbonate shows an upward trend in the near future. At present, the mainstream price range of industrial lithium carbonate is 59500-61000 yuan / ton, and the overall market negotiation center is relatively strong. The price range of battery lithium carbonate is 61000-65000 yuan / ton, and the negotiation center is relatively high, and the price has been raised. In the short term, the market of lithium carbonate will be high.

On January 15, the chemical industry index was 828 points, up 5 points from yesterday, down 18.50% from 1016 points (2012-03-13), the highest point in the cycle, and up 38.46% from 598 points, the lowest point on April 8, 2020. (Note: period refers to the period from December 1, 2011 to now)

LiFePO4 analyst of business association thinks: in the short term, LiFePO4 market is mainly stable operation, and the focus of negotiation is stable. (the above prices are provided by major manufacturers of LiFePO4 all over the country and sorted out and analyzed by business LiFePO4 analysts. They are for reference only. Please contact relevant manufacturers for more details.)