On August 31, Nelson Pizarro, CEO of Chile’s National Copper Company (Codelco), said that the company’s copper production in the first half of 2018 was 875,000 tons, of which 813,000 tons were produced from its own copper mines, compared with the same period last year. Increase by 2%.

According to London Bloomberg News on August 28, a person familiar with the matter said that Saudi Arabia has approved 40 years of concession rights from its state-owned oil company to exploit the Kingdom’s oil and gas reserves as Saudi Aramco is preparing for an initial public offering.

This agreement replaces the guidelines that were agreed upon when the Kingdom initially agreed to let the company drill for oil since 1933. Saudi Aramco declined to comment, the source said, asking not to mention internal issues.

Since Saudi Aramco completed the acquisition of a local petrochemical company with a majority stake of up to $70 billion, the initial public offering (IPO) has been shelved, and this legal change may not be meaningful at first. But Saudi oil minister Khalid al Falih said last week that Saudi Arabia is still “committed to Saudi Aramco’s initial public offering” when conditions are at its best.

Falih said Riyadh re-issued “long-term exclusive concessions” to state-owned companies as part of the preparations for the initial public offering (IPO). Another person familiar with the matter said that the new 40-year concession includes a 20-year extension and will be extended for another 20 years.

First, the price trend

According to the price monitoring of potassium chloride in the business community, the market price of potassium chloride is stable this week. At present, the mainstream price of potassium chloride market is 2350 yuan/ton.

Second, the market analysis

Product: This week, the price of potassium chloride remained stable. The price of potassium chloride produced by producers and distributors was temporarily stable in Qinghai Salt Lake. The ex-factory price of potassium chloride was 2,350 yuan/ton. The current price of Qinghai Golmud Tibetan potassium chloride was 2,350 yuan/ton. , Tangshan Huixin Jiade energy-saving offer 2050 yuan / ton, Liaoning Xinshui chemical offer 2350 yuan / ton, Jiangsu Lianrui agricultural resources distribution company this week price 2350 yuan / ton, Anhui Badou chemical offer 2380 yuan / ton.

This week, the price of potassium chloride remained stable, and it is believed that it will be in a stable state for a while. Some of the potash fertilizer prices have risen by 50 yuan/ton, the factory’s large orders have not increased significantly, and the factory’s operating rate has also declined. However, the decline in potassium chloride may not be large, even if it is only a short-term small, but a large increase is currently not possible. In addition, the operating rate of potassium sulfate is relatively stable, and the number of new singles is not much, so the price of potassium sulfate will be reduced.

Third, the market outlook

The KCl analyst of the business community believes that the current price of potassium chloride is at a high level. In view of the current market, it should be in a stable state in the later period.

First, the price trend

According to the monitoring of the business community, the average price of chloroform in China continued to rise this week. The average price of chloroform at the beginning of the week was around 4,066 yuan/ton, and the average weekend price was around 4,172 yuan/ton, which continued to rise by 2.61% during the week. It rose by 85.22% over the same period.

Second, the cause analysis

Product reasons: This week, the regional differences in domestic chloroform prices are still relatively large, and the operating rate of the industry has recovered from the previous period. For example, the 440,000 tons/year installation of Jinling Chemical is normal; Dongying Jinmao has 120,000 tons/year of equipment parking. The production will soon resume; Luxi Chemical’s 220,000 tons/year plant starts at 70% to 80%; Jiangxi Liwen’s 80,000 tons/year plant is operating normally, and currently has more self-use and low inventory; Jiangsu Liwen’s 160,000 tons/year plant starts 80%. Other large-scale chloroform production enterprises are mostly self-use, and the spot supply of chloroform is tight. At present, the price of Shandong is 4010-4070 yuan / ton, the Jiangsu area is 4,500 yuan / ton, and the Jiangxi area is 4,250 yuan / ton.

Industry chain: upstream, this week, the methanol market fell slightly by 1.04%, up 25.58% year-on-year, currently around 2968 yuan / ton; liquid chlorine market is stable, liquid chlorine price in North China is between 1-100 yuan / ton, East China The price of liquid chlorine is mostly between 100-200 yuan/ton, and the company pays more discounts. The downstream refrigerant market continued to decline this week, and the industry demand is still acceptable. At present, the current mainstream price of R22 is 17500-19000 yuan/ton; because the price of chloroform is at a high level, the pharmaceutical and other industries are buying light.

Industry: According to the price monitoring of business companies, in the 33rd week of 2018 (8.13-8.17), there were 28 kinds of commodities in the chemical sector, which rose by more than 5%. Among them, one of the products with a price increase of more than 5%, accounted for 1 The number of commodities monitored was 1.4%; the top 3 commodities were sulfur (granules) (5.02%), phthalic anhydride (East China) (4.34%), and OX (3.64%). There were 22 kinds of commodities with a decrease in the chain, and 2 products with a drop of more than 5%, accounting for 2.8% of the monitored products in the sector; the top 3 products were aggregated MDI (-6.11%) and lithium carbonate (-5.70). %), polysilicon (-3.41%).

Third, the market outlook

At present, the chloroform market is gradually recovering. Although the spot supply in the market is still tight, the downstream refrigerant market has started to weaken with the seasonal changes. The dimethyl chloride analysts believe that chloroform in the short term The market will remain strong and strong, and in the long run, the chloroform market may fall back.

On August 14, the rare earth index was 348 points, which was the same as yesterday, which was 65.20% lower than the highest point in the cycle (2011-12-06), which was 28.41% higher than the lowest point of 271 points on September 13, 2015. (Note: Cycle refers to 2011-12-01 to date)

The average price of metal lanthanum in rare earth metals is 407,500 yuan / ton; the average price of metal bismuth is 1.625 million yuan / ton; the average price of metal bismuth is 660,000 yuan / ton. The average price of lanthanum oxide in rare earth oxides is 322,500 yuan / ton; the average price of cerium oxide is 1,415,500 yuan / ton; the average price of cerium oxide is 410,000 yuan / ton; the average price of cerium oxide is 316,500 yuan / ton. The average price of niobium alloy in rare earth alloy is 41,250 yuan/ton; the average price of niobium-iron alloy is 1.15 million yuan/ton.

Recently, the index of rare earth mining has been released, with a total volume of 120,000 tons, an increase of 15,000 tons compared with 2017. However, domestic rare earth prices have been stable, and most rare earth separation enterprises have stopped production, resulting in a decline in supply, especially some mainstream rare earth oxides. However, the downstream receiving goods are not active, which is due to the low season of rare earth industry sales, and the prices of domestic rare earth products fluctuate at a low level. Recently, the number of buyers has been reduced accordingly, and the transaction volume is very limited. The major manufacturers of products are also cautiously waiting to see each other. The mutual inquiry has become more frequent. The downstream receiving goods are not actively leading to the low price of some rare earth products. The division expects that some products in the rare earth market may go down, but the price of rare earth is already at the bottom, and the space for the decline is limited.