The price of aluminum fluoride rose on October 25

According to the data of business agency, the domestic price of aluminum fluoride was 11766.67 yuan / ton on October 25, up 2.92% from 11433.33 yuan / ton on the previous trading day (October 22); Compared with the price of 10100.00 yuan / ton on October 1 at the beginning of the month, an increase of 16.50%; On the 25th, the trend of aluminum fluoride continued to rise.

Industry chain Market

According to the monitoring of business society, the market of hydrofluoric acid rose on the 25th, and the cost of aluminum fluoride rose; Aluminum fluoride has a strong upward momentum.

According to the monitoring of business society, on the 25th, the high price of electrolytic aluminum fell, the high price of aluminum fell, the downstream demand became colder, the positive and negative for aluminum fluoride weakened, and the downward pressure on aluminum fluoride increased.

Market overview and forecast

Analysts of aluminum fluoride industry of business agency believe that: on the 25th, the price of hydrofluoric acid, a raw material of aluminum fluoride, continued to rise, and the cost of aluminum fluoride remained supported; However, the high price of downstream electrolytic aluminum fell, the demand for aluminum fluoride was cold, the downstream support of aluminum fluoride was insufficient, and the downward pressure of aluminum fluoride increased. Generally speaking, the upward momentum of aluminum fluoride is still increasing, and the downward pressure is increasing. It is expected that the price of aluminum fluoride will rise slightly in the future.

Trade name: urea

Latest price (October 22): 3108.33 yuan / ton

On October 22, the ex factory quotation of domestic urea was temporarily stable, which was temporarily stable compared with that on October 22, with a year-on-year increase of 81.42%. The prices of upstream coal and liquefied natural gas have risen sharply recently, with strong cost support. From the perspective of demand: the demand increases, the agricultural demand begins to prepare fertilizer, the industrial demand rises, the demand for urea in the downstream compound fertilizer and rubber plate plants increases, and the operating load rate of melamine enterprises remains at a high level. Most of them follow up with the acquisition and use of an appropriate amount. In terms of supply, urea has entered the centralized maintenance period, the supply has decreased, and the daily output of urea is about 140000 tons. Internationally: China’s Urea Export began to be limited, or further pushed up the international urea price. On the whole, the urea cost support is strengthened, the downstream demand is increased, the urea supply is reduced, and the supply is in short supply.

In the future, the ex factory price of domestic urea is expected to rise slightly: the average price quoted by the manufacturer is about 3150 yuan / ton.

Trade name: chloroform

Latest price (October 21): 5625 yuan / ton

Key points of analysis: according to the monitoring of business agency, the price of chloroform in Shandong was 5625 yuan / ton on the 21st, up 5.14% from the previous day. After the festival, the start-up of domestic methane chloride units continued to remain low, coupled with the sharp rise in the prices of raw materials methanol and liquid chlorine, and the price of trichloromethane rose under the support of cost. According to the monitoring of business agency, as of October 21, the spot exchange of trichloromethane apron of Shandong Luxi Chemical Co., Ltd. had left the factory at 6000 yuan / ton; Shandong Jinling trichloromethane apron ex factory in spot exchange is 5500 yuan / ton. However, in late autumn and off-season, the downstream demand for chloroform is weak.

Future forecast: the prices of raw methanol and liquid chlorine are high, with strong cost support. However, recently, the price of coal futures has retreated, which has a negative impact on raw methanol. It is expected that the price of chloroform will remain high in the short term and return to rationality in the medium and long term.

On October 20, the domestic cobalt price fell

According to the monitoring data of business agency, the domestic cobalt price fell on October 20. As of October 20, the cobalt price was 400800 yuan / ton, down 0.55% from the cobalt price of 403000 yuan / ton on October 19 of the previous trading day; Compared with the price of 381600 yuan / ton on October 1 at the beginning of the month, the price of cobalt increased by 5.03%. Cobalt prices fell on the 20th, and the rising power of cobalt market still exists.

Strike in South Africa or affect transportation in cobalt City

It is reported that South African industry and trade union officials said that the National Union of metal workers of South Africa (numsa) organized about 155000 members in the industry. After the deadlock in salary increase negotiations with employers and the failure of arbitration, South Africa’s largest engineering metal workers union launched an indefinite strike on October 5 to ask for a salary increase. The strike has not spread to the port and transportation industry for the time being, but the continuation of the strike is bound to affect other industries in South Africa, have a certain impact on the port and transportation in South Africa, or affect the transportation of cobalt raw materials.

Market Overview

Bai Jiaxin, a data analyst of business news agency, believes that the strike in South Africa has a certain impact on cobalt transportation, but the overall supply and demand of cobalt market is still in balance, the rising support of cobalt market is limited, the international cobalt price continues to rise slightly, the rising support of domestic cobalt price still exists, and it is expected that the cobalt price will rise slightly in the future.

On October 19, DOP prices were weak and stabilized

According to the data monitoring of the business agency, the DOP price fell on October 19, and the rise of the DOP market slowed down. As of October 19, the DOP price was 12950.00 yuan / ton, down 1.71% from 13175.00 yuan / ton on October 18 of the previous trading day; Compared with the DOP price of 14650.00 yuan / ton on October 12, a decrease of 11.60%. On the 19th, DOP prices continued to decline, but the decline slowed down and the DOP market stabilized.

Raw material prices stabilize

According to the price monitoring of business society, the price of raw material phthalic anhydride rose in October, the price of phthalic anhydride continued to rise on the 19th, and the cost of DOP rose; After October 13, the price of isooctanol fell, and on October 19, the price of isooctanol continued to decline, but on October 19, the price of isooctanol decreased by 2.3%, the decline of isooctanol slowed down, and the cost of DOP decreased; The overall DOP market is stabilizing.

Future expectations

Bai Jiaxin, a DOP data analyst at business news agency, believes that the price of isooctanol fell. On the 19th, the decline of isooctanol slowed down, the price of phthalic anhydride rose, the driving force of DOP rise still exists, the cost of DOP remains high, and the space for DOP decline is limited; The decline of downstream PVC market slowed down, DOP demand stabilized, and the downward pressure of DOP weakened. Overall, the downward pressure on DOP weakened, the upward momentum remained, and the future DOP market was weak and stabilized.