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.

Trump has been on the stage for more than a year, and the improvement of US-Russian relations promoted before his election did not come as scheduled. As the relationship continues to deteriorate, Russia has “cleared” most of the US debt and even considered abandoning the use of US dollars to settle oil.

Last week, the United States imposed a new sanctions against Russia to attract a resolute counterattack from Russia. Russia is not only planning to continue selling its holdings of US debt, but also to significantly reduce its reliance on the US dollar and promote the use of rubles and other currencies in international payments.

Russian Finance Minister Anton Siluanov said in an interview with Rossiya 1 TV channel that Russia “plans to continue to reduce investment in US Treasury bonds” because of the new US sanctions against Russia, and said that “the dollar is becoming a dangerous payment tool for international trade.” The Russian Finance Minister also hinted that it is possible to use the ruble in the oil trade and abandon the dollar.

“We have greatly reduced our investment in US assets. In fact, the US dollar is now considered a risky payment instrument in international currencies,” Siluanov pointed out.

In March and April this year, Russia sold most of its US Treasury bonds in just two months.

According to data released by the US Treasury Department last month, in the two months to the end of May, Russian holdings of US Treasury bonds fell from $96 billion to less than $15 billion.

Last week, the tension between the United States and Russia deteriorated further. For British citizens, former Russian agent Sergei Skripal was attacked by nerve agents in the United Kingdom, and the United States imposed comprehensive new sanctions on Russia.

The new sanctions may include the downgrade of diplomatic relations, the total ban on Russian oil imports, the ban on “all other goods and technologies” other than US agricultural products, and restrictions on US banks’ loans. The United States must also suspend the aviation agreement and oppose any multilateral assistance provided by the development bank.

Affected by this, the Russian ruble fell to the lowest level in more than two years against the US dollar.

However, Russia’s current reaction is still restrained and does not affect US companies operating in Russia. Siluanov said, “At the moment, we have not made any restrictions or closures, such as closing McDonald’s because our citizens work in these companies.”

First, the price trend

According to data from the business community’s big list, this week, n-butanol rose broadly. On August 6, the average price of domestic enterprises was 7875.00 yuan/ton. On August 10, the average price of domestic enterprises was 8425.00 yuan/ton, up 6.98% this week. As of August 10, the mainstream price of enterprises is 8200-8600 yuan / ton.

Second, the market analysis

Products: The overall operating rate of domestic n-butanol is not high, the factory equipment is intensively repaired, the spot supply is tight, the inventory is low, the price rises too fast, and the industrial chain is under pressure. As of August 10, the domestic mainstream price of butanol is 8200- 8600 yuan / ton, Shandong Lihua benefit 8200 yuan / ton, Wanhua Chemical North China area 8200 yuan / ton, East China area 8700 yuan / ton. South China 8800 yuan / ton, Luxi Chemical 8600 yuan / ton, Sinopec Qilu 8300 yuan / ton, upstream raw materials have strong support for n-butanol, the market trading atmosphere is active, procurement and active shipments smoothly.

Industry chain: The price of propylene in the upstream rose overall this week, the increase was large, the propylene raw material gas resources were scarce, the short-term parking due to insufficient raw materials, the supply of propylene output-limited enterprises decreased, and the overall inventory was low, resulting in a large push of n-butanol prices. Up, the downstream operating rate of n-butanol is low, the operating rate of butyl acrylate is about 5.3%, and the butyl acetate is about 5.3%. Most of the profits are not satisfactory.

Macro: In July 2018, the Business Social Enterprise’s Commodity Supply and Demand Index (BCI) was 0.12, with an increase of 0.59%, reflecting that the manufacturing economy was expanding in the month and the economy was running smoothly.

Third, the market outlook

The business community is butanol analysts predict: As the production of n-butanol production enterprises is stable, the supply side tightening will be eased, raw material propylene enters the high-priced digestion and finishing stage in the early stage, next week, the positive butanol market is stable, the mainstream reference price The range is from 8,300 yuan / ton to 8,800 yuan / ton.