1、 Price trend
| Melamine |
According to the data of business agency, on November 26, the average price of domestic LNG was 3390 yuan / ton, up 1.29% from the previous day, 1.8% higher than the beginning of the week, 3.33% month on month, and 22.37% lower than the same period last year.
2、 Analysis of influencing factors
This week, the domestic LNG market gradually improved, showing a mixed market at the beginning of the week. Shanxi led the market, and stopped rising in the middle and late weeks. It rose by 1.29% on the 26th. Shaanxi, Ningxia, Shanxi, Inner Mongolia, Sichuan and other places generally increased the price by 50-200 yuan. Domestic LNG temporarily bid farewell to the multi-day decline. This week’s rise was mainly due to the recent sharp drop in temperature, the increase in demand for urban fuel, the tight supply of pipeline gas in some areas, the improvement of downstream replenishment sentiment, the improvement of market trading atmosphere, the improvement of manufacturers’ shipment situation, the enhancement of confidence in price support, and the multiple benefits have boosted the price rise of liquefied natural gas. Near the end of the month, the auction of feed gas in the first half of December is imminent, which may continue to favor the upward trend of LNG price. However, the overall supply of the market is sufficient. At the same time, the industrial demand will decline due to environmental protection factors, or the sharp rise of liquid price will be restrained, and the market will be stronger in the short term.
According to the data monitoring of the business agency, as of November 26, the average price of Inner Mongolia was around 3400 yuan / ton, up 20-200 yuan / ton, the average price in Shaanxi was around 3600 yuan / ton, rising about 10-280 yuan / ton, the average price in Shanxi was around 3750 yuan / ton, rising by 50-100 yuan / ton, and the average price in Xinjiang was around 3100 yuan / ton, with a partial decrease of 200 yuan / ton In Ningxia, the average price is around 3500 yuan / ton, up 60-100 yuan / ton; in Sichuan, the average price is around 3800 yuan / ton, rising about 10-300 yuan / ton, and the liquid price is generally rising in all regions.
| Bacillus thuringiensis |
Regional specification quotation (yuan / ton) date
Inner Mongolia LNG 3220-3550 November 26
Shaanxi LNG 3350-4100 November 26
Xinjiang LNG 2800-3200 November 26
Ningxia LNG 3350-3420 November 26
Shanxi LNG 3500-3830 November 26
Sichuan LNG 3700-4400 November 26
For downstream methanol, on 25th, the transaction of methanol market in central Shandong was stable to 2150 yuan / ton, and that of peripheral goods was up to 1970-1980 yuan / ton, and the market was basically stable. The market price of methanol in southern Shandong Province dropped by 10 yuan / ton to 2050-2060 yuan / ton in spot exchange. Linyi received the local mainstream quotation of 2050-2060 yuan / ton and delivered it without tax. The mainstream quotation of logistics goods was around 2020 yuan / ton. Downstream most wait-and-see, market trading in general.
Urea and upstream liquid ammonia have been consolidated at a high level recently, with good cost support. Domestic demand is fair, agricultural demand in some areas has followed up, and industrial demand follows the market and purchases on demand. In terms of supply, some devices were overhauled and some of them were in short supply. At present, the price of urea in Shandong is about 1800-1820 yuan / ton.
At present, the dichloromethane market in Shandong is stable and upward. Some enterprises have reduced the negative pressure, resulting in a small decline in market supply. The overall market inventory pressure is not big, and the enterprises have good intention to push forward. The demand of downstream and traders has increased slightly, and the dichloromethane market is running stably. At present, the price of dichloromethane in Shandong is about 3200-3250 yuan / ton, that of Jiangsu Liwen is about 3700 yuan / ton, and that of Jiangxi Liwen is about 3200 yuan / ton. It is expected that the price of dichloromethane will be stable in a short period of time. Pay attention to the price changes of raw materials and liquid chlorine.
3、 Future forecast
LNG analysts from the business club believe that: Recently, the temperature has dropped sharply, the demand for urban fuel has increased, the pipeline gas supply in some areas is tight, the downstream replenishment sentiment has increased, the market trading atmosphere has improved, the manufacturers’ shipment situation has improved, and the confidence in supporting prices has been enhanced. In addition, the competitive bidding is imminent, which will boost the price of LNG. It is expected that the domestic LNG market will be stronger in the short term Yes, prices may continue to rise.
| Azodicarbonamide (AC foaming Agent) |