1、 Price trend

According to commodity data monitoring, isopropanol prices rose this week. The average price of domestic isopropanol was 7400 yuan / ton last Friday and 7533.33 yuan / ton this Friday. The price increased by 1.8% during the week.

2、 Market analysis

Figure: comparison chart of price trend of acetone and isopropanol from November to January

The focus of domestic isopropanol market this week is upward. At present, the bullish expectation of the market is strong, and the cargo holders have no intention to ship at a low price. Manufacturers export more orders. Up to now, most of the quotations of isopropanol in Shandong are about 7200-7500 yuan / ton; Most of the quotation range of Jiangsu isopropanol is about 8100 yuan / ton. Internationally, on March 8, isopropanol in the United States closed up, while isopropanol in Europe closed up sharply.

In terms of raw material acetone, the price of acetone rose sharply this week. So far, the negotiation in East China is 6250 yuan / ton, the offer in Shandong is 6300 yuan / ton, the offer in Yanshan surrounding areas is 6300 yuan / ton, and the offer in South China is 6400 yuan / ton. The international crude oil is at a high level, the international situation is still grim, there is still room, and the cost side has a great impact. With the warmer weather, the start-up of small enterprises in the downstream is increasing, and the purchasing sentiment is expected to increase. The business agency expects the acetone market to operate strongly next week.

In terms of raw propylene, the market price of propylene fluctuated sharply this week. As of the weekend, the price of propylene in Shandong market was 9000-9150 yuan / ton. The international crude oil and polypropylene futures market fell significantly, the buying confidence of downstream factories was obviously insufficient, the manufacturer’s shipment was blocked, and the overall offer focus shifted downward at the weekend.

3、 Future forecast

The isopropanol analyst of the chemical branch of business society believes that at present, the export orders of domestic factories are mainly, the inventory is low, and the domestic isopropanol market demand is general. The price of acetone has increased significantly, and the raw material has a certain support for isopropanol. The price of isopropanol is expected to rise slightly in the short term.

Product Name: organosilicon DMC

Latest price (March 10): 37200 yuan / ton

Key points of analysis: according to the data monitoring chart of business society, on March 10, the domestic silicone DMC market as a whole was running downward. On the 10th, the factory quotation of domestic silicone DMC was around 36000-38000 yuan / ton, the low-end price was around 34000 yuan / ton, and the average price was 37200 yuan / ton. Compared with the previous working day, the average price was reduced by 1000 yuan / ton, down 2.11%. At present, the trading atmosphere of silicone DMC is general, the downstream demand is weak, the goods are prepared carefully, and the overall demand support is insufficient.

Future forecast: at present, the low pressure in the silicone DMC market is gradually spreading. The silicone DMC datagrapher of business society believes that in the short term, the domestic silicone DMC market is mainly adjusted and operated in a narrow range, and more attention needs to be paid to the trend changes of supply and demand.

Price: industrial grade lithium carbonate 469000 yuan / ton, battery grade lithium carbonate 491000 yuan / ton

Analysis: the price of lithium carbonate has slowed down today. At present, facing the lithium salt products with high prices, the capital turnover of downstream manufacturers has encountered great challenges. At the same time, the demand for ternary materials at the non power end continues to be weak, so as to increase the OEM proportion or reduce the operating rate, which alleviates the tension of lithium carbonate spot. In terms of iron and lithium, it shows strong resistance to high priced lithium salts, and the upstream and downstream game continues.

Forecast: at present, the demand for lithium carbonate has been reduced, but the spot is still in a relatively tight state. It is expected that the short-term price growth of lithium carbonate will ease.

Price: industrial grade lithium carbonate 467000 yuan / ton, battery grade lithium carbonate 489000 yuan / ton

Analysis: the price of lithium carbonate kept rising steadily at the beginning of the week. After March, the lithium salt plant basically resumed normal production, and the market supply increased. However, some lithium salt plants are still in a long order state, and the spot supply is still tight. There is still an increase in the demand of downstream iron lithium and ternary power end, but due to the high price of lithium salt, the procurement state is under pressure, the production scheduling plan is reduced, and the demand is reduced.

Forecast: at present, the supply gap of lithium carbonate still exists, and the goods preparation of downstream enterprises is basically completed in March. It is expected that the short-term price rise of lithium carbonate may slow down.

Trade name: TDI

Latest price (March 7): 19350 yuan / ton

Key points of analysis: today, the average price of TDI market in East China increased by 1.44% compared with the previous working day, and the domestic TDI market is running upward. Last week, there was little change in the start-up of domestic TDI plants, and the spot market was tight. Affected by the situation in Russia and Ukraine, the export orders of terminal products increased, and the downstream market just needed to be followed up. The TDI market offer rose, and the mentality of on-site cargo holders was optimistic. At present, the quotation range of dealers in East China is about 18500-19000 yuan / ton for domestic goods and about 19300-19500 yuan / ton for Shanghai goods.

Future forecast: in the later stage, TDI market will wait and see the sorting and operation, and pay specific attention to the market supply and downstream follow-up.

1、 Price trend

According to the monitoring data of business agency, the average ex factory price of domestic chlorinated paraffin 52 was 6075 yuan / ton on February 28 and 6350 yuan / ton on March 4. The price of chlorinated paraffin 52 increased by 4.53% this week.

2、 Market analysis

The price of chlorinated paraffin 52 rose this week, the market was stable and upward, and some manufacturers raised their prices due to cost pressure. The raw material market trend is upward this week, and the cost side support is good. The inventory of chlorinated paraffin manufacturers is low, and the trading volume on the floor is general. As of March 4, the ex factory quotation of chlorinated paraffin 52 in Anhui is about 6500 yuan / ton, that in Shaanxi is about 6700 yuan / ton, that in Northeast is about 6200 yuan / ton, and that in Shandong is about 6000 yuan / ton.

International crude oil rose sharply this week, and the oil price hit a new high in recent 10 years. In terms of raw material liquid wax, the price of domestic liquid wax is dominant this week. At present, the market atmosphere is good and the manufacturer’s shipment is stable. In the short term, liquid wax mainly rises slightly. In terms of raw liquid chlorine, the domestic liquid chlorine price rose this week, and the on-site trading was stable. The price of liquid chlorine in Shandong increased by about 200 yuan / ton, and the market in other regions was temporarily stable.

3、 Future forecast

Analysts of chlorinated paraffin in business society believe that at present, the price of raw materials is rising and the cost support is strengthened. The production and sales of chlorinated paraffin manufacturers are balanced, and the demand is acceptable. Under the pressure of cost, the price of chlorinated paraffin is mainly high. It is expected that chlorinated paraffin will run steadily and well in the short term. It is suggested to pay attention to the change of raw material price.

Trade name: lithium hydroxide

Latest price (March 3): 430000.00 yuan / ton

On March 3, the market price of industrial grade lithium hydroxide rose, up 1.57% compared with the previous trading day and 56.36% compared with February 3. At present, the price of raw materials is tight, the cost support is strong, the market supply is limited, the demand for downstream high nickel materials is rising, the demand side is good, and the market supply and demand is tight.

It is expected that the lithium hydroxide market may rise in the short term.

Trade name: lithium iron phosphate

Latest price (March 2): 150000.00 yuan / ton

As of March 2, the price of lithium iron phosphate has been running smoothly. Compared with the same period last week, the price is stable, medium and strong, the supply of manufacturers is tight, the supply side is insufficient, the focus of negotiation is high, the overall market negotiation atmosphere is OK, the focus of upstream market is high, the price is high, the lithium iron phosphate Market has certain support, and the overall market is strong.

Future forecast: the price of lithium iron phosphate is expected to be strong in the short term.

On March 1, the rare earth index was 1005 points, an increase of 1 point compared with yesterday, a decrease of 0.20% compared with the highest point of 1007 points in the cycle (2022-02-24), and an increase of 270.85% compared with the lowest point of 271 points on September 13, 2015. (Note: the period refers to the period from December 1, 2011 to now)

The trend of domestic rare earth index is rising, and the price of domestic light rare earth praseodymium neodymium series is rising. The price of praseodymium neodymium oxide is 1.105 million yuan / ton, the price of praseodymium neodymium metal is 7500 yuan / ton to 1.37 million yuan / ton, the price of praseodymium oxide is 1.09 million yuan / ton, the price of neodymium oxide is 1.22 million yuan / ton, the price of metal praseodymium is 1.39 million yuan / ton, and the price of metal neodymium is 1.485 million yuan /, The price of dysprosium oxide fell by 5000 yuan / ton to 3.13 million yuan / ton, the price of dysprosium ferroalloy fell by 15000 yuan / ton to 3.115 million yuan / ton, and the price of metal dysprosium was 3.985 million yuan / ton. The price trend of domestic light rare earth market was temporarily stable, and the recent procurement was general. The price of dysprosium Series in domestic heavy rare earth market fell, the price of terbium series was temporarily stable, the downstream procurement was mainly on demand, and Myanmar banned export, It is expected that the domestic rare earth market price will remain high in the later period.

Trade name: potassium chloride

Latest price (February 28): 4550.00 yuan / ton

On February 28, the domestic market price of imported potassium chloride increased slightly, up 33.33 yuan / ton compared with that on February 25. The self raised price of 62% white potassium in the port is about 4400-4500 yuan / ton, rising slightly. 62% Russian White potassium in border trade is about 4300-4400 yuan / ton, with high consolidation. The ex factory price of potassium chloride in domestic salt lake is 3490 yuan / ton, which is the same as the quotation on February 25. The market price of 60% white potassium of domestic potassium is about 4100-4200 yuan / ton, rising slightly. The downstream potassium carbonate and potassium nitrate Market has been consolidated at a high level recently, and the downstream procurement enthusiasm is good.

Recently, the domestic price of potassium chloride may rise slightly. The ex factory price of salt lake is about 3490 yuan / ton and the import market price is about 4600 yuan / ton.