Reduce the supply of methanol increased demand for higher volatility trend or will continue

now we look back the prices for many reasons, but it is still good fundamentals, namely the contradiction between supply and demand conversion, reducing the supply, due to increased demand, then in futures, funds and speculation factors under magnification, formed from the 2000 yuan / ton below, wantonly shot up to 2900-3000 yuan / ton.

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A reduction in the supply of favorable factors: Mainland

In recent years, due to environmental problems have become increasingly prominent, the domestic part of coal, steel and chemical companies began to see the day when the day started, haze struck, air quality burst table, the northern part of the enterprise will bear the brunt of the affected.

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Since the end of November, due to the cold air receded, air flow becomes worse, North once again usher in severe haze weather, affected by this, North China, central China and other places of steel and chemical enterprises to open a limited production road, and for the methanol industry, involving enterprises covering Shanxi area 1 million tons / year production capacity of 1 million 300 thousand tons / year plant, Henan and Hebei area an annual output of 1 million 500 thousand tons of equipment, equipment or the half load or parking appeals.

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At the same time, this week in Northwest Shaanxi Shenmu an annual output of 400 thousand tons of equipment, Shaanxi Excelle Yulin with an annual output of 600 thousand tons of coal methanol device is also temporary parking, but also because the stock is limited and Guanzhong Enterprises Limited shipments. Under this influence, as the main producing areas of northwest, North and Henan area reduced significantly, and the effect of the enterprises including Baotou, Shenhua Shenhua Yulin, Yulin coal and Henan Zhongyuan ethylene and other sets of olefin plant, but also includes the traditional downstream procurement in North and central China and Shandong region.

Two: the high cost of outer positive factors

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