The market of ammonium chloride rose. According to the monitoring of the business agency, the domestic price of dry ammonium chloride was 1565 yuan / ton on the 8th, up 2.45% from the previous day. The domestic combined caustic soda plant was started in 70-80% of the total. In addition, the traffic and transportation control was gradually lifted in the early stage, the enterprises shipped more ammonium chloride, and the market supply was tight. The demand for ammonium chloride was strongly supported. In the near future, the price of raw liquid ammonia remains high, and the cost side continues to support.

Since June, the high price of raw liquid ammonia has declined slightly, and the cost side continues to support. According to the monitoring of business agency, as of June 8, the price of domestic liquid ammonia was 5273 yuan / ton.

Since June, the high level of urea has risen slightly. According to the monitoring of business agency, as of June 8, the domestic urea price was 3225 yuan / ton, up 0.75% from 3201 yuan / ton at the beginning of the month.

In the future, it is predicted that the market supply is tight, coupled with the high support of raw material prices, the price of ammonium chloride is expected to remain high and firm in the later period.

According to the price monitoring of the business club, the price of lithium carbonate continued to decline in May 2022, and gradually stabilized at the end of the month. On May 30, the average price of industrial grade lithium carbonate in East China was 451000 yuan / ton, which was 2.8% lower than that at the beginning of the month (the average price of industrial carbon in East China was 464000 yuan / ton on May 1). On May 30, the average price of battery grade lithium carbonate in East China was 469000 yuan / ton, a decrease of 2.29% compared with the average price at the beginning of the month (May 1, the average price of carbon in East China was 480000 yuan / ton). Until the 30th, the comprehensive price of industrial grade lithium carbonate was 430000-460000 yuan / ton, and the comprehensive price of battery grade lithium carbonate was 460000-495000 yuan / ton.

According to the observation of market changes, after the May Day holiday, the price of lithium carbonate continued to decline, and the market supply steadily increased. As the impact of epidemic control on production gradually receded, some new capacity was still released, and the output of Salt Lake continued to rise. In terms of demand, the downstream enterprises affected by the epidemic still have poor start-up, and the market demand is still in a wait-and-see state. However, at the beginning of the month, some enterprises are still willing to purchase. There are many market inquiries, but relatively few transactions.

In late May, the price of lithium carbonate mostly showed a stable trend, and the decline gradually decreased. The market supply is stable, while the demand for terminals and batteries has not yet significantly warmed up under the epidemic, so the purchase of raw materials is still relatively small. In the case of weak market demand, it is often maintained at a low level. Near the end of the month, some small and medium-sized cathode manufacturers gradually improved due to the low inventory in the early stage and the recent epidemic situation in some regions, and the market confidence increased. There was a small batch of just needed procurement, and the demand was gradually picking up. At this stage, there is a heavy reluctance to sell, and the market game mood is rising again.

The market price of lithium hydroxide in the downstream is slightly lower, and the price of spodumene in the upstream is stable, with some support from the cost side. The overseas lithium hydroxide market price is relatively strong, the domestic downstream purchasing enthusiasm is general, the market trading atmosphere is light, the negotiation focus of the lithium hydroxide market runs smoothly, and the price drops slightly near the end of the month.

The downstream price of lithium iron phosphate is mainly stable, and the price has not changed significantly compared with the price in the same period last month. It continues to operate smoothly, the supply side continues to be tight, and the overall market negotiation focus of lithium iron phosphate is stable. At present, the manufacturer mainly supplies contract customers, and new orders are not received. The overall market supply shortage is difficult to alleviate.

According to the lithium carbonate analyst of business club, the current market inquiry volume has increased significantly, and the ore auction information on May 24 further supports the price from the emotional side. The superimposed terminal demand gradually recovers, and the just needed reserve in the market has increased. It is expected that the short-term lithium carbonate price will remain high and fluctuate.

1、 Price trend

According to the bulk data list of the business agency, the average price of domestic phosphoric acid was 11490 yuan / ton on May 31, up 7.58% over the beginning of the month and 95.85% over the same period last year.

2、 Market analysis

In May, the phosphoric acid market rose by 7.58% in the month, and the market focus moved upward. In May, the raw material yellow phosphorus rose strongly to about 40000 yuan / ton, which strengthened the cost support and reduced the market supply. The phosphoric acid enterprises mainly supply old customers, and the price rose with the cost. However, the downstream demand followed up generally, and the enterprises had difficulty in shipping after the price rise, so the increase was more rational. Towards the end of the month, downstream procurement continued to maintain its rigid demand, and the market trading was still tepid, and the wait-and-see mood remained unchanged. Up to now, the price of raw materials is about 38000-40000 yuan / ton, and the market price of phosphoric acid is about 11000-12800 yuan / ton. The quotation in Sichuan is about 10800-11300 yuan / ton, that in Hubei is 11000-12500 yuan / ton, that in Shandong is 11000-12000 yuan / ton, and that in Jiangsu is 11000-12000 yuan / ton.

Phosphate rock. In May, the domestic phosphate rock market experienced several price adjustments, and the market focus continued to concentrate upward. The main reason to support the upward trend of phosphate ore market is that at present, the domestic phosphate ore supply continues to be tight. Many large factories mainly use medium and high-end phosphate ore for their own use. Some mining enterprises mainly send orders from core and old customers, and there is basically no surplus goods for export. Most enterprises have suspended their quotation. There are few goods circulating in the field, and the tight supply situation has not been eased. Therefore, the market price has repeatedly risen.

Yellow phosphorus, the market price of yellow phosphorus rose sharply this month, and the price of yellow phosphorus moved closer to the high end. The operating load of yellow phosphorus enterprises in Yunnan Guizhou region has declined, and the overall market supply has decreased to a certain extent. Near the wet season, there is still no significant improvement in on-site construction. At present, the spot is tight, and most manufacturers have no inventory. Near the end of the month, downstream enterprises are more wait-and-see, mainly digesting the early inventory. The new yellow phosphorus orders were less traded, the manufacturers mainly supported the prices, and the prices of some enterprises were slightly corrected.

3、 Aftermarket forecast

According to the phosphoric acid analysts of the business society, the phosphoric acid market rose in May with the support of the cost side. At the end of the month, the downstream procurement remained in rigid demand, mainly a small amount of replenishment, and the wait-and-see mood remained unchanged. It is expected that the phosphoric acid Market in June will remain generally stable and fluctuate in a narrow range.

1、 Price trend

According to the monitoring of bulk commodity data, the domestic isopropanol market price was high and low this month. On the whole, the price rose. On May 1, the average price of isopropanol was 7050 yuan / ton, and on May 31, the average price was 7200 yuan / ton. The price rose by 2.13% within the month.

2、 Market analysis

Figure: comparison of price trends of acetone and isopropanol from February to May

The price of isopropanol in the domestic isopropanol market rose as a whole this month. After the May Day holiday, the price of isopropanol rose briefly. After that, the overall market trading atmosphere was light and the price fell rapidly. Isopropanol prices rose slightly in the third and fourth weeks of May. At present, the operating rate of isopropanol has declined significantly, and Kailing chemical and Zhejiang Xinhua plants have shut down. By the end of the month, most of the quotations of Shandong isopropanol were about 6900-7100 yuan / ton; The quotation range of Jiangsu isopropanol is about 7400-7500 yuan / ton. Internationally, on May 24, the U.S. isopropanol closed down, while the European isopropanol market closed down.

As for raw acetone, the market price of acetone fell this month. The average price of acetone was 5540 yuan / ton on May 1 and 6040 yuan / ton on May 31. The price rose by 9.03% in the month. At present, the transaction in the domestic acetone market has slowed down, the focus of negotiation has dropped, the mainstream negotiation in East China is at 5500-5550 yuan / ton, the market offer is basically the same as that of the factory, the international crude oil has fallen, the peripheral environment has weakened, the market wait-and-see mood has increased, the terminal demand has been restrained, and the volume of real offer trading is insufficient, although the owner has little intention to lower the price.

As for propylene as raw material, the price chart of the business society shows that during the May Day holiday, the international crude oil continued to rise due to geopolitical influence, driving up the price of downstream basic chemicals. Under the cost transmission, most commodities ushered in a round of price rise after the holiday. Propylene rose by 400 yuan / ton as a whole, reaching the peak in the month, an increase of 4.59% over the beginning of the month. The aftermarket gradually returned to normal, followed by the gradual resumption of production of new units and parking enterprises, loose market supply, intensified price competition among enterprises, increased downward pressure, general enthusiasm of downstream factories to enter the market for procurement in the month, and weak overall demand for propylene. Propylene analysts from the chemical branch of the business community believe that: in June, it is expected that propylene supply will further increase and crude oil cost support will be strong. It is expected that the propylene market in June will be weak and volatile.

3、 Aftermarket forecast

Isopropanol analysts from the chemical branch of the business club believe that: at present, domestic factories are mainly export orders, the price of raw material acetone has increased, and some factories have shut down. Under the premise of boosting the supply side and the cost side, there is still a rising intention. However, the downstream demand is flat, the market turnover is limited, and the price is multidimensional and stable. In the short term, the isopropanol market is dominated by consolidation, supplemented by small gains.

According to the data monitored by the business agency, at the beginning of the week, the average ex factory tax price of Shanxi light potassium carbonate mainstream was 9725.00 yuan / ton. At the end of the week, the average ex factory tax price of Shanxi light potassium carbonate mainstream was 9775.00 yuan / ton, up 0.51%. The current price rose by 7.81% month on month. The current price rose by 45.03% year on year.

Potassium carbonate

The price of potassium carbonate rose sharply this week. It can be seen from the above figure that the potassium carbonate market has fluctuated higher recently, and the market continues to rise this week, mainly because of the recent sharp rise in raw materials, the passive rise of potassium carbonate manufacturers, the inactive market transactions, traders’ reluctance to sell goods, and the potassium carbonate market continues to rise. According to the statistics of business agency, the mainstream factory quotation range of domestic industrial potassium carbonate this week is about 9700-9800 yuan / ton (the quotation is only for reference), and the quotation varies according to different procurement conditions.

Recently, the international market price of potassium chloride has been strong and rising. On June 2, the potassium chloride equipment of Qinghai Salt Lake Potash Fertilizer Co., Ltd. operated normally. The ex factory price was about 4480 yuan / ton, and the quotation increased by 500 yuan / ton. However, the domestic spot market is in short supply, the domestic inventory is relatively low, the supply exceeds the demand, and the price of potassium chloride rises slightly. The high price of potassium chloride can provide strong cost support for potassium carbonate.

In the near future, the domestic potash fertilizer price has remained at a high level, the cost has remained at a high level, and the market is in short supply. It is expected that the potash price will mainly rise in the short term, and the long-term market still needs to wait and see. (the above prices are provided by the main potassium nitrate manufacturers all over the country and sorted out and analyzed by the potassium carbonate analyst of the business society. They are for reference only. Please contact the relevant manufacturers for more price details).

Region, Price (yuan / ton), Rise and fall (yuan / ton)

Jiangxi region, 10900-11300.,- two hundred

Henan region, 11000-11500., 0

Inner Mongolia, 10600-10800.,- one hundred

Shandong region, 11000-11500., 0

Fujian, 10900-11300.,- two hundred

On June 1, the mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 10800-11300 yuan / ton. The ex factory price of on-site merchants declined slightly and remained stable. The operating rate of domestic hydrofluoric acid manufacturers rose, and the supply of on-site goods was sufficient. Recently, the fluorite price rose slightly, but the downstream Refrigerant Market continued to decline, and the on-site procurement was not active. In general, it is expected that the on-site hydrofluoric acid price will decline slightly in the later period.

1、 Price trend

According to the monitoring of bulk commodity data, the market price of titanium dioxide decreased this month. At the beginning of the month, the average price of domestic titanium dioxide was 21033.33 yuan / ton, and at the end of the month, the average price was 20616.67 yuan / ton. The price decreased slightly in the month, with a range of 1.98%.

2、 Market analysis

The market price of titanium dioxide decreased this month. The domestic market is generally traded. The market is relatively light. Traders are cautious in taking goods and wait-and-see. The downstream just needs to purchase, and the price remains stable. The actual transaction price shall be negotiated separately. Up to now, the domestic rutile titanium dioxide factory quotation including tax is 19600-22000 yuan / ton; The ex factory quotation including tax for anatase titanium dioxide is 18000-19500 yuan / ton.

In terms of titanium concentrate, the price of titanium concentrate in Panzhihua Xichang region continued to decrease this month. The titanium ore market is in general, there are not many enquiries, and the new order is not good. The downstream demand is general, the rigid demand is dominant, and it is relatively wait-and-see. Up to now, the tax exclusive quotation of 38 grade titanium ore is about 1500-1550 yuan / ton, that of 46 grade 10 titanium ore is about 2220-2240 yuan / ton, and that of 47 grade 20 ore is about 2400-2450 yuan / ton. In the short term, the titanium concentrate market is more wait-and-see, focusing on maintaining stable operation, and the actual transaction price is negotiated.

In terms of sulphuric acid, the domestic sulphuric acid market price fell violently this month. The sulphuric acid price fell from 1168.33 yuan / ton at the beginning of the month to 1068.00 yuan / ton at the end of the month, a decrease of 8.59%, an increase of 105.38% year-on-year compared with the same period last year. The upstream sulfur price rose slightly and the cost support was good. Although the downstream hydrofluoric acid market rose slightly, the downstream titanium dioxide market fell slightly, the downstream enthusiasm for purchasing sulfuric acid weakened, and the product trend declined under the contradiction between supply and demand. The sulfuric acid analysts of business society believe that the short-term sulfuric acid market may suffer a small shock and decline under the influence of supply and demand, raw materials and other aspects.

3、 Aftermarket forecast

Titanium dioxide analysts of business agency believe that: the market price of titanium ore has been lowered, the price of sulfuric acid has fluctuated and fallen, and the cost support is weak. In addition, the downstream demand is general. It is expected that the market price of titanium dioxide will be mainly stable in the short term, and the actual transaction price will be negotiated.

On May 30, the mainstream quotation range of 1\tin ingot in the domestic spot tin market was 270000-276000 yuan / ton, with an average price of 273000 yuan / ton, up 11500 yuan / ton compared with the previous trading day.

The strength of the futures market in early trading on the 30th led to the upward movement of the spot market of tin ingots. Negotiations in the high market were rather cold. Today, the market was in a strong wait-and-see mood. From the basic point of view, the supply at the mine end is relatively loose, the domestic refineries are operating smoothly, and the supply of tin ingots is relatively normal. With the resumption of work and production plan in many places in the downstream electronics industry, there are signs of recovery in recent construction. The market expects that there will be a certain demand for tin ingots in the future. Today, the tin price hit the bottom and rebounded. On the whole, the liberalization of tin demand is limited, and the support for tin demand is limited. Therefore, it is expected that in the short term, tin prices will maintain a strong trend of volatility, with a limited overall increase.

Price trend

According to the price monitoring of the business agency, the price trend of cryolite in Henan was stable this week. On May 27, the average market price in Henan was 7600 yuan / ton, which was flat compared with the price at the beginning of the week, with a month on month decrease of 0.65%.

quotations analysis

This week, the cryolite market is mainly on the sidelines. The quotations of the main enterprises in Henan remain unchanged throughout the week. At present, the raw material prices are high, the superimposed coal and natural gas fuel costs are high, and the manufacturers’ production costs are under great pressure. Most enterprises’ cryolite devices operate at low load, with less output and inventory. The market quotation is high, the downstream procurement demand is stable, and the enterprise shipments are smooth. In general, the market supply and demand are relatively balanced, The operators hold a wait-and-see attitude towards the market. As of May 27, the ex factory quotation of cryolite in Shandong was 8000 yuan / ton, and that in Henan was 7000-8600 yuan / ton, with the interval price unchanged.

The upstream soda ash rose at a high level. As of May 27, the average market price was about 2850 yuan / ton, and the price rose by 2.15% in the week. The soda ash market was running steadily this week. Downstream purchases were mainly on demand, and the manufacturers were resistant to high priced soda ash. The manufacturers delivered flexibly, and the overall trading was stable. In the future, the downstream demand was specifically concerned.

Downstream, the aluminum market was weak and downward this week. On May 27, the aluminum price was about 20503.33 yuan / ton, down 1.65% during the week. In the off-season of the terminal industry, the downstream demand is general, the social inventory of aluminum is accumulated, and there are few good news in the market. The aluminum market is down. In the short term, the market is still weak.

Aftermarket forecast

The cost of domestic cryolite manufacturers is high. Cryolite devices are mainly operated at low load. The market supply is tight, the downstream purchase demand is stable, the market trading atmosphere is mild, and the operators’ mentality is optimistic, which supports the high level of cryolite market. It is expected that the trend of cryolite will continue to operate at a high level in the future.

According to the data monitored by the business agency, the domestic carbon black quotation was 10375 yuan / ton on May 26.

Today, on the cost side of carbon black, the regional performance of domestic high-temperature coal tar market is different. On the whole, the procurement enthusiasm has decreased significantly, and the auction price of new orders in some areas has been corrected. On the demand side, the domestic demand in the downstream is average. Although the tire industry gradually recovered in May, there is still a gap compared with the normal situation. The overall operating load of the industry is low, the shipment of tire manufacturers is slow, and the tire inventory is high. Under the background that the comprehensive cost of carbon black enterprises continues to rise this year and the price generally rises, downstream operators are cautious in carbon black procurement.

At present, the cost of domestic carbon black is still high, the demand is low and the inventory is increased. At present, there is a risk of falling carbon black price. The future trend depends on the downstream demand.