Imbalance! The chemical plant collectively stopped production and overhauled! The centralized price increase is coming again.

Recently, Anhui Huangshan epoxy resin enterprises reported that the environmental protection inspector group was stationed in Anhui, and the local solid epoxy resin enterprises were in the stage of production suspension. Among them, about 40% enterprises in Shexian Park were affected, and about 60% enterprises in Huizhou Park were affected. Huangshan, Anhui Province is the main production base of solid epoxy resin in China, accounting for about 60% of the national total. The suspension of production will have a great impact on the local epoxy resin output and even the national market. Industry insiders predict that the epoxy resin market will still be in short supply.

In addition to solid epoxy resin enterprises, many chemicals such as titanium dioxide, styrene, silicone, MDI, acetic acid, etc. Recently, it is also in a state of imbalance between supply and demand. No matter the shutdown caused by objective reasons, or the shutdown or sudden closure caused by subjective reasons, it has "added fuel to the fire" to the market that is already in short supply, and at the same time, it has greatly promoted the price increase of chemical products.

Titanium dioxide enterprises have closed orders and will rise sharply in May.

At present, many manufacturers in the titanium dioxide industry have closed their orders and said that they will start a new round of price increases in May. The prices of some brands in East China were raised, and Chuangda Yutu sent a letter to raise the price 1 10,000 yuan/ton. Subject III recently announced that titanium dioxide products will be raised by USD 200/ton. It is expected that more companies will raise their quotations in May, and overseas manufacturers also plan to send letters to raise their quotations by about $200/ton in the near future. At present, the price of rutile titanium dioxide exceeds 20,000 yuan/ton, and the list of titanium dioxide continues.

Chuangda Yutu sent a letter to increase the price by 654.38+10,000 yuan/ton, and Kom also recently announced that the price of titanium dioxide products will increase by 200 dollars/ton.

Wanhua, LG, Mitsubishi and other enterprises stopped production and maintenance, and the PC industry chain rose by nearly 1 10,000 yuan/ton.

Recently, Teijin Co., Ltd. announced that due to the soaring cost of bisphenol A, the prices of some accessories such as PC/ABS and ABS resin continued to soar, and the transportation cost continued to rise, so the price of PC had to be raised, and the price increase took effect on May 6 1:

Polycarbonate resin is increased by 1.5 USD/kg (equivalent to 9728.9 yuan/ton);

Multi lon(PC alloy resin) is increased by 1.5 USD/kg (equivalent to 9728.9 yuan/ton).

At present, only 65,438+300,000 tons/year PC devices in Li Huayi can maintain the normal start-up trend, while the start-up of other devices in China has declined (or stopped).

Shanghai Mitsubishi 65438+ 10,000 tons/year PC device is scheduled to be overhauled in May;

Jiaxing Teijin150,000 tons/year PC device 10 planned maintenance;

Wanhua Chemical's 265,438+10,000 tons/year PC device is scheduled to be overhauled in August;

LG Chem's170,000 tons/year PC device is scheduled to be overhauled from June to July;

Taihua's 200,000-ton/year PC device is scheduled to be overhauled in September-65438+10.

At present, the supply of imported materials in many places in China is tight, and manufacturers are mainly operating at a lower price under cost pressure, so the tight supply of domestic PCs will continue; As the market continues to consume the profit-taking of imported goods, high-cost imported goods arrive in Hong Kong in the middle and late this month. With the support of high raw material prices, it is difficult to have the will to significantly reduce prices in the near future.

Polymerized MDI stopped falling and rebounded, and the enterprise was overhauled, so the market load was low.

The domestic polymeric MDI market stopped falling and rebounded. At present, the attitude of the factory remains the same, and multiple benefits are released one after another. The load of some domestic enterprises is low, and the overseas equipment maintenance leads to the tight supply and demand of MDI, and some downstream companies make up their positions.

On the supply side, the domestic Ruian factory began to maintain a low level, Shanghai Huntsman arranged for parking and maintenance in May, and other parts of the country operated normally. May Japan Cao Dongnan Ocean Overseas13+70,000-ton MDI plant maintenance plan; South Korea BASF parking overhaul. The production and sales of the downstream refrigerator and freezer factory remained good, the manufacturer's quotation remained high, and the willingness to stabilize the price was obvious.

Silicone's load is not high, some enterprises have closed down, and Dow plans to raise prices.

At present, the silicone factory in Ekeng is being overhauled and temporarily closed. Tangshan Sanyou overhauled and reduced the burden, and the starting load of Dongyue and Xingrui silicon materials was not high, and the supply contraction brought price boost. According to industry sources, silicone, headquartered in the United States, will raise the quotation of its silicone products from May, and its distribution agents have been informing downstream enterprises of price adjustment since the beginning of April.

The spot supply is tight, and acetic acid continues to rise.

The domestic acetic acid market is at a high level, the market supply continues to be tight, the downstream mainstream industries are at a high level, and the acetic acid market passively continues the situation of short supply. Recently, the South China market is out of stock, and some suppliers actively participate in the bidding of manufacturers in Central China, pushing up the supply price in East China and Central China. The delivery price in the South China market rose sharply, and the prices in various regions of the market fluctuated at a high level. It is difficult to change the tight supply situation in the short-term acetic acid market, and the market situation is temporarily high.

Some manufacturers shut down the acetic acid plant for maintenance, the inventory of enterprises was insufficient, the downstream demand remained firm, the spot supply in the field continued to be tight, and the acetic acid quotation went up at a high level. Henan Shunda acetic acid plant failed to restart, Jiangsu Thorpe acetic acid plant unexpectedly stopped, the short-term supply gap was difficult to make up, and the supply was in short supply, so the acetic acid market was pushed up. Jiangsu Baichuan Gao Xinxin material price increase 100 yuan/ton to 9750 yuan/ton; Jiangsu Lianhai acetic acid biotechnology offer is raised by 50 yuan/ton to 9650 yuan/ton.

Jilin Petrochemical, Liaotong Chemical, etc. Parking and maintenance, ABS high fluctuation.

Boosted by the recent rise in styrene and the rising ABS sentiment, the market price in South China rose slightly, the low-priced quotation was withdrawn, and the negotiations were still dominated by small orders. It is expected that the ABS market will fluctuate at a high level in the short term.

In South China, Jilin Petrochemical 02 15A products rose 150 yuan/ton; Ningbo Taihua AG 15A 1 product rise 150 yuan/ton; Ningbo Taihua AG 15E 1 product upgrade 100 yuan/ton. In addition, many enterprises have recently stopped production and maintenance plans. From June 10 to July 18, Jilin Petrochemical stopped for 5-6 days, overhauled for 23-29 days, and started for 4 days, totaling 39 days. Liaotong Chemical tentatively scheduled equipment maintenance for 40 days in July, and stopped completely; Tianjin Dagu is tentatively scheduled for maintenance in August.

Encountered the risk of shortage, styrene continued to be high.

At present, the stock of styrene is low, and the risk of short-term shortage has not been completely lifted. The inquiry atmosphere in the northern market is active, and the disk runs at a high level for three consecutive days. The spot supply in East China is tight, and the price has risen from 9350 yuan/ton at the beginning of the week to 10608 yuan/ton. The continuous upside-down of the internal and external disks, coupled with more closures of foreign devices, has led to a significant reduction in imports. In addition, many domestic enterprises also have parking maintenance plans in the near future, which will also promote the reduction of market inventory.

North Huajin 1 5+27,000 tons/year styrene plant was overhauled in July1month.

The styrene plant of Jilin Petrochemical Company14+320,000 tons/year was overhauled in May and June.

Fushun Petrochemical Company's 60,000-ton/year styrene plant was overhauled in May, and the overhaul time was 1.5 months.

Tianjin Dagu 500,000 tons/year styrene plant is scheduled to stop production for 20 days in May.

Maoming Petrochemical Company shut down its 654.38 million tons/year styrene plant for 30 days in June.

Xinpu Chemical's 320,000-ton/year styrene plant was shut down for 25 days in June +00- 1 1.

The 700,000-ton/a styrene plant of China Shipping Shell Phase I/the cracking unit of KLOC-0/0 was overhauled for 50 days in late October of 10.

The 2 # 250,000-ton/year styrene plant in Huang Yu was shut down for about 40 days from May to June.

Ningbo South Asia, LG Chemical and other enterprises stopped production, and the inventory of bisphenol A was low.

At present, the inventory of bisphenol A is low and the spot is tight. There is no quotation for South Asia Plastics for the time being, and Sinopec's Mitsubishi factory has also stopped working. In the future, many chemical enterprises will still have parking and maintenance arrangements, which will further reduce the market inventory.

July or August maintenance plan of 6.5438+0.5 million tons/year bisphenol A plant in South Asia, Ningbo.

LG Chem's 450,000-ton/year bisphenol A plant is scheduled to be overhauled 15 days in May, and it is planned to stop production for 45 days in August.

The second line of 450,000 tons/year bisphenol A plant in Jinhu is scheduled to be overhauled in May (Line 2 is scheduled to stop for 20 days from May to June, and Line 3 is scheduled to be overhauled in June 10).

Sinopec Mitsubishi bisphenol A plant stopped production from April 10 to May 12, and the maintenance period was about one month.

Baofeng and CNOOC's * * * 3 million-ton devices are shut down for maintenance, and the expectation of methanol bullish is strong.

The tight supply in Shandong, coupled with the downstream stocking, supported the mentality of the industry. Due to the boost of double control, spring inspection and the increment of partial olefin extraction, the overall inventory is generally low, and some loading restrictions still exist. The May Day holiday is approaching, and the middle and lower reaches actively stock up/replenish the warehouse to speed up the pace of transportation capacity turnover. The willingness to stop selling/limit selling/limit loading before the Northwest Festival in the main producing areas is still strong. Recently, the overall freight rate showed obvious bottom fluctuation and rising rhythm, and the overlapping maintenance project was not restarted smoothly. It is expected that formaldehyde products will be bullish in the short term.

The 2.2 million tons/year methanol plant of CTO in Baofeng, Ningxia is scheduled to be overhauled for about 15 days in early May.

CNOOC's 800,000-ton/year methanol plant is scheduled to stop production and overhaul in May.

Shandong Witt, Silbon Petrochemical, etc. Stop for maintenance, butadiene price is firm.

Affected by the improvement of downstream atmosphere, the domestic butadiene quotation is firm at present, and the supply in East China is reduced, and the supply is still under pressure. Recently, many enterprises have parking maintenance arrangements, and the market supply may be further reduced.

The 654.38+ 10,000 tons/year butadiene oxidative dehydrogenation unit of Jiangsu Sulbang Petrochemical Company was shut down for maintenance, and the listing price was stable at 7300 yuan/ton.

Fushun Petrochemical Company's 6.5438+600,000 tons/year butadiene extraction unit was shut down for maintenance on April 5, and there was no export for the time being.

The 60,000-ton/a butadiene extraction unit of Shandong Weite Chemical Company continued to shut down, and the restart time was unknown.

With an annual output of nearly 800,000 tons of equipment maintenance, the inventory of PP decreased and the price generally rose.

At present, the domestic PP inventory has declined, the market trend has fluctuated, and the price has also shown a wide upward trend. Downstream factories purchase on demand, but the purchase volume will increase under the upward trend. The shutdown and overhaul of overseas PP devices in the second quarter will have a certain impact on the market.

The 350,000-ton/a polypropylene plant in Heldia, India is scheduled to stop production for maintenance from mid-May to mid-June;

The 440,000-ton/year polypropylene plant of MRPL series products in India is scheduled to be shut down for maintenance from the beginning of May to the end of May.

By the end of June, Fushun Petrochemical and Jilin Petrochemical had been overhauled, and pure benzene had exceeded the high level since 20 18.

At present, the spot price of pure benzene in East China has risen to 7240 yuan/ton (out of the tank in East China), almost exceeding the high level since 20 18. Since the first quarter, factories in the Middle East, Japan and Southeast Asia have stopped production for maintenance. Therefore, under the expectation of short-term supply shortage in Asia, market prices have also risen.

The inventory of pure benzene in East China port began to peak, while the downstream new capacity and operating rate were high, and the demand for pure benzene procurement and delivery was very considerable. In the short term, the fundamentals of pure benzene are expected to remain stable. In the first half of the year, the production and supply in the domestic market tightened, and the overhaul time of several major refineries in East China lasted from March to June.

Zhenghe Petrochemical's 50,000-ton/year pure benzene plant was shut down for maintenance in 20021May-June;

Dalian Fujia Dahua 350,000 tons/year pure benzene plant was overhauled for 50 days from May 20th, 2002 to July, 2002 1 year;

Fushun Petrochemical's 280,000-ton/year pure benzene plant was overhauled for 40 days from April 5, 20021year to May 5, 20021year;

The 240,000-ton/year pure benzene plant of Jilin Petrochemical Company was overhauled for 45 days from May 20th, 20021year to July 20th, 20021year;

The 200,000-ton/year pure benzene plant in Zhenhai Refinery was overhauled for 15 days from May 20, 2026 to June 4, 2026.

The power is out! Enterprises in key areas of calcium carbonate cannot produce normally.

Recently, calcium carbonate enterprises in Hezhou, Guangxi reported that some enterprises had blacked out locally, which meant that it was difficult for them to produce normally. Hezhou, as the "Capital of Heavy Calcium" in China, produces about 35% of calcium carbonate in China. It is no joke that downstream enterprises are stopped by local enterprises, and their anxiety is soaring. At present, orders for calcium carbonate products are full, and orders from large manufacturers have been queued until the end of May. Some enterprises have sent letters to raise 30 yuan/ton. Local enterprises said that the current tightening of environmental protection policies will play a major role in shuffling local and even national calcium carbonate enterprises, or will subvert the history of product prices unchanged for many years, and prices may rise again.

Whether it is the production stoppage and production restriction brought about by stricter environmental protection, or the power and gas restriction management of chemical enterprises in some areas, or the routine parking and maintenance of dozens of chemical enterprises, it will have an impact on the market supply of chemical products. Under the joint action of these factors, the inventory of chemical products market is low, and the imbalance between supply and demand is becoming more and more serious. From "overcapacity" to "demand exceeds supply", it seems that this transformation is completed in an instant. Looking at the announcement dynamics of big manufacturers, we can also know that more enterprises will "keep pace" and continue to rise in the future.