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The hottest methanol spot report on June 29

2022-10-15

Detail

Methanol spot report on June 29

on Friday, coastal methanol continued to rise due to the positive impact of anti-dumping. The export price of cans in East China port rose to yuan/ton; Mainstream prices in South China rose to yuan/ton; Shandong market rose by 30 yuan/ton to yuan/ton; North China rose 50 yuan/ton to yuan/ton; Henan is flat at yuan/ton. Other regions are mainly consolidation. At present, the domestic inventory is still high, and the downstream formaldehyde and dimethyl ether are weak in supporting methanol in the off-season, but the external inventory is tight and the price is high, and the coal price is still high. Some methanol manufacturers' devices maintain a low load. Due to the anti-dumping investigation of imported methanol by the Ministry of Commerce, the confidence of the methanol market will be improved. Coastal methanol may continue to rise, but subject to the weak demand support, the growth space is limited

this morning, the domestic methanol market trend is relatively stable, and the price in Shandong and Hebei rose slightly. The offer of cargo traders in East China port methanol market continued to be strong, with Jiangsu offering at yuan/ton, and the mainstream negotiation in the market at yuan/ton, with more market stalemate. Zhejiang offered at yuan/ton and negotiated at yuan/ton. Market participants are still more on the sidelines, and the actual negotiated transactions are less; The mainstream market of methanol in Shandong rose by 30 yuan/ton to yuan/ton, and the southern region rose slightly, with a slight increase in the price focus, but the downstream demand was weak, and enterprise shipments were general. The ex factory transaction of major methanol enterprises in Northwest Shandong rose to yuan/ton, and the shipment was acceptable. Shandong has obtained the construction land and administrative license of the industrial park in the Cape Verde; The design product of the project is metallurgical grade sandy alumina. Some methanol manufacturers in the Middle East have increased the load. The mainstream ex factory transaction is about yuan/ton, and the enterprise shipment is normal. The production of main methanol plants in southern Shandong is normal, the sales of manufacturers are general, the quotation is slightly increased, and the mainstream price is raised to yuan/ton; For the overhaul of some devices in Hebei, the market supply is slightly tight, and the supply contraction of major enterprises in Dingzhou is affected. In addition, under the background that Shijiazhuang Lianchun enterprises are still limited in production, Shijiazhuang local methanol enterprises have increased the ex factory quotation to yuan/ton, and the actual ex factory price is yuan/ton, an increase of yuan/ton compared with last Friday. In addition, the methanol market in Tangshan is stable at 1700 yuan/ton

I. outer disc

date

CFR main port of China

CFR Southeast Asia

FD US Gulf

FOB Rotterdam

US dollar/ton

cents/gallon

euro/ton

<59 00

153.. 5

58.. 25

153.. 5

58.. 25

149.. 5

58.. 25

yesterday, CFR China's main port rose $3/ton, CFR Southeast Asia fell $0.5/ton, FD US Gulf was flat, and FOB Rotterdam was flat

II. Upstream

Coal

yesterday, the transaction situation of thermal coal market was still not ideal, and the social inventory was still in a surplus and loose situation. It is understood that as of the 25th of yesterday, the coal inventory of Qinhuangdao port had climbed to 6.5821 million tons. In the current situation of tepid downstream demand, the bearish and wait-and-see psychology of downstream market participants will be further aggravated, and the possibility of continuous decline in the price of thermal coal in the port cannot be ruled out in the near future; The transaction of coking coal market is stable, and the overall price is basically the same as that of the previous period, with a slight increase in some parts. Among them, the price of 1/3 coking coal of Shandong Weishanhu Mining Co., Ltd. and the washed coal truck plate with a caking index greater than 90 has been increased to 1050 yuan/ton. Coal enterprises in the region said that the downstream receiving situation is good at present; The transaction situation of anthracite market is general. Due to the decline of purchasing enthusiasm of the downstream chemical fertilizer industry in some areas, the price of Anshun block (high sulfur) and 38 block (low sulfur) in Jinsha, Guizhou was reduced to 625 and 645 yuan/ton respectively

up to now, the closing price of Datong youmix calorific value in Qinhuangdao is 5800 kcal/ton, Shanxi youmix calorific value is 5500 kcal/ton, Shanxi daimix calorific value is 5000 kcal, Jinan assay plastic film tensile machine is yuan/ton, and the calorific value of ordinary mixed coal is 4500 kcal/ton

crude oil

on Friday (June 26), the international oil price closed down significantly due to the decline in the stock market. The settlement price of crude oil futures in August on the New York Mercantile Exchange (NYMEX) fell 107 cents, or 1.52%, to $69.16 a barrel; The settlement price of August Brent crude oil futures contract on the London ice exchange fell 86 cents, or 1.23%, to $68.92 a barrel

III. downstream

formaldehyde

yesterday, the domestic formaldehyde market was mainly stable. Affected by the wheat harvest and the rainy season, the downstream demand was low, the production reduction/parking phenomenon of domestic formaldehyde enterprises increased, and the overall market was light. Among them, the mainstream market of Shandong formaldehyde market is stable at yuan/ton, and the overall operating rate of local formaldehyde enterprises is about 50%. Driven by the rise in the quotation of goods from outside the province, the mainstream ex factory price of Hebei formaldehyde enterprises increased slightly by 20 yuan/ton to yuan/ton, and the overall operating load of the enterprise was basically the same as that in the previous period. The mainstream of formaldehyde in East China is stable at yuan/ton. The rest of the region is dominated by consolidation

this morning, the domestic formaldehyde market operated smoothly, and the low-end prices in Shandong rose. Among them, affected by the rise of formaldehyde Market in the southeast of Shandong, the low-end of the mainstream market of formaldehyde in Shandong rose by 30 yuan/ton to yuan/ton, and the transaction price of some manufacturers was lower than the low-end price. However, at present, due to the continuous downturn in the downstream plate market demand and the further reduction in the downstream plate demand affected by the wheat harvest, some local formaldehyde enterprises said that at present, the shipment was blocked and they had stopped/reduced production to avoid losses, and the market transaction was still light. At present, the overall operating rate of local formaldehyde enterprises is at a high level. Among them, the mainstream formaldehyde in the northwest of Shandong Province was traded at about 900 yuan/ton; The mainstream market of formaldehyde in southern Shandong rose to yuan/ton; The mainstream ex factory price in central and eastern Shandong is yuan/ton; The mainstream ex factory price of Hebei formaldehyde enterprises is temporarily stable at yuan/ton, and the overall operating load of the enterprise is unchanged from the previous period. Among them, the shipment speed of Shijiazhuang formaldehyde enterprises is slow, and the ex factory price is stable at yuan/ton; The ex factory price of major enterprises in Wen'an is concentrated at about 900 yuan/ton; The ex factory quotation of formaldehyde in Xingtai is yuan/ton, and the delivery speed is average

dimethyl ether

dimethyl ether quotation of some enterprises

unit yuan/ton

region

Enterprise abbreviation

average price of last week

average price of last month

June 22

June 23

June 24

June 25

June 26

rise and fall

remarks

South China

Jiutai Guangzhou

2950

3003

3300

local 3150

Hubei Tianmao

3000

3153

3250

3200

near 2800

Central China

Yueyang Hanchen

3150

3050

local 3000

central China

Bengbu Xinneng

3300

East China

Zhangjiagang Jiutai

2850

2900

3120

near local 2920

East China

Zhangjiagang Xinneng

3000

2900

quotation 2950 Hui 30

East China

Jiangsu Zhongyou

unlimited

Shandong

Shandong Jiutai

3000

2984

3150

31 00

3100

near local 2800

Shandong

Jade Emperor Jinyu

2900

2955

3050

local 2800 0

Shandong

Dongming Petrochemical

you can contact our customer service at any time

parking unlimited

North China

Yima Xinyuan

3000

near the local

North China

Henan Jinding

parking

North China

Anyang Zhenyuan

3000

2850 -

parking self supply

North China

ZOJE Petrochemical

parking

North China

Hebei Kaiyue

2900

2988

2900

local 2700

North China

Hebei Yutai

2900

large family discount

North China

Hebei Jichun

3000

parking near the local

North China

Inner Mongolia Tianhe

2800

parking

North China

Inner Mongolia Igo

parking

Southwest

Sichuan Lutianhua

3400

unlimited parking

Southwest

Guizhou Xingyi

2650

2800

2800 near the factory

Northwest

Shaanxi Weihua

3000

2900

2750

local 2700

IV Device dynamics

serial number

device dynamics

methanex's 1.7 million ton/year methanol plant in pointlisasatlas, Trinidad and Tobago was shut down for maintenance on June 6. The maintenance lasted for about 30 days, and is now nearing the end

Puyang Longyu of Henan Yongmei Group started its new 200000 ton/year space furnace methanol plant around June 27. At present, in the load increase, the ex factory quotation of methanol is 1900 yuan/ton. The second set of 120000 T/a natural gas methanol plant is in shutdown. The 100000 t/a dimethyl ether plant is in shutdown

the 200000 t/a coal to methanol plant of Hulunbeier Dongneng Chemical Co., Ltd. in Inner Mongolia has been shut down for maintenance since late May, and the enterprise is preliminarily expected to restart in early July

Henan Zhongyuan Dahua 500000 T/a methanol plant has been shut down since November 2008, and the manufacturer said it planned to restart in early July

on June 16, the 300000 ton methanol project of Shuangyashan Longmei Aerospace Coal Chemical Co., Ltd., one of the 100 key projects in the eastern coal electrification base of Heilongjiang Province, held a foundation ceremony. The construction period is two years, and it is expected to be completed and put into operation in 2011

the ex factory quotation of methanol of Hebei Jiantao chemical industry is stable at 1950 yuan/ton. The 1 × 100000 t/a coke oven gas methanol plant operates normally, and the 2 × 100000 t/a methanol plant operates stably

the ex factory quotation of methanol in Daqing Oilfield is 2200 yuan/ton. Its two sets of methanol plants with a total of 200000 tons/year are stable in operation and delivery

Shanxi Tianze Coal Chemical Co., Ltd. (Jincheng second chemical industry Co., Ltd.) has a daily output of nearly 200 tons of 100000 t/a methanol plant, and another 50000 T/a methanol plant is in shutdown. The ex factory quotation is 1750 yuan/ton, and the shipment is general. The manufacturer said that its new 200000 t/a methanol plant has not been started, and the manufacturer plans to maintain 30% load in 2009

Dalian Dahua's new 300000 ton/year coal to methanol plant is currently in the process of equipment commissioning, and the enterprise preliminarily expects to put into trial operation in September 2009

Sichuan Lutianhua methanol plant with a total output of 445000 tons/year has been shut down for maintenance since mid January 2009, and the restart time will be postponed from late June to early July

Henan Kaixiang chemical's 200000 t/a methanol plant was ignited and restarted on the 22nd, and the factory is expected to produce refined alcohol products by the end of the month

the downstream recovery is slow, the social inventory is high, and the domestic methanol market is in oversupply