Quotes Today
MDI market
The listed price of Wanhua Chemical's MDI for liquefaction in July 2020 was 17,000 yuan/ton, which was flat compared with the previous month, and the settlement in June was 15,500 yuan/ton, which was flat.
In July 2020, the price of Wanhua Pure MDI's listed barrel/bulk water was 16,500 yuan/ton, which was the same as the previous month, and the June barrel/bulk water settlement was 15,000 yuan/ton, which was the same as the previous month.
Converged MDI: The market was informed that Wanhua Convergent MDI distributed in July 2020 with a listing price of 14,000 yuan/ton, which was flat compared to the previous month, and settlement was 13,000 yuan/ton in the first week.
Aggregated MDI: The North China market was sideways, and the atmosphere in the venue was quiet. Industry offers remained stable and the shipment rhythm was maintained. The downstream market's intention to enter the market is weak, and the transaction is average. At present, the reference for the delivery of goods in Shanghai with barrels is 11700-11800 yuan per ton, and the reference for the offer of goods with PM200 barrels is 12000-12200 yuan per ton.
Aggregate MDI: The East China market is sorted in a narrow range. The atmosphere in the venue is quiet. The industry offers are steady and the shipment rhythm is maintained. The downstream market has a weak intention to enter the market. At present, Shanghai's barrels with ticket out of warehouse reference 11700-11900 yuan / ton, PM200 barrels with ticket out of warehouse reference 12000-12200 yuan / ton.
Aggregate MDI: The market in South China is narrowly sorted, the atmosphere in the venue is quiet, the industry offers are generally stable, and the downstream is also waiting to be watched, waiting for the monthly policies of other factories. At present, the reference for the offer of delivery in Shanghai with barrels is 11700-11900 yuan/ton, and the reference for the offer of delivery of PM200 in barrels is 12000-12200/ton.
Liquefied MDI: The domestic market is sorted out, and the industry maintains its shipment mentality. However, there are more low-cost import sources on the market, and high-price shipments have greater resistance. At present, Shanghai and imported goods are shipped in barrels with tickets for negotiating reference 14,000-15300 yuan/ton.
Pure MDI: The domestic market range is sorted, the factory's monthly policy remains flat, the market response is slightly flat, the industry's offers are mainly stable, and the downstream demand is weak and small orders have just entered the market. At present, the bids for delivery of goods in Shanghai and imported goods from East China, South China and Shanghai are in reference to 13500-14000 yuan/ton.
MDI-50: The domestic market is weakly consolidated, factory offers have been lowered, and low-priced imported supplies have flooded the market. In addition, the downstream demand has been weak, and the industry's active shipments have fallen in a narrow range. At present, the reference for the negotiation of imported goods in barrels with tickets is 19,500 yuan/ton, and the reference for the negotiation of Shanghai goods and Wanhua for barrels with tickets is 20,500-21,000 yuan/ton.
TDI market
TDI: The market was informed that Shanghai BASF’s July TDI listing price was 14,000 yuan/ton (barreled), which was flat compared to the previous month, and the June settlement price was 11,000 yuan/ton, which was flat compared to the previous month. Bulk water is reduced by 400 yuan/ton.
Shanghai BASF's 160,000-ton/year plant was shut down for maintenance on April 7, restarted on April 22, and the distillation plant was shut down on May 15, and then entered the annual park plant maintenance period. It has restarted in early June and is now in stable operation.
Wanhua Chemical's TDI listing price in July was 13,000 yuan/ton, which was the same month-on-month, and its June settlement price was 10,900 yuan/ton, which was the same month-on-month.
Yantai Juli TDI's listing price this week was 11,000 yuan/ton, down 500 yuan/ton from the previous month. Xinjiang Juli has no official news to announce.
TDI: The decline in the North China market is hard to stop, the factory's new moon policy is stable, and the industry's shipping mentality is increasing. However, the overall downstream inquiry enthusiasm is not good, and the trading resistance is greater. For domestic goods with tickets, please refer to 9900-10200 yuan/ton, and for Shanghai goods with tickets, please refer to 10400-10600 yuan/ton.
TDI: The market in East China is in a downtrend, and it is difficult to find positive profits on the floor. The bearish sentiment is spreading. The downstream part of the deposit bottom is expected to build positions, but now it is more to wait and see whether the market will continue to decline and hold the currency waiting for the bottom. At present, domestic goods with ticket out of stock quotes refer to 9800-10200 yuan/ton, Shanghai goods with ticket out of stock reference 10300-10400 yuan/ton.
TDI: The market in South China is weakening, and the market is currently in a difficult position to find. The bearish sentiment is pervasive. The prices continue to fall and there is no lack of bottom-line intentions. The current mentality is still on the sidelines and the transactions are cold. At present, the domestic outbound delivery quotes refer to 9800-10200 yuan/ton, and the Shanghai outbound delivery references refer to 10200-10600 yuan/ton.
Polyether market
The 50,000-ton flexible foam polyether plant in Meizhou Bay, Fujian is in normal operation, and the factory’s soft foam loose water is ex-factory quotation of 10,200 yuan/ton.
Jurong Ningwu's 300,000-ton/year capacity polyether plant is operating at about 80%. At present, the latest quotations of various polyethers in the factory are stable: the soft foam polyether bulk water is reported at 10,900 yuan/ton, and the high-rebound 330N barrel price is 11,600 yuan. /Ton; Elastomer 210 barrels are quoted at 11,600 yuan/ton, POP2045 barrels are quoted at 11,100 yuan/ton, POP3628 barrels are quoted at 11,600 yuan/ton. Hard foam 4110 barrels offer 10100 yuan / ton, the actual order can be negotiated.
Hangjin Technology (Fangda Jinhua) polyether plant is currently operating at around 50%. The latest offer of the scattered water spot factory is lowered: soft foam quoted at 10,300 yuan/ton, high resilience quoted at 10,700 yuan/ton, elastomer reported at 10,500 yuan/ton, POP3045 quoted at 9,900 yuan/ton, 3630 quoted at 10,000 yuan/ton, hard foam barrel The installation price is 9300 yuan/ton, and the actual order is negotiated.
Rigid foam: Today the Ningbo Wanhua Rongwei 120,000 tons/year polyether plant is in normal operation, and the current rigid foam polyether 4110 is stable: the ex-factory offer without oil barrels is 10400 yuan/ton, and the oil content is 10,000 yuan/ton barrel Cash leaves the factory, and the actual order can be negotiated.
Rigid foam: Changshu Yitong's current device is operating normally, barreled rigid foam polyether 4110 oil-free acceptance factory offer 9800 yuan / ton, the actual single negotiation.
Rigid foam: Shandong Binhua Rigid Polyether Plant was shut down for maintenance on June 27th, and it is expected to resume around 7.8 days. Today, the factory price of rigid foam polyether 4110 oil-free water acceptance is reduced by 100 yuan/ton to 9200 yuan/ton.
Rigid bubble: The market in Shandong went down in a narrow range, and the raw material PO went down to wait and see. The enquiry atmosphere in the venue was not good. The overall new orders were weak to follow up and the trading atmosphere was general. At present, the ordinary 4110 non-oil barrel hard foam bubble ex-factory consultation reference 9200-9500 yuan/ton.
Hard bubble: Today's East China market is sideways, the raw material PO has fallen back and down, the factory's center of gravity has stabilized, and the new orders on the floor have just maintained demand, and the transaction is general. At present, the exchange of ordinary 4110 non-oil barrel hard foam is 9600-9800 yuan/ton.
The polyether market in southern China is operating weakly. The enquiry atmosphere in the venue is weak and weak. There is still a bearish atmosphere in the downstream. The overall center of gravity has moved downwards and there is a shortage of new orders. At present, the soft foam loose water is now remitted to the actual order reference 10200-10600 yuan/ton.
DXF's 330,000 tons/year polyether plant is operating at about 70-80% of the load, and the latest offer from the factory is stable: the price of soft foam is 10,500 yuan/ton, the price of high rebound 330N is 11,300 yuan/ton, and the elastomer DL1000 /2000 price to 11,200 yuan/ton, H30 price to 10700 yuan/ton, POP2045 price to 10300 yuan/ton, POP3628 price to 11,400 yuan/ton, the actual order can be negotiated.
Wuxi Dexin Chemical's polyether plant is operating at about 70%, and the latest offer from the factory is down: the price of soft foam is 10300 yuan/ton, the high rebound 330N is 10700 yuan/ton, and the elastomer 210/220 is 10600 yuan/ton. POP-SD-100 quoted at 10,200 yuan/ton, the actual order can be negotiated, POP3628 goods are tight and will not be quoted.
Binzhou Jiahua's 200,000-ton/year ordinary soft-foam polyether plant is in normal operation, Shanghai Jiahua's 150,000-ton/year polyether plant is currently in normal operation, and the latest offer from the bulk water wire transfer factory is reduced by 100 yuan/ton: the price of ordinary soft foam is 10,400 yuan /Ton, elastomer price 10800 yuan/ton, high rebound 330N price 11000 yuan/ton, POP polyether down 200 yuan/ton: POP2045 factory price 10100 yuan/ton, POP3630 price 11000 yuan/ton, the actual order can be negotiated. (Quote from Shanghai Jiahua +300)
Nanjing Jinqi Chemical's 100,000-ton/year polyether plant is in normal operation, and the latest offer for barreled cash is reduced by 200 yuan/ton: high rebound 330N is 12000 yuan/ton; elastomer 220 is 11900 yuan/ton; POP2045 is 10800 RMB/ton; POP3630 reported 11,100 yuan/ton, the actual order can be negotiated.
Rigid foam: Hebei Quanzhen's 10,000-ton/year rigid foam polyether plant started about 30% of its construction. The 4110 is now excluding oil barrels of cash and the latest factory price is reduced by 100 yuan/ton to 9600 yuan/ton.
Rigid foam: The 40,000 tons/year rigid foam polyether plant of Zibo Nuoli is now under normal operation. The latest offer of the 4110 oil-free barrel acceptance is lowered by 150 yuan/ton to 9950 yuan/ton.
The 150,000-ton/year polyether plant in Zhongshan, Jiangsu is currently operating at full capacity. At present, the polyether acceptance factory tax-included offer is lowered by 100 yuan/ton: the price of soft foam 2802 bulk water is quoted at 10750 yuan/ton, the price of high rebound (330N) is 12050 yuan/ton, and the price of hard foam barrel is 11550 yuan/ton, flexible The price of 210 barrels is 12100 yuan/ton, the elastic body is 220 barrels to 12050 yuan/ton, POP is reduced by 200 yuan/ton: POP3628 barrels are 12250 yuan/ton, POP2045 barrels are 11100 yuan/ton.
Rigid foam: Hebei Yadong polyether plant started about 60%. The barreled rigid foam polyether 4110 ex-factory price of oil-free cash was lowered by 100 yuan/ton to 10100 yuan/ton.
Shandong Binhua's 100,000-ton/year polyether plant has been shut down for maintenance from 6.28, and is expected to resume around 7.8 days. At present, the factory's latest offer for bulk water acceptance is reduced by 100 yuan/ton: ordinary soft foam 5631 is 10200 yuan/ton, elastomer is 10500 yuan/ton, high rebound 330N is 10500 yuan/ton, POP2045 is 10500 yuan/ton, POP3630 is quoted 10500 yuan/ton, the actual order can be negotiated.
Shandong Bluestar Dongda’s 300,000-ton/year polyether plant is operating at around 50%, the bulk water offer is reduced by 100 yuan/ton: the price of soft foam 5631 is quoted at 10,500 yuan/ton, and the high rebound 330N acceptance price is 11,250 yuan/ton, flexible The quotation for DL1000 acceptance is 11,150 yuan/ton, the quotation for elastomer DL2000 is 11,200 yuan/ton, and the offer for POP3628 acceptance is lowered by 200 yuan/ton to 11,350 yuan/ton, depending on the customer situation.
The supply of Dow soft foam polyether is stable. The latest guidance price in East China is 10,300 yuan/ton.
Propylene oxide market
The propylene oxide market in East China fell from the downside, the local downstream orders were poor, and PO contracts were mainly purchased. The local supply shortage situation has been alleviated to some extent. Waiting for the Shandong market to make up for the fall, the recent atmosphere is relatively light. Spot East China sent to mainstream reference about 10100-10200 yuan / ton.
The propylene oxide market in the Northeast region is on the sidelines, the local factories are producing normally, some are for their own use, and a small amount is exported. The market in Shandong is expected to fall and decline. The current atmosphere in the venue is general, and the downstream takes a small amount of goods. /Ton.
The domestic propylene oxide market in Shandong is on the sidelines, and the cost of liquid chlorine and propylene is temporarily stable. Some of the high prices in the market today made up for the decline. The market's center of gravity is down. At the end of the month, the main factory shipments have rebounded, and the inventory pressure is not great. The downstream side is cautiously watching the market and continues to pay attention to the terminal response. Currently, the mainstream cash sales negotiation in Shandong area reaches 9750-9900 yuan/ton.
