2022.May.23 Polyurethane raw material market information
Views：1034 Updated：2022-05-23
The TDI settlement price of a large northern factory (5.11-5.20) was 16,700 yuan/ton for acceptance, down 600 yuan/ton from the previous month, and the (5.21-5.30) TDI listing price was 20,000 yuan/ton, which remained unchanged.
Shandong Binhua 3 sets of 280,000 tons/year propylene oxide units are running at less than 80% of the load; some of them are for self-use, and the latest offer from the factory is 10800-10900 yuan/ton.
Shandong Jinling 160,000 tons/year propylene oxide plant is running at 80% load, the latest offer is 10800-10900 yuan/ton ex-factory, low-end large household price
The 150,000-ton/year polyether plant in Zhongshan, Jiangsu is operating at full capacity. At present, the latest polyether ex-factory tax-included offer: soft foam ZSK-2802 bulk water 13,250 yuan/ton, elastomer N210 barrels 14,350 yuan/ton, elastomer N220 barrels 13,850 yuan/ton, high-activity ZS1618A barrels 13,400 yuan/ton , GP3630 barrels 14,350 yuan / ton, GP2045 barrels 13,800 yuan / ton
Last week, the domestic BDO market fell within a narrow range, some of the equipment of the supplier was overhauled, and the overall construction started around 70%. The overall auction transaction situation was average, the trade market mentality was divided, and the on-site transaction was light. Xinjiang Lanshan Tunhe May BDO settlement price is 23,350 yuan/ton in East China and 23,550 yuan/ton in South China; the listed prices in June are 22,400 yuan/ton in East China and 22,600 yuan/ton in South China.
The North China TDI market is weak and stalemate, the trade market continues the pace of shipments, and the demand follow-up is sluggish. Fujian Wanhua's 50,000-ton plant is scheduled to be overhauled in early June, which has limited boost to the market. The domestic goods in the market are shipped out of the warehouse with a reference to 16200-16400 yuan Around / ton, Shanghai goods with a ticket out of the warehouse refer to around 16500-16700 yuan / ton
The price of aggregated MDI from a factory in Shanghai this week is 17,200 yuan / ton
This week, an enterprise in Ruian, Zhejiang, aggregated the latest price of MDI at 17,200 yuan/ton, down 600 yuan/ton from the previous month.
The aggregated MDI market in North China is running on a wait-and-see basis. At the beginning of the week, the market was mostly watching the weekly prices of Shanghai factories. The mentality of the trade market was divided, the offer information was relatively small, and some of them maintained stability. In the mainstream market, Shanghai goods in barrels with invoices refer to around 17,000-17,200 yuan/ton; Wanhua barrels and invoices refer to around 17,300-17,400 yuan/ton.
East China and South China pure MDI with ticket delivery negotiation reference around 20500-21500 yuan / ton
Liquefied MDI, Shanghai cargo, Wanhua cargo barreled out of the warehouse with a ticket reference 21300-23000 yuan / ton
MDI-50, BASF, Wanhua source with ticket out of warehouse negotiation reference 20500-21200 yuan / ton
Yantai Wanhua's two sets of 540,000 tons/year propylene oxide are running at 90% of the overall load, and the offer is up to 12,000 yuan/ton
Propylene oxide, Ningbo Zhenhai Refinery Gangan Chemical Sales Co., Ltd. (Ningbo Haian) Phase I and Phase II units are running stably; East China cash to the latest offer to 11,200 yuan / ton
Propylene oxide in the Northeast. At present, PO is currently sent to North China and Shandong, and there is no reference for delivery. Mainly 10800-10900 yuan / ton in Shandong
The propylene oxide transaction center in Shandong is average. The supplier started at a low level, Huatai stopped, Xinyue Sanyue Jinling was operating at a low load, and the Binhua plant slightly reduced the load on weekends, and the overall start-up in the province remained at about 60%; and the raw material end liquid chlorine continued to rise to 1250-1300 yuan / ton, although propylene has been adjusted back, but due to the large proportion of chlorine consumption, the cost support is also strong. After the continuous increase of 100 yuan over the weekend, due to the poor continuity of polyether orders, downstream purchases have been reduced to maintain a small amount of contracts. The wait-and-see attitude increased. At present, the mainstream transaction of PO cash ex-factory is 10800-10900 yuan/ton.
North China rigid foam polyether market; at present, North China ordinary 4110 oil-free barrels of rigid foam are ex-factory reference 10350-10600 yuan/ton
Rigid foam: Hebei Yadong polyether plant is in normal operation, and barrels of rigid foam polyether 4110 without oil are now quoted at 12,200 yuan / ton
Rigid foam: Hebei Quanzhen 10,000 tons/year rigid foam polyether unit operates at low load. 4110 is now excluding oil barrels and the cash ex-factory price is 11,200 yuan / ton
This week, the latest guide price of Singapore Shell East China soft foam polyether refers to 11,800 yuan / ton
70% of Dexin Federal’s 330,000-ton/year polyether plant is in operation. Today’s latest quotations from the factory for bulk water are: soft foam at 11,600 yuan/ton, high resilience 330N at 12,000 yuan/ton, and elastomer 2000 at 12,000 yuan/ton. 45G was quoted at 12,700 yuan/ton, and H45 was offered at 13,100 yuan/ton
