August 2015, the National butadiene rubber production enterprises with a total 18, of which 6 North, East 5, South 2, Northeast 2, 2 Northwest, Southwest 1.
July to reduce the butadiene rubber production
According to news survey monitoring data, in July butadiene rubber production decline, falling 13.1% qoq, parking across the board this month 华宇顺 small device, transfer of butadiene unit in mid-stop, Takahashi, Yanshan, Maoming butadiene yield different reduce the amount of; only Qilu, Rand, TSRC butadiene unit yield slightly improved, but difficult to cover the lower yield, so in July, the overall decline in the yield of butadiene. Its yield fell the dominant factor in the cost: June inner butadiene Sinopec for price 8300-9300 yuan / ton, according to the prices in July butadiene means of execution for butadiene feedstock and mutual supply of at a loss state; pre-out mining of raw materials butadiene feedstock butadiene production company has run out in June of butadiene certain raw materials prices rose high, butadiene producers obvious loss after purchase, consider the marginal benefit , part of the butadiene business helpless to stop. Although raw material prices down in July butadiene window opens, down 25%, the decline is greater than the decline of 13.5% butadiene, but this price procurement of raw materials butadiene, butadiene producers still a loss, moreover although butadiene plant starts a lower rate, close to 4 percent, but market transactions are not smooth, there are downside expected, the possibility of the parking butadiene unit is expected to open little. July butadiene capacity utilization rate of 40.32% enterprises, thereby calculating the actual production was 59,800 tons, compared with actual production basically.
Information from the two-year monitoring data shows that in 2015 the second quarter of the domestic high-cis polybutadiene rubber, the average monthly supply of 6.12 million tons, while a quarter of the domestic high-cis polybutadiene rubber in the average monthly supply of 67,000 tons above, so the first quarter of 2015 cis Ding production currently occupy two high. Analysed by normal rules, a quarter demand in the off years, the source of the cash supply or have left the stock, but with the second quarter of lower butadiene plant load, the market liquidity of stock depletion has accelerated, the stock gradually digested by the terminal, third quarter butadiene supply has not improved significantly, the demand side gradually shrinking.
August butadiene rubber production in a small upgrade plan
According to news monitoring data show that in August planned production of butadiene rubber 6.35 million tons, 07,100 tons more than in July promotion, or 12.59%. According to the news is understood, in August, load increase significantly after Daqing butadiene unit is turned on, learned that the upstream Under normal circumstances the supply of raw materials, load gradually to 8 percent, blue Deshun Ding means to enhance production in Xinjiang, Sichuan butadiene yield little mention, Chuan plans to open in mid-August, according to the actual cost of the case to be determined; Chinachem, Baling, blessing oak, Jinzhou, Young Kim, Wanda Huayu Shun Ding device is still in the parking state, the chain in July without new changes; Yanshan Takahashi, TSRC, Maoming butadiene production business in August decreased slightly, but compared to enhance the the amount is difficult to balance. So in August butadiene production as a whole showed a higher trend.
View: August butadiene production chain improvement, but the overall amount is not much improvement, but due July butadiene poor market demand, terminal or not to buy, then part of the inventory left in July to August sales, marketing terminal digestion pressure ; butadiene have abundant supply of raw materials, and the device starts obvious intention terminal parking, so the trend of low volatility in raw material prices butadiene; natural rubber prices continued weak posture; terminal tire products, conveyor belts and other enterprises or will be subject to large parade of environmental protection requirements, some end-users or to stop, the demand for butadiene rubber is difficult to upgrade. In summary, August butadiene bearish market, so in August butadiene market decline will continue, after deep down have stabilized, we recommend that the industry a reasonable grasp of the market points.
Translated by Google Translator from http://market.cria.org.cn/25/28392.html
