1. Long congregation SBR Valuation
Product |
Area |
July 17 Valuation |
July 18 Valuation |
Change |
Price Change (%) |
Unit |
1502 |
Shandong |
11050 |
11400 |
+350 |
+3.17 |
Yuan / ton |
1712 |
Shandong |
9250 |
9500 |
+250 |
+2.70 |
Yuan / ton |
2. Corporate dynamics
Sinopec increases SBR prices rose 300 yuan in 1502 Qilu 10,700 yuan / ton, Qilu 1712 rose from 500 to 9,200 yuan / ton, the price of oil field tomorrow concerned dynamic.
Device: Fushun Petrochemical 200,000 tons / year plant May 17 onwards downtime, reboot delayed until early August, when the recovery line production; Lu Hong Kong unit 6.9 across the board from the date of parking; Jilin Petrochemical plant reductions production; Zhejiang morning from the date of the two-wire devices 6.27 Parking is expected to restart in early August; Young Kim SBR 1712 device line this month parking; blessing butadiene rubber stop line device, the production line 1502.
Factory |
Dynamic devices |
Qilu Petrochemical |
150,000 tons / year butadiene unit line 1502 two-wire 1712; 100,000 tons device two lines 1502 |
Jilin Petrochemical |
150,000 tons unit load shedding production , A-line production 1500E, B / C two-line production 1502,1502 E |
Nantong Shenhua |
180,000 tons device production line 1502; another a 1712 oil-filled cable, the other a line 1502E, 1723 to switch production, eight start |
Lanzhou Petrochemical |
100,000 tons device line 1500E, line production 1502E; 5 tons / year plant production 1500E |
Yang Jin Rubber |
100,000 tons production line unit 1502, the stop line 1712 |
Tianjin Lugang |
100,000 tons device 6.9 devices across the board from the date of parking |
Hangzhou, Zhejiang Morning |
100,000 tons / year butadiene unit June 27 across the board shut down for maintenance, early August restart |
Fu Rubber Chemical |
100,000 tons / year butadiene unit line 1502, line parking |
3. Market dynamics
Unit: yuan / ton
Sales Company |
Product of the models offer (yuan / ton) |
||||
1500 |
1502 |
1500e |
1502e |
1712 |
|
Sinopec North |
– |
10700 |
– |
– |
92 00 |
Petroleum South |
– |
10400 |
– |
10200 |
– |
North China Petroleum |
10400 |
10400 |
10400 |
10400 |
8700 |
PetroChina East |
10700 |
10700 |
10700 |
10700 |
9000 |
Sinopec South |
– |
10300 (Fu oak) |
– |
– |
8800 (Fu oak) |
Nantong Shenhua (listed) |
– |
15300 |
– |
– |
13000 |
Price adjustment in the petrochemical market waiting for the morning news, SBR market offer is still scarce, and further price hikes, up the mainstream market prices rose 300 yuan / ton. For the price of petrochemical afternoon announced that the latest, up 300-500 yuan / ton, due to limited single still, the market price following the higher part of the cargo operators who supply small amounts Fanghuo circulation.
Market |
As of the morning of the region offer (yuan / ton) |
|
1502 |
1712 |
|
North Market |
11200-11500 |
9500-9600 |
Shandong market |
11200-11500 |
9500-9600 |
East China market |
11200-11600 |
9500-9600 |
Fujian market |
Jilin 11200-11400 blessing oak 10800-11100 |
– |
Guangdong market |
Jilin 11200-11400 blessing oak 10800-11100 |
– |
4. Market outlook forecast
Weeks petrochemical prices raised twice, the cumulative rate of 500 yuan / ton, and weekends to maintain a single limit supply, prices continue to push up the market tomorrow. Although the majority of domestic 1712 unit shutdown to reduce supply, but noted the inventory supply remained abundant, and some businesses in North China high cost billing, orders intention is not high; top of the market to push up support, the mood among businesses still speculation, but for high-priced supply orders remained cautious. Concerned about the situation next week’s sales company for delivery of goods and market reaction.