The fourth batch of central environmental protection inspections in early August has been fully launched. By the beginning of September, the central level of environmental protection supervision will be completed on the 31 provinces of the full coverage. “With the central environmental supervision to increase the intensity of the provinces and the recent introduction of the heating season, environmental protection and environmental protection projects and air pollution remediation special action, the chemical industry supply side of the contraction effect began to appear, the birth of related pesticides, coking and other chemical products a new round Price tide. “August 17, market analysts said in an interview.
“Pesticide appeared in the stock gap is expected, manufacturers generally reluctant to sell.” According to Zhengzhou Lambor Technology Co., Ltd. Deputy Minister of Foreign Investment and Investment Hou Guoying reflect the environmental storm on pesticide intermediates and related products operating rate have a greater impact The In particular, the fourth batch of central environmental supervision and supervision started, will make Zhejiang, Sichuan and other glyphosate main producing areas face a new round of production, limited production. With the arrival of the export season in September, glyphosate market supply is expected to supply out of stock, manufacturers generally reluctant to sell, traders to sell goods, product prices a single talk.
According to the reporter to understand that the fourth batch of central environmental protection supervision started the next day, the domestic glyphosate manufacturers that the closure of the offer, the market spot price index rose more than 500 yuan (t price, the same below), the domestic mainstream transaction price 22,000 yuan or so, or nearly 2.2%, some high-end products amounted to 23,000 yuan, the average price rose 7% over the beginning of July. Other varieties such as herbicides, insecticides, fungicides, etc. have varying degrees of gains.
Manganese Sulfate |
“Environmental impact on the impact of coal chemical industry is also very obvious, broad product.” Reporters from a number of large domestic coal chemical industry to understand that the mainstream products of different amplitude of the push up the market. Which coke products since July continuous push up, or more than 20%, and is still higher. Into the middle of August, a number of mainstream coal chemical products show gains or is brewing price adjustment. Such as high-temperature coal tar since August 7 since the continuous increase has been more than 10%, coal asphalt rose more than 4%, even the early downturn in the temperature of coal tar, industrial naphthalene and other products also began to stabilize the good, Also in the brewing stage.
Hebei Province in early August issued a heavy pollution weather response and heating season peak production of specific implementation plan clearly pointed out that the key areas of heating season coking enterprises limited production of about 30%, carbon enterprises to achieve special emission limits of the limited production of more than 50%. Heating season, environmental protection, limited production will directly affect the coal chemical products market price.
“At present, all kinds of mainstream products, broad based or proposed to rise is not from the downstream demand growth, but the environmental crisis caused by a large number of coking enterprises cut production, due to shutdown, especially the impact of some small and medium-sized coking enterprises shut down. The gradual withdrawal of products to the industry to improve the pattern of unequal competition, which regulate the operation of the enterprise may be a good thing, more conducive to the healthy development of the industry. “Inner Mongolia, a large coal chemical industry official said.
Gamma-PGA (gamma polyglutamic acid) |
Environmental storms also benefit basic chemical products. Reporters learned from the market line, the arrival of environmental protection storms so that many basic chemical products enterprises cut production, limited production, the end of the basic chemical products down trend, the market began to flip up. According to Henan Chemical Network statistics show that August 4 to 12, aniline, TDI, PO, pure MDI, epichlorohydrin, butadiene, butanone, styrene rose by 10.1%, 9.3%, 9.2% 8.8%, 8.5%, 7.3%, 6.6%, 4.3%.
Insiders said that by the environmental factors caused by chemical products prices tide is universal, but should not be normalized, the chemical market should respect the laws of the market, to return to rational. In contrast, environmental governance should be more normal. They hope that environmental regulation can become a means to promote the development of chemical industry norms, rather than the reasons for speculation in the market.
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