In March, the incident has spread to more than 100 countries, and medical protection materials have become scarce. In just half a month, isopropanol has soared, and the industry is optimistic about the future market. Recently, with the increase of isopropanol factory export orders, the operating rate has increased, driving the acetone market to stop falling and rise back.
| Benzalkonium chloride |
With the spread of the epidemic in foreign countries, the demand for disinfectants has increased, and the export of isopropanol has greatly increased
In February, under the influence of public events in China, the disinfectant Market attracted much attention, including fine chemicals, 84 disinfectants, bleaching powder, chlorine effervescent tablets and other chlorine containing disinfectants, as well as chlorine dioxide, hydrogen peroxide, peroxyacetic acid and other peroxide disinfectants. The market activity of these products is relatively high. According to the monitoring data of the business association, the market performance of isopropanol after the festival is good. Isopropanol has the smell like the mixture of ethanol and acetone, and has a strong bactericidal ability. It is a medium effect disinfectant. In general, the scope of application of disinfection is the same as that of ethanol, and isopropanol can be used as a compound disinfectant instead of ethanol. However, due to the cost constraints, the impact of ethanol on isopropanol in the domestic disinfectant industry is large, and the impact of domestic social public events has not driven the domestic isopropanol market upward. On the contrary, when the domestic disinfectant supply is sufficient, the impact of transportation and other environment on isopropanol has dropped from 7100 yuan / ton before the festival to 5700 yuan / ton.
Up to now, with the expansion of the impact of foreign public events, the demand for disinfectants has surged, while some countries have restricted the import of alcohol, which has stimulated the export demand of isopropanol in China. At present, with the increase of export orders, the factory’s operating rate has greatly increased, and some factories have sealed their offers but not reported them. Traders have a positive attitude and can not stop their losses, According to the monitoring data of business agency, the daily price of March 17 was 7167 yuan / ton, an increase of 20% since March, and the price of South China rose to 7500 yuan / ton. However, compared with the price of FOB Rotterdam 1300 dollars / ton, there is still room for upward trend. At present, the development of international epidemic is still in the outbreak stage. From the perspective of time, the demand for disinfectants abroad will not weaken in April. If the export price remains favorable, the volume of isopropanol exports will continue to increase in the short term.
Isopropanol rose 20%, operating rate increased, and raw material acetone market pushed up
| Sodium Molybdate |
The demand for isopropanol in the disinfectant Market in Europe and America is unexpected. According to the monitoring data of the business agency, the market of isopropanol has increased by 20%. What’s more unexpected is that the raw material acetone, for example, in East China market before the festival, is up to 5700 yuan / ton. After the Spring Festival, the market demand is low and the transportation is blocked. In February, the market in East China first fell below 5000 yuan / ton In March, a “black swan” followed, with crude oil plummeting by nearly 30%, causing heavy damage to the entire petrochemical sector, and acetone was also hard to escape. In a few trading days, the acetone market in East China fell to 4200 yuan / ton, with a view to breaking the “4″ market and saving the disinfection market. Up to now, East China has pushed up 600 yuan / ton in three trading days, while the acetone market has returned from the buyer’s market to the seller’s market overnight. According to the monitoring of the business agency, East China offers 4750 yuan / ton, Shandong and Yanshan offer 4450 yuan / ton, South China offers 4800 yuan / ton. Most of the traders who hold the goods sell obviously before, and hold a small amount of goods. According to the market development trend in the past month, the traders who store the goods before the festival have a serious loss. At present, there are many traders who are reluctant to sell obviously in order to hedge the loss, pushing up the market 。
To sum up, although isopropanol in terms of order quantity will not decrease in the export volume in the next month, but the price advantage is declining. Isopropanol is a medium effect disinfectant, and the price is on the high side. It can also be replaced in the disinfection market. At present, there are very few brilliant products in the whole chemical market, especially in the current international crude oil market, where there are frequent negative news and both supply and demand are negative, When the global petrochemical bulk market is in a downward trend, and the Federal Reserve cuts interest rates to zero, and the market is in a panic, except for medical supplies, it is difficult to find chemicals that go against the trend upward, the development of public events will be gradually controlled from the outbreak, and the demand for disinfectant imports of various countries will gradually enter a reasonable range. The business community expects that the isopropanol acetone market will continue to push up, but the space for pushing up It will never double the growth of mask market. At present, the isopropanol acetone market has attracted the attention of the chemical industry, taking the lead in the recovery of the petrochemical market, which led to the continued rise of the isopropanol acetone market in late March. The acetone market is expected to exceed 5000 yuan / ton, while the decline of other chemicals is slowing down.
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