The latest price of propane (August 9): 4995 yuan / ton, the market outlook is bullish
Analysis points: On the 9th, the Shandong propane market continued to rise, with an increase of 3.15%, about 150-250 yuan/ton, and the mainstream price rose to 5050-5150 yuan/ton. Due to the limited supply of goods in the northern ports recently, and the maintenance of some enterprises' equipment, the supply in the region has tightened, and the Shandong market has led the rise.
Forecast of the future market: The inventory on the market will remain low, and the downstream demand will remain stable. It is expected that the propane market will have room to rise in the short term.
The latest price of petroleum coke (August 9): 1996.50 yuan / ton after market adjustment
Key points of analysis: On the 9th, the overall transaction of petroleum coke in Shandong refinery was good, and the price of some refineries was raised by about 50 yuan/ton. At present, the overall inventory of refineries is low, and most of the pre-orders are executed. The downstream demand is good, which pushes up the price of refined petroleum coke. With the high price of petroleum coke, some downstream wait-and-see sentiments have increased.
Forecast of the market outlook: It is expected that the refining of petroleum coke in the near future may be mainly sorted out.
The latest price of cobalt (August 9): 276400 yuan / ton, the market outlook is bearish
Analysis points: The import of cobalt raw materials has increased, the inventory has increased, the supply of cobalt has remained high, and some cobalt salt factories have reduced production, while the current price of cobalt products has fallen to a low level, profits are shrinking, traditional manufacturers and recycling companies are less willing to ship; new The energy vehicle market has maintained a booming development, but the sales of new energy vehicles have declined month-on-month, ternary battery companies have limited enthusiasm for production, and the cobalt market has become more cautious in purchasing, mostly focusing on destocking, and further improvements in terminals are not expected. The lengthened replacement cycle of 3C mobile phone products has led to a sharp drop in smartphone shipments. The consumption of cobalt raw materials in the mobile phone industry has weakened, and the demand for cobalt is expected to decrease.
Forecast of the future market: the growth of supply and demand in the cobalt market is lower than expected, and the supply and demand of the cobalt market are both weak and stalemate. It is expected that the price of cobalt will fluctuate and fall, but the decline will narrow.
The latest price of lithium carbonate (August 9): 254,000 yuan/ton, the market outlook is bearish
Analysis points: The price on August 9 dropped by 2.68% compared with the previous working day. Due to the continuous decline in lithium carbonate prices and sufficient spot circulation, the market is cautious in buying. However, the low-volume market disturbed the minds of some small factories and traders, and the phenomenon of low prices in the spot market to promote transactions occurred frequently, resulting in a gradual decline in actual transaction prices.
Forecast of the market outlook: At present, the market is generally bearish on the market outlook, and the spot price will continue to fall under the pressure of oversupply. It is expected that the price of lithium carbonate will continue to decline in the short term.
The latest price of lithium iron phosphate (August 9): 90,500 yuan/ton, the market outlook is bearish
Analysis points: The price on August 9 fell by 3.21% compared with the previous trading day. The trend of upstream raw materials is going down, and the cost support of lithium iron phosphate is weak. At present, the downstream demand is average, replenishment on demand, mainly supplying contract customers, the number of new orders is limited, the market trading atmosphere is acceptable, the inventory level is normal, the operating rate is stable, and the mainstream price The range is about 90,000 yuan/ton.
The market outlook is expected: the cost end support is insufficient, the downstream demand is average, and the lithium iron phosphate market will operate in a narrow range in the short term.
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