With the arrival of the “Golden Nine” in the second half of the year, the domestic BDO market also ushered in fluctuations.
Recently, the domestic BDO market has risen sharply, and the downstream just needs to negotiate orders. As of press time, the mainstream negotiation of spot bulk water in East China is around 14,000-14,500 yuan/ton. During this month, most of the BDO units are in reduced production or shut down for maintenance, and there is little change in the start-up load of this month compared with last month. The BDO industry is mainly concentrated in Northwest my country. Due to the impact of the epidemic and other factors, BDO transportation in Xinjiang is difficult, and the spot supply is tight, which may ease in late September. Many traders have limited supply of goods, and the goods are closed, and the supply support is strong. Market bidding prices continue to push up. The downstream of the terminal follows up on demand, the downstream market continues to rise, and the center of gravity of the BDO market gradually moves upward.
In terms of device dynamics, as of press time, Xinjiang Meike BDO plant is in short-term shutdown (short-term shutdown for 10 days, and is expected to restart at the end of the month), Xinjiang Tianye’s start-up load is 70%, Sinopec Yizheng Chemical Fiber Plant plans to start in 2022 It will restart in October, and the editor will follow up the specific time in real time.
The start-up load of the downstream PTMEG industry has increased, and the order purchase volume has increased. Under the current tense BDO spot supply situation, some mid-stream and downstream customers entered the market to chase up and cover their positions, and due to the sharp increase in raw material BDO, the cost support continued to increase. Another downstream polyester polyol, as of today, the East China market price is as follows: AA/BG negotiated price is about 16000-17000 yuan/ton, AA/EG negotiated price is 11800-12300 yuan/ton, AA/BG, EG negotiated price is 13500 yuan -14000 yuan/ton. The offer range is up.
It is estimated that the overall supply of BDO market will remain tight in the future, and manufacturers will still be reluctant to sell in stock. The downstream demand of the terminal is strong, and the price will fluctuate at a high level, so that the market price will reach a high level. At this time, the downstream replenishment orders will decrease, and the rise of BDO price will slow down. Specifically, we need to pay attention to the operation dynamics of BDO equipment, future downstream procurement and market transactions.
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