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Silicone weekly review 04.16 - terminal energy consumption is insufficient

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This week, the organosilicon terminal showed a lack of absorptive capacity, the momentum of continuous replenishment downstream was weak, and the price of organosilicon continued to explore. The price of Luxi Chemical was adjusted to 14000 yuan / ton, and Xin'an chemical to 15200 yuan / ton. The main negotiation range of the market is 14300-15000 yuan / ton. The downstream 107 rubber and raw rubber prices were successively lowered. The 107 rubber market prices were down to 16200-17000 yuan / ton, and the raw rubber market prices were 16500-17000 yuan / ton. As of Thursday, the price of domestic methyl silicone oil manufacturers is 17500-20000 yuan / ton, and the price of imported silicone oil is 19000-19500 yuan / ton. Collect and quote the price of the conventional hardness mixer, and the price is 15500-17000 yuan / ton. Recently, the overall price of organosilicon market was in low shock after trying to hold up the price, some enterprises lowered their prices due to the shipping pressure, DMC price continued the downward trend last week. The main reasons are as follows: 1. In the face of price competition pressure in the market price downturn, enterprises reduce production costs by increasing production capacity release, further leading to the continuous imbalance of supply and demand in the domestic market. 2. Due to limited export and poor delivery of silicone rubber products and high-temperature rubber, it will take a certain time for domestic demand to release. 107 rubber and raw rubber manufacturers mainly focus on orders in the early stage of production scheduling, while the downstream terminal continues to lack the capacity of warehouse replenishment, so the overall demand for silicone is difficult to fully recover. 3. The downward price of silicon and methanol in raw material industry reduced the overall price support of silicon. In the future, it is expected that the overall price of organosilicon will be further explored until large-scale parking and maintenance behaviors occur in the enterprise. In terms of raw materials, the methanol market is weak and volatile, and the methanol price in North Central Shandong is about 1780-1850 yuan / ton. Recently, with the decline of economic situation and silicone market, industrial silicon has also been greatly reduced. The quotation of industrial silicon 421 in Tianjin port is 12000-12300 yuan / ton. This week, the start-up of individual enterprises has increased. Jiangxi Xinghuo has opened two sets in full, with an average of 80%; Shandong Dongyue has opened two sets in full, with an average of 70%; Hubei Xingfa has resumed construction in succession, with three sets in two; Tangshan Sanyou has opened two sets in full this week, with a maintenance plan at the end of the month; Inner Mongolia Hengye has started 70%; Zhejiang Zhongtian is under restart; Zhejiang Xin'an, Luxi Chemical and Shandong Jinling are under normal operation. Xie genchen, silicon branch 17710170719
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