90% shutdown rate!

Power cuts, production cuts, force majeure and other incidents occurred frequently, and multiple factors converged, accumulating energy to surge the market in September!

Power restrictions, bans, force majeure! Big factories cut production more than expected

It is reported that the shutdown rate of some raw materials this month has reached 90%! Close to complete discontinuation!

The orderly electricity consumption notice is believed to have been sent to each manufacturer.

Entering August, many provinces across the country have officially put into effect new restrictions on travel and travel bans

In addition, overseas markets are also in turmoil

To sum up, the production reduction in the global chemical market has already started.

September price increase warning! Involving multiple chemical industry chains

The above factors have all become the driving force behind the increase in raw materials during the peak season in September

Anhui:

Hefei, Anhui Province advocates industrial enterprises to avoid peaks and yield electricity through planned maintenance and other methods, and to use high-energy-consuming equipment in an orderly manner

Epoxy resin: The production is mainly concentrated in Huangshan, Anhui.

Sichuan:

Sichuan requires that from August 15th to 20th, all industrial power users (including whitelisted key guarantee enterprises) in the orderly power consumption plan of Sichuan Power Grid will implement a total production shutdown (except for security loads)

Titanium dioxide: The production of titanium dioxide in Sichuan accounts for 22%.

Industrial silicon: The monthly production capacity of industrial silicon in Sichuan Province is 92,250 tons, accounting for 15.

Polysilicon: Sichuan has a total annual production capacity of over 210,000 tons of polysilicon.

Yellow phosphorus: The production capacity of yellow phosphorus in Sichuan accounts for about 23% of the country's total.

Lithium salt: Sichuan has a lithium salt production capacity of 274,200 tons, accounting for 29% of the total domestic production capacity

Urea: basically all urea plants in Sichuan have been shut down, including downstream compound fertilizer plants

The price increase letter is coming

Electricity and gas production cuts have become a reality

Kuraray: From September 1st, the price of its liquid rubber products will be increased by $1.

Kansai Paint, Japan: From October 1st, the price of paint products will be increased by 15-30%, the price of hardener products will be increased by 15-40%, and the price of thinner products will be increased by 20-40%
.

Swiss Golden Horse Coating: On September 1, the online adjustment of all products will be about 10%
.

Guizhou Shengweifu: Since August 16, titanium dioxide has risen by 500 yuan/ton domestically and 80 US dollars/ton internationally
.

Titanium Sea Technology: From now on, titanium dioxide will increase by 500 yuan / ton domestically and 80 US dollars / ton internationally
.

Traditional season is here! Teammates, get ready!

Halfway through August, the traditional peak season of chemical industry is coming
.
In the past two years, the chemical market has risen more than expected, and it is difficult to follow any rules.
However, this year, the market has purchased and produced on demand, and the reduction in production in the short term has supported the rise of chemical raw materials
.
It is expected that by the end of August, more and more chemical products will join the rising ranks in the chemical market.
Please prepare for stocking
.