BPA Daily: Follow-up cargo tightening

[China Epoxy Network (China Epoxy Industry Online)News on August 1, 2014: The domestic bisphenol A market is booming and the market is on the rise.
On the last trading day (July 31, 2014), the mainstream transaction price in the East China region of the mainstream market began to maintain the range of 15,200-15,300 yuan/ton.
The market experts of China Epoxy.
com (China Epoxy Industry Online)indicated that the spot market continued at a high level on the day and was cautiously optimistic.
The operation of domestic manufacturers had a greater impact on the market, especially Sinopec Mitsubishi, Nantong Xingchen, In Changchun, Jiangsu, there are still variables in the first two restarts or stoppages for maintenance.
Dividing energy and mentality should not be underestimated.
The number of bisphenol A external disk markets is shrinking, the raw material industry chain in Europe and the United States is relatively high, and the export arbitrage opportunities to China are gradually missing.
The only stable supply source of Russian goods will be overhauled from August to September; On the one hand, the cost impact, on the one hand, the impact of the start of construction, and the continued increase in the supply of supply, but due to the substantial increase in costs, the impact on China’s short positions is expected to be limited; the import of Thai goods is relatively normal, maintaining a monthly scale of 12,000 tons, but compared with demand, it cannot Satisfy.
Regional quotations of the domestic bisphenol A market: the mainstream quotation in East China is 15400-15500 yuan/ton, the mainstream transaction price is 15200-15300 yuan/ton; the mainstream quotation in Huangshan area is 15500-15600 yuan/ton, the mainstream transaction price is 15300-15400 yuan/ton; The mainstream quotation in North China is 15400-15500 yuan/ton, and the mainstream transaction price is 15200-15300 yuan/ton; the mainstream quotation in South China is 15600-15700 yuan/ton, and the mainstream transaction price is 15400-15500 yuan/ton.

On the trading day (July 31, 2014), the bisphenol A raw material market sorted out the market and continued to linger: (omitted, see the full version for details).

On the trading day (July 31, 2014), domestic bisphenol A manufacturers operated at high prices and maintained their offers.