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Recently, the lithium battery industry chain has reappeared in a hot situation
Dozens of chemicals have risen wildly, with the highest rise exceeding 50,000 yuan / ton
Dozens of chemicals have risen wildly, with the highest rise exceeding 50,000 yuan / tonBenefiting from the rapid increase in the penetration rate of new energy vehicles at home and abroad, as well as the demand for electrochemical energy storage generated by the carbon neutrality commitments of various countries, the chemicals in the lithium battery industry chain seem to have embarked on a "prosperous road"
After the New Year's Day, the market for some chemical products such as neopentyl glycol, isobutyraldehyde, polyester resin, epoxy resin, and titanium dioxide began to pick up and rise, with a maximum increase of more than 50,000 yuan/ton.
Isobutyraldehyde rose 7083.
Up 7083.
Up 1360 yuan / ton, or 47.
Up 1373.
Up 51666.
Up 3000 yuan / ton, or 21.
Up 46,600 yuan / ton, or 17.
Up 1800 yuan / ton, or 16.
Up 1100 yuan / ton, or 14.
Up 3500 yuan / ton, or 13.
Up 1200 yuan / ton, or 12.
Up 1800 yuan / ton, an increase of 11.
Up 2600 yuan / ton, an increase of 10.
Up 1600 yuan / ton, an increase of 10%
.
According to incomplete statistics from the Paint Purchasing Network, the prices of dozens of chemical raw materials have risen since the beginning of 2022, among which the ton price of lithium hydroxide and lithium carbonate has risen by more than 10,000 yuan; isobutyraldehyde, lithium iron phosphate, silicone, neopentyl glycol The ton price of 16 kinds of raw materials rose by more than 1,000 yuan, and the ton price of more than 40 kinds of raw materials rose by more than 100 yuan
.
Coal up, oil up, chemicals prices up
Coal up, oil up, chemicals prices upOne of the important factors driving up the price of chemicals is the price trend of bulk energy such as oil and coal
.
Since late December last year, global geopolitics have frequently occurred, and OPEC+’s monthly production increase of 400,000 barrels per day has been difficult to achieve, and the growth of global crude oil production has been lower than expected
.
Affected by this, crude oil futures closed sharply higher, with New York crude oil closing at its highest level in two months
.
Brent crude rose $2.
85, or 3.
5%, to settle at $83.
72 a barrel in March, its highest settlement since Nov.
9, 2021, with WTI and Brent already up in 2022 nearly 8%
.
For the trend of oil prices in 2022, Goldman Sachs expects Brent crude oil prices to remain at around $85/barrel, and may even exceed $100/barrel; Blackstone predicts that international oil prices will rise to $100/barrel in 2022; JP Morgan believes that crude oil Factors such as the decline in inventories and the slow recovery of production capacity will push international oil prices to double-digit growth this year
.
Another primary energy source, coal, has also seen its first round of gains recently
.
Indonesia, the world's largest exporter of thermal coal, announced that it will stop coal exports from January 1 to January 31
.
Affected by this, China's thermal coal futures prices opened sharply higher on the first trading day of 2022
.
With the active replenishment of downstream storage, the coking coal market continues to strengthen, and the prices of various coal types have seen a new round of rise.
Among them, the main coking coal and lean coal in Xiangning area rose by 200 yuan/ton, and the mainstream coal enterprises in Wuhai area generally rose by 150 yuan.
/ ton, Zichang gas coal rose 100 yuan / ton, Lingshi fertilizer coal rose 50 yuan / ton to the spot exchange 2250 yuan / ton
.
In the short term, whether it is the rise in crude oil or the rise in coal prices, the cost of the chemical industry chain has been supported, and the price of chemical products has also caused the cost focus to rise
.
At the same time, since most companies did not stock up too much before the Spring Festival, it is expected that many companies will have centralized replenishment after the Spring Festival, and it will take a certain amount of time from the just resumption of work to full production, or there will be a shortage of supply.
A more severe situation, the situation that money can't buy goods will also push the price of chemical products to rise again
.
