At present, the methanol spreads northwest and East China area has been expanded to 1000 yuan / ton, Shandong and East China spread widened to 500 yuan / ton. The first half of the mainland several sets of new methanol production device is expected, and the current price at a relatively high level of methanol, methanol enterprises overhaul will lower unit will continue to improve the operating rate, the domestic methanol production is expected to record high.
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At present, Tianjin is set in Hong Kong, southern Shandong and Northern Jiangsu for port market supply is normal. If this situation lasts for a period of time, then the port and the mainland will narrow the spread, the port import supply will be reduced, the mainland will be affected by the port stimulating demand to increase methanol output.
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Historical data show that Tianjin to East China shipping capacity of 2 million tons / year, southern Shandong and Northern Jiangsu to East China shipping capacity of 1 million tons / year, taking into account the expected Shandong plant put into production 1 million 800 thousand tons / year of methanol imports this year may be less than last year. In view of the poor foreign device stability, can not be sustained and stable supply of goods, and the price is high, the competitive advantage is gradually lost.
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In summary, the outer disk device because of inadequate supply, the price is high, while the domestic oversupply problem, northwest to East China logistics open again, and spreads continued to widen. On the domestic situation, even if prices decline to a certain extent, methanol industry is also profitable, late domestic methanol supply will further peatlands. In addition, the foreign equipment maintenance end, will return to rational spread inside and outside.
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