MDI/TDI maintenance of wanhua subsidiary began.
Qilu Petrochemical faces a 50-day comprehensive shutdown for overhaul.
Wanhua Chemical (600309) announced on the evening of August 9 that the maintenance of MDI device in Yantai Industrial Park was over and normal production resumed. According to the annual maintenance plan, the MDI plant (300,000 tons/year) of its subsidiary, Hungarian Boside Chemical Company, will be shut down for maintenance on August 17, and the maintenance is expected to last for about 50 days. The TDI plant (250,000 tons/year) will be shut down for maintenance on August 26th, and the maintenance is expected to last for about 30 days. This overhaul will carry out technical transformation on MDI device. It is estimated that the production capacity of MDI plant will be increased to 350,000 tons/year after the technical transformation is completed.
Source | Wanhua Chemical Official Announcement
Failure of polyethylene and ethylene glycol plant in SABIC branch
According to sources, Jubail United(JUPC), a subsidiary of downstream polymer manufacturer SABIC, involves a full-density plant with a capacity of 400,000 tons/year in PetroKemya, a HDPE plant with a total capacity of 65,438+065,438+million tons/year in Saudi Arabia, a HDPE plant with a capacity of 400,000 tons/year in SHARQ and a HDPE plant with a capacity of 400,000 tons/year in TASNEE. Shut down in 2026 due to power failure, 5438+. In addition, its downstream 700,000 tons/year ethylene glycol (MEG) plant has also been closed.
PC unit of Cangzhou Dahua stopped due to insufficient steam supply.
Cangzhou Dahua PC plant has a production capacity of 654.38+10,000 tons/year and a polymerization production line of 1. The production process of interfacial polycondensation phosgene method is adopted, and the main suppliers are CH8 155, CH8 105, CH8065 and CH8225. It is reported that due to the lack of steam supply, the device is currently shut down, and the restart time depends on the steam recovery.
Fault of Dushanzi Polypropylene and Zhongan Joint MTO Device
The first line of the newly-built polypropylene plant with an annual output of 300,000 tons in Dushanzi Petrochemical Company was shut down on August 8 due to failure, and the expected start-up time is about August 14.
On August 6th, the MTO unit of Sinopec Zhongan United Coal-to-Methanol-to-Olefin Company was shut down due to regenerator failure. It is reported that the output of this device is 6.5438+0.7 million tons/year.
Qilu Petrochemical faces a 50-day comprehensive shutdown for overhaul.
On August 2nd, the ethylene plant of Qilu Petrochemical Olefin Plant entered the shutdown stage. This overhaul is a comprehensive shutdown overhaul after four years of continuous operation of 20 17. This is the most difficult overhaul in the history of Qilu Petrochemical, with tight time, heavy tasks and high requirements.
At present, Qilu Petrochemical owns 14 1 set of production devices, with an annual operating income of more than 80 billion yuan. Among them, the comprehensive processing capacity of oil refining is 6.5438+0.3 million tons/year, the ethylene capacity is 800,000 tons/year, and the annual production capacity of chemical products is 6.5438+0.65438+0 million tons of synthetic resin, 200,000 tons of caustic soda, 400,000 tons of rubber, 450,000 tons of benzene, 435,000 tons of alcohol and 2.65438+0 million tons.
According to incomplete statistics, in August, domestic chemical products such as PP/PE/PVC/PC/MDI will once again usher in a centralized maintenance period, involving tens of millions of tons of production capacity!
Cao Dong announced that MDI was raised 1760 yuan.
Wanhua/BASF/Huntsman all raised their listing prices in August.
On August 6th, Cao Dong Co., Ltd. announced that the price of all products of diphenylmethane diisocyanate (MDI) would be raised by 30 yen/kg (about 1764 yuan/ton) from August 6th.
Source | Dongソー Limited
And domestic manufacturers also raised the price of MDI in August!
In August, the distribution market price of Wanhua Chemical was 20,300 yuan/ton, which was the same as the last price. The direct supply market was listed at 20,600 yuan/ton in August, up 1000 yuan/ton from the previous month, and settled in July19,600 yuan/ton (barrel receipt).
2021August The listing price of polymerized MDI in Shanghai BASF distribution market was 2 1000 yuan/ton, which was higher than that in July. July settlement price 19800 yuan/ton acceptance price (cash minus 100).
In August, Shanghai Huntsman 202 1, the listed distributor of polymeric MDI 2 1000 yuan/ton, up by 500 yuan/ton compared with July, and the settlement price in July 19800 yuan/ton was accepted (cash decreased by 300 yuan, and aproll decreased by 500 yuan).
As far as the current MDI market trend is concerned, although the impact of off-season is still there, due to the epidemic situation and other factors, logistics and transportation are limited, market demand is suppressed, and some traders are actively shipping, but most of them are still in a wait-and-see state, and the overall callback in August is not strong.
The difference between PPI and CPI scissors reached a new high.
The middle and lower reaches dare not take orders.
At the beginning of August, the upstream raw materials of leading enterprises in various industries in China rose again. However, the difference between PPI and CPI scissors once again hit a new high since the data was available! The cost transfer from upstream to downstream has basically failed, and the middle and downstream industries are still suffering!
In July, the difference between PPI and CPI was 8%, PPI was increasing, but CPI was decreasing, indicating that the rising of upstream raw materials continued to affect the midstream industries, but the rising potential of end consumer goods prices became weaker and weaker. It is really unusual for China's economy to face the extreme situation of fever and cold hands and feet.
"The price of raw materials has risen and the cost pressure has increased. In the first half of this year, we were operating at a loss. In the past two months, the price of materials has been raised again, and titanium dioxide, butyl ester and HDI have all gone up. And now raw materials are all purchased in cash, but we have a 30-day account period for downstream customers, and funds are generally tight. "
"In addition to dealing with the rising prices of raw materials, we must now face environmental supervision. Under the double pressure, the factory stopped production, the order could not be completed and the workers were laid off. Who will compensate us for the loss? Who will feed us and the workers? The northwest wind has a heart that wants to die. "
"I dare not buy a lot of goods, and I dare not take a lot of orders. The price of raw materials is one day. Orders received today may change the price of raw materials tomorrow, and downstream customers are not very timely. Our funds are very limited. "
These are the voices of SME owners in the middle and lower reaches. Raw materials skyrocketed, and some small and medium-sized enterprises without financial strength and product advantages were afraid to take orders, which led to the closure of some small and medium-sized enterprises and complaints from the market.
What is worrying is that once the scissors gap between PPI and CPI cannot be eliminated in a short time, it will inevitably lead to the shutdown and bankruptcy of the middle and lower reaches of the industry, accelerate the reshuffle of the industry, and force some people to lose their jobs, making the future even more difficult.
Part of the content comes from Wanhua Chemical, Qilu Petrochemical, Cao Dong, Zhongyuan Business Daily, coating business situation, plastic prices today, etc.