In 2021, The Chloroform Market Trend Will Be Ups And Downs, And The Overall Trend Will Be Higher

In 2021, the chloroform market trend will be ups and downs, and the overall trend will be higher. According to the data monitoring of the business agency, the ex-factory price of chloroform in Shandong area was 3,650 CNY/ton at the beginning of the year, and the price at the end of the year was 4,375 CNY/ton, an increase of 19.86% at the end of the year compared with the beginning of the year. The low of the year was 2,300 CNY/ton on February 2, and the high of the year was 6,200 CNY/ton on October 25, with an amplitude of 169.57% during the year.

The chloroform market fell weakly in January. Near the Spring Festival, the downstream construction started to decline, and the demand was weak. In addition, the company's willingness to go to the warehouse was strong. Under the game of supply and demand, the market price dropped. The price of bulk water in Shandong area of chloroform fell from 3650 CNY/ton at the beginning of the year to 2300 CNY/ton on February 2, a decrease of 36.99%.

After the Spring Festival from February to March, the downstream refrigerant operation has gradually increased, and the demand has been driven strongly. In addition, some enterprises have stopped and reduced their burdens before and after the Spring Festival, and the supply side has been tight. The price of raw material methanol has risen, which has supported the cost side. The price of chloroform rose from 2,300 CNY/ton in early February to 4,310 CNY/ton on March 17, an increase of 87.39%.

From mid to late March to mid to late July, chloroform basically showed a narrow range of fluctuations. On the one hand, downstream refrigerants have been in peak production and sales season since mid-to-late March, the start-up load continued to rise, and the demand for chloroform was strong. In addition, the price of raw materials is gradually rising, which brings upward pressure on the chloroform market; on the other hand, methane chloride plants such as Guangxi Jinyi and Jiangsu Fuqiang have been put into operation one after another, and the pressure on the supply side has increased, which has a negative impact on the chloroform market; The chloroform market fluctuated and consolidated under the factors. According to the monitoring of the business agency, the price of chloroform was 4,310 CNY/ton on March 17, and the price of chloroform was 4,365 CNY/ton on July 18, an increase of 1.28%; the high point during the period was 4,462 CNY/ton on June 21. , the low point was 3,700 CNY/ton on March 24, with an amplitude of 20.59%.

From mid-July to early September, with the end of the peak season of refrigerant sales, the demand for chloroform weakened, and the price was under downward pressure; however, the price of raw material methanol was basically stable, and the cost was still supported by chloroform. Trichloromethane remained stable after falling slightly from mid-July to early August. According to the monitoring of the business agency, the price of chloroform was 4,365 CNY/ton on July 18, and the price of chloroform was 3,150 CNY/ton on September 10, a decrease of 27.84%; the high point during the period was 4,365 CNY/ton on July 18. , the low point was 2925 CNY/ton on August 10, with an amplitude of 49.23%.

In September, the domestic "double control of energy consumption" policy was launched, and the global energy crisis began in October. The price of raw material methanol rose rapidly and sharply in September and October. In the early stage, the domestic methane chloride plant concentrated on reducing the burden, the industry operating rate was as low as 4-50%, and the market supply was tight; in the later stage, it encountered market hype caused by an unexpected shutdown of a company, and the chloroform market from September to October went out of size. Two "roller coasters". After the beginning of November, the price of chloroform gradually dropped with the improvement of the domestic methane chloride plant. In December, the demand for chloroform from downstream refrigerant winter stocks increased, driving the price of chloroform to rebound slightly. According to the monitoring of the business agency, the price of chloroform was 3150 CNY/ton on September 10, and the price of chloroform on December 31 was 4375 CNY/ton, an increase of 38.89%; the high point of the period was 6200 CNY/ton on October 25. , the low point was 3100 CNY/ton on December 1, the amplitude was 100%.

In 2021, the domestic methane chloride plant will start construction

In 2021, the start of domestic methane chloride plant was slightly lower at the beginning of the year, higher in the middle of the year, reached the low point of the year in September and October, and rebounded at the end of the year. The side reflects the pressure on the supply side of chloroform from the end of the first quarter to the beginning of the third quarter. The supply in September and October was tight, and the cost side affected the pattern of low and high market prices of chloroform.

In 2021, due to the impact of cost, the price of methanol will rise and then fall back. According to the monitoring of the business agency, the methanol price at the beginning of the year was 2,310 CNY/ton, and the price at the end of the year was 2,375 CNY/ton, an increase of 2.81% compared with the beginning of the year; the low point of the year was 2,240 CNY/ton, and the high point was 4,480 CNY/ton. In the front period of cost, especially in September and October, the support for chloroform was strong, and it was weak at the end of the year.

In the first half of 2021, the price of refrigerants showed a steady upward trend, and in the second half of the year, under the influence of the dual control policy of raw materials and energy consumption, the price rose rapidly. R22 reached a new high in the past three years, and then the price fell sharply due to factors such as lack of cost support and weak demand. , was on a roller coaster ride with wildly volatile prices, the opposite of the troubled state last year. According to the data monitored by the business agency, the average mainstream price of R22 at the beginning of the year was 14,333 CNY/ton, and at the end of the year, the mainstream average price was 18,333 CNY/ton, with an overall increase of 27.91% during the year. In October, the price was 2666.67 CNY/ton.

Market outlook forecast: The methane chloride data analyst of the business club believes that on the basis of the substantial relief of thermal coal tension, the probability of a sharp rise in raw methanol again in 2022 is unlikely, and the cost-boosting force will become weaker; no new units will be put into operation in 2022. The supply side is generally stable, but it is still affected by periodic maintenance; the downstream R22 consumption is decreasing year by year due to the influence of the policy, and the demand side is declining year by year, and the impact is bearish. On the whole, it is expected that in 2022, the chloroform market will increase in stages due to the off-peak season and maintenance, but it will be stable and weak compared to 2021.