Recent shutdowns and price increases in the circle of friends

Do you already see disoriented?

However, everything seems to have just begun!

H acid business has been largely discontinued

The reason lies in the northern part of Jiangsu Province. Due to the continuous fermentation of environmental events in Yancheng and Lianyungang, the Lianyungang, Guanyun, and Yancheng Xiangshui three major chemical parks stopped production and remediation of all chemical companies. The entire area and its H acid-producing factories have been affected. In addition, environmental protection has been stricter in these years, and small-scale intermediate producers have continued to shut down, leaving few of them. Including Jiangsu Mingsheng, which has been discontinued for half a year, has made the supply of H acid intermediates worse.

Heavyweight: Chu Yuan has ceased production

Because the state is protecting the Yangtze River and declares war on Chemicals, the Hubei government has comprehensively promoted the closure of the chemical companies within 1 km along the river. The environmental protection situation in the Hubei region is tense. Chuyuan’s current production lines for all its intermediates are all suspended. It is expected that production will stop for 1-2 months or even longer, which has also contributed to the shortage of domestic intermediate supplies.

H acid 2000 tons / month gap amount I do not know where to find

The main active dyes production enterprises are Longsheng, Jinji, etc. The intermediate factories include: H Acid Enterprise: Shandong Keyi, Yuyuan, Shandong Weifang, Inner Mongolia Yadong, Qinghai Hexin Technology, Yueqing, Qinghai. Counterparts of fat production companies are: Henan Xinxiang, Kaifeng, Henan, Shijiazhuang Hehe, Shijiazhuang and other non-polar. Statistical analysis of domestic H acid production capacity: These plants add up to less than 3,000 tons/month, while the domestic demand for reactive dye production enterprises is 5,000 tons/month, which means there is a total shortage of 2,000 tons/month.

There is another situation: Jiangsu Mingsheng is the most important source of H acid production for the alumina company. This company has stopped production for six months from November last year. This is a very deadly blow for the industry. It can also be seen. The H-acid inventory of some dye companies is very low.

Dye giant hugs active dyes to reach consensus

Under this severe situation, the dye production companies were ensconced to deal with the shortage caused by the closure of intermediate companies. The consensus reached was to directly increase H acid from 33,000 yuan/ton to 50,000 yuan/ton, directly to Leapfrog!

Intermediates expected to rise by 10,000 yuan/ton next week

The price hike with H-acid is global, including India. Therefore, the rise in prices of this intermediate will change everyone's views. The increase in activity is not a simple environmental issue, but a deeper, iterative process of historical problems. According to the analysis of these situations, the rise of reactive dyes is most likely to rise by RMB 5000-10,000/t directly next Monday.

There is also a problem: in the partially active production process, the ratio of H acid to parasteric grease is 1 to 2, that is, 1 ton of H acid + 2 ton of paraffin grease can produce a reactive black. However, the largest amount of paraffin grease production is alumina. When H-acid and para-lipids increase in global synchronization, they will also boost the rise of other intermediates of reactive dyes. These include: K-acid, J-acid, refined naphthalene, 2-naphthol and so on.

H-acid and para-esters are important intermediates for reactive dyes. They are highly polluting and have a high risk. Compared with the dyestuffs market, they are even worse. The country's belief in environmental protection as the three major battles has determined the normalization of environmental protection storms, and the supply of H-acid and para-esters will be further extended. According to the current situation, the price of intermediates will continue to rise during the next period of time.