In 2023, many chemicals have started the price increase model and opened a good start for the new year’s business, but some raw materials are not so lucky. Essence Lithium carbonate, which performed popular in 2022, is one of them. At present, the price of lithium carbonate of battery -level has fallen by 7,000 yuan/ton to 476,500 yuan/ton, a new low of more than 4 months, the price has fallen for 26 days, and the price of several consecutive days has fallen by about 1,000 yuan.
Polycrystalline silicon plunge 78,000 yuan/ton, more than 100 chemicals plummeted
The continuous decline of lithium carbonate prices is mainly affected by the demand factors such as downstream new energy vehicle subsidies, and the institution is expected that the overall market throughout the first quarter is relatively weak, and lithium carbonate is expected to continue to adjust. According to the Coatings Procurement Network, the quotation of more than 100 chemicals has fallen at the beginning of the year. Among them, there are many lithium family products on the upstream of new energy vehicles, including bisphenol A, epoxyhne, epoxy resin and other petroleum industry chains. Essence Among them, polysilicon has fallen by more than 70,000 yuan since the beginning of the year, and the ton price of lithium hydroxide has fallen by more than 20,000 yuan since the beginning of the year.
Polysilicon is currently quoted 163333.33 yuan/ton, compared with the beginning of the quote 78333.34 yuan/ton, down 32.41%;
Anthracene oil is currently quoted at 4625 yuan/ton, down by 1400 yuan/ton or 23.24% compared with the beginning of the year.
Coal tar is currently quoted at 4825 yuan/ton, compared to the beginning of the quotation down 1390 yuan/ton, down 22.37%;
Coal asphalt (modified) is currently quoted at 6100 yuan/ton, compared with the beginning of the quotation down 1600 yuan/ton, down 20.78%;
Coal asphalt (medium temperature) is currently quoted at 6400 yuan/ton, compared with the beginning of the quotation down 1300 yuan/ton, down 16.88%;
Acetone is currently quoted at 4820 yuan/ton, down 730 yuan/ton from the beginning of the year, down 13.15%;
Ethylene oxide is currently quoted at 6100 yuan/ton, compared with the beginning of the quotation down 700 yuan/ton, down 10.29%;
The current quotation of hydrofluoric acid is 11214.29 yuan/ton, down 1285.71 yuan/ton from the beginning of the year, down 10.29%;
The current quotation of lithium iron phosphate is 153,000 yuan/ton, down 13,000 yuan/ton from the beginning of the year, down 7.83%;
Bromide is currently quoted at 41600 yuan/ton, down 3000 yuan/ton or 6.73% compared with the beginning of the year.
Lithium hydroxide is currently quoted at 530,000 yuan/ton, down 23333.31 yuan/ton from the beginning of the year, down 4.22%;
Since the beginning of the year some chemicals drop list
(Unit: Yuan/ton)
The price decline of these chemicals is not related to the changes in the cost of crude oil. In early 2023, the international crude oil market encountered a “open door black”. Due to the negative expectations of the global economic situation, the weather was superimposed or the situation of the supply and demand was disturbed. : WTI futures closed down 4.15%, Brent crude oil futures closed down 4.43%, and encountered the largest single -day decline in three months. In just two trading days, it fell nearly 9%. In addition, some industries have encountered off -season at the beginning of the year, and the market conditions are also the reason why the chemicals and derivative chemical prices have fallen in the decline in the prices of many crude oil industry chains.
For the coating industry, the price decline of some raw materials in the upstream does not bring a lot of substantial benefits, and for the current cold of the current business, it is not strong to buy it. Therefore, most of the original procurement plans have not been adjusted.
Post time: Feb-06-2023