In September 2021, the phosphorus chemical market ushered in a sharp rise, which can be described as “soaring”, and the prices of related products have reached a new high in ten years! Even in the environment where the prices of more than 100 kinds of commodities in the “golden nine” are rising, the “edge” of phosphorus chemical products can not be covered up. The gratifying market is by no means achieved overnight. As early as may this year, the phosphorus chemical industry began to “warm up” the rise. In addition, the boost of recent policies has stimulated an uncontrollable rise, making the phosphorus chemical industry index break new highs repeatedly.

According to the data monitoring of business society, as of September 30, the phosphorus chemical index was 2253 points, the same as yesterday, reaching a record high in the cycle, an increase of 200.80% from the lowest point of 749 points on October 7, 2018. (Note: the period refers to the period from December 1, 2011 to now)

According to the price monitoring of the trading society, 163 commodities rose month on month in September 2021, mainly in the chemical sector (79 in total) and the rubber and plastic sector (18 in total), and the commodities with an increase of more than 5% were mainly in the chemical sector; The top three commodities were phosphoric acid (161.44%), metallic silicon (139.74%) and yellow phosphorus (108.70%).

According to the list of bulk commodities in September monitored by the business society, yellow phosphorus and phosphoric acid “stand out” occupied the first and third place in the increase of the plate. Among them, some manufacturers of yellow phosphorus prices began to close their offer after mid month, and the actual trading was higher. As follows:

The yellow phosphorus market was booming in September, with a half month increase of more than 100%

In September, under the influence of environmental protection inspector and “double control” policy, prices “soared”. During the month, Yunnan development and Reform Commission issued the notice of Yunnan energy conservation leading group office on resolutely doing a good job in the work related to dual control of energy consumption. It is mentioned that the production control of yellow phosphorus industry shall be strengthened to ensure that the average monthly output of yellow phosphorus production line from September to December 2021 shall not exceed 10% of the output in August 2021 (i.e. reduce the output by 90%). Affected by this news, yellow phosphorus enterprises limited voltage load, reduced production capacity and intensified spot tension. The downstream began to purchase yellow phosphorus at a high price, and the price of yellow phosphorus increased significantly. In mid September, the market quotation of yellow phosphorus was about 60000-65000 yuan / ton, an increase of more than 100%. After the middle of the year, the external quotation of most yellow phosphorus enterprises was suspended, and only a few sporadic enterprises made external quotation. Be cautious in downstream procurement and prepare goods slightly.

In September, the phosphoric acid market soared with the “original”, with an increase of nearly 160% in the month

In September, the phosphoric acid market soared, with an increase of nearly 160% in the month, a year-on-year increase of more than 300%, and its value doubled, quickly becoming the leading product in the chemical industry. The main reason for the rise of phosphoric acid in September was that driven by the sharp rise of yellow phosphorus in the upstream, the raw material goods were tight and the price was high, resulting in the forced shutdown and production reduction of phosphoric acid manufacturers, the tightening of market supply, the shortage of goods, and the continuous rise of supporting prices, breaking through the 20000 yuan mark at one stroke, creating a new height in the past decade, which is extremely eye-catching.

In the first week of September, the phosphoric acid market was dominated by horizontal consolidation, and there was no obvious fluctuation, but some enterprises had planned to increase; In the second week, due to the impact of environmental protection, the start-up of raw material yellow phosphorus was low, and the price rose to 30000 yuan. The cost side promoted the phosphoric acid market to actively follow up, quickly breaking through the 9000 yuan mark, with a sword pointing at 10000 yuan; In the third week, the raw material yellow phosphorus rose to 60000 yuan, the increase of phosphoric acid increased, with an increase of more than 40% within the week, and the number of start-up enterprises decreased, the market supply side was tight, so it was necessary to queue up for delivery; In the fourth week, before and after the Mid Autumn Festival, the market price of phosphoric acid has not stopped rising. Enterprises have few goods and many customers, and the quotation is basically above 20000 yuan. Moreover, with the upgrading of dual control of energy consumption, the speculation atmosphere in the market has become more intense. The market price rises day by day. Until the end of the month, the rise of phosphoric acid market runs through September. At the end of the month, enterprises mostly adjust the price according to inventory, although the increase has narrowed, However, the rise continued, and the actual transactions were mainly negotiation.

In September, domestic phosphorus ore rose strongly, with an increase of more than 10%

In September, the domestic phosphorus ore market generally increased. Although the increase was not as obvious as that of yellow phosphorus and phosphoric acid, the price was relatively strong. At the beginning of June, due to the tight supply of phosphorus ore in the mine, the price increased. The phosphate ore market in Guizhou and Hubei remained high. In the middle of the month, the phosphorus ore market rose for the second time in the month. Affected by the violent rise in the downstream Yellow Phosphorus and phosphoric acid market prices, the phosphorus ore market was further higher. In addition, during the month, the inventory in the phosphate rock quarry remained low, and the demand for storage and preparation before the downstream Festival performed well. The overall transaction atmosphere of the phosphate rock Market in September was good, and the overall trend showed a strong upward trend.

September this year is destined to be an extraordinary September for the phosphorus chemical industry sector. In the phosphorus chemical industry sector, except that the ammonium phosphate Market has little change and the high-level consolidation operation, phosphoric acid and phosphate rock have followed the rise one after another driven by the sharp rise of yellow phosphorus. Under the background of double control policy, yellow phosphorus enterprises have serious power restriction, reduced production capacity and tight market supply, which is difficult to change significantly in a short time. However, at present, most phosphorus chemical products have risen to a high level, and downstream enterprises are more cautious except that they just need to take goods. Overall, the phosphorus chemical sector may usher in a certain callback in the future, but the high price situation is difficult to change in a short time.