The domestic trichloromethane market continued to rise in September, with a benchmark price of 2066 yuan/ton at the beginning of the month, rising to 2316 yuan/ton as of September 15th, an increase of 12.1%. Multiple factories have raised their factory prices multiple times, creating a strong atmosphere of rising prices in the market.
Since September, the methane chloride industry has experienced a decline in production, with the 100000 ton/year plant in Huichang Yonghe scheduled to shut down and restart on September 1st. In addition, some companies have reduced their workload for maintenance, resulting in a contraction of industry supply; The inventory of manufacturers and society has declined compared to August, and the circulation of spot goods is tight. Traders are reluctant to sell, which has boosted the quotation.
The strengthening of upstream methanol and liquid chlorine prices has significantly increased the production cost of trichloromethane. As of September 15th, the spot price of methanol was 3776 yuan/ton, an increase of 16.21% from 3250 yuan/ton at the beginning of the month.
In September, entering the traditional off-season for air conditioning, downstream R22 factories experienced a slight decline in production, and the marginal demand weakened; The orders for pharmaceutical intermediates remain stable, with a year-on-year increase in usage, maintaining rigid procurement. The demand for solvents remains stable, and the overall demand for trichloromethane has a certain level of support.
Market forecast: The short-term strong trend of trichloromethane will continue, with low inventory and equipment maintenance support remaining, and prices may slightly rise. If the parking device resumes production, the supply pressure will gradually rise, coupled with the continued weakening of refrigerant terminal demand, and the upward trend will slow down in the mid to late period.