At present, the low prices of liquid chlorine in the domestic northwest, east and middle China markets have generally dropped to 100 yuan (t price, the same below). In Shandong, Jiangsu, Inner Mongolia and other chlor-alkali provinces, the factory price of 50 yuan is no surprise, even There are companies willing to sell at zero prices out of stock pressure. This has caused industry insiders to sigh and bewilderment: what happened to the liquid chlorine market? Why did the liquid chlorine market fall so badly?
Alkaline strong chlorine Weak production and marketing The reason that the market of liquid chlorine is so weak is the imbalance of alkaline chlorine. Due to the relatively strong demand for caustic soda, the price has remained firm at high levels. In particular, after the Tokao chlor-alkali plant in Japan was shut down, the overall supply of the caustic soda market in Northeast Asia decreased. Users in Australia and North America turned to China for inquiries, and the export prices of liquid caustic soda continued to improve, further leading to high domestic prices of caustic soda. In many areas, the ex-factory price of 32% caustic soda was as high as 900 yuan (ton price, the same below), and the ex-factory price of 45% ion-exchange membrane caustic soda climbed to a high of 1,300 yuan. Strong caustic soda prices led to difficulty in reducing the starting load of the chlor-alkali plant, and the liquid chlorine swelled warehouse was too serious to take the goods at reduced prices. Therefore, the liquid chlorine market and the caustic soda formed a strong contrast, out of a very tragic market, despite the manufacturing cost is higher than 900 yuan, the sales price is less than 100 yuan, production and sales upside down serious.
In the 10 years since the passive production expansion deviated from the downstream demand, the pace of domestic chlor-alkali expansion has not stopped. The production capacity has increased by 10 times in 10 years and reached 30 million tons by 2010. According to statistics, the new capacity will increase by 3.5 million tons in the first 10 months of this year. It is expected that by the end of this year, the total chlor-alkali capacity will reach more than 34 million tons. What is even more worrying is that in areas where salt resources and power resources are relatively abundant, the momentum for energy expansion has not faded. Since the chlor-alkali production process determines that each ton of caustic soda is produced, a total of 300 kg of liquid chlorine is to be co-produced. According to this ratio, the current domestic liquid chlorine production capacity has exceeded 10 million tons. This passive expansion has completely changed the supply and demand balance of liquid chlorine. , triggering an abnormal situation in the relevant market.
The downstream products that consume chlorine mainly include polyvinyl chloride resin, chloroacetic acid, propylene oxide, epichlorohydrin, methane chloride, etc., but these products are generally at a low point in the boom cycle, especially methane chloride in methane chloride, three Chloro methane and other species ended with the influence of Japan's earthquakes. The number of exports dropped drastically. Coupled with the stagflation of the real estate industry, the demand for liquid chlorine from associated downstream products dropped significantly. Li Xiangyang, head of the marketing department of Yanhai Chemical Co., Ltd. of Jiangsu Province, believes that the layout of the chlor-alkali industry is very important now and the disorderly competition is terrible. In some areas, it is not possible to consider the advantages of a single factor. It is necessary to combine salt resources and power resources while focusing on market resources and achieving the unity of the three. Otherwise, the tangled situation of chlor-alkali products will continue for a long time.
Poor circulation creates a bottleneck for liquidity The current liquid chlorine storage pool that appears with the rapid development of the caustic soda market causes its market prices to extremely decline in high-capacity production areas, but the market price of liquid chlorine can still be maintained in some areas in the southeast, south China and northeast regions. 500 to 1,000 yuan interval. In accordance with the law of capital operation and the role of internal market regulation mechanisms, there should be a part of liquid chlorine flowing to the areas where prices are relatively optimistic. But this seems to be people's wishful thinking. The actual liquid chlorine circulation radius is quite limited. The reason for this is that the market has made a frustrating choice. “Generally speaking, the current liquid chlorine transportation radius is very difficult to exceed 300 kilometers. Liquid chlorine is poor in fluidity and the adjustment ability between regions is very low, which is caused by a variety of reasons.†Deputy General Manager of Shandong Jinling Group Corporation Li Rongzeng analyzed that current oil prices, freight rates, and labor costs have continued to rise, leading to high logistics costs. Even if liquid chlorine has a certain price difference between regions, high transportation costs will completely offset this, making operators unprofitable. At the same time, liquid chlorine is a highly toxic and hazardous chemical product. Due to the frequent occurrence of leakage accidents, supervision is increasingly strict. Only storage and transport units with the qualification of hazardous chemicals can engage in logistics transportation. The narrowing of channels naturally leads to higher transportation costs and weakens liquid chlorine. Mobility.
The industry believes that to change the structural defects of liquid chlorine must be a two-pronged approach, on the one hand to compress production capacity, on the other hand to expand downstream demand, thereby improving the upstream and downstream matching relationship of liquid chlorine. It is necessary to change the status quo of blind competition by curbing the expansion of chlor-alkali and accelerating the industrial integration of the eastern and western regions. The more direct and effective means is to eliminate backward production capacity. At present, it is a good time to eliminate backward production capacity. The National Development and Reform Commission has announced that it will increase the price of electricity by 3 points/kWh from December 1. For high-energy chlor-alkali companies, it has a great impact. At present, domestic diaphragm alkaline unit power consumption is 2500 kwh, ordinary ion-exchange membrane caustic soda consumption is 2250 kwh, and the most advanced “zero-pole distance†ion-exchange membrane caustic soda consumes only 2000 kwh. According to calculations, this power price adjustment, the diaphragm base will increase the cost of electricity by 75 yuan, which is undoubtedly a significant factor in reducing profits, and will also increase the degree of liquid chlorine losses. Therefore, there should be bravery of the brave warrior. Take this opportunity to actively eliminate some of the membrane caustic soda devices, so that the liquid chlorine supply capacity can be reduced simultaneously.
Another way to solve the severe excess of liquid chlorine supply is to increase the research and development of downstream chlorine consumption products. Although the use and amount of liquid chlorine have been expanded a lot in the past, compared with the huge capacity of liquid chlorine in China, the downstream digestion capacity is obviously insufficient. Therefore, it is imperative to extend the industrial chain, expand the industrial chain, and optimize the industrial chain, such as expanding the scope of application of methylene chloride in electronics, medicine, and detergents, doing a good job in the deep processing of chloroform, and vigorously developing new types of fluorine chemical materials, etc. .
Alkaline strong chlorine Weak production and marketing The reason that the market of liquid chlorine is so weak is the imbalance of alkaline chlorine. Due to the relatively strong demand for caustic soda, the price has remained firm at high levels. In particular, after the Tokao chlor-alkali plant in Japan was shut down, the overall supply of the caustic soda market in Northeast Asia decreased. Users in Australia and North America turned to China for inquiries, and the export prices of liquid caustic soda continued to improve, further leading to high domestic prices of caustic soda. In many areas, the ex-factory price of 32% caustic soda was as high as 900 yuan (ton price, the same below), and the ex-factory price of 45% ion-exchange membrane caustic soda climbed to a high of 1,300 yuan. Strong caustic soda prices led to difficulty in reducing the starting load of the chlor-alkali plant, and the liquid chlorine swelled warehouse was too serious to take the goods at reduced prices. Therefore, the liquid chlorine market and the caustic soda formed a strong contrast, out of a very tragic market, despite the manufacturing cost is higher than 900 yuan, the sales price is less than 100 yuan, production and sales upside down serious.
In the 10 years since the passive production expansion deviated from the downstream demand, the pace of domestic chlor-alkali expansion has not stopped. The production capacity has increased by 10 times in 10 years and reached 30 million tons by 2010. According to statistics, the new capacity will increase by 3.5 million tons in the first 10 months of this year. It is expected that by the end of this year, the total chlor-alkali capacity will reach more than 34 million tons. What is even more worrying is that in areas where salt resources and power resources are relatively abundant, the momentum for energy expansion has not faded. Since the chlor-alkali production process determines that each ton of caustic soda is produced, a total of 300 kg of liquid chlorine is to be co-produced. According to this ratio, the current domestic liquid chlorine production capacity has exceeded 10 million tons. This passive expansion has completely changed the supply and demand balance of liquid chlorine. , triggering an abnormal situation in the relevant market.
The downstream products that consume chlorine mainly include polyvinyl chloride resin, chloroacetic acid, propylene oxide, epichlorohydrin, methane chloride, etc., but these products are generally at a low point in the boom cycle, especially methane chloride in methane chloride, three Chloro methane and other species ended with the influence of Japan's earthquakes. The number of exports dropped drastically. Coupled with the stagflation of the real estate industry, the demand for liquid chlorine from associated downstream products dropped significantly. Li Xiangyang, head of the marketing department of Yanhai Chemical Co., Ltd. of Jiangsu Province, believes that the layout of the chlor-alkali industry is very important now and the disorderly competition is terrible. In some areas, it is not possible to consider the advantages of a single factor. It is necessary to combine salt resources and power resources while focusing on market resources and achieving the unity of the three. Otherwise, the tangled situation of chlor-alkali products will continue for a long time.
Poor circulation creates a bottleneck for liquidity The current liquid chlorine storage pool that appears with the rapid development of the caustic soda market causes its market prices to extremely decline in high-capacity production areas, but the market price of liquid chlorine can still be maintained in some areas in the southeast, south China and northeast regions. 500 to 1,000 yuan interval. In accordance with the law of capital operation and the role of internal market regulation mechanisms, there should be a part of liquid chlorine flowing to the areas where prices are relatively optimistic. But this seems to be people's wishful thinking. The actual liquid chlorine circulation radius is quite limited. The reason for this is that the market has made a frustrating choice. “Generally speaking, the current liquid chlorine transportation radius is very difficult to exceed 300 kilometers. Liquid chlorine is poor in fluidity and the adjustment ability between regions is very low, which is caused by a variety of reasons.†Deputy General Manager of Shandong Jinling Group Corporation Li Rongzeng analyzed that current oil prices, freight rates, and labor costs have continued to rise, leading to high logistics costs. Even if liquid chlorine has a certain price difference between regions, high transportation costs will completely offset this, making operators unprofitable. At the same time, liquid chlorine is a highly toxic and hazardous chemical product. Due to the frequent occurrence of leakage accidents, supervision is increasingly strict. Only storage and transport units with the qualification of hazardous chemicals can engage in logistics transportation. The narrowing of channels naturally leads to higher transportation costs and weakens liquid chlorine. Mobility.
The industry believes that to change the structural defects of liquid chlorine must be a two-pronged approach, on the one hand to compress production capacity, on the other hand to expand downstream demand, thereby improving the upstream and downstream matching relationship of liquid chlorine. It is necessary to change the status quo of blind competition by curbing the expansion of chlor-alkali and accelerating the industrial integration of the eastern and western regions. The more direct and effective means is to eliminate backward production capacity. At present, it is a good time to eliminate backward production capacity. The National Development and Reform Commission has announced that it will increase the price of electricity by 3 points/kWh from December 1. For high-energy chlor-alkali companies, it has a great impact. At present, domestic diaphragm alkaline unit power consumption is 2500 kwh, ordinary ion-exchange membrane caustic soda consumption is 2250 kwh, and the most advanced “zero-pole distance†ion-exchange membrane caustic soda consumes only 2000 kwh. According to calculations, this power price adjustment, the diaphragm base will increase the cost of electricity by 75 yuan, which is undoubtedly a significant factor in reducing profits, and will also increase the degree of liquid chlorine losses. Therefore, there should be bravery of the brave warrior. Take this opportunity to actively eliminate some of the membrane caustic soda devices, so that the liquid chlorine supply capacity can be reduced simultaneously.
Another way to solve the severe excess of liquid chlorine supply is to increase the research and development of downstream chlorine consumption products. Although the use and amount of liquid chlorine have been expanded a lot in the past, compared with the huge capacity of liquid chlorine in China, the downstream digestion capacity is obviously insufficient. Therefore, it is imperative to extend the industrial chain, expand the industrial chain, and optimize the industrial chain, such as expanding the scope of application of methylene chloride in electronics, medicine, and detergents, doing a good job in the deep processing of chloroform, and vigorously developing new types of fluorine chemical materials, etc. .
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