Petrochemical Industry: Soda Ash &Nbsp; Calcium Carbide Fell &Nbsp; Chemical Fiber Began To Rise.

Main points of investment:

This week's 45 key tracks

The price of crude oil will fluctuate around 90 US dollars / barrel, and the settlement price of NYMEX crude oil futures will be 88.03 US dollars / barrel on the 7 day, down 3.67% from last week.

Last week, the US Energy Agency released crude oil inventories of about 335 million barrels, 4 million 160 thousand barrels less than last week and a sharp drop in inventories.

The cold weather has led to a strong demand for crude oil, and stock prices have declined for three consecutive weeks. Crude oil prices are expected to fluctuate around 90 US dollars / barrel.

Supported by cost, the price of soda ash is limited. The price of light soda 7 days in the Yangtze River Delta is 1600 yuan / ton, and the price has dropped by 9%.

At present, the price of soda has been close to the cost price, so the probability of continuing to fall is not great.

And the recent industry conference mentioned restrictions on production, and the market will maintain a low level of shock.

Calcium carbide prices fell sharply. The price of calcium carbide was reported at 4330 yuan / ton this week, down 4.84% from last week.

From the point of view of supply, energy saving and emission reduction have ended, so the supply of calcium carbide will increase significantly.

The Spring Festival is coming, and the pportation of calcium carbide is expected to be affected. The price of calcium carbide will continue to go down in the aftermarket, but the possibility of a sharp fall is relatively small.