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Holiday Crude Oil, Pure Benzene Up Caprolactam Cost Support Strong

2022/2/7 15:12:00 0

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Snowstorms and severe cold weather in the United States have raised concerns about the shutdown of the Permian Basin, the largest shale oil producing area, and the geopolitical tension continues. The international oil price has reached a new high in more than seven years. NYMEX crude oil futures 03 contract 92.31, up 2.04 USD / barrel, or 2.26%; Ice oil distribution futures 04 contract rose 2.16 USD / barrel or 2.37% at 93.27.

The external price of pure benzene rose slightly, and the Chinese market was closed due to the Spring Festival holiday, so the transaction was temporarily less. Some of the factories in Shandong refining and refining industry decreased their burden, and the supply of pure benzene decreased, and the price of pure benzene in Shandong Province increased significantly. As of February 6, the spot price of pure benzene in Shandong Province rose to 8200 yuan / ton, 500 yuan / ton higher than that before the festival.

product	January 28th	February 4th	Up and down	Up and down range
WTI	eighty-six point eight two	ninety-two point three one	five point four nine	6.32%
Brent	ninety point zero three	ninety-three point two seven	three point two four	3.60%
Pure benzene FOB Korea	one thousand and ten	one thousand and sixteen	six	0.59%
Pure benzene CFR China	one thousand and forty-five	one thousand and forty-three	-2	-0.19%
product	January 28th	February 6th	Up and down	Up and down range
Shandong market of pure benzene	seven thousand and seven hundred	eight thousand and two hundred	five hundred	6.49%

Crude oil and pure benzene prices rose during the festival. After the resumption of trading, the listing of pure benzene and pure benzene in East China may rise, and caprolactam cost support will continue to be strong.

In terms of caprolactam supply, the Winter Olympic Games had little impact on the overall production of factories in the north. Only a few enterprises reduced the burden slightly, while other enterprises mostly produced normally. The specific statistics are as follows:

Name of enterprise	capacity	Device dynamics
Cangzhou Xuyang	fifteen	The load dropped to about 80%.
Shijiazhuang Refining & Chemical Co., Ltd	ten	Since August 21, the company will stop and expand its capacity (10 to 15), and the restart situation still needs to pay attention to the restart progress of relevant raw material enterprises.
Shanxi Lubao	ten	Normal production.
Shanxi Yangmei	twenty	One line is basically normal, and the other line is stopping.
Shanxi orchid	fourteen	Normal production.
Shandong Haili	twenty	When the device is shut down, restart is delayed.
Luxi Chemical Industry	thirty	Normal production
Dongming Xuyang	thirty	Normal production.
Jiangsu Haili	twenty	One line has been restarted and the other line is stopping.
Nanjing Oriental	forty	At present, the overall load of the two lines is about 70%.
Baling Hengyi	forty-five	Normal production.
Juhua, Zhejiang	ten	The load is about 80%.
Tianchen, Fujian	thirty-five	Normal production.
Shenyuan, Fujian	sixty	Normal production.
Yongrong Jinjiang	twenty-eight	Normal production.
Pingmei Shenma	thirty-eight	The overall load is about 60%.
Baling Petrochemical	thirty	The load is more than 90%.
Sanning, Hubei	fourteen	Normal production.
Qinghua, Inner Mongolia	ten	Parking.
Hualu Hengsheng	thirty	Normal production.
Lunan Chemical	thirty	The load is reduced to 70%.
Comprehensive total	five hundred and thirty-nine	The load on January 30 was 79.41%, and that on February 6 was 78.80%.

According to the statistics of caprolactam operation, at present, the overall load of caprolactam is 78.80%, which is 0.61% lower than that of the previous year, and the daily output is reduced by about 100 tons, and the total supply has little change.

Caprolactam is mainly affected by the cost support logic after the festival. When the price of pure benzene rises sharply, caprolactam may follow. Downstream demand needs to pay attention to the process of terminal resumption and the follow-up of procurement rhythm.