In recent years, the market mainstream of ammonia synthesis products has been booming. How will it develop in the later stage? The following are the key points:

From the supply point of view, as of September 5, according to statistics: Shandong daily supply of 3450 tons, Hebei daily supply of 2660 tons, Anhui daily supply of 1850 tons, Jiangsu daily supply of 1380 tons, Henan daily supply of about 1630 tons. Some of the plant fluctuation reduction, such as Shandong Hualu Hengsheng downstream nitric acid plant start-up, liquid ammonia export short-term reduction of 2-3 days; Hebei Huanghua urea plant start-up, liquid ammonia export decreased by 500 tons compared with the earlier period; Anhui Anqing short-term suspension of shipment for 1 day, a daily reduction of 600 tons; Anhui springs urea production has not resumed, a daily reduction of 400 tons The shutdown of Junhua plant in Zhumadian, Henan Province has not been restored, and the daily decrease of 1000 tons; the daily decrease of 400 tons when the urea plant started in Jinkai, Henan Province. Market supply continued to tighten, some manufacturers still maintain a low start-up, coupled with some manufacturers have device failures and other conditions, the supply of market supply to maintain a tight state.

From the point of view of demand, the spot market of acrylonitrile in industry is becoming more and more popular. Traders are in a strong mood of speculation and prices are rising again. It is understood that the start-up of the acrylonitrile plant in Sirbang, Jiangsu Province, has led to the resumption of 400 tons of daily demand. The price of caprolactam is also strong, and the trading atmosphere is picking up. Close to "Kim Gu", the raw materials for the downstream are properly purchased, and the market focus of caprolactam is rising. Spot supply in the field is stable or slightly tightened, and downstream demand or gradually increased, short-term market or steadily increased mainly. According to Xiaobian understanding, Haili Group currently procurement, normal adipic acid demand 260 tons, caprolactam demand 380 tons, the total daily demand of about 640 tons, the enterprise is now in advance to increase inventory, in preparation for October 1st National Day. In addition to other trade such as Liaocheng Xijie Biological Company, Weiqiao Group and other downstream enterprises procurement, the overall market situation is more positive. However, although the market of agricultural urea has not fluctuated much recently, due to the sufficient pre-receipts of enterprises, and some enterprises have certain export orders signed, the mentality has improved and the mainstream prices have increased slightly.

From an international perspective, mainstream prices have been rising steadily, with limited new spot business, mainly due to insufficient supply in Europe and the Middle East. Recent contracts and bids indicate further price rises in September and October, but supply in Saudi Arabia is expected to stabilize in the coming weeks, and Mitsubishi's new plant in Indonesia now looks good. As a result, the supply outlook for the fourth quarter of this year may be improving, but much will depend on Yara resuming production at the Pilbara plant in Australia and on increased oil field exports in Yuri.

_Finally, take a look at the co-production of methanol, it is understood that the overall market atmosphere is still acceptable, the overall atmosphere in the Mainland is better than the port. As of September 5th, the mainstream market in Shandong concentrated in 3000-3150 yuan / ton, slightly higher than 3200 yuan / ton reported. The mainland's consumer market is showing signs of rising as part of the sale or transfer. Some factories in the main production area have more overhauls within a month, and the downstream olefins and other extraction is normal. The market fundamentals are better, and the goods are still available.