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[Industry Focus]:Burst, crude oil, PTA, PVC, PP, plastic! Dozens of Giants send letters collectively

the
first trading day after the festival, the variety of energy rose crazy, so that many people were caught off guard. Crude oil main surge 6.52%,PTA futures rose 5.95%,PVC futures rose 4.84%,PP main rose 4.27%, plastics rose 3.55%!


BASF, Dow dozens of giants in October collective price increases
in

the recent "double control" of energy consumption brought about by the power limit production limit so that the operating rate in many regions hit a new low, dozens of domestic plastic, chemical enterprises sent letters to increase. At the same time, the situation overseas has not relieved everyone. Since the third quarter, BASF, DuPont, Dow and other chemical companies have sent letters and even many letters to announce the price increase in the fourth quarter. Some products rose as high as 6000 yuan/ton, an increase of up to 30%, and some companies even announced additional natural gas surcharges.
BASF: From October 1, the price of Lupranate MDI products will be increased by 0.12 USD/lb (about 1717 yuan/ton); The price of its polyurethane business will be increased by 0.11 USD/lb (about 1566 yuan/ton); In North America, the price of DMAPA will be increased by 0.15 USD/lb. Increase to Baxxodur®The price of some polyetheramine sold by the brand in North America. BASF will raise the prices of 1,4-butanediol (BDO) and derivatives in North America by up to $0.18/pound (about 1997 yuan/ton) from October 1 or as permitted by existing contracts.
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Dow: Starting from October 1, the main products of silicone high-performance construction business will be increased in price, with an adjusted increase of 10%.
DuPont: Since October 1, the prices of some products in the Asia-Pacific region have been raised. The products involved include long carbon chain nylon, special high temperature nylon, alcohol-soluble nylon, thermoplastic elastomer and other products, with a maximum increase of 5800 yuan/ton.
Mitsui Chemical SKC: Polytoluene diisocyanate (TDI) will increase the price by 20 yen/kg (about 1175 yuan/ton) from October 1.
Leander Basel: From 101st, its 1,4, butanediol (BDO) and its derivatives will be increased by 0.14 USD/lb -0.18 USD/lb (about 1993 yuan/ton -2562 yuan/ton).
Stepan (STEPANPOL): From October 1,, the STEPANPOL of its American production will be increased.®and TERATE®The price of hard foam polyester polyol is 0.10 USD/pound (about 1418 yuan/ton). In addition, due to the sharp increase in the price of flame retardants, all products containing flame retardants will increase by an additional US $0.02/pound, a total increase of US $0.12/pound (about 1717 yuan/ton).
Comu: From October 1,, the Ti-Pure of all specifications in China will be raised.™Titanium dioxide 150 USD/ton (about RMB 967/ton).
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Japan Ishihara: From October 1, the price of titanium oxide products in the Asia-Pacific region (excluding Japan) will be increased by 200 USD/ton (about 1300 yuan/ton).
Tronox: From 1001, the price of all titanium dioxide products sold to the Asia-Pacific region will increase by 200 US dollars (about 1300 yuan/ton), and said that due to ship delays and container shortages, the product delivery time is still very long.
Ashland: From October 1, its 1,4, butanediol (BDO) and its derivatives will be increased by 0.14 USD/lb -0.40 USD/lb (about 1993 yuan/ton -5696 yuan/ton).
Shin-Etsu Chemical: From October, silicone in Japan and overseas raised all product prices by 10%-20%.
Maitu: From October 1, the price of silicone elastomer product portfolio in China and Southeast Asia will increase by about 10%-20%.
Longsheng: Starting from October 1, the price of PA66, PA6, PBT and other products will be raised by up to 6000 yuan/ton.
Roma Chemistry (formerly Evonik): Increase its PLEXIGLAS from October 1, ®And PLEXIMID®PMMA (polymethyl methyl acrylate resin) sells for 0.08 euros/kg (about 606.5 yuan/ton).
Dow Chemical: Starting from October 1, the selling price of PA6/PA66 and its raw materials will be increased by up to 1,000-2,800 yuan/ton.
Ube Maruzin: From October 1, the selling prices of EVA resin and EEA resin will be increased, of which EVA resin price will be increased by 20 yen/kg (about 1176 yuan/ton) and EEA resin will be increased by 40 yen/kg (about 2352 yuan/ton).
Kolele: From October 1,, all levels of SEPTON will be raised worldwide.™, HYBRAR™the price of hydrogenated styrene elastomers and TU polymers, up 0.44 USD/pound (about 3142 yuan/tonne).
Mitsubishi Chemical Co., Ltd.: Starting from October 1, the prices of all waterproof products will be raised by 10%-15%.
Fuji: Two letters were sent in succession. From October 1, the prices of printing photosensitive resin letterpress and other printing related materials (such as PS board, CTP board, printing board, etc.) were raised by up to 30%.
Sumitomo Bakelite Co., Ltd.: SUMILON to the company's production from October 1, ®Products (cell culture-related products) to increase prices.
into Sichuan Rubber: From October 1, the price of all products of the company will be raised by 10-20%.
COIM: COIM USA to Raise Its ISOXTER from October 1 ®The selling price of aromatic polyester polyol products in the United States and Canada. Polyester polyol for rigid foam board: +0.11 USD/lb. Polyester polyol for spray foam and field casting applications: +0.06 USD/lb.
Huntsman: will impose a gas surcharge of 125 euros per ton on all MDI sales in Europe, Africa, the Middle East and India in response to the unfortunate and unprecedented increase in natural gas prices in the region. The surcharge will take effect on October 1, 2021, and is in addition to the previously announced increase in MDI prices.
Shengxi Olympic: From October 1, Styrofan ®The price of carpet latex adhesive (styrene-butadiene latex) was increased by US $0.08/pound (about 1140 yuan/ton). Although the fourth quarter has just begun, the
of has dozens of international petrochemical leaders announced product price increases, and many domestic plastic companies have sent letters or directly notified customer groups to inform them of price increases. According to incomplete statistics, hundreds of plastic chemical companies have raised their product prices, and some companies have continued to increase their prices in the near future. The epidemic is still spreading, natural gas, oil, coal and other primary energy emergency, sea freight, freight rates continue to soar, domestic "double limit" control tightening, supply and demand imbalance is becoming more and more intense ...... These "gray rhino" events followed, and will continue to play a role in the remaining three months of 2021. Please follow the follow-up report on whether the shortage of goods will increase and whether the price ceiling can be continuously refreshed.

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