Large-Scale Power Cuts And Shutdowns In The Plastic Provinces

★Power cut off! South China "opens two and stops five", covering thousands of enterprises!

★The market is out of control! It skyrocketed by 70% in one week, and EVA rose by 2600 again,quotation close will be a normal situation.

★3 letters in a day! The two departments jointly carried out the work of ensuring energy supply and price stabilization, and thermal coal rose by more than 6% as a record high!

 

While the policies of environmental protection supervision and double-high restriction have not been digested,  a new round of electricity curtailment measures has been launched again! Companies that do not cooperate with power cuts and work stoppages will also face compulsory seizures! 

Zhejiang:  A power outage notice issued by a major textile town, covering 161 companies

People familiar with the matter said that Shaoxing Keqiao issued a power outage notice,“According to the spirit of the emergency meeting of the province on September 20 and the spirit of instructions from the main leaders of the provincial government, the province is required to immediately reduce the power consumption of key energy-consuming enterprises. All localities. Under the premise of ensuring safety, key energy-consuming enterprises with high energy consumption should suspend production until the end of the month.

Jiangsu: gradual suspension of production, over 1,000 enterprises "open two and stop two"

An enterprise in Jiangsu revealed that it had received the "September 19, 2021 Energy Consumption Double Reduction Control Plan", which requires the enterprise to limit production according to different levels.

 

Class A shall not consume more electricity than the same period last year; Class B shall decrease by 10%; all 1,096 Class C enterprises shall restrict production in accordance with the measures of“opening two and stopping two”, and are divided into two batches with rotation production; 143 Class D plots The production of all 28 printing and dyeing enterprises shall be suspended; all 28 printing and dyeing enterprises shall restrict production in accordance with the measures of“opening two and stopping two”. They are divided into two batches and production is rotated. (The measures of "open two and stop two" will be implemented from 17:00 on September 19, 2021, and will be divided into two batches.)

Guangdong: Starts two stops and five stops, and only retains less than 15% of the total load

According to the results of dual control of energy consumption in the first half of the first half of the Guangdong Provincial Development and Reform Commission, Qingyuan, the main production area for building ceramics, was listed as a first-level warning. Including ceramics, high-energy-consuming enterprises such as chemical and non-ferrous metals have all been listed as key energy-consuming doubles. In the control plan.

The market is out of control! It skyrocketed by 70% within the week, and the quotation closing became the norm!

Affected by the "dual control" and "power curtailment", the skyrocketing chemical raw materials emerge in endlessly! One price for each seedling! It is even more normal for manufacturers to seal disks!

From the last week’s list of commodity prices and chemical sector rises and falls, 61 types of products rose month-on-month, of which 19 types of products rose by more than 5%. Among them, yellow phosphorus increased by 73.91% weekly, dichloromethane increased by 56.84% weekly, and phosphoric acid weekly increased by 73.91%. Up 41.76%!

 

EVA: Beijing Organics and Levima New Materials have increased their ex-factory prices by up to 2600!

On September 22, the ex-factory price of Beijing organic EVA was increased by RMB 2,300-2,600/ton; the ex-factory listing price of Levima's new material EVA was increased by RMB 1,400/ton.

At present, there is no significant improvement in the supply and demand of EVA, and the tight supply pattern continues. It is expected that the EVA market may run at a high level in the near future.

Silicone: Upstream and downstream price increases notice Qi Fei, or exceed the 50,000 mark!

Due to policy tightening + market speculation, according to market news, silicone-specific silicon blocks have soared to 45,000 yuan/ton. Zhejiang Xin'an, Inner Mongolia Hengyecheng and other silicone companies have closed the market without reporting. The market supply has been tightened rapidly, and the world has started. Grab the silicon plan!

Wanhua Chemical announced that TPU increased by 1,000 yuan / ton

On September 15, Nantong Baoxuan New Materials stated that it received a notification from the manufacturer that the sales price of Wanhua’s TPU series products will be increased by RMB 1,000/ton from now on.

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