Since October last year, the titanium dioxide industry after Niubi enterprise integration, began to coax to start driving up high prices, many downstream users simply do not believe can continue, the more you do not believe that sustainable, the more she is love Reason, just put your profits cut a black and blue.

And like a hurry like, cut off the winter, cut spring, it seems to cut the rhythm of the year ah?

Carbon black enterprises to see the titanium dioxide industry in full swing of the killing, eat a big belly round, the heart that vinegar big hair, so also began to eager to move the knife, before the Spring Festival small test chopper, feeling or meat can be eating, followed by the Spring Festival After the open kill, all of a sudden up 10%.

The downstream business itself was bite of the bite of the dying, and this was once again underworld torn into a skinny bones.

These wicked, excuses always a lot.

Spring came, the weather warmer, haze can not form, you have reason to price it?

Titanium raw materials soaring, titanium dioxide go from here?

With the second wave of titanium dioxide in 2017 suppliers began to raise prices, domestic and foreign titanium suppliers generally began brewing further price increases plan, the current Panzhihua area in the titanium ore in the basic maintenance of 1100-1150 yuan, 10 Mine in the basic 1750-1850 or so, 20 ore prices generally slightly lower than the 10 ore, but 20 ore titanium suppliers in the supply of several previous contracts, the new price did not immediately introduced, is expected after the completion of the contract, 20 mine Will also usher in new prices. Panxi area above the titanium ore is not tax price, if coupled with taxes and freight, then basically shipped to the Shandong region of Panxi Titanium ore will reach 2450-2500 yuan, titanium dioxide manufacturers more difficult to accept , So have to seek overseas mineral resources.

At present, India's titanium ore can not be properly transported to China, making the domestic Indian mine is basically a non-stock situation, and traders and suppliers of Indian titanium ore offer is sesame blossom, steadily, is expected in May 2017 Before the Indian titanium ore can not be properly transported out of the future of India's titanium ore will still appear in the case of no goods, the transaction price will gradually increase over time.

Due to the cause of the Indian titanium ore caused by the Vietnamese titanium and Ukraine Titanium recent imports gradually increased, indicating that the choice of titanium raw materials, titanium manufacturers are also considering the price of titanium as far as possible. But the Vietnamese titanium is divided into A mine and B mine, which B ore because of the high iron in the actual production is not ideal, titanium dioxide manufacturers are more willing to choose a slightly higher price of Vietnam A mine. At the same time the African titanium ore also with the titanium dioxide market further improved also gradually raised the selling price, the current titanium offer this month, the basic price remained at around 190-200 dollars. So with the continuous demand of titanium dioxide manufacturers and the Indian titanium, including the domestic Panxi Titanium and other comprehensive reasons, I believe that the African Titanium and Vietnam Titanium will gradually usher in higher sales prices.

In fact, the market is now more concerned about when the titanium dioxide market to stop rising prices to maintain or lower sales prices, the problem I believe we are more concerned about and attention, after all, titanium prices from the end of 2015 has been started since the rise of nearly 80-90% The range. Regardless of any product must follow the rules of the market, if the downstream market of titanium dioxide has some changes, including environmental problems caused by downstream users shut down or cut off the situation, then the titanium dioxide will inevitably face difficult to sell the situation, that When the market is bound to be adjusted. So the downstream demand directly affects the current titanium dioxide market.

What is the price of carbon black in support of the rise?

Carbon black prices hit a new high: the carbon black market has continued for several months of strong gains, and with the domestic coal tar prices rise further and the downstream tire industry to pick up, carbon black gains will continue. At present, the main producing areas N220 mainstream offer in the 7000-7500 yuan / ton, N330 mainstream offer in 6500-7000 yuan / ton, manufacturers have said that the supply of raw materials, the price hike too fast, the greater cost of business costs. Carbon black manufacturers with the intention to turn obvious. Most businesses said the new price of carbon black in March will be up about 800 yuan, some companies according to customer sentiment and market price adjustment will be adjusted, when the price of carbon black will break through the record high.

Raw materials and environmental protection two mountains: coal tar prices rose last week, has slowed, or concentrated in the 100-200 yuan / ton range, in February the overall increase in coal tar concentrated 500-700 yuan / ton. Shandong, Anhui, Jiangsu and other regions of the current relatively high prices in the 3200-3300 yuan / ton, Hebei, Shanxi, Shaanxi and other regions in the price of 3000-3200 yuan / ton, the regional coal tar prices are high. On the other hand, the supply of coal tar in various regions is still tight. In February, the price of carbon black and coal tar pitch rose by RMB 800-1000 / ton. Under the stimulation of price increase, enterprises accelerated production and increased their demand for coal tar. On the current market reaction, said carbon black and coal asphalt manufacturers to enter the market to receive a higher frequency, resulting in the market began to "oil shortage" phenomenon. In the case of the market is still in short supply, coal tar prices are expected to a new high.

Environmental protection, from February 15 to March 15, the Ministry of Environmental Protection sent a working group to Beijing and Tianjin and the surrounding 18 cities, to carry out the first quarter of 2017 air quality special inspection. The 18 cities are: Beijing; Tianjin; Hebei Province, Shijiazhuang, Langfang, Baoding, Tangshan, Handan, Xingtai, Cangzhou, Hengshui City, Shanxi Province, Taiyuan, Linfen City, Shandong Province, Jinan City, Henan Province, Henan Province, Jiaozuo, Anyang City. In these cities, coal tar and carbon black enterprises and production capacity is more concentrated, the local coal tar and carbon black enterprises have limited production, will affect the short term raw material and carbon black production market supply capacity. Up to now there are 12 large and medium-sized carbon black enterprises, affected production capacity of about 2.03 million tons, accounting for about 27% of the total domestic carbon black production capacity, this part of the carbon black enterprises according to the different requirements of the local Environmental Protection Agency, the actual implementation of the intensity There are differences, the current average start in about 5 percent. It is expected that with the end of environmental supervision, carbon black enterprise operating rate returned to normal levels, supply and demand tensions will be eased.

Downstream tire business: last week, the tire business rate has increased slightly, Shandong tire manufacturers tire rate of 65.97%, the chain rose 2.30 percentage points, the domestic tire business semi-steel tire operating rate of 70.36%, the chain rose 0.42 percentage points The With the Chinese tires double anti-win and the arrival of the tire season, tire manufacturers start a new high may be relatively large.

From the demand side, the market demand for carbon black will continue to steady upward trend.

Forecast: carbon black market in short supply, raw coal tar prices and supply of high prices, carbon black prices awareness is still strong. In the upstream and downstream supply and demand balance did not break the case, the carbon black price market is still bullish. In the long run, if the downstream tire industry can maintain a high start, and the profit margins can still be the case, the price of carbon black can still maintain a high run.