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Around 23 o'clock on May 27th, chlorinated benzene production capacity ranked No. 3 in the country's Haozhou Chemical Co., Ltd. chlorinated benzene plant exploded and triggered a fire. As of 3:00 a.m. on May 28, the fire has already been controlled and the aftermath of the work is still underway. Sudden incidents have caused the chlorinated benzene market to begin to unbalance supply and demand. At present, major manufacturers of chlorinated benzene have all been sealed up. Predicting that the chlorinated benzene market ushered in the turning point, the market outlook may rise in an all-round way.
In early May, the domestic chlorinated benzene market experienced a short wave of rally. The mainstream transaction price rebounded from 6,600 yuan (t price, the same below) to 7,100 yuan, or 7.5%. However, the good times were not long. Affected by falling prices of raw materials and shrinking downstream demand, the chlorinated benzene market began to weaken in mid-May. As of May 27, some manufacturers saw a 3% decline within a week. However, after the explosion of the chemical chlorobenzene plant on August 8, the supply and demand situation turned sharply.
èšŒåŸ August 1 Chemicals is one of the earlier domestic companies producing chlorinated benzene, with an annual production capacity of over 80,000 tons, ranking third in the country. The company has a complete supporting industrial chain, from chlor-alkali to chlorinated benzene to nitrochlorobenzene, p-aminophenol and other products, and its supporting nitrochlorobenzene plant is also the top two in the country. Therefore, the chlorinated benzene plant explosion will affect the current market trend of chlorinated benzene, and even downstream nitrochlorobenzene will have a certain impact. Before the chlorinated benzene plant is repaired, if the company's supporting nitrochlorobenzene plant is restored to operation, the required raw materials will all be purchased from the society, and the short-term market gap will reach more than 30%, and the possibility of market imbalance will not be ruled out. The market for strong chlorinated benzene is expected to rebound strongly.
In addition, it will also cause a gap in the supply and demand of the associated product market. Nitrochlorobenzene is not only the largest downstream product of chlorinated benzene, but also the raw material of related dye intermediates. For example, 2,4-dinitrochlorobenzene can be produced with p-nitrochlorobenzene or directly with chlorinated benzene. The changes in the market between them promote each other and restrict each other. Because the chemical chlorinated benzene plant in Jixiba was discontinued, the supporting nitrochlorobenzene would also have a process if it wanted to resume production, which would inevitably result in a decline in the supply capacity of nitrochlorobenzene. At this time, companies such as Huludao Shixing, Zhejiang Jiaxing Zhonghua, etc. with low start-up rates may increase the operating rate, increase the procurement of chlorinated benzene as a raw material, and the market supply may become tighter, which will play an active role in the rebound. The promotion effect.
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