Market review: 2021 is the first year of China's 14th Five-Year Plan and a crucial year for the economy to return to the right track.This year the market wave is not flat wave, the epidemic haze has not yet dispersed, rainstorm, flood cold wave and other extreme weather flooding, plus sea skyrocketing, cross-border transport blocked, aggravate the serious imbalance between supply and demand, driving polther polyol price market ups and downs, hard polyether fell in 12000-16100 yuan / ton range.MDI market price trend "the first rise after the suppression".At the beginning of the year, many sets of MDI production devices in North America were hit by the local extreme cold wave and force majeure, and China's MDI supply and demand industry chain compared with the global first recovery, driving the MDI market price rose sharply, in late February, the domestic aggregate MDI price pushed up to 27000-28000 yuan / ton, pure MDI price pushed up to 28000-29000 yuan / ton.Due to the lack of downstream demand follow-up in downstream industries, and the expansion of domestic manufacturers, MDI product prices opened a downward channel.As of the report, the lowest point of aggregated MDI price has been adjusted to about 16,200 yuan / ton in early June, and the lowest point of pure MDI price has been adjusted to about 18,500 yuan / ton in mid-June.From July to October, due to the balance and fluctuation of the domestic supply and demand pattern, the aggregate MDI and pure MDI price range fluctuated.
Future forecast: Looking forward to 2022, the global MDI and polyether manufacturers storage expansion and production plan, and at the same time, the global energy supply shortage and the continuous promotion of "double carbon" policy, there are more challenges, opportunities and uncertainties on the production and demand side of hard foam combination, and the market price is also facing the risk of rapid adjustment.
