Merck phase II has not been restarted. Lanshantun River and Xinye have been shut down for maintenance and Shanhua has replaced the catalyst. Due to the impact of rainstorm and epidemic situation, the transportation in some areas is slow, the supply of goods is tightened again, and the domestic BDO market continues to rise. According to the sample data monitored by the business agency, as of July 30, the average price of domestic BDO producers was 24500 yuan / ton, with a month on month increase of 40.12% and a year-on-year increase of 217.69%. In terms of market price, the mainstream negotiation of spot bulk water in East China is around 25000-26000 yuan / ton.

In terms of supply, Merck phase II has not been restarted. On the 25th, Lanshan Tunhe and Xinye were shut down for maintenance and Shanhua replaced the catalyst; In addition, due to the impact of rainstorm and epidemic situation in some areas, the transportation is slow, the supply of goods is tightened again, the reluctance of main manufacturers to sell is strengthened, the main contract orders are delivered, and the spot offer is rare. In terms of demand, there are differences in the ability of downstream industries to accept high price raw materials. Among them, the cost transmission of PTMEG spandex and gbl-nmp industrial chain is OK. However, some PBT plants are expected to reduce negatively due to raw materials or cost constraints. PBAT industry also has low enthusiasm for starting losses, delayed production of new capacity, increased resistance to high prices in the downstream, and the mentality of chasing up is slightly rational.

In terms of devices, the BDO capacity of Fuhua industry and trade (Meizhou Bay, Fujian) is 40000 t / A. the device is in normal operation. It was shut down for maintenance on July 7 and is planned to be restarted. BDO is mainly for its own use. There is no offer for external use, but it is subject to negotiation. The 100000 ton unit of Inner Mongolia Dongyuan Technology Co., Ltd. operates stably, and there is no spot quotation. It is planned to replace the catalyst from July 20 to 30.

Next week, the supply decreases, the demand side increases slightly, the on-site spot supply is tight, and the operators are reluctant to sell. BDO analysts of business society expect that the domestic BDO market will operate strongly.