With the spread of the overseas epidemic, the disinfectant that was once in short supply in China began to be in short supply overseas. The reporter of Shanghai Securities News recently learned from the business agency that the export order of isopropanol, as the main disinfectant overseas, has increased significantly in recent years, and the operating rate has increased, along with the price of upstream acetone.
Isopropanol has the smell of mixture of ethanol and acetone, and has a strong bactericidal ability. It is a medium effect disinfectant. Its scope of application is the same as that of ethanol. It can be used as a compound disinfectant instead of ethanol.
Agency data show that as of March 17, the price of isopropanol per ton in the FOB US Gulf, Der us, FD northwest Europe and FOB Rotterdam had reached 920 US dollars, 980 US dollars, 3100 euros and 3296 euros, respectively, up 12%, 11.36%, 138% and 142% on that day, while the price of isopropanol in East China and South China had reached 7700 yuan / ton and 7800 yuan / ton, up 16% and 12% on last month, respectively 。
According to the data of business agency, the reference price of isopropanol was 7900 yuan / ton on March 20, up 20.15% compared with 6575 yuan / ton on March 1.
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Due to the cost constraints, the use of ethanol as a disinfectant is more common in China, and the previous epidemic did not pull up the isopropanol market.
But overseas, isopropanol is more likely to be used as a disinfectant. With the spread of the epidemic, overseas demand for disinfectants has surged, and the demand for isopropanol disinfectants has been in serious shortage. In addition, some countries restrict the import of alcohol, which further stimulates the export demand for isopropanol. At present, with the increase of export orders, the operating rate of isopropanol manufacturers has greatly increased, some factories have closed their orders without reporting, and traders have a positive attitude.
What’s more surprising is that the price of raw material acetone also rose against the trend. Before the festival, the acetone market in East China was quoted as high as 5700 yuan / ton. After the Spring Festival, due to the low demand and blocked transportation, the price first fell below 5000 yuan / ton, and then fell to 4200 yuan / ton with the decline of crude oil in March. The outbreak of overseas epidemic suddenly changed the price curve of acetone. At present, the price of acetone in East China rose 600 yuan / ton in three trading days, returning from the buyer to the seller’s market overnight.
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According to the monitoring of the business agency, the offer of acetone in East China is 4750 yuan / ton, the offer of acetone in Shandong and around Yanshan is 4450 yuan / ton, and the offer of acetone in South China is 4800 yuan / ton.
Analysts said that the current overseas outbreak is still in the outbreak period. In terms of time, the demand for disinfectants will not weaken in April, the short-term export volume of isopropanol will continue to increase, and the isopropanol acetone market will continue to push up.
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