Since the beginning of this year, there have been many hot spots in the fluorine chemical market. First, the growth of the new energy market has led to the price rise of related products, and then a new round of price rise has been triggered by the supply contraction caused by the dual control policies of emission reduction and energy consumption. The prices of fluorine chemical related products have increased in turn, and the increase of some products has ushered in a record high. According to the current situation, there is still a large room for increase. Let's take a look at the rise of various fluorine-containing products.
Lithium hexafluorophosphate
The first product that has attracted public attention is lithium hexafluorophosphate. Due to the significant growth in the sales of new energy vehicles, the price of lithium hexafluorophosphate has soared all the way under the background of supply-demand mismatch. The price has risen from less than 70000 yuan / ton in July last year to the latest 450000 yuan / ton, up as much as six times.
Polyvinylidene fluoride (PVDF)
Secondly, under the high prospect of the new energy industry, the demand for PVDF as the cathode binder of lithium battery is growing rapidly, and the price soars due to the shortage of goods. In the past five months, the price of lithium battery grade PVDF has increased from about 120000 yuan / ton to 350000 yuan / ton, an increase of 192%!
Difluoro monochloroethane (R142b)
"Pull out the radish and bring out the mud!" driven by the demand for PVDF, the main upstream raw material R142b (difluoro monochloroethane) is in short supply and the price soars. R142b is a second-generation refrigerant, and its production and sales are strictly controlled. The amount of refrigerant has decreased year after year, and its use as raw material must be strictly approved. Therefore, R142b has become an important factor restricting the production of PVDF, and enterprises with R142b PVDF integrated industrial chain benefit the most. In the past five months, the price of R142b has soared from about 35000 yuan / ton to about 160000 yuan / ton, an increase of 357%!
Polytetrafluoroethylene (PTFE)
Affected by the dual control of energy consumption, the continuous fermentation is limited and stopped in some areas. The price of PTFE increased significantly. The mainstream quotation in the suspended medium particle market was 62000 yuan / ton, with a monthly increase of more than 42%, and the mainstream quotation in the dispersed resin market was about 70000 yuan / ton, with a monthly increase of more than 33%. (click back)
Some fluorine-containing refrigerants
Even the price of refrigerant, which has always been depressed, has risen sharply due to various favorable factors. R22 increased by 47% in February, R32 by 41%, R125 by 25% and R134a by 62%.
Ethylene tetrafluoroethylene copolymer (ETFE)
Price adjustment twice in five days, up 30000 yuan / ton! Affected by the sharp rise in raw material prices this year, a company in Shandong adjusted the price of ethylene tetrafluoroethylene copolymer (ETFE). On September 15, the price of ETFE powder was increased by 10000 yuan / ton and the price of ETFE pellets was increased by 5000 yuan / ton; In just five days, the price of ETFE powder was raised by 20000 yuan / ton again, and the price of ETFE pellets was raised by 10000 yuan / ton.
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