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A new round of central environmental inspections is coming, chemical raw materials may skyrocket
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A new round of central environmental inspections is coming, chemical raw materials may skyrocket

Views: 0     Author: Site Editor     Publish Time: 2018-05-02      Origin: Site

Recently, the Ministry of Environmental Protection held a meeting of the Party Leadership Group (Enlargement) of the Ministry of Environmental Protection, which announced that in 2019, it is planned to continue the second round of central environmental protection inspections.

The Ministry of Environmental Protection has stated recently that a second round of central environmental inspections will be launched in 2019. From the end of 2015 to the end of 2017, China has completed the first round of central environmental protection inspection in 31 provinces (autonomous regions and municipalities), effectively promoted local environmental protection work, and solved a large number of outstanding environmental problems.

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According to statistics, the first round of central environmental protection inspectors directly promoted the solution of more than 80,000 environmental problems around the masses; at the same time, local governments have taken advantage of the power to promote the resolution of a number of environmental protection "big problems" that they have been trying to solve for many years and included them in the rectification plan. Of the 1,532 outstanding environmental issues, nearly half were resolved.

At the same time, the first round of inspections conducted individual talks with 768 provincial and above-level leaders, 677 department-level leaders, and conducted visits to 689 provincial departments and units. Through the accountability of the inspectors, a group of leading cadres were alerted, and environmental protection pressure was effectively transmitted.

Since the start of supervision, each province (autonomous region, city) has issued or revised more than 240 ecological environment protection policies and regulations, system standards, etc .; 31 provinces have issued environmental protection responsibilities division of labor, environmental protection supervision programs, and party and government leaders Implementation measures for cadres' ecological and environmental damage accountability; 26 provinces have launched or are conducting provincial environmental protection inspections.

Recently, CCTV News reported that the Minister of Environmental Protection Li Ganjie pointed out at the 2018 National Environmental Protection Working Conference that in the next three years, to fight well against pollution, the top priority is to win the blue sky defense battle and further significantly reduce the PM2.5 concentration.

Industry experts said that the environmental protection situation in 2018 is still grim and chemical raw materials will continue to rise in price!

Environmental protection must be strictly investigated for 3 years

According to CCTV, it will take three years to conduct strict investigations on environmental protection in 2018. In addition to Beijing-Tianjin-Hebei and its surroundings and the Yangtze River Delta this time, the Fenwei Plain (including Xi'an and Xianyang in Shanxi Province and Shaanxi Province) will be included for the first time in key areas of air pollution control.

In 2018, the Ministry of Environmental Protection needs to focus on the following tasks: comprehensively launching a combat plan to win the Blue Sky Defense War. Formulate and implement a three-year plan to win the blue sky defense war, and promulgate implementation plans for air pollution control in key areas such as Beijing, Tianjin, Hebei and the surrounding areas, the Yangtze River Delta, and the Fenwei Plain. The average concentration of cities with PM2.5 below the standard level and above decreased by 2% year-on-year; the ratio of days with excellent air quality in cities at the prefecture level and above reached 79%; the emissions of sulfur dioxide and nitrogen oxides continued to decline; and the pollution control of bulk coal and motor vehicles continued to advance .

Insufficient raw material capacity

Global decapacity has been going on for some time. Among them, many large TDI international companies started to decapacify in 2016, and the market supply was insufficient. The domestic TDI price rose all the way to 50,000 / ton. The price continued Soaring high, many people are surprised! In addition, the impact of the emergency in 2017 on chemical production capacity is not small-some chemical giants, including BASF, need to suspend production due to force majeure factors, shortages in the international market caused domestic product prices to appear change. For example, MDI (diphenylmethane diisocyanate) products were affected by the impact of Hurricane Harvey on the Gulf of Mexico in the United States, which triggered a fiery market in August-September.

Rising crude oil prices and price monopoly

Saudi Arabia and Russia pledged to extend production cuts at the OPEC meeting in Vienna on November 30, which provided favorable support for the supply side of the crude oil market. Investment banks such as Goldman Sachs and UBS have raised their crude oil price expectations. It is expected that the crude oil market will continue to improve in 2018, however, there is little room for further upside, and the international crude oil price for the whole year may be in the range of 45-70 USD / barrel. Crude oil price fluctuations have a certain impact on the chemical industry. From the current situation, crude oil will still be very good in 2018! The rise in prices of some chemical products has become a high probability event.

The other is price monopoly. Recently, the Chinese Ministry of Commerce has been processing cases of dumping of chemical raw materials in their respective countries. In addition to this, some domestic products have high technical barriers, resulting in fewer manufacturing companies, which is prone to excessive prices and suspected joint downstream price increases In the plastics industry, many companies have been penalized for joint price increases, while in the chemical industry, TDI's four major domestic manufacturers were reported by real names to suspect price control. Regardless of whether there is a price monopoly, for some products, there are too few manufacturing companies, and the initiative is turned to the sellers. In addition, some middlemen and traders have speculated, and the prices are too high.

These are already established facts. In addition, unexpected accidents, new policies, force majeure, etc. will also cause the chemical market and the price of chemical raw materials to rise. Therefore, in the new year, you can pay more attention to market changes and plan for stocking.


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