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7/23/2019 Platts PP 26 August 2015
1/11
www.polymerupdate.com
www.platts.com
This Weeks Highlights:
Asian Propylene: Falls $21-27/mt as supply increases
Asian PP: Raffia falls $40-$50/mt on China market turmoil
INDEX:
Platts International Prices 1
Polymerupdate Indian Domestic Producer Price 1
Platts Polymer Shipping Costs (USD/MT) 2
Polymerupdate CIF India Prices 2
Polymerupdate Indian Open Market Price Table 2
Polymerupdate Indian Producer Posting Price Comparison 3
Heard in PP Market 4
Platts International Market Commentary & Analysis 5
Polymerupdate - PP Market Supply Scenario 6
Platts Price Analysis Of PP Chain Processing Margins 7
Currency Rates 8
Crisil Research Macroeconomics & Currency Monthly Analysis 8
Point of Contact 10
Polymerupdate - About us & Copyright 10
Platts - About us & Copyright 10
7/23/2019 Platts PP 26 August 2015
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7/23/2019 Platts PP 26 August 2015
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7/23/2019 Platts PP 26 August 2015
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Week 34 August 26, 2015
ContactDetails:344,AtoZIndl.Estate,G.K.Marg,LowerParel(w),Mumbai400013,INDIA | Email:[email protected] | Tel:+912261772000(25lines) | Fax:+912261772025 3
POLYMERUPDATE - INDIAN PRODUCER POST ING PRICE COMPARISON (GRADE WISE) w.e.f 20-August-2015
BOPP
Producer Grade No. *INR/MT USD/MT
RIL (Ex-Hazira) H029SG/H035SG 87600 1196
HALDIA (Ex-Works) F103 86200 1177
FIBRE FILAMENTS
Producer Grade No. *INR/MT USD/MT
RIL (Ex-Hazira) H350FG/H200FG 82580 1126
IMPACT COPOLYMER
Producer Grade No. *INR/MT USD/MT
RIL (Ex Works BC/NC) MI3535 86430 1180
RIL (Ex-Hazira) B030MG/B120MA 82360 1123
HALDIA (Ex-Works) M304 86500 1181
INJECTION MOULDING (MFI - 3)
Producer Grade No. *INR/MT USD/MT
RIL (Ex-Hazira) H033MG 79730 1086
HALDIA (Ex-Works) M103 83100 1133
INJECTION MOULDING (MFI 8-11)
Producer Grade No. *INR/MT USD/MT
RIL (Ex Works BC/NC) AM120N 77730 1058
RIL (Ex-Hazira) H110MA 79270 1079
HALDIA (Ex-Works) M110 80500 1097
RANDOM COPOLYMER
Producer Grade No. *INR/MT USD/MT
RIL (Ex-Hazira) R019MZ 86890 1186
RAFFIA
Producer Grade No. *INR/MT USD/MT
RIL (Ex Works BC/NC) SS35N 79540 1083
RIL (Ex-Hazira) H030SG 80230 1093
HALDIA (Ex-Works) R103 87600 1196
TQ FILM
Producer Grade No. *INR/MT USD/MT
RIL (Ex-Hazira) H100EY 82470 1124
HALDIA (Ex-Works) F110 84300 1150
*Domestic Indian producer prices are quoted in INR/MT basic (Nett of all taxes); equivalent USD/MT price is calculated at current US/INR rate. *Lot Size: 1 Truck Load (10 to 16 MT)
- Ex Works: BC/NC = Ex Works Baroda Complex / Nagothane Complex | Ex Works: HC = Halidia Complex | Ex Works: M/B/T = Mumbai / Bhiwandi / Thane
- Product Key: BOPP = Biaxially-Oriented Polypropylene, MFI = Melt Flow Index,
- USD Price calculation: INR/MT Aprox. Clearing and Forwarding charges / Basic Duty / Exchange Rate = USD/MT (For example: 82330 2500 / 1.075 / 54.24 = 1396)
7/23/2019 Platts PP 26 August 2015
5/11
Week 34 August 26, 2015
ContactDetails:344,AtoZIndl.Estate,G.K.Marg,LowerParel(w),Mumbai400013,INDIA | Email:[email protected] | Tel:+912261772000(25lines) | Fax:+912261772025 4
Hear d i n PP MARKET
Platts:
PP Raffia/Injection: H2 Sep offers heard at $990/mt CFR FE Asia, LyondellBasell and Braskem origin, normalized to LC30
PP Raffia: Domestic East China offers heard at Yuan 7,800/mt, ex works
PP Injection: Injection vs Raffia spread is about $0/mt CFR FE AsiaPP BOPP: BOPP vs Raffia spread is about $5-10/mt CFR FE Asia
PP Raffia/Injection: H2 Sep offers heard at $1,000/mt CFR SE Asia, APC origin, normalized to LC30
PP IPP Film: IPP Film vs PP Raffia spread at about $10/mt CFR SE Asia
PP IPP Film: H2 Sep offer at $1,020/mt CFR SE Asia
PP IPP Film: H2 Sep bid heard at $990/mt CFR SE Asia
PP BOPP: H2 Sep offer at $1015/mt CFR SE Asia
PP Raffia/Injection: H2 Sep offer at $990/mt CFR SE Asia, Reliance origin, normalized to LC30
PP Raffia/Injection: H2 Sep buying heard at $950/mt CFR SE Asia
PP Raffia: Domestic East China offers heard at Yuan 7,900/mt, ex works
PP Raffia: Domestic East China offers heard at Yuan 8,100/mt, Sinopec origin, ex works
PP Raffia/Injection: H2 Sep offers heard at $980-1,000/mt CFR FE Asia
PP Raffia: Domestic East China offers heard at Yuan 7,800/mt, ex works
PP Raffia/Injection: H2 Sep offer at $980-990/mt CFR SE Asia, Reliance origin
PP Raffia/Injection: H2 Sep offer at $1,000-1,015/mt CFR SE Asia, APC origin
PP IPP Film: IPP Film vs PP Raffia spread at about $20/mt CFR S Asia
PP Block Copolymer: PP Block Copolymer vs PP Raffia spread at about $50/mt CFR S Asia, LyondellBasell origin
PP Raffia/Injection: H2 Sep offer at $1,000/mt CFR SE Asia
Polymerupdate:
N.A.
7/23/2019 Platts PP 26 August 2015
6/11
7/23/2019 Platts PP 26 August 2015
7/11
Week 34 August 26, 2015
ContactDetails:344,AtoZIndl.Estate,G.K.Marg,LowerParel(w),Mumbai400013,INDIA | Email:[email protected] | Tel:+912261772000(25lines) | Fax:+912261772025 6
POLYMERUPDATE - PP MARKET SUPPLY SCENARIO
RFCC planned to be restarted by
CPC
CPC Corp is in plans to restart a
residual fluid catalytic cracker
(RFCC) at its Dalin refinery following
an unplanned shutdown. The cracker
had planned to resume production
by early this week. It was shut in
Mid-Aug 2015 owing to technical
issues. Located at Dalin in Taiwan,
the RFCC has a propylene capacity
of 400,000-450,000 mt/year.
PDH plant shut by ZhejiangShaoxing Sanyuan
Zhejiang Shaoxing Sanyuan
Petrochemical has shut its propane
dehydrogenation (PDH) unit. The
plant was shut on August 19, 2015
owing to power issues. The plant is
likely to be restarted by the end of
this week. Located in Shaoxing,
Zhejiang province of China, the unit
has a propylene capacity of 450,000mt/year.
Tosoh to undertake
maintenance at naphtha cracker
in Q2, 2016
Tosoh is in plans to shut its naphtha cracker for maintenance turnaround. The cracker is planned to be shut in April 2016. It is likely to remain off-stream for around one month. Located in Yokkaichi, Japan, the
cracker has an ethylene capacity of 530,000 mt/year and propylene capacity of 316,000 mt/year.
PP plant operated by Japan Polypropylene at full rates
Japan Polypropylene is operating its polypropylene (PP) plant at full rates. The PP plant is presently operating at 100% of production capacity rates. The full rates are a result of strong sales recorded in the domestic
markets. Located in Kashima, Japan, the plant has a production capacity of 300,000 mt/year..
7/23/2019 Platts PP 26 August 2015
8/11
Week 34 August 26, 2015
ContactDetails:344,AtoZIndl.Estate,G.K.Marg,LowerParel(w),Mumbai400013,INDIA | Email:[email protected] | Tel:+912261772000(25lines) | Fax:+912261772025 7
PLATT S Pri ce Anal ysi s of PP Chai n Pr ocessing Mar gins
Naphtha to Propylene Propylene to Polypropylene
Typical North East Asian $/mt margin for producing propylene
from naphtha using a conversion cost of $250/mt
Typical $/mt margin for producing PP homo injection in Far East Asia
from propylene using a conversion cost of $150/mt
Polyproplene : Naphtha ratio CFR China Vs SEA Propylene
CFR FE Asia PP homo injection prices as a ratio of naphtha CFR China propylene premium or discount to CFR South East Asian propylene prices
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7/23/2019 Platts PP 26 August 2015
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