The silicon price has reached a high level, and the carriers are willing to ship

From August 15 to August 19, the market price of metal silicon increased by more than 3000 yuan / ton this week, and low-grade brands are still in short supply. Under the situation of intensified power rationing in Sichuan and severe epidemic in Xinjiang, the number of metal silicon start-up furnaces in the two places has significantly decreased, and the market price has rapidly increased. At the same time, many middlemen have also concentrated on shipping.

Metallurgical grade:

This week, the market price of metallurgical grade metal silicon has risen rapidly. Sichuan metal silicon factory has shut down many boilers due to power limitation, and the phenomenon of disk sealing is obvious. The epidemic situation in Xinjiang is difficult to control in the short term, and the output is also decreasing this week. As the price reached a certain high, some traders began to actively ship, but the downstream market had limited acceptance of high prices, so the overall market transaction volume gradually decreased.

At present, the ex factory tax inclusive quotation of oxygen free 553 # metal silicon is mainly around 21500 yuan / ton. The power supply of silicon plants in Chongqing is also limited, so the quotation is not positive. Oxygen low-grade metal silicon factory in the North quoted 24000 yuan / ton including tax, but the delivery was poor. The supply of metal silicon such as 551 # and 441 # is relatively small. The ex factory tax inclusive quotation of 551 # metal silicon is between 22000 yuan and 22500 yuan / ton, and the ex factory tax inclusive quotation of 441 # metal silicon is about 22500 yuan / ton. The quotation of 3303 # metal silicon in Yunnan is 23000-23500 yuan / ton. The transaction and quotation of the same brand differ greatly, and the price of metal silicon will also be consolidated in recent days.

Export market:

Enquiries in the export market increased this week, but the actual order increase was not obvious. The port side also said that the recent purchase speed was much faster than the shipment speed. Up to now, the main FOB quotation for metal silicon export is: 553 # 3100-3150 Ping; 441 # 3240-3300 flat; 421 # 3320-3370 flat; 3303 # 3300-3350 flat; 2202 # 4700-4750 Ping (USD / T)

Brief analysis of future market:

The centralized shipment of traders has led to a tense situation in the market. However, there is no obvious price concession in the metal silicon factory at present. The metal silicon plants in Sichuan have fully entered the phase of power limitation and cannot return to normal in the short term, which may also be an important support for the price.