Crude benzene rally madly boosts hydrogenated benzene, "too much too much"

Statistics show that as of May 5, the average price of crude benzene samples was quoted at 4041.
33 yuan/ton, an increase of 208 yuan/ton from the beginning of the week, an increase of 5.
43%, and an increase of 8.
09% from the same period last month.
From the monitored sample price trend chart From the above point of view, crude benzene has entered a rapid upward trend since late April, and the recent price has broken through a new high point during the year
.
Compared with crude benzene, although the price of hydrogenated benzene has risen the same, the performance between the two is not the same, and even as the price continues to rise, there are more and more contradictions between products
.
Judging from the data learned, during the ten days from April 26 to May 4, crude benzene (Shandong) rose by nearly 450 yuan/ton, and hydrogenated benzene (Shandong) rose by 350 yuan/ton.
From a point of view, the recent price increase of crude benzene is about 100-150 yuan/ton more than that of hydrogenated benzene
.
Such inconsistent growth rates have also made the already precarious hydrobenzene companies even worse, and their losses have become more serious
.
It is reported that the theoretical loss of processing one ton of crude benzene is about 312 yuan/ton
.
Faced with such a crazy rise in crude benzene this round, hydrogenated benzene companies are also helpless
.
The boosting effect brought by the price increase of Sinopec's pure benzene appears to be "excessive", resulting in a narrowing of the price difference between hydrogenated benzene and petroleum benzene.
Petroleum benzene will limit the price increase of hydrogenated benzene, but the restriction effect on crude benzene is very limited
.
It can be seen that the most important contradiction between the three is the contradiction of the inconsistent price increase
.
Of course, the contradiction between supply and demand is a long-term contradiction between crude benzene and hydrogenated benzene, and the contradiction between the price difference between petroleum benzene and hydrogenated benzene has further intensified the contradiction between crude benzene and hydrogenated benzene
.
Judging from the current market situation, hydrogenated benzene does not have a new point of growth for the time being.
If crude benzene continues to rise, hydrogenated benzene companies will have large-scale shutdowns, and crude benzene prices will also be difficult to independently support
.
Therefore, either the next narrow range of hydrogenated benzene will make up for the increase, or the price of crude benzene will pull back, so that the entire industry chain can develop soundly
.