Recently, the prices of bulk commodities began to fall, and the prices of a variety of chemical products followed the decline. As a follower in the early stage, silicone is expected to be difficult to survive. In addition, this round of price rise is not caused by the imbalance between supply and demand. With the continuous release of new capacity, overcapacity has emerged.






The resurgence of the domestic epidemic has a greater impact on the downstream. Guangdong is the main production base of silica gel products. At present, some manufacturers have stopped production, the traffic is blocked, and the transportation impact is also great. At present, although the mainstream manufacturers continue to support the price and the quotation has not been reduced, the spot transaction price in the market has been reduced, and the traders have the experience of rapidly falling from more than 60000 to more than 20000 last time, At present, it has begun to hoard goods. As a whole, the price of silicone is still in a certain downward trend and needs to be established for a new platform.


The international oil price fell behind the 100 yuan mark, and the domestic futures market generally fell, with only five varieties receiving red: after the international oil price surged to $130 / barrel, it rose weakly and fell sharply. In the Asian session on March 15, Brent crude oil main contract and WTI crude oil main contract both fell below the 100 yuan mark. Affected by this, the domestic commodity futures market fell on the same day. As of the closing, a total of 69 futures varieties in the whole market fell sharply and closed in green; Only five futures varieties barely closed in red. Industry experts told reporters that due to the different directions of the current fundamentals, the international oil price is still in the stage of violent fluctuation, and the energy and chemical sector downstream of the industrial chain will also fluctuate synchronously. At present, the supply of crude oil is tight, and it is expected that the short-term oil price will still be easy to rise but difficult to fall.






The policy of ensuring supply and price stability of energy has gradually achieved results, and 2098 coal mines in China have been in normal production. It is learned from the State Administration of mine safety that some coal mines that have stopped production have started production after the Spring Festival. Up to now, there are 2098 coal mines in normal production, with a production capacity of 3.87 billion tons / year, and the resumption rate is 88%, higher than that in the same period last year. At the same time, in order to ensure the safe and orderly release of coal mine production capacity, the State Administration of mine safety actively coordinated and promoted 85 coal mines with incomplete procedures to be put into production as soon as possible. At present, 60 of the above 85 coal mines have achieved normal production, with a production capacity of 176 million tons / year.






French President macron: the EU has reached an agreement on the carbon border tax: on March 15 local time, French President macron said on his personal social media that EU member states have reached an agreement on the EU carbon border tax. In response to climate change, on January 15, 2020, the EU agreed on higher emission reduction targets through the European Green agreement, and jointly promised to reduce greenhouse gas emissions by 50% to 55% in 2030 compared with 1990 and achieve carbon neutrality by 2050. In July 2021, the European Commission launched the carbon tariff proposal: carbon border adjustment mechanism, which aims to implement the EU climate goal.