The "Gold, Silver and Four" node is expected to advance, and the previously suppressed demand for replenishment of inventory is being released. Since the end of the holiday, organosilicon has rebounded strongly, and the continuous upward trend for many days has really exceeded the market expectations. The spot supply of some manufacturers continues to tighten, the manufacturers raise the factory price, and the mentality of the operators has been greatly improved. The atmosphere of market speculation is not reduced. Some downstream buyers do not buy or fall, and there are a few replenishment behaviors, and some users are cautious wait-and-see mentality. There is no maintenance of DMC device on the supply side in February, and domestic DMC manufacturers are all operating at full load. It is estimated that the total supply of DMC will not change much. At present, the fundamentals of organosilicon are relatively in a state of need of repair, and the repair of supply and demand of organosilicon will still be the main fundamental market driver. According to the official media, the domestic economy is rapidly recovering to the levels before the epidemic. This round of organosilicon rebound or the beginning of a new round of upward repair market.


From a macro and industrial perspective, it is predicted that the recovery will be good this year. However, the market data has not fully recovered to the level of 2021. It will take time to recover the overall confidence of the market. The approximate rate of demand for organic silicon continued to rise while the cost line continued to move upward. In January, the price of organic silicon was significantly lower than the production cost, which lacked the basis for continued weakening. With the acceleration of the downstream resumption of work and production, and the further formation of economic stability and recovery, the stable recovery of the silicone market is worth looking forward to. According to the data, DMC reported a maximum price of 17800 yuan/ton last week. With the intensification of the game in the upstream links, the transaction prices of DMC silicone oil 107 raw rubber continued to rise, and the enterprises at the raw material end also updated their quotations day by day, and even higher quotations were also being negotiated. A factory in Zhejiang is the second leading organosilicon enterprise to raise its product price recently. Based on the continuous increase in the cost of the main raw materials, transportation, packaging materials and auxiliary materials of the enterprise's products, it decided to adjust the ex-factory price of some products, with an increase of about 300-600. The new price implementation began on March 1. He also said that the industry demand is expected to increase further in 2023; The enterprise will make a reasonable production scheduling plan according to the demand of downstream orders to ensure product supply.


In general, the shortage of some raw materials is difficult to ease. Major manufacturers still have plans to increase prices. Traders are still reluctant to sell, and the mainstream offer continues to rise. At present, the terminal demand orders are warming up, and the factory inventory will gradually digest. Users will maintain the idea of small order purchase, and it is expected that the domestic silicone market will continue to build a bottom and rise.


Due to the decline in demand caused by population reduction and carbon emission reduction plan, Eneos Holdings, Japan's largest oil refining company, is making plans to integrate oil production. Yinergshi expects that the domestic fuel demand in Japan will fall by 50% by 2040. The company has announced plans to close one of its 10 refineries next year. Yinneng is facing the same challenges as other enterprises. The goal of reducing carbon dioxide emissions is to reduce the number of diesel and gasoline-powered vehicles to a certain extent, while electric vehicles are becoming more and more mainstream. In Japan, the impact of population reduction has further suppressed the country's demand for fuel, which has made the energy situation more complex.


The emerging wave of clean energy transformation in recent years is deeply disturbing the traditional energy giants. According to an analysis, the global investment in clean energy transformation will reach 1.1 trillion US dollars in 2022, which is the same as the investment in fossil fuel production for the first time. This figure is 31% higher than that in 2021. This change has aroused the vigilance of oil industry executives, who have recently called for increasing investment in fossil fuels and said that fossil fuels will be needed in the coming years. The CEO of Saudi Aramco warned that increasing attention to climate issues was weakening oil and gas investment, which posed a threat to global energy security.