受供应影响，华东的液氧（LO2）、液氮（LN2）价格7月大幅上涨，北方市场先涨后落。但因缺乏需求支撑，液氩（LAr）价格全线下挫。
Supply shortage propelled liquid oxygen and nitrogen’s late advances in Eastern China in July and early rally in the northern markets, but lacking demand support, liquid argon tumbled broadly.
7月内，钢铁、光伏、汽车和部分化工等行业的生产活动没有出现明显的起色，许多生产出口产品的工厂则不断感受到了美国加征关税的影响，工业气体需求由此受到了一定的压抑。但在这总体并不乐观的大环境下，因一些现场用户不得不从外销市场“收货”维持生产，北方不少地区的液氧需求仍一度激增；而主要由于装置跳车/停机造成的供应缺口须通过外部供应补充/填充，华东的液氮需求月末大幅增加。
Consumption demand for gas products added no strength in July, pinned down by the continuingly lukewarm or weaker steel, PV components, automotive and a part of the chemicals industries, and as the impacts of the punitive tariffs imposed by the US seeped into many of the exporting factories. But within this general sluggishness, demand for liquid oxygen surged for some time in a few northern regions as on-site users sought supplies from merchant markets to keep productions running; and demand for liquid nitrogen, predominantly because of the need for external sources to fill supply shortfalls created by plant outages, rose steeply in late July in Eastern China.
华南和西南的工业气体生产7月份有所恢复增加，但许多其它地区的产量仍然不高，在长三角则有下降。包括后期的北方省份在内，外销市场的氧、氮供应大多改善，但江苏的液氧、液氮，特别是液氮的可供量在后期严重销减，并开始影响邻近地区的供应。而随库存液位的积累，液氩供应普遍有所增加。
Production of industrial gas products recovered in Southwestern and Southern China in July, but remained low in many places, and in the case of Yangtze Delta, deteriorated. Supply of oxygen and nitrogen products in many merchant markets improved generally, including lately in the northern provinces. However, the availability of liquid nitrogen and liquid oxygen, especially nitrogen, nosedived in Jiangsu, and started to dent supplies in the areas nearby, in the last third part. And supplyof liquid argon has increased broadly as inventory creeps up.
华东液氧7月份的升幅明显，北方不少液氧市场前期先涨但在中/下旬回落下跌，而其它地区的液氧价格则多有下降；华东的液氮在下旬大幅快速上涨，在华北亦有一定的提高；但尽管在少数几个地方在月末有所上浮波动，液氩价格月内整体下滑。
Liquid oxygen rallied in Eastern China in July, it also soared sharply early before retreating later in the northern markets, but it fell in a number of other areas; liquid nitrogen took off in the last days in Eastern China, and, to a lesser degree, Northern China earlier; but despite the upswings in few locations near the end, liquid argon tumbled widely.
安装e-Gas MAPP：
市场表现（数据：e-Gas）（至7月31日）：
上海：液氧价格上升100元/T（6.7%）至1600/T，与2017年同期相比下降了100/T（5.9%）；液氮价格上涨200/T（15.4%）至1500/T，与去年同期持平；液氩价格下滑150/T（6.8%）至2050/T，同比大幅减少1450/T（41.4%）。
Marke performance (data: e-Gas) as of July 31:
Shanghai: Liquid oxygen added RMB 100/T (6.7%) to 1600/T, or 100/T (5.9%) lower if compared to the same time in 2017; liquid nitrogen advanced 200/T (15.4%) to 1500/T, the same as a year ago; and liquid argon slid 150/T (6.8%) to 2050/T, or 1450/T (41.4%) less YoY.
江苏：液氧攀升350/T（26.9%）至1650/T，同比小幅提高50/T（3.1%）；液氮大涨500/T（38.5%）收至1800/T，同比亦有500/T（38.5%）的增幅；但液氩价格下跌300/T（13%）至2000/T，同比减少1300/T（39.4%）。
Jiangsu: Liquid oxygen leapt 350/T (26.9%) to 1650/T, or 50/T (3.1%) better YoY; liquid nitrogen vaulted 500/T (38.5%) to 1800/T, also 500/T (38.5%) higher YoY; but liquid argon lost 300/T (13%) to 2000/T, or 1300/T (39.4%) lower YoY.
浙江：液氧上调150/T（10.7%）至1550/T，同比上升50/T（3.1%）；液氮价格上扬100/T（8%）至1350/T，但同比下降50/T（3.6%）；液氩价格下滑100/T（4.5%）至2100/T，同比下降1500/T（41.7%）。
Zhejiang: Liquid oxygen advanced 150/T (10.7%) to 1550/T, or 50/T (3.1%) less YoY; liquid nitrogen rose 100/T (8%) to 1350/T, or 50/T (3.6%) lower YoY; and liquid argon dropped 100/T (4.5%) to 2100/T, or 1500/T (41.7%) worse YoY.
山东：液氧价格下滑50/T（2.7%）至1800/T，同比减少660/T（26.8%）；液氮价格上涨150/T（12.5%）至1350/T，同比提高350/T（35%）；但液氩价格下降200/T（9.5%）至1900/T，同比降低了1100/T（36.7%）。
Shandong: Liquid oxygen declined 50/T (2.7%) to 1800/T, or 660/T (26.8%) lower YoY; liquid nitrogen climbed 150/T (12.5%) up to 1350/T, or 350/T (35%) higher YoY; but liquid argon lost 200/T (9.5%) to 1900/T, bleeding 1100/T (36.7%) YoY.
华北：液氧先涨后落，收至1900/T不变，同比下降480/T（20.2%）；液氮价格拔高150/T（13.6%）至1250/T，同比增加350/T（38.9%）；但液氩价格下跌200/T（12.5%）至1400/T，同比减少1000/T（41.7%）。
Northern China: Liquid oxygen rose earlier then swung back to close at 1900/T, unchanged, or 480/T (20.2%) lower YoY; liquid nitrogen price increased 150/T (13.6%) to 1250/T, or 350/T (38.9%) better YoY; but liquid argon fell 200/T (12.5%) to1400/T, or 1000/T (41.7%) less YoY.
e-Gas认为，工业气体需求会在8月稳中有降，但因供应侧继续存有较高的不确定性，外销市场仍将处于震荡波动之中。
e-Gas expect demand for industrial gas products to be flat even weaken, but supply uncertainty to remain high, therefore continued volatility in merchant gases markets in August.
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