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Caustic soda weekly: There are differences in pricing mentality between regions, and prices are mixed

114,548
May 25, 2023, 3:01 PM


Market price of caustic soda:

Summary of market price of caustic soda (unit: yuan / ton)

Specifications

Market

May eighteenth

May twenty _ fifth

Rise and fall

Remarks

32% ionic membrane alkali

Northeast China

1200-1270

1200-1270

0/0

Ex-factory price

Northwest

750-790

735-755

-15/-35

Ex-factory price

North China

820-950

820-950

0/0

-

Hebei

840-890

840-920

0/30

Ex-factory price

South China

890-1050

880-1050

-10/0

Can price

Shandong

810-850

810-890

0/40

Current exchange rate

Zhejiang

910-950

910-950

0/0

-

Jiangsu Province

770-870

820-870

50/0

Delivery price

Tianjin

2850-2900

2850-2900

0/0

A discount of 100%

Anhui Province

850-900

860-950

10/50

Ex-factory price

Henan

3000-3100

3000-3100

0/0

A discount of 100%

50% ionic membrane alkali

North China

1220-1900

1200-1900

-20/0

Ex-factory price

Hebei

1300-1900

1280-1900

-20/0

Ex-factory price

Shandong

1220-1280

1260-1320

40/40

Current exchange rate

Tianjin

2800-3000

2750-3000

-50/0

A discount of 100%

Southwest

3600-3900

3600-3900

0/0

A discount of 100%

99% tablet alkali

Northwest

2600-3200

2800-3250

200/50

Ex-factory price

Shandong

3150-3400

3150-3400

0/0

Ex-factory price

45% ionic membrane alkali

Northeast China

1680-1750

1680-1750

0/0

Ex-factory price

49% ionic membrane alkali

Jiangsu Province

1210-1450

1240-1450

30/0

Ex-factory price

30% ionic membrane alkali

Southwest

1050-1140

1050-1140

0/0

-

48% ionic membrane alkali

Henan

3200-3350

3200-3350

0/0

A discount of 100%

 

Spot analysis of caustic soda:    this week there are differences in the trend of the caustic soda market and different directions of price adjustment, but the overall market trend is better than the previous period, the overall trading atmosphere of the market is OK, the downstream demand remains lukewarm, the prices of the liquid alkali market rise and fall each other, and the tablet alkali market is mainly upward. Specifically:

Liquid alkali market:    this week, the trend of liquid alkali market is different, the direction of price adjustment in each region is different, prices rise and fall co-exist in the price market, some operators maintain a wait-and-see mentality, price adjustment is more cautious. From the perspective of price adjustment in various regional markets, 32% of ionic membrane bases are individually reduced by 10-35 yuan / ton, some by 10-50 yuan / ton, 50% by 20-50 yuan / ton, individually by 40 yuan / ton, 49% by 30 yuan / ton, and the prices of other concentrations of alkali are temporarily stable. First of all, there are mixed ups and downs in the low concentration alkali market, and the price rise in some areas is mainly due to the fact that the devices with maintenance plans have been put on the agenda and implemented step by step, the expected reduction in supply in some areas and the weak demand downstream in some areas. the enterprise shipment situation is not ideal, in order to ensure the enterprise shipment to reduce the shipping price, so the market transaction price center of gravity moves down. The price of high concentration alkali rises and falls mutually. First of all, the price of high concentration alkali falls mainly at the beginning of the week. The trading atmosphere of the high concentration alkali market in the main producing areas is general, the overall performance of demand is poor, and the shipments of manufacturers are not ideal, so the price is reduced, mainly in some surrounding areas. The maintenance supply of individual devices in the high concentration alkali market in the middle of the week is reduced, and the enterprise inventory pressure is not great, and the order signing is OK, so the price is mainly raised. Generally speaking, there are differences in the overall market trend during the week, and there are no factors to guide the market trend in some areas. The upstream production enterprises partially adjust the ex-factory quotation, the quotation mentality is different, some manufacturers wait and see to stabilize the price, and the price adjustment is more cautious.

 

 

Tablet alkali market:    this week the overall atmosphere of the tablet alkali market is OK, and the overall price is mainly rising. First of all, the overhaul supply of some flake caustic soda units in Northwest China was reduced during the week, which supported the market in some areas. the shipping situation of enterprises in some areas was relatively mild, the enthusiasm of receiving goods downstream was higher than that in the previous period, and the signing of orders by manufacturers was OK. Therefore, the market transaction price center of gravity in individual areas has mainly moved up, and the price of new orders in Northwest China has been raised in the middle of the week, and some manufacturers have been boosted by this. Market transaction price center of gravity moved up, the overall trend of the alkali market is better this week, the supply side reduces to support the market, downstream demand is lukewarm.

 

 

China caustic soda index:    according to Tuduoduo data, China's caustic soda spot index was 2579.56 on May 25, up 21.02% from the beginning of the week. China's caustic soda index rose during the week.

 

 

Device changes during the week:

Start-up of caustic soda plant in China

Enterprise name

Device dynamics

Aviation brocade science and technology

The plant is scheduled to stop for overhaul from May 20 to 26.

Jining Bank of China

The plant is scheduled to stop for overhaul from May 25 to 30.

Shaanxi Beiyuan

The plant is scheduled to stop and overhaul in late May.

Jianghan oil field

The plant is scheduled to be overhauled by the end of May

Yibin Tianyuan

The plant is scheduled to be overhauled at the end of May or early June.

Lutai chemistry

The plant is scheduled to stop for 5-7 days for maintenance on June 2.

Heilongjiang Haohua

The plant is scheduled to be overhauled in early June.

Jiangsu is rich and strong

The plant is scheduled to be overhauled in early June.

Inner Mongolia Yihua

The device is scheduled to be overhauled for about 10 days on June 10.

Shanghai chlor-alkali

The plant is scheduled to stop and overhaul for about one month in mid-June.

Medium salt Jilantai

The plant is scheduled to be overhauled for 7-10 days on June 26.

Xinpu chemistry

The plant is scheduled to be rotated in June

Dezhou Shihua

The plant is scheduled to be overhauled at the end of June or early July.

 

Change in operating rate during the week: the operating rate of caustic soda plant in China is about 82.1%.

 

 

Post-caustic soda forecast:    this week there are differences in the trend of the caustic soda market, liquid alkali market ups and downs, but the overall improvement, tablet caustic soda market to maintain an upward trend, new unit prices and market transaction prices in some areas are up. In the later stage, first of all, the raw salt market still has a downward trend on the cost side, the price has moved down regionally, and the raw material cost of caustic soda procurement has decreased slightly. From a fundamental point of view, at the end of May, the supply side has not yet entered the maintenance period of about 1.85 million tons, and the equipment announced for maintenance in June involves a production capacity of about 3.47 million tons, so the supply side is expected to continue to decrease or form a relatively good support for the market. Supply is still good in the face of the market. On the demand side, the downstream demand is still dominated by rigid demand procurement, the demand side has not significantly improved, and there is no obvious volume of actual single transactions in the market, but with the rise of caustic soda prices, the procurement enthusiasm of some downstream enterprises has increased. Recently, some alumina enterprises in the southern region have concentrated production reduction and maintenance, the demand for caustic soda procurement in this area has decreased to a certain extent, the market transaction is poor, and the capacity utilization rate in some areas has increased. The purchase of caustic soda has increased, the downstream demand shows regional differences, other areas mostly maintain a lukewarm state, the demand is different in the regional impact of the caustic soda market, but as a whole or more to maintain the previous situation. On the whole, under the support of the supply side, the caustic soda market has an upward trend, but affected by the weak demand side, the rising space may be limited.

 

Upstream raw salt analysis:    raw salt market continues to be weak this week, some areas of the market transaction price center of gravity moved down mainly, the overall market trend is not good. The price of sea salt market showed a trend of regional decline during the week, the market supply increased, and the downstream demand remained stable, so the price was mainly reduced, while some regional operators remained on the sidelines. The turnover of the well and mineral salt market is poor, the downstream demand is weak, the enterprise shipping situation is not ideal, the enterprise reduces the shipping quotation in order to promote the shipment. The performance of both supply and demand in the lake salt market is moderate, the overall market trend is relatively stable, the downstream demand maintains the previous level, most operators have a strong wait-and-see mood, and the price adjustment mentality is more cautious.

 

Downstream alumina price:

Alumina price this week (unit: yuan / ton)

Area

Specifications

May eighteenth

It's May 24th

Rise and fall

Amplitude

Shandong

A0-1

2950

2935

-15

-0.51%

Henan

A0-1

2895

2870

-25

-0.86%

Shanxi Province

A0-1

2875

2860

-15

-0.52%

Guangxi

A0-1

2780

2780

0

0.00%

Guizhou

A0-1

2835

2835

0

0.00%

Southwest

A0-1

3220

3205

-15

-0.47%

Inner Mongolia

A0-1

2915

2900

-15

-0.51%

 

Market Analysis of liquid chlorine:    After a brief rise this week, the liquid chlorine market began to decline frequently, the overall market atmosphere remained weak, the local market maintained a wait-and-see attitude, and the price adjustment mentality was more cautious. The cumulative decline in each region during the week was 50-200 yuan / ton. first of all, the liquid chlorine market showed an upward trend at the beginning of the week, some chlorine consumption downstream industries increased the starting load, the demand for liquid chlorine procurement increased, and the market trading atmosphere was better. Since Tuesday, the market has continued its previous downward trend, some maintenance devices have been restored one after another, the market supply has increased, the purchasing enthusiasm in the lower reaches is not good, and the shipping situation of enterprises in some areas is not ideal, so prices have fallen, and after prices in the main producing areas have fallen, prices in some surrounding areas have mainly fallen, with strong wait-and-see sentiment in local markets, and prices have not been significantly adjusted.

Summary of market price (unit: yuan / ton)

Area

May eighteenth

May twenty _ fifth

Rise and fall

Remarks

Northeast China

400-500

400-500

0/0

Tank car quotation

Shandong province

-400-(-200)

-600-(-300)

-200/-100

Tank car quotation

Zhejiang Province

500-600

500-600

0/0

Tank car quotation

East China region

-500-(-300)

-650-(-300)

-150/0

Tank car quotation

Southwest China

1000-1300

1000-1300

0/0

Tank car quotation

Central China

-250-(-150)

-350-(-200)

-100/-50

Tank car quotation

Inner Mongolia

1-100

1-100

0/0

Tank car quotation

Anhui province

-300-(-100)

-400-(-200)

-100/-100

Tank car quotation

Hebei Province

-300-(-200)

-400-(-300)

-100/-100

Tank car quotation

  

Liquid chlorine index analysis:    according to Tuduoduo data, China's liquid chlorine spot index was 55.67 on May 25, down 92.33 or 62.39% from the beginning of the week. China's liquid chlorine index fell this week.