Some sources of soda ash are tight and companies are willing to support prices (6.15 Weekly Review of soda ash)

1. Analysis of China's soda ash market

This week, the market price of soda ash in China has increased slightly. As of now, the mainstream ex-factory price of light soda in China this week is 1,850 - 2,050 yuan/ton, and the mainstream price of heavy soda in China is 2,000 - 2,250 yuan/ton. The market has successively entered the maintenance season, with individual manufacturers repairing equipment, the start of the soda ash market has dropped slightly, and the market supply has decreased; At present, soda ash manufacturers have sufficient orders, companies have many orders in hand, manufacturers 'quotations are firm, some manufacturers' supply of goods is tight, and companies are willing to increase. Some manufacturers in Central and East China have raised the price of light soda by 50 yuan/ton; However, the downstream market operation is weak, coupled with the volatility of futures, companies are more cautious in purchasing soda ash, and maintain the need to replenish more, so that the soda ash market operates stably.

Forecast for next week: Currently, soda ash companies have many orders in hand, and manufacturers have orders until the end of the month. Supply is tight in some areas, and manufacturers continue to move to warehouses. soda ash companies have strong intention to increase prices; downstream heavy soda still maintains demand, but downstream companies are still holding prices. The sentiment is still strong, maintaining the need for procurement, and the supply and demand game in the soda ash market. It is expected that the soda ash market will operate steadily in the short term.

2.  Comparison of market prices of soda ash in regions

Unit: yuan/ton

3. Soda ash process profit statement

As of June 15 this week, the profit of the combined alkali method was 782 yuan/ton, up 11 yuan/ton from the previous week; the profit of the ammonia-alkali method was 491 yuan/ton, up 1 yuan/ton from the previous week.

4. Equipment maintenance of soda ash enterprises

This week, the soda ash industry started at 90.0%, an increase of 1.0% from last week. Among them, ammonia and alkali manufacturers start operating on average 94%, combined alkali manufacturers start operating on average 84%, and natural alkali plants start operating on average 100%. According to incomplete statistics, the output of soda ash manufacturers this week is about 610,000 tons.

5. Soda ash manufacturer inventory

The total inventory of Chinese soda ash manufacturers this week was 426,500 tons, compared with 480,000 tons last week, a month-on-month decrease of 43,600 tons, or 9.27%.