The soda ash market fluctuates within a narrow range and the market supply is tight (7.13 Weekly Review of soda ash)

1. Analysis of China's soda ash market

This week, China's soda ash market fluctuated within a narrow range. 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 alkali price delivered to the terminal is 1,970 - 2,200 yuan/ton; this week, the number of soda ash maintenance manufacturers increased, the market supply decreased, manufacturers 'inventories continued to decline, and the spot supply continued to be tight; the overall downstream demand for heavy soda remained good, but the company's price pressure was still strong, and the demand for light soda was average, and companies maintained a just need to purchase; This week, the price of soda ash futures rose significantly, and the supply of low-priced market futures gradually decreased. However, downstream companies are still more cautious in purchasing, and market prices are discussed individually.

Forecast for next week: Recently, there will be an increase in the number of companies repairing and reducing loads in the soda ash market. The supply of some sources in the market is tight, and manufacturers 'inventories will continue to be low; demand in the downstream heavy soda market may increase in the later period, but companies are not enthusiastic about stocking up, and they will continue to need replenishment. The market has a strong wait-and-see attitude, and the soda ash market may continue to operate steadily.

2. 纯碱areas市场价格对比

Unit: yuan/ton

3. Soda ash process profit statement

As of July 13 this week, the profit of the combined alkali method was 730 yuan/ton, up 1.2 yuan/ton from the previous week; the profit of the ammonia-alkali method was 479.6 yuan/ton, down 7.4 yuan from the previous week.

4. Equipment maintenance of soda ash enterprises

This week, the soda ash industry started at 82%, down 3% month-on-month. Among them, ammonia soda manufacturers started at an average of 82%, combined soda manufacturers started at an average of 80%, and natural soda plants started at an average of 86%. According to incomplete statistics, the output of soda ash manufacturers this week is about 550,000 tons.

5. Soda ash manufacturer inventory

The total inventory of Chinese soda ash manufacturers this week was 377,000 tons, compared with 400,300 tons last week, a month-on-month decrease of 23,300 tons, or 5.82%.