[Soda ash] Industry supply is shrinking, and soda ash prices continue to rise (8.3 Soda ash Weekly Review)

1. Analysis of China's soda ash market

This week, the market price of soda ash in China continues to rise. As of now, the mainstream ex-factory price of light soda in China is between 1,950 - 2,150 yuan/ton, and the mainstream price of heavy soda delivered to the terminal is between 2,200 - 2,300 yuan/ton. Due to the continuous maintenance of equipment by some soda ash manufacturers, the market starts to decline again, manufacturers 'supply continues to be tight, and manufacturers' inventories remain at a low level; At present, soda ash companies have sufficient orders to issue, and manufacturers mainly deliver early orders. Some manufacturers schedule orders until the beginning of next month, and companies control that they will not quote for the time being. The downstream market demand is stable, the demand for light soda is still average, and the demand for heavy soda has increased. Enterprises maintain just need to purchase. Due to tight market supply, the price of new orders in the soda ash market has increased to 50-100 yuan/ton, and the market transaction atmosphere is good.

Forecast for next week: soda ash manufacturers have more orders. Next week, companies such as Southern Soda Industry will restock equipment maintenance plans. Early maintenance companies will resume construction one after another, and market starts may increase; overall market demand remains stable, soda ash manufacturers 'inventories are low, and market purchases remain in demand. The soda ash market may 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 August 3 this week, the profit of the combined alkali method was 889.5 yuan/ton, up 107.5 yuan/ton month-on-month; the profit of the ammonia-alkali method was 515.3 yuan/ton, up 32.1 yuan/ton month-on-month.

4. Equipment maintenance of soda ash enterprises

This week, the soda ash industry started at 77%, down 4% month-on-month. Among them, ammonia soda manufacturers started at an average of 78%, joint soda manufacturers started at an average of 79%, and natural soda plants started at an average of 80%. According to incomplete statistics, the output of soda ash manufacturers this week is about 520,000 tons.

5. Soda ash manufacturer inventory

The total inventory of Chinese soda ash manufacturers this week was 240,000 tons, compared with 250,000 tons last week, a month-on-month decrease of 10,000 tons or 4.00%.