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Caustic soda: The wait-and-see mood in various regional markets has intensified, and prices have not fluctuated significantly

95,950
September 1, 2023, 3:09 PM


Spot analysis of caustic soda:      the overall operation of China's caustic soda market is stable and small today, the price level in most areas almost maintains the trend of yesterday, there are no obvious factors guiding the market, the price range fluctuates little, the market transaction situation changes little, operators maintain a wait-and-see mood, and the operation of entering the market is more cautious. Today, the operation of the liquid alkali market is relatively flexible, and most operators hold a wait-and-see mentality. Near the weekend, each region has a heavier wait-and-see mentality, and the market mentality is more cautious. From the perspective of regional market price adjustment, the prices of 32% ionic membrane alkali, 49% ionic membrane alkali, 49% ionic membrane alkali and other concentrations remain stable, and the price range has not been significantly adjusted. There is little change in the supply and demand side of the regional market, the enterprise shipment is relatively stable, the supply of goods does not change much, and the downstream demand maintains the rhythm of lukewarm rigid demand procurement. Today, the market has not seen obvious factors guiding the market trend. The fluctuation of the regional market is not obvious, and the wait-and-see mood is heavy, the overall market trend is relatively stable, and there is no obvious change in the market transaction price range. The upstream production enterprises flexibly adjust their quotations individually, most manufacturers wait and see to stabilize the price, and the price adjustment is more cautious. Today, the trend of the tablet alkali market is relatively flexible, the shipping situation of enterprises is general, the downstream demand maintains a lukewarm trend, the overall operation atmosphere of the market is maintained in the early stage, and the price center of gravity of local market transactions has moved up, mainly supported by tight local supply. Most regional markets are dominated by consolidation, price operation is relatively stable, supply and demand sides do not see obvious changes today, most operators enter the market more cautiously, more wait and see the market.

 

Market price of caustic soda:

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

Specifications

Market

August 31st

September first

Rise and fall

Remarks

32% ionic membrane alkali

Northeast China

905-1200

905-1200

0/0

Ex-factory price

Northwest

704-736

704-736

0/0

Ex-factory price

North China

750-910

750-910

0/0

-

Hebei

770-810

770-810

0/0

Ex-factory price

South China

960-1150

960-1150

0/0

Can price

Shandong

750-820

750-820

0/0

Current exchange rate

Zhejiang

1050-1110

1050-1110

0/0

-

Jiangsu Province

830-880

830-880

0/0

Delivery price

Tianjin

2500-2620

2500-2620

0/0

A discount of 100%

Anhui Province

870-900

870-900

0/0

Ex-factory price

Henan

2600-2850

2600-2850

0/0

A discount of 100%

50% ionic membrane alkali

North China

1260-1850

1260-1850

0/0

Ex-factory price

Hebei

1350-1850

1350-1850

0/0

Ex-factory price

Shandong

1260-1320

1260-1320

0/0

Current exchange rate

Tianjin

2600-2780

2600-2780

0/0

A discount of 100%

Southwest

3300-3400

3300-3400

0/0

A discount of 100%

99% tablet alkali

Northwest

3000-3300

3000-3300

0/0

Ex-factory price

Shandong

3350-3400

3350-3400

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

1280-1350

1280-1350

0/0

Ex-factory price

30% ionic membrane alkali

Southwest

970-990

970-990

0/0

-

48% ionic membrane alkali

Henan

3000-3150

3000-3150

0/0

A discount of 100%

 

Caustic soda index analysis: according to Tdd-global data, China's caustic soda index was 2548.28 on September 1, up 0%, and China's caustic soda index was stable.

 

 

Caustic soda later forecast:     this week, the overall market trend continues to rise, supply and demand have rigid support to the market, but the substantial trading situation in the market has not significantly improved, near the weekend, the caustic soda market in various regions of the wait-and-see mood increased, the market operation is relatively stable. At present, the time node comes to the beginning of September, and the price of liquid alkali purchased in most areas has not been announced yet. it is understood that most operators are optimistic about the purchase price of liquid alkali in September, and further attention is needed in the later stage. There are few maintenance equipment in the later stage of the supply side, and the early maintenance equipment is restored, and the supply presents regional support in the later stage of the market, while there may be a small increase in the supply side in some areas, which has a certain negative impact on the local market. the market under the influence of the supply side may show differential operation. On the demand side, with the arrival of Jin Jiu, downstream procurement demand is expected to recover to a certain extent, but whether the recovery can reach the expected level still needs to be studied. It is understood that the alkali consumption of downstream alumina plants in some areas has increased, which has a certain support for the local market. And operators in some areas are bullish about the future, and it is expected that the short-term caustic soda market or the whole still has room to rise.

 

Market price of liquid chlorine:

Summary of market price (unit: yuan / ton)

Area

August 31st

September first

Rise and fall

Remarks

Northeast China

300-500

200-500

-100/0

Tank car quotation

Shandong province

400-550

300-550

-100/0

Tank car quotation

Zhejiang Province

500-600

500-600

0/0

Tank car quotation

East China region

200-300

100-200

-100/-100

Tank car quotation

Southwest China

400-600

400-600

0/0

Tank car quotation

Central China

100-350

100-350

0/0

Tank car quotation

Inner Mongolia

-300-100

-300-100

0/0

Tank car quotation

Anhui province

200-400

200-400

0/0

Tank car quotation

Hebei Province

300-600

200-500

-100/-100

Tank car quotation

 

Liquid chlorine index analysis:    according to Tuduoduo data, China's liquid chlorine spot index was 338.89, down 27.78%, or 7.58%. China's liquid chlorine index fell.