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Caustic soda: The prices of alkali and chlorine both rose, and the purchase price of alumina in Shandong was raised again

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September 13, 2023, 4:11 PM


Caustic soda spot analysis:       Today China's caustic soda market continues to rise yesterday, some areas continue to show a rising trend, market atmosphere performance is good, corporate inventory is low, downstream demand is rigid support, fundamentals bring support to the market, trading atmosphere performance is OK. Today, the liquid alkali market continues to rise mainly in some areas, and the market trading atmosphere is OK. From the point of view of regional market price adjustment, 32% ion-exchange membrane alkali rose 10-30 yuan / ton in some areas, 50% ion-exchange membrane alkali rose 80-100 yuan / ton, 49% ion-exchange membrane alkali rose 50 yuan / ton, and the prices of other concentrations of alkali remained stable, and the price range has not been significantly adjusted. First of all, the inventory pressure of caustic soda enterprises in the main producing areas is small, and there is a device storage and maintenance plan, and the enthusiasm of receiving goods downstream is OK, coupled with the rising price of alumina purchasing liquid downstream to boost the market, the local market transaction price center continues to move up mainly; the supply of equipment maintenance supply in some areas is small, the supply side supports the market upward, and the local industry has a bullish mentality, so the market transaction price range in some areas has moved up. The overall trend of the market in other regions is relatively stable, the supply and demand side has not changed much, the industry is mainly watching the market, and the price has not fluctuated obviously. Manufacturers in Shandong and northwestern regions of the upstream production enterprises have almost raised their ex-factory quotations, while some manufacturers in North China and East China have raised their ex-factory quotations, while most manufacturers in other regions have waited and seen to stabilize prices. Today, the market transaction price center of gravity in some areas of the tablet alkali market has mainly moved up, ranging from 50 yuan to 100 yuan per ton. the market transaction atmosphere is OK in most areas, the market transaction price is slightly higher than the ex-factory quotation, and the factory pre-sale situation is normal. and the supply side supply is not much, the enterprise quotation is relatively strong; the local supply and demand change is not obvious, the industry wait and see the market mainly.

 

Market price of caustic soda:

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

Specifications

Market

September twelfth

September thirteenth

Rise and fall

Remarks

32% ionic membrane alkali

Northeast China

1000-1300

1000-1300

0/0

Ex-factory price

Northwest

864-896

864-896

0/0

Ex-factory price

North China

815-910

830-910

15/0

-

Hebei

880-910

880-910

0/0

Ex-factory price

South China

1040-1200

1040-1200

0/0

Can price

Shandong

780-870

805-900

25/30

Current exchange rate

Zhejiang

1030-1050

1030-1050

0/0

-

Jiangsu Province

900-960

910-960

10/0

Delivery price

Tianjin

2700-2900

2700-2900

0/0

A discount of 100%

Anhui Province

900-920

900-920

0/0

Ex-factory price

Henan

2700-3050

2700-3050

0/0

A discount of 100%

50% ionic membrane alkali

North China

1460-1850

1540-1850

80/0

Ex-factory price

Hebei

1520-1850

1600-1850

80/0

Ex-factory price

Shandong

1450-1500

1530-1600

80/100

Current exchange rate

Tianjin

3000-3200

3000-3200

0/0

A discount of 100%

Southwest

3550-3650

3550-3650

0/0

A discount of 100%

99% tablet alkali

Northwest

3200-3450

3200-3450

0/0

Ex-factory price

Shandong

3550-3650

3550-3650

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

1470-1600

1520-1600

50/0

Ex-factory price

30% ionic membrane alkali

Southwest

1025-1085

1025-1085

0/0

-

48% ionic membrane alkali

Henan

3100-3350

3100-3350

0/0

A discount of 100%

 

Caustic soda index analysis: according to Tuduoduo data, China's caustic soda index was 2827.79 on September 13, up 37.97%, or 1.361%. China's caustic soda index rose.

 

 

Prediction of the later stage of caustic soda:     At present, the overall performance of the caustic soda market is an upward trend, there is not much supply on the supply side market, enterprise inventory pressure is not great, coupled with the later period is still expected to reduce, supply facing the market support is obvious, while the downstream demand performance is OK, the main downstream alumina regional demand increases, printing and dyeing and other industries in Jinjiu's expectation of the procurement atmosphere is also relatively enhanced, supply and demand before the face to bring strong support to the market. In the near future, the price of chlorine in caustic soda solution has both risen, and the profits of chlor-alkali enterprises have a positive trend. In addition, the main downstream alumina enterprises in the main producing areas have raised the purchasing price of liquid caustic soda twice within a week from September 14, boosting the enthusiasm of various enterprises in quotation. The quotations of various enterprises are relatively strong, and the supply of goods in the tablet alkali market is also supported by the supply side. At present, the performance of the caustic soda market atmosphere is good, the industry bullish mentality is enhanced, and it is expected that the caustic soda market will still have an upward trend in the short term.

 

Market price of liquid chlorine:

Summary of market price (unit: yuan / ton)

Area

September twelfth

September thirteenth

Rise and fall

Remarks

Northeast China

300-500

500-600

200/100

Tank car quotation

Shandong province

400-550

600-750

200/200

Tank car quotation

Zhejiang Province

500-600

500-600

0/0

Tank car quotation

East China region

300-350

400-500

100/150

Tank car quotation

Southwest China

400-600

400-600

0/0

Tank car quotation

Central China

250-400

450-600

200/200

Tank car quotation

Inner Mongolia

-300-100

-300-100

0/0

Tank car quotation

Anhui province

100-300

100-300

0/0

Tank car quotation

Hebei Province

300-600

500-600

200/0

Tank car quotation

 

Liquid chlorine index analysis:    according to Tuduoduo data, China's liquid chlorine spot index rose 80.56, or 21.17%, to 461.11 on Sept. 13, while China's liquid chlorine index rose.