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Caustic soda: Spot prices continue to increase, and futures prices fluctuate

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March 15, 2024, 4:32 PM


 

Market price of caustic soda:

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

Specifications

Market

March 14th

March fifteenth

Rise and fall

Remarks

32% ionic membrane alkali

Northeast China

950-1300

950-1300

0/0

Ex-factory price

Northwest

800-832

800-832

0/0

Ex-factory price

North China

710-850

710-900

0/50

-

Hebei

800-850

840-900

40/50

Ex-factory price

South China

1000-1150

1000-1150

0/0

Can price

Shandong

700-830

700-830

0/0

Current exchange rate

Zhejiang

1005-1030

1030-1070

25/40

-

Jiangsu Province

820-880

820-880

0/0

Delivery price

Tianjin

2550-2600

2550-2600

0/0

A discount of 100%

Anhui Province

830-880

830-880

0/0

Ex-factory price

Henan

2800-2900

2800-2900

0/0

A discount of 100%

50% ionic membrane alkali

North China

1270-1360

1310-1390

40/30

Ex-factory price

Hebei

1320-1340

1360-1390

40/50

Ex-factory price

Shandong

1270-1380

1300-1380

30/0

Current exchange rate

Tianjin

2750-2800

2750-2800

0/0

A discount of 100%

Southwest

3200-3500

3200-3600

0/100

A discount of 100%

99% tablet alkali

Northwest

2900-3100

2900-3100

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

1295-1380

1295-1380

0/0

Ex-factory price

30% ionic membrane alkali

Southwest

930-1020

930-1020

0/0

-

48% ionic membrane alkali

Henan

2900-2950

2900-2950

0/0

A discount of 100%

 

Caustic soda spot analysis:      today China's caustic soda market continues to show a regional upward trend, the price center of gravity in some areas has moved up, there are regional differences in market transactions, some operators maintain a wait-and-see mentality, the price range of the liquid caustic soda market has moved up, and the tablet caustic soda market is stable. Today, the trading atmosphere in the liquid alkali market is OK, with prices rising mainly in some areas, and the prices of both low concentration alkali and high concentration alkali have both increased. From the point of view of price adjustment in various regions, 32% ionic membrane alkali rose 25-50 yuan / ton, 50% ionic membrane alkali rose 30-100 yuan / ton, and the prices of other concentrations of alkali almost remained stable, and the price range has not been significantly adjusted. In the main producing area, Shandong, there is a maintenance plan for the local equipment in the later stage, which is good for the local price, and the inventory pressure of the enterprise has decreased, supporting the price rise mainly. The surrounding local market is affected by this, the price also shows an upward trend. There is a maintenance plan for the high concentration alkali plant, and the price is also raised. In most other areas, the supply and demand sides of the market do not change much, maintain the previous level of operation, the enterprise shipping situation does not change much, the downstream receiving enthusiasm is general, the mentality of operators in each region is relatively cautious, and the price level is mostly maintained in the early stage. Most of the upstream production enterprises wait and see to stabilize the price, and a few manufacturers raise the ex-factory quotation mainly. Today, the tablet alkali market as a whole shows a trend of large and stable small movements, most of the devices are stable, the supply does not change much, individual devices have reduced production, but the overall impact is small, the downstream demand maintains rigid demand, and the market transaction is relatively flexible. Near the weekend, the market has a strong wait-and-see mood.

 

Caustic soda index analysis: according to Tuduoduo data, on March 15, China's caustic soda index was 2835.47, up 27.72%, or 0.987%. China's caustic soda index rose.

 

 

Prediction of the later stage of caustic soda:    

Spot: the caustic soda plant is overhauled in the later period, and the supply side shows a regional shortage, which supports the price in some areas; the overall downstream demand does not change much at present, and there is regional resumption of production of downstream alumina. In the later stage, we still need to pay attention to the resumption of alumina production, and the demand of other industries downstream mainly maintains the previous level, and the role of demand side in boosting the market is not obvious for the time being, only supported by rigid demand. But at present, the purchasing mentality of downstream enterprises is relatively positive, and the mood in some areas has also been driven. It is expected that the short-term spot price of caustic soda will continue to show an upward trend.

 

Market price of liquid chlorine:

Summary of market price (unit: yuan / ton)

Area

March 14th

March fifteenth

Rise and fall

Remarks

Northeast China

400-500

400-500

0/0

Tank car quotation

Shandong province

300-400

300-400

0/0

Tank car quotation

Zhejiang Province

500-600

500-600

0/0

Tank car quotation

East China region

150-250

150-250

0/0

Tank car quotation

Southwest China

400-600

400-600

0/0

Tank car quotation

Central China

300-350

300-350

0/0

Tank car quotation

Inner Mongolia

1-100

100-200

99/100

Tank car quotation

Anhui province

100-200

100-200

0/0

Tank car quotation

Hebei Province

400-500

400-500

0/0

Tank car quotation

 

Liquid chlorine index analysis:    according to Tuduoduo data, China's liquid chlorine spot index rose 5.56%, or 1.67%, to 338.89 on March 15. China's liquid chlorine index rose.