Carbon black market analysis on August 27

1. Carbon black market analysis

Today, China's carbon black market is on the rise, and carbon black market prices in all regions of the country are showing an upward trend. As of now, the mainstream price of N330 in the carbon black market has remained at 8,200 - 8,800 yuan/ton.

Cost aspect:Today, the upward trend in carbon black raw materials continues. The price of coal tar in Shandong is 3920 yuan/ton, the price of coal tar in Shanxi is 3960 yuan/ton, and the price of coal tar in Hebei is 3950 yuan/ton. Most of the raw materials continue to rise, and coke prices remain expected to fall. Some upstream coke companies have reduced losses by reducing production limits. There is some upside room for coal tar cost support, so it has a positive effect on carbon black support.

Supply:Mainstream enterprises in the field continue to be relatively limited in production, while other enterprises start operations and operate stably, while carbon black sample enterprises start operations with limited fluctuations.

Demand side:There is an improvement trend in the recent start-up of major downstream demand-side enterprises, and carbon black needs to be steadily strengthened.

2. Carbon black market price

3. Carbon black index analysis

According to Tdd-global's data, the carbon black price index on August 27 was 8449, up 455 or 5.69% from yesterday.

4. market outlook

It is unlikely that the terminal demand on the raw material side will improve significantly in the near future. However, the supply is tightening, and there will be room for growth in the market. The support for carbon black costs will be enhanced. The main enterprises on the downstream demand side are expected to have a restorative improvement in the recent start-up, and the need for carbon black will be enhanced. Positive factors in the carbon black market have increased recently, and prices are expected to rise.