Carbon black market analysis on September 3

1. Carbon black market analysis

Today, China's carbon black market is still operating smoothly. As of now, the mainstream price of N330 in the carbon black market has remained at 8,200 - 8,800 yuan/ton.

Cost aspect:The carbon black raw material side is still maintaining a rising trend. Upstream coke prices have been reduced in seven rounds. Coupled with the losses and production restrictions of coke companies, the supply of coal tar in the field is tight. Deep processing companies have strong intention to push up product prices, and coal tar prices have risen, which in turn has strong support for carbon black cost.

Supply:Most enterprises in China started operations smoothly, and the overall operating rate in the field was relatively low; maintenance plans for enterprises in Shanxi increased, and the start-up fluctuations of other enterprises were limited, and the start-up of carbon black sample enterprises declined slightly.

Demand side:The start-up of downstream demand-side tire companies was mainly subject to slight fluctuations. The main tire companies had expectations of resuming production, and the enthusiasm for on-site inquiries increased. The carbon black market is currently dominated by positive factors, and the future trend in the market is expected to rise steadily.

2. Carbon black market price

3. Carbon black index analysis

According to Tdd-global's data, the carbon black price index on September 3 was 8449, which remained stable compared with yesterday.

4. market outlook

The recent tight situation between supply and demand on the carbon black raw material side is difficult to change, and prices may rise slightly, and support on the cost side is expected to increase; the downstream demand side has been affected by the mentality of "buy up but not buy down" recently, and inquiries on the field have increased. Positive factors dominate the cost of carbon black, and market prices are expected to rise steadily in the short term.