1、 Price trend
Azodicarbonamide (AC foaming Agent) |
According to the monitoring data of business agency, the price of caustic soda rose and fell this week. From the beginning of the week to the weekend, the average price in Shandong market was 785 yuan / ton, up 61.86% over the same period last year. On December 16, the commodity index of caustic soda was 112.95, up 1.44 points from yesterday, down 57.45% from the highest point of 265.47 points in the cycle (2021-10-27), and up 73.48% from the lowest point of 65.11 points on October 9, 2020. (Note: cycle refers to the period from September 1, 2011 to now)
2、 Market analysis
Caustic soda prices rose and fell this week. Due to the impact of the epidemic situation in Zhejiang, the start-up of enterprises is limited, the output of caustic soda decreases, and the price of caustic soda manufacturers increases slightly. In addition, due to the low price of caustic soda in the early stage and the reduced pressure on the delivery of low-grade caustic soda, caustic soda enterprises raised the price of caustic soda. At present, the mainstream ex factory price of 32% alkali in Shandong is about 750-850 yuan / ton. In addition, with the environmental protection inspection at the end of the year and the arrival of the Winter Olympic Games, the supply is expected to decrease and the price of caustic soda will rise slightly.
Downstream: alumina in the downstream of caustic soda is mostly purchased on demand, and the overall demand is better than that in the early stage. It is expected that there is still demand space for caustic soda in the later stage.
Melamine |
According to the price monitoring of the business society, in the list of price rise and fall of chlor alkali industry in the 49th week of 2021 (12.6-12.10), there were 0 kinds of commodities rising, 4 kinds of commodities falling and 1 kind of commodities rising or falling to 0. The main commodities falling were calcium carbide (- 4.52%), light soda (- 3.20%) and caustic soda (- 2.18%). The average rise and fall this week was – 2.27%.
Business analysts believe that in the near future, the overall transaction of caustic soda is better than that in the early stage, and the supply is expected to decrease. The downstream alumina demand is better than that in the early stage. It is expected that caustic soda will run better in the future, depending on the downstream market demand.
http://www.lubonchem.com/ |