The domestic caustic soda market as a whole continues to maintain a stable state, but due to slight changes in supply and demand in some areas, the local ex-factory quotations for liquid soda and caustic soda are mixed. In terms of liquid alkali, liquid alkali in Jiangsu and Anhui provinces in East China has increased. On the one hand, some chlor-alkali companies have stopped for maintenance, which has led to a reduction in local supply. On the other hand, the price of liquid chlorine has continued to be low, and chlor-alkali companies have taken the opportunity to increase the ex-factory price of liquid alkali. Quotation. In terms of caustic soda, the price of caustic soda in northwest China was stable but loose, and the price of caustic soda in Shandong was raised due to high costs. Other markets were stable but moved slightly. At present, downstream demand is relatively mild, and major consumer industries such as alumina, papermaking, and printing and dyeing have limited fluctuations.
The caustic soda market in Hubei has little fluctuation. The mainstream ex-factory price of 32% ion membrane alkali of the local chlor-alkali enterprise is quoted at 600-620 yuan/ton, and the mainstream ex-factory price of 48% ion membrane alkali is quoted as 1,000-1,050 yuan/ton. The equipment of chlor-alkali enterprises is operating normally, and the downstream demand is slightly moderate. Some manufacturers are offering profit for shipments. It is expected that the market volatility of caustic soda in this area will be limited. The caustic soda market in Guangdong is tepid. The local first-level traders quoted a delivery price of 32% ion membrane alkali at 730-750 yuan/ton, with individual prices slightly higher; the mainstream delivery price of 49%-50% ion membrane alkali was quoted as 1,200 yuan/ton; the mainstream delivery price of 99% flake alkali The delivery price is quoted at 2550-2650 yuan/ton. The inflow of cargo from other places has decreased, and the downstream receiving goods are still insufficient. The actual transaction is difficult to improve. It is expected that the market outlook of caustic soda in this region will be stable and the caustic soda market in Chongqing will be actively moving. The mainstream ex-factory price of 30%-32% ion membrane alkali of the local chlor-alkali enterprise is quoted at 2550-2650 yuan/ton (100% discount), and the ex-factory price of 50% ion membrane alkali is 2650-2700 yuan/ton (100% discount). The actual transaction can be negotiated . The equipment of chlor-alkali enterprises is running stably, the inventory is slightly tight, and the demand from the downstream alumina industry is good. It is expected that the caustic soda market in this area will still be dominated by active shipments. The caustic soda market in Guizhou is tepid. The mainstream prices of 32% ion membrane alkali and 50% ion membrane alkali in the area are 2,500-2,700 yuan/ton (100% off). The purchase price of downstream alumina plants is slightly lower, and the market transactions are stable. The local alkali plant in Zunyi, Guizhou has been shut down and relocated, and downstream alkali-using companies actually source more from outside.
In the first half of the year, the liquid alkali market was severely differentiated, while the flake alkali market was stable with a slight increase. Looking forward to the second half of the year, as some chlor-alkali companies will release new caustic soda production capacity and downstream demand is difficult to improve, the market oversupply is still expected to be strong. In early July, changes in caustic soda supply and demand were limited, and the G20 summit speculation continued to heat up, which may further support the East China liquid alkali market. Other markets lack bright spots. Both chlor-alkali manufacturers and traders lack confidence in the market outlook. Considering that July is the off-season for caustic soda terminal demand, it is expected that the market outlook for caustic soda is likely to be weak and consolidate. Some parts of East China may be stimulated by the news. Opportunities for small gains.
