2021-09-30
Soda Ash And Caustic Soda Prices Fall And Electricity Is Hard To Change
The "two-alkali" (soda ash, caustic soda) industry that has performed well in the first half of this year seems to have entered a turning point. Even if the peak of electricity usage in summer comes, the limited voltage will be reproduced, and it is difficult for the market to replicate the economic conditions in the first half of the year. The reporter learned from a number of industry organizations yesterday that due to the recovery of Japan's chlor-alkali production capacity, the export prices of soda ash and caustic soda have recently fallen, and the outlook is not optimistic.
According to Li Wei, a researcher of China National Chemicals Network, the nationwide soda ash market has recently experienced a weaker downward trend. In some regions, power cuts have not caused much impact on the operating rate, and manufacturers have started normal operations.
[At present, there is no obvious power restriction policy in Shandong and the start of construction is relatively normal. However, the soda ash markets around the country have experienced a substantial decline recently. Under this pattern, it is difficult for the post-term electricity to have a substantial impact on the soda ash industry." Information analyst Wang Hui told this reporter.
It is worth noting that in order to change the situation of falling prices, the recently held soda ash area meeting even proposed "limited production and price protection" measures.
According to Li Wei, the meeting proposed to limit production by 15%, so that the price of light alkali is maintained at 2,200 yuan / ton, and the price of heavy alkali is maintained at 2,300 yuan / ton. However, according to her understanding, the price of light alkali in Shandong has actually dropped to 2100-2150 yuan / ton, and the price of heavy alkali is 2200 yuan / ton.
[Considering that the short-term