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The supply of soda ash market is tight and the price is generally rising

wallpapers News 2020-08-24

It is learned from the industry that in recent two months, the supply of soda ash market in many places is tight, leading to the general rise of domestic light heavy soda prices.

According to the estimation of relevant institutions, since August, the domestic light heavy alkali products have increased by 4.

09% 7.

41%, respectively, the largest monthly increase in the past two years.

It is expected that the dem for float glass in the downstream will continue to be strong.

In addition, Shuanghuan technology has been ordered to stop production for rectification due to suspected excessive pollution discharge, the continuous tension between supply dem will boost the price of soda ash products.

Listed companies such as Qingdao Soda Industry will benefit significantly from this round of price increase.

In fact, the price rebound of soda ash products has started in June.

After entering August, the market has accelerated to rise, inventory has decreased significantly, supply is tight.

On September 5, the mainstream ex factory prices of light alkali heavy alkali were 1150-1250 yuan / ton, 1300-1350 yuan / ton 1400-1450 yuan / ton, respectively.

Compared with the initial stage of this round of price rise, the price of light alkali heavy alkali reached 4.

09% 7.

41% respectively.

Chen qiusha, an analyst with Zhuo Chuang information, told the China Securities Journal that the price of float glass has been rising since the second half of the year, which has a huge pulling effect on soda ash products.

Glass industry is the largest consumer sector of soda ash, 0.

2 tons of soda ash is consumed per ton of glass.

Driven by the real estate automobile markets, the domestic float glass prices have been rising all the way this year.

Most manufacturers have successfully turned a loss into a profit, there are obviously more new float lines.

As of the beginning of September, the number of newly added resumed production float lines has reached 40, the number of cold repair float lines has reached 25.

Under the support of strong dem of flat glass market, domestic heavy alkali supply is tight, the price continues to rise.

The improvement of heavy alkali market also indirectly benefits light alkali market.

Under the situation of high price of heavy ash tight supply of goods, some combined soda manufacturers in central East China adjusted the production proportion, increased heavy alkali production reduced light alkali production, which greatly boosted the light alkali market.

On the whole, domestic soda ash supply is still tight, especially heavy ash, some manufacturers have sufficient orders, the mentality of pulling up in September is strong.

Yu Nana, an analyst at Zhongyu information, predicted that the relevant products of soda ash companies had been at a loss due to serious overcapacity.

At present, most manufacturers have strong willingness to support the price.

With the recovery of soda ash price, some manufacturers have begun to make profits.

Under the background of tight supply rising dem, the supply of soda ash shows a decreasing trend.

For a long time, soda manufacturers have implemented the policy of limiting production price, the operating load of Shong Haihua, Qingdao Soda Lianyungang Soda plants has been in the range of 60-70%.

In addition, the increase of soda ash maintenance manufacturers also directly led to the shortage of supply. 7. August is the traditional maintenance peak season, nearly 2 / 3 of soda ash manufacturers choose this period for maintenance.

Since September, the light alkali plant of Sanyou Chemical Co., Ltd. has started to carry out round repair, the heavy alkali plant of Shong Haihua is also undergoing technical transformation.

The supply of soda ash is tight, the pattern will continue.

This year's high temperature drought weather also exacerbated the shortage of soda ash products.

This summer, many southern provinces were shrouded in high temperature for a long time.

In order to ensure domestic power consumption, Jiangsu, Anhui Zhejiang once adopted power restriction measures, which affected the normal operation of manufacturers.

Affected by drought water shortage, the start-up load of soda ash manufacturers in Hubei Province was once seriously affected.

Relevant analysis shows that Hubei Shuanghuan science Technology Co., Ltd. was ordered to suspend business for rectification due to environmental protection problems, but the company may bring fire to the soda ash industry again.

According to Longzhong analyst Shi Lei's estimation, the sales loss of Shuanghuan technology's soda ash ammonium chloride products will exceed 20 million yuan in a week's production cycle.

However, as the emergency will aggravate the shortage of supply, the soda ash market in central South China will be greatly affected, the manufacturers will be more determined to raise prices.

According to the figures provided by Longzhong, as of September 5, the surrounding soda ash manufacturers had heard of the "double ring incident" the price of soda ash rose again by 20-50 yuan / ton.

It is reported that many orders of Shuanghuan soda ash will not be delivered, it is difficult to resume production in the short term.

However, central China South China will be affected by the shortage of Shuanghuan soda, the market price will rise by 50-100 yuan / ton again, other domestic regions will follow up slightly.

With the continuous increase of soda ash, Qingdao Soda, Shong Haihua Sanyou chemical industry will benefit significantly.

Wang Xiaowei.


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TRUNNANO (aka. Luoyang Tongrun Nano Technology Co. Ltd.) is a trusted global chemical material supplier & manufacturer with over 12 years' experience in providing super high-quality chemicals and Nanomaterials. The nitride powder produced by our company has high purity, fine particle size and impurity content. Please contact us if necessary.
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