The recent soda ash market overall turnover light, light, heavy alkali trend differentiation. Light base downstream demand is light, heavy alkali downstream float glass market within a narrow range, the price of heavy alkali also experienced a brief high after the now has been temporarily stable. Heavy base of the overall inventory is too small, part of the soda ash enterprises have been adjusted light, heavy alkali production ratio, the relative balance between supply and demand, the whole soda ash market in July after a relatively stable operation phase. At present, the mainstream of the base of the base price of 1450-1800 yuan / ton, the mainstream of heavy alkali to offer in the 1700-1900 yuan / ton. But with the recent fourth batch of central environmental protection inspectors will be fully launched, high-pressure environmental policy of soda ash market where the road is up, is down? Late soda ash market offer supply and demand game under the dilemma. The reason for the following:
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First of all, is the impact of environmental inspection on the soda ash business itself. New Minister of Environmental Protection Li Ganjie put forward the “five-step” environmental supervision and management of new ideas, strict governance “scattered pollution” enterprises, and can not upgrade the scale of the discharge of the enterprise, before the end of September 2017 will be closed. Affected by this, parking maintenance business gradually increased, enterprise device operating rate decreased, supply will also be tense situation.
Some enterprises even appeared in the phenomenon of not quoted quote. The industry pulled up a strong state of mind, upward signs seem to be ready, but the environmental inspection not only affected the soda ash market, the impact of the downstream business is also a small can not be discounted.
Followed by the impact of environmental protection under the downstream needs. The remediation of the “scattered chaos” business focus, including non-ferrous metal smelting processing, rubber production, leather, chemicals, carbon production, ceramic firing, and involving coatings, inks, adhesives, organic solvents such as printing, furniture And other small manufacturing and processing enterprises. Then the downstream light industry and printing and dyeing small businesses will be basically all shut down, soda ash market downstream demand will also be reduced. Which on the late soda ash market also produced negative factors. While the heavy alkali downstream of the glass industry, nor in the environmental storm survived the storm In recent years, the glass industry is also facing environmental protection at any time check the situation. Backward production enterprises have been shut down last year, if this year did not meet the standards of environmental protection, some companies are also facing delayed production. Despite the results of environmental protection inspectors, the glass industry is still problematic. But have to admit, under the weight of environmental protection, the glass industry has been reduced production capacity, product prices once straight up. Since last year, the glass industry environmental monitoring efforts have become more stringent, if the manufacturers fail to meet the standard, or stop production, or increase the desulfurization and denitrification equipment to improve.
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Coupled with the current trend of the downstream market is running weak, alumina, for example, the recent continued weakness in alumina prices.
Shanxi 2510 fell 130, Shandong 2510 fell 130, Henan 2520 fell 130, Guangxi Baise 2430 fell 120, Lianyungang 2750 yuan / ton. Alumina prices fell last month to maintain the 0-130 yuan / ton. According to statistics, as of July 2017, the national electrolytic aluminum production capacity has reached 38.36 million tons, illegal illegal electrolytic aluminum production capacity of about 8.74%. In April this year, the Development and Reform Commission, Ministry of Industry and Information Technology, Ministry of Land and Resources and the Ministry of Environmental Protection of the four ministries jointly launched a cleanup rectification of electrolytic aluminum industry illegal activities special action to open the electrolytic aluminum to the prelude to production capacity. The special action is divided into four stages: enterprise self-examination (completed before May 15), local verification (completed before June 30), special spot checks (completed before September 15) and supervision and rectification (completed before October 15). According to the production of 1 ton of electrolytic aluminum consumption 1.93 alumina calculation, the first half of the alumina supply of about 80 million tons, the average monthly supply of excess 140,000 tons.Melamine
On the whole, under the high pressure of the soda ash market offer supply and demand game under the dilemma, the late soda ash market in the supply and demand game will be a dilemma. Late standardization of production will be soda ash and downstream enterprises to survive the protection, so enterprises should make up the environmental assessment procedures as soon as possible, equipment updates and so on.