In October, the domestic caustic soda market performance was flat, and the market prices in the mainstream production areas were mostly in a narrow downward trend. At the end of the month, alumina was purchased for the last time before the limit of production in the heating season, and the purchase price dropped significantly.
In terms of manufacturers, after a wave of centralized procurement before the National Day holiday, most traders and downstream enterprises have relatively sufficient stock of goods at present, which can be seen from the centralized low-cost selling of flake alkali traders. In terms of manufacturers, the inventory pressure increases due to the weakening of shipment, among which the prices of North China liquid alkali and Northwest China flake alkali market have been in different degrees In the East China market, due to the equipment maintenance of some manufacturers and the relatively concentrated orders of normal equipment manufacturers, the market price continues to rise. As can be seen from the above, the performance of caustic soda manufacturers in the near future is not satisfactory.
EDTA |
In terms of the downstream alumina, at present, many areas in North China, such as Luliang, Xiaoyi, and Shandong, require limited production in the heating season. According to the notice, the alumina roasting process is stopped by 50% of the production line during the heating season. It is forbidden to use the heavy-duty trucks (including gas) under the Fourth National Congress for material transportation. From the psychological point of view, it is no different from the biggest negative for the caustic soda market. Under the situation of demand reduction, the market price of caustic soda will be greatly reduced.
According to the situation of both sides of supply and demand, in the short term, domestic caustic soda market is dominated by negative market. In terms of liquid alkali, the procurement of alumina manufacturers will gradually reduce, while the inventory pressure of manufacturers will gradually increase, and the market price will decline to some extent. At the same time, the winter storage of alumina enterprises is imperative, which will start to form a certain boost to the flake alkali market, and at the same time, it will also form a certain boost to the liquid alkali market
EDTA 2Na |