Caustic soda analysis in the first week of August 2023

    Liquid alkali market in Wuhai area: Last week to this week, the liquid alkali market in Wuhai area was stable, and the "two stops and one repair" helped push up the price. At present, the price of 32 liquid alkali in Wuhai area continues to maintain last week, 32 liquid alkali factory discount price of about 2600 yuan/ton, 48 liquid alkali is 100 yuan higher than 32 liquid alkali price, 2700 yuan/ton. However, the supply of 48 liquid alkali is tight, the transaction price has a high bottom, and the low and high prices continue to be raised at any time.

    Wuhai area caustic soda market: this week Inner Mongolia Junzheng caustic soda price 3000 yuan/ton. Because the price is close to 3000 yuan, the market transaction price is more conservative brands different transaction prices are slightly different from 2980-3050, and the price slowly continues to test upward.

    Alumina situation: In August, Shanxi Alumina raised the discount price of 48 liquid alkali by 50 yuan/ton. One ticket delivered to a hundred discount price 2800 yuan/ton.

    Individual market analysis: As the market price continues to ferment, the overall transaction of tablet alkali continues to improve. Regulation is bad for now.

    Good news :1, the "two stops and one repair" in Wuhai area mainly affects 32 liquid alkali and 48 liquid alkali, because the main flow of Wuhai 48 liquid alkali is Shanxi. 2, Tianye resumption of production to sign the order, China and Thailand have alumina support, South China is relatively out of stock. 3, Wuhai area can produce caustic soda manufacturers have pre-sale, and the plan is relatively tight.

    Negative :1, several waves of caustic soda, near 3000 and a relative high, the market may have resistance. 2, freight increase, increase the production of non-aluminum downstream.

    To sum up: The possibility that the price of caustic soda tablets will continue to rise slowly is greater, and the possibility of reaching the top of the throat cannot be ruled out. Again, pay attention to the impact of typhoon on caustic soda tablets. (Peace be upon you!)

    Personal analysis, for reference only!