Carbon Black Daily: Caught in a Dilemma, When Will the Breakthrough Come?(Oct 12)

Carbon Black Daily: Caught in a Dilemma, When Will the Breakthrough Come?

According to Tuduoduo data calculations, the carbon black price index on October 12 was 9,537.75, down 111.25 from the previous trading day.

Carbon Black Market Price

Carbon Black Market Impact Analysis

1. Upstream Raw Materials

Shandong region coal tar price: RMB 5,450/ton; Shanxi region coal tar price: RMB 5,410/ton; Hebei region coal tar price: RMB 5,475/ton. The domestic high-temperature coal tar market is temporarily in a wait-and-see mode, but the overall trading atmosphere has noticeably improved, boosting coal tar market sentiment to a certain extent.

2. Carbon Black Supply

Operating rates of sample enterprises in the domestic carbon black market declined. Post-holiday, new contract prices for raw material coal tar showed a downward trend, downstream tire enterprise operating rates decreased, and market demand fell, leading to lower carbon black enterprise operating rates. A plant in East China had two production areas under maintenance, and large plants were running at low loads. Overall, carbon black market operating data declined.

3. Downstream Demand

According to reports, some enterprises are gradually increasing operating rates, but with raw material prices remaining elevated, the tire industry currently shows limited enthusiasm for production. Meanwhile, a few large enterprises maintained normal operations to ensure order fulfillment and routine product supply.

Market Summary

The carbon black market is currently in a stalemate phase of "cost floor support, demand ceiling pressure." Actual transaction volumes are modest, downstream buyers show low enthusiasm for taking delivery, with clear resistance to high prices, and market trading sentiment is subdued. However, as raw material market prices show a rebound trend, cost-side pressure will gradually increase, the decline in carbon black new contracts will slow, and bottom support will strengthen. But demand-side suppression persists, with insufficient downstream procurement follow-through, and upside room is relatively limited. With bullish and bearish forces counterbalancing each other, a situation where both upward and downward movements are difficult may begin.

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