Caustic soda: Talking about the spot market trend in October

& nbsp;  Jinjiu Chinese caustic soda spot market as a whole is mainly rising, and the rising range of each region is relatively obvious, the market prices are rising in different ranges, the supply side of the silver ten market has obvious positive support, and the overall market trend may continue to rise.

October plant overhaul and commissioning: & nbsp;  October China caustic soda plant centralized maintenance situation, the main production area of North China relatively more maintenance devices, and involving some large factories, other areas including Central China, Northwest, East China and South China only involved in individual equipment maintenance, according to Tudo data statistics, October caustic soda maintenance equipment involved in the production capacity of about 4.54 million tons, the supply side as a whole is expected to reduce. In the later stage, the supply side may still have a certain degree of rigid positive support to the market.

China's caustic soda market forecast: & nbsp;  September market price trend as a whole upward, Jinjiu market performance is considerable, regional prices have increased significantly. From the point of view of the market in October, first of all, from the point of view of the supply side, it has been clearly marked in the above table of the start-up of caustic soda units in China. There are plans for centralized maintenance in some areas since the first ten days of October after the National Day. Especially in North China, the main producing area is more obvious. The planned overhaul in October involves a production capacity of about 4.54 million tons, and the supply will be significantly reduced regionally, and the support to the local market will be more obvious. On the other hand, the rise in prices in the main producing areas may also have a certain boost to the markets in other regions, and the support brought by the supply side to the market is expected to be more obvious. In addition, in terms of new production capacity, an enterprise in Shaanxi Province has postponed the production of a new 600000-ton new plant to October, so it is necessary to continue to pay attention to the commissioning situation. As a whole, there will be regional differences on the supply side in October. On the demand side, it is understood that there will be a slight increase in the start-up load of the main downstream alumina plant in October, individual industries have new production capacity plans, in addition, the start of the new energy industry may be expected to decline, and the start of other industries may be relatively stable. On the whole, the rigid demand support on the demand side of the market still exists in October, but the obvious positive support is difficult to appear. Export situation, from the recent external market situation, caustic soda export volume is relatively small, foreign demand to maintain rigid demand, and the mentality is relatively cautious, foreign demand may be difficult to have a significant increase. On the whole, the overall trend of Yinshi China's caustic soda market may still be considerable, and the market still maintains a rising trend, while in the later stage, with the resumption of maintenance equipment, the start of China's caustic soda plant tends to be normal, and the market supply increases gradually. in addition, demand is about to enter the traditional off-season of demand, price or pressure operation, the market may have a turning point at the end of October and the beginning of November. In addition, we need to pay attention to the news on the policy side.