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QINGYUAN CHEMICAL



06

2026

-

07

Caustic Soda Daily Commentary – July 3


Liquid caustic soda prices remain relatively stable; flake caustic soda prices hold steady for now; futures prices fluctuate at the low end.

 

 

The domestic spot market for liquid caustic soda remained relatively stable today. The average capacity utilization rate among sampled caustic soda enterprises was 79.2% this week, down 1.5% week-on-week. Factory inventories for sampled liquid caustic soda enterprises stood at 496,900 tonnes (wet basis), up 0.38% week-on-week and 29.35% year-on-year. Procurement prices for 32% liquid caustic soda by alumina enterprises in Henan for July 2026 remained stable. In the Shandong region of North China, prices showed a trend of stability with a slight downward bias; under pressure to move inventory, prices for some lower-concentration caustic soda saw narrow declines. The East China market remained stable with little price fluctuation, as purchasing was largely driven by immediate demand. Regarding liquid chlorine, downstream profit margins remained poor, leading to reduced demand and lower prices. Alumina prices saw a narrow decline; short-term prices are expected to remain weak.
The domestic flake caustic soda market remained stable today. Despite maintenance at some production facilities, downstream demand was weak, and actual transaction prices for most manufacturers fell below their quoted prices; short-term prices are expected to remain stable with a slight downward bias.

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