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White carbon black stock is in a hurry, tire price is soaring again

Hits: 3890049 2020-03-08

Recently, Japan's Deshan chemical industry, a giant enterprise of fumed silica, issued a price increase announcement: due to the price increase of raw materials such as silicon metal, the prices of fumed silica and silicon tetrachloride produced by Deshan chemical industry have increased in an all-round way since April 1, with the price increase rate exceeding 10%! After that, the domestic silica market soared by 1500 yuan / ton last week, the average price of 150 yuan / ton in East China reached 33500 yuan / ton, and the average price of 150 yuan / ton in South China reached a historical high price of 35500 yuan / ton!
Yichang HuiFu, Hongbai chemical and Hengye Chengdu are in short supply, Shandong Dongyue and Jiangxi black cat are temporarily closed to the outside world, and Fujitsu is currently in normal supply. The price of fumed silica of foreign enterprises is even higher! Cabot lm150 up to 40000 yuan / ton! Degussa A200, A380 is in 50000-53000 yuan / ton and 71000-74000 yuan / ton!
At present, the environmental protection and safety supervision have not decreased at all, and the operating rate of white carbon black enterprises has been affected to some extent. But in terms of total production capacity, even if all of them are started normally, the market supply is still tight. Moreover, in the short term, there are few new production capacity.
At the same time, with the downstream entering the peak season, the tight supply of fumed silica and the rising price will be a high probability event. However, such high price of silica will undoubtedly further increase the downstream cost, and some organosilicon products will face another price increase in the case of high price!
In the case of the price increase of raw materials, many tire companies released the price increase in April:
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