In the first week of June, organic silicon remained stable as the main focus. Looking at the stable trend, it was full of bitterness behind it. The rise was suppressed, while the fall hit the bottom, limiting both the rise and fall. It was really frustrating to watch. Specifically, in the current extreme low price situation, the actual value deviates from the price, and most individual factories would rather choose to hold on to the stock and stick to the 13000+mark. As of today, it has been a whole month since the last price adjustment, which is rare. The mentality of the middle and lower reaches is relatively calm, although they are all bearish, they do not have much expectation of a decline. Currently, the DMC quotation remains at 13400-13900 yuan/ton, and the actual transaction is 13400-13600 yuan/ton.
Precipitated white carbon black market: On the raw material side, the sulfuric acid market fluctuated this week due to different regional orders. However, downstream wait-and-see sentiment was strong, and the increase in trading volume was limited. The market is currently operating steadily; In terms of soda ash, due to the basic balance between supply and demand in the market, most soda ash plants currently have no inventory pressure, and prices continue to remain stable. Cost fluctuations are limited, and precipitated white carbon black enterprises continue to be constrained by demand. In recent times, as market prices continue to approach the lower end, most mixed rubber enterprises have failed to make bottom calls in the early stage and have a large amount of high priced inventory. Under financial pressure, their procurement of white carbon black is relatively average. In this situation, precipitated white carbon black enterprises are also forced to "roll up" the price, with real transaction discounts being the main focus. However, limited downstream inquiries have also to some extent suppressed the deepening of white carbon black bidding.
Overall, the current quotation for precipitated silica used in silicone rubber is 6300-7000 yuan/ton, and it is expected to remain stable and decline in the short term.
Gas phase white carbon black market: On the raw material side, the supply of raw materials such as methyl trichlorosilane and silicon tetrachloride has been relatively loose recently, with prices slightly falling. In Shandong, the price of grade A has dropped to 2650 yuan/ton, a slight drop of 100. The weakening of the cost side has little impact on the gas-phase white carbon black market for the time being. From the perspective of orders, although downstream industries such as silicone rubber and coatings have not yet entered a period of high demand, current orders are limited. However, with the support of large factories in the northwest, the bidding pressure of gas silicon enterprises is relatively eased.
In the short term, downstream demand is average, and it is difficult for the supply side to generate favorable stimuli. Currently, gas silicon enterprises maintain stable quotations, with high-end quotations of 24000-26000 yuan/ton for gas-phase white carbon black at a ratio of 200 and low-end quotations of 18000-20000 yuan/ton. It is expected that the gas-phase white carbon black market will mainly operate horizontally in the short term.