Precipitated white carbon black market: On the raw material side, the sulfuric acid market continues to remain stable. In terms of pure alkali, due to the continuous high production of enterprises and limited downstream demand, and the exacerbation of supply-demand imbalance, prices have fallen. This week, domestic light alkali prices were priced at 1850-2350 yuan/ton, while heavy alkali prices were priced at 1900-2500 yuan/ton, a decrease of 100%. The fluctuation of precipitated white carbon black costs is limited.
In terms of demand, mixed rubber enterprises have abundant inventory, and some enterprises are under high financial pressure. White carbon black enterprises are also cautious in sales, so competition with strong major customers is fierce. In this situation, the price of precipitated white carbon black is basically difficult to support upward. Currently, the quotation for precipitated white carbon black for silicone rubber is still maintained at 6300-7000 yuan/ton, and it is expected that the market will continue to operate weakly and steadily in the short term.
Gas phase white carbon black market: The price of raw material silicon tetrachloride remained stable this week, while the price of methyltrichlorosilane decreased slightly in a situation of oversupply. The first tier price in Shandong region was quoted at 2450 yuan/ton, a decrease of 200 yuan this week. The overall cost has weakened, but the impact on gas phase white carbon black is not significant. Currently, the high-end price of 200 yuan/ton is 24000-26000 yuan/ton, while the low-end price is 18000-2000 yuan/ton.
On the demand side, the downstream silicone rubber market orders have relatively eased this week. Some high-quality silicone companies have stable orders and smooth shipments, while silicone companies with relatively average quality have also maintained stable shipments under the price support of large factories in the northwest. It is expected that the gas-phase white carbon black market will maintain a consolidation operation.