United States high-quality soda ash into the low-cost entry market worse

The sluggish domestic market demand for soda ash in 2012 caused market prices to continue declining throughout the year. At the end of the year, trade in the international market was turbulent. In November, soda ash imports from China soared. The amount of soda ash that China exported to China increased by more than a thousand points year-on-year. . Directly to promote the domestic soda ash market will be suppressed again, the market mentality disorder.

According to customs data, in November 2012, China's soda ash imports amounted to 29,200 tons, an increase of 24,539.4% compared with 0.01886 million tons in the previous month, an increase of 1367.3% compared with 0.199 million tons in the same period of last year, which is the highest point in history in recent years. . Among them, the amount of natural alkalites imported from the United States in November was 29,166.011 tons, accounting for 99.84% of the total imports of the current month. The overall import volume of other countries did not change much. It can be seen that the large amount of trona in the United States has become a major factor in the surge in imports in November.

According to industry insiders, this change is mainly due to the adjustment of sales strategy by US ANSAC Corporation, one of the world's largest soda ash suppliers and an important exporter of soda ash. In order to respond to the industrialization policy that the United States has gradually implemented, local companies have increased the load of work and increased the employment rate. The increased volume of products has to be digested through more powerful exports, and in the meantime, the export price is adjusted to be lower than the US Local market price level.

Prior to the United States, the price of imported goods was higher than the price of Chinese domestic products by 400-500 yuan per ton, so it was not considered by domestic downstream companies. However, in November, the company’s first batch of cargo entered the country. According to the introduction of soda ash companies, the price of the shipment to the factory was around 1,250 yuan/ton, which was lower than the domestic price of heavy alkali arrival, and in terms of quality, compared with domestic soda ash. Even better. It is reported that the first major purchasers of natural alkaloids in the United States include: Xinyi Group, Zhejiang Jiafu, and some Jiangsu traders and Guangdong traders.

In addition, the second shipment of US ANSAC company will arrive in Hong Kong in the middle of this month, the volume is still about 30,000 tons. In view of this situation, Wang Yang stated that China is a net exporter of soda ash. The low price of U.S. products will inevitably affect the mentality of domestic companies, and manufacturers and traders in East China and Central China regions will be most directly affected. Market mentality will appear. Volatility, prices are turbulent again.

The responsible person of Lianyungang Soda Plant of Nanhua of Sinopec Nanhua said that this year's climate is generally cold, and that the pre-season stocking mentality is relatively full. The current price of soda ash is close to the cost line. The rigid demand in January should bring a turning point to the market that continues to be sluggish. However, from the current point of view, there has been no sign of a temporary recovery in the market, and the United States’ supply shock will inevitably become one of the important factors affecting the market mentality.