bestupcomingblockchaingames| Against the background of the increase in soda ash production and price decline: supply interference has led to a phased rebound

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The sharp increase in the production of soda ash leads to the downward movement of prices.BestupcomingblockchaingamesHowever, supply fluctuations and maintenance season will cause market shocks, the short-term market is strong, investors need to operate with caution.

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[soda ash market faces supply interference, investors should be cautious to participate] in the soda ash production has increased significantly.BestupcomingblockchaingamesAlthough the price center has declined compared with last year, the market may rebound periodically due to greater disruption to supply. In particular, the 09 contract is about to usher in the peak period of maintenance, which is expected to lead to a seasonal reduction in supply. In addition, the recent production of the head alkali plant has once again interfered with the market, but it is not clear whether Yuanxing's water indicators will affect production, and market sentiment is still bullish, further aggravating the tension between supply and demand in the overhaul season and driving up the current price synchronously. The market is likely to remain strong in the short term, but investors should be cautious and market volatility may increase once production is confirmed to be unaffected.

The volatility of the soda market has narrowed this year. The expectation of an increase in supply has gradually become a reality, resulting in a relative decrease in short space. At the same time, due to the high capacity concentration of the soda industry, once the price is close to the cost line, the market disturbance will increase, which can easily trigger a rebound.

For the glass industry, the previous price has fallen to about 1450 yuan, close to the natural gas cost line in Shahe area, so it is vulnerable to cost fluctuations. However, from an industrial point of view, the problems of high supply and weak demand have not been solved, and the industry may continue to compress glass profits until centralized maintenance. This is also the reason for the widening price gap between glass and soda ash.