Chemical

Market Advisory Service - Global Chlor-Alkali

  • Market Overview
  • Strategic Analysis
  • Key Features

Market Overview

Duration: Short-term – 2-year price forecast and market outlook

Chlor-alkali markets experience impacts on both sides of the electrochemical unit (ECU) when faced with changing interest rates and fluctuating energy prices. Presently, demand on the chlorine side is subdued due to elevated interest rates constraining the key downstream construction sector. Conversely, sustained high energy costs in Europe are currently bolstering global caustic soda trough prices, surpassing historical cycle bottom levels. We anticipate a brief duration for the current cycle trough and foresee the initiation of the next chlor-alkali up-cycle with a cautious economic recovery in the near future. Our assessment indicates that the market currently lacks significant excess capacity.

Comprehensive monthly market price, supply, demand, and trade data and analysis for:

  • Caustic Soda
  • Chlorine
  • Hydrochloric Acid
  • Potassium Hydroxide
  • Sodium Sulfate

Strategic Analysis

Duration: Short-term – 2-year price forecast and market outlook

The Global Chlor-alkali Market Advisory Service provides clients with a comprehensive and focused view of global chlor-alkali markets. The report includes a global analysis of caustic soda supply, demand, trade and price trends, and regional analyses for chlorine and chlor-alkali derivatives, including potassium hydroxide, hydrochloric acid, and sodium sulfate. Costs and margins are also provided. The report features insights into the dynamics of crucial chlor-alkali consuming markets, such as aluminum & alumina, pulp & paper, and vinyls. Subscribers gain access to a comprehensive monthly report that includes in-depth market analysis, pricing information, margin details, market commentary, and forecasts. Additionally, a data-centric mid-month supplement is provided, focusing on supply, demand, trade, and operating schedules. Brief commentary on chlorine, caustic soda, and vinyls markets, along with the latest discovered spot transactions, is also published during the mid-month update.

Subscribers have the privilege and are encouraged to actively collaborate with the subject matter experts (SMEs) within the Market Advisory Service team. A thorough grasp of chlor-alkali market dynamics necessitates comprehensive analysis from both ends of the value chain. Chemical Market Analytics employs robust and well-established models seamlessly integrated from feedstock to derivatives. Our team possesses the experience and expertise to surpass mere market reporting, ensuring the delivery of dependable and impartial in-depth analyses.

Key Features

Duration: Short-term – 2-year price forecast and market outlook


PRICES COVERED

Monthly contract and spot price summary with a brief review of current market conditions.

  • Chlorine
  • KOH (Potassium Hydroxide)
  • Sodium Sulfate
  • Caustic Soda (sodium hydroxide)
  • HCl (Hydrochloric Acid)

GLOBAL MONTHLY MARKET REPORT

This service delivers three in-depth monthly reports packed with valuable market intelligence on core chlor-alkali products, including chlorine and caustic soda. It also provides expert analysis on key downstream sectors such as vinyls, alumina, pulp & paper, hydrochloric acid (HCl), potassium hydroxide (KOH), and sodium sulfate. Subscribers gain access to historical, current, and forward-looking price data for merchant chlorine and HCl in the U.S., along with comprehensive market insights spanning North America, Western Europe, Mainland China, other parts of Asia (including India), and the Middle East.

The monthly market report delivers a comprehensive overview of the chlor-alkali and derivative markets, featuring updates to key price indices and detailed spot price ranges for caustic soda transactions concluded during the month. Coverage includes major trade routes such as FOB Northeast Asia (NEA), FOB U.S. Gulf Coast (USGC), FOB Northwest Europe (NWE), CFR Southeast Asia (SEA), CFR Mediterranean (MED), and CFR Brazil.

DATA SUPPLEMENT

The Mid-Month Report delivers an abbreviated update on regional chlorine and caustic soda markets as well as price ranges for spot parcels that closed in the first half of the reporting month. Regional chlor-alkali operating schedules, near-term supply/demand trends, trade data, and project news are provided in the Market Statistics Supplement.

MARKET FOCUS REPORT

This report delves into additional research on crucial and current issues confronting the Chlor-Akali industry. Previous subjects of analysis include an assessment of the U.S. EPA proposed asbestos phaseout, the effect of rapidly rising energy prices on the chlor-alkali market, and implications of the Mexican governments' updated General Rules of Foreign Commerce

ACCESS TO SUBJECT MATTER EXPERTS

One-on-one support via phone, email, or meetings to discuss topics covered in the monthly report.

SUPPLY & DEMAND

Short-term production news updates, production statistics, plant-by-plant operating schedules, and long-term structural supply changes. End-use analysis across the diverse range of end-use sectors plus macro industry trend analysis.

- Chlorine coverage: United States, Western Europe, Northeast Asia, Japan, China
- Caustic soda coverage: United States, Western Europe, Northeast Asia, Japan, China, Brazil

TRADE

Trade statistics, global trade analysis, and freight estimates.

OPERATING SCHEDULE

Chlorine coverage: United States, Canada, Western Europe, Asia Pacific, Japan, China, and Latin America

CLIENT WEBINARS

Client webinars provide in-depth reviews of market developments across North America, Europe/Middle East, and Asia. Each session features expert commentary on timely issues, such as global economic trends, trade dynamics, and other impactful events relevant to the specific period. These webinars also offer clients a valuable opportunity to engage directly with Subject Matter Experts through interactive Q&A sessions.

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