- Market Overview
- Strategic Analysis
- Key Features
Market Overview
Duration: Short-term – 2-year price forecast and market outlook
Energy is the key input in the production of sodium chlorate and hydrogen peroxide, and therefore, developments in electricity and natural gas markets have a major impact on production cost and trade flow developments for these products. Elevated energy prices in Europe have resulted in a loss of competitiveness of European sodium chlorate in global markets, with North America remaining the largest exporter globally, on the other hand, mainland China is also emerging as a major player in the sodium chlorate export market, particularly within Asia and to Russia. More than 90% of sodium chlorate is used in the pulp and paper sector. Demand in this segment remains weak due to the impact of high inflation rates on consumer spending, but also to the ongoing structural decline in graphic paper demand in some regions, which has resulted in rationalization in this sector in Europe and North America. More pulp capacity is scheduled to come on stream in South America, which has a cost advantage position compared to other regions. For hydrogen peroxide, we anticipate that while pulp and paper will remain the largest demand segment, other sectors, such as semiconductors, water treatment, metals and battery materials, will drive demand growth in the coming years.
Comprehensive monthly market price, supply, demand, and trade data and analysis for:
- Caustic Soda
- Hydrogen Peroxide
- Sodium Chlorate
- Sodium Hydrosulphite
Strategic Analysis
Duration: Short-term – 2-year price forecast and market outlook
The Global bleaching chemicals service provides clients with a comprehensive overview of the sodium chlorate, hydrogen peroxide and sodium hydrosulphite global markets. The report includes cash costs and margin analysis, as well as regional supply/demand balances for sodium chlorate and hydrogen peroxide. This service focuses on the main supply and demand drivers and challenges these markets are facing and provides detailed commentary on trade flow developments. As these bleaching chemicals are energy-intensive products, this report also analyses the impact of the volatility in electricity and natural gas markets on sodium chlorate and hydrogen peroxide production costs.
Chemical Market Analytics delivers the expert analysis necessary for comprehending the bleaching chemicals markets. We provide an integrated perspective, covering the primary derivatives such as pulp markets and other significant applications, along with key inputs crucial for the production of these products.
Key Features
Duration: Short-term – 2-year price forecast and market outlook
PRICES COVERED
Contract and spot price summary with a brief review of current market conditions.
- Sodium Chlorate
- Caustic Soda
- Hydrogen Peroxide
- Sodium Hydrosulphite
GLOBAL MONTHLY MARKET REPORT
The service furnishes clients with comprehensive data on the global sodium chlorate, hydrogen peroxide, and sodium hydrosulphite markets. Additionally, it offers a concise overview of the caustic soda and methanol markets for the preceding month. This report encompasses contract prices, import/export flows, and short-term forecasts pertaining to hydrogen peroxide and sodium chlorate supply/demand dynamics, categorized by region and end-use for North and South America, Western Europe, Former Soviet Union, Northeast and Southeast Asia, and the Indian Subcontinent. Moreover, it includes diverse data on pulp and paper, plant and project updates, and analysis of feedstocks and downstream applications.
Publication Timing: The 5th working day of the month
MARKET FOCUS REPORT
This report delves into additional research on crucial and current issues confronting the Bleaching Chemical industry. Previous subjects of analysis include the development of European Acetyls prices: Contract vs. Spot, the impact of the Coronavirus on the Asian Acetyls Industry, and the tightness of Acetic acid and VAM from August 2017 to July 2018.
Publication Timing: Periodic
ACCESS TO SUBJECT MATTER EXPERTS
Personal telephone and/or email discussions, and meetings on the subject matter 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.
Region
- China
- Northeast Asia
- West Europe
- Japan
- United States
Chemical
- Chlorine
- Caustic Soda
TRADE
Trade statistics, global trade analysis, freight estimates, tariffs, and sanction tracking.
OPERATING SCHEDULE
Region
- Asia Pacific
- China
- Japan
- United States
- Canada
- West Europe
Chemical
- Chlorine
REGULAR WEBINARS
Each webinar will cover a review of events in North America, Europe/Middle East, and Asia. Furthermore, each webinar will include commentary on relevant market events and topics relative to the specific time frame, such as global economic shifts, trade wars, etc. It will also give clients the opportunity to raise questions to the Subject Matter Experts.
Publication Timing: Periodic. Usually bi-annually - Typically Q2 and Q4