- Market Overview
- Strategic Analysis
- Key Features
Market Overview
Duration: Short-term – 2-year price forecast and market outlook
Facing a persistent structural decline in pulp and paper demand, the main consumer of bleaching chemicals, the global sodium chlorate and hydrogen peroxide markets are characterized by weak demand and heightened supply chain volatility. North America is grappling with rising industrial electricity costs driven by AI data centers and ongoing pulp mill capacity closures, which temper producer margins despite a favorable CAD-USD exchange rate shielding Canadian sodium chlorate competitiveness. Latin America, though showing strong bleached kraft pulp exports and major expansion projects like Suzano’s new mill, saw a temporary shift from a net exporter to a net importer of sodium chlorate due to domestic production disruptions. Meanwhile, Europe is pressured by high, albeit easing, natural gas and electricity costs, leading to substantial market downtime in its pulp mills and the planned exit of BASF from the sodium hydrosulfite business, forcing immediate supply re-sourcing. Amidst this weakness, hydrogen peroxide demand in sectors like electronics and semiconductors offers a modest bright spot. Strategic players must navigate these shifting trade dynamics (including the US-Mainland China trade truce and potential India-EU FTA) and manage the cost-pass-through from rising energy and logistics expenses to maintain profitability in this challenged commodity sector.
Comprehensive monthly market price, supply, demand, and trade data and analysis for:
- 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 to comprehend the bleaching chemicals markets. We provide an integrated perspective, covering 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
Chemicals covered : Caustic Soda (North America / Europe, 1-month lagging), Hydrogen Peroxide, Sodium Chlorate and Sodium Hydrosulphite
GLOBAL MONTHLY MARKET REPORT
This service provides clients with comprehensive data and analysis on the global markets for sodium chlorate, hydrogen peroxide, and sodium hydrosulphite, along with a monthly overview of caustic soda and methanol market conditions. The report includes contract pricing, detailed import and export flows, and short-term supply–demand forecasts for hydrogen peroxide and sodium chlorate, segmented by region and end-use across North and South America, Western Europe, Northeast Asia, and Southeast Asia. Additionally, the service delivers extensive insights into the pulp and paper industry, plant operations and project developments, as well as analysis of key feedstocks and downstream applications. This comprehensive coverage equips clients with a clear understanding of market drivers, competitive dynamics, and emerging trends across the global inorganic chemicals value chain.
MARKET FOCUS REPORT
This report offers in-depth research and analysis on critical and emerging issues affecting the Bleaching Chemicals industry, including evolving market dynamics, regulatory developments, and shifts in global supply–demand fundamentals. It examines the latest challenges and strategic considerations facing producers and downstream users across pulp and paper, textiles, and water treatment applications.
ACCESS TO SUBJECT MATTER EXPERTS
Clients receive direct, one-on-one access to industry experts through phone consultations, email support, or scheduled meetings to discuss the key insights featured in the monthly market report. This personalized advisory service enables subscribers to deepen their understanding of market fundamentals, price drivers, and supply–demand dynamics, while clarifying complex data points and analysis. It also provides tailored perspectives on region-specific market trends, empowering clients to make more informed, strategic decisions across the global petrochemical value chain
SUPPLY & DEMAND
This service delivers short-term production news, up-to-date production statistics, and detailed plant-by-plant operating schedules, along with coverage of long-term structural changes in global supply. It also features in-depth end-use market analysis across a wide range of downstream sectors, supported by comprehensive reviews of macro-level industry trends. These insights help clients anticipate market shifts and make informed strategic decisions in the evolving global aromatics landscape.
Coverage:
- Hydrogen Peroxide - Asia, North America, South America, West Europe
- Sodium Chlorate- Asia, North America, South America, West Europe
- Sodium Hydrosulphite - Asia, North America, South America, West Europe
TRADE
This service delivers comprehensive global trade intelligence for the aromatics market, offering the latest trade statistics, detailed global trade flow analysis, and freight rate estimates across major shipping routes. It also provides continuous monitoring of tariffs, sanctions, and regulatory developments impacting the movement of aromatics and related petrochemicals. These insights enable stakeholders to evaluate geopolitical and policy risks, strengthen compliance, and optimize their global supply chain and market positioning strategies across the aromatics value chain.
OPERATING SCHEDULE
Regions Covered: Asia, Canada, United States and West Europe
WEBINAR
Client webinars provide in-depth intelligence on critical chemical market developments, offering timely insights into global economic trends, supply–demand dynamics, trade flows, and other key factors shaping the petrochemical and energy value chain. Each session features expert analysis from industry specialists and delivers actionable perspectives on current market movements. These interactive webinars also enable clients to engage directly with our Subject Matter Experts (SMEs) through live Q&A sessions, supporting clearer understanding, stronger strategic planning, and more informed decision-making across the chemical industry.