- 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 includes three monthly reports containing extensive market information for standard chlor-alkali product categories, including chlorine and caustic soda. This service also delivers analysis on downstream uses such as vinyls, the alumina and pulp & paper industries, HCl, KOH and Sodium Sulfate. Also included are historical, current, and forecast prices for Merchant Chlorine and HCl in the US, and a comprehensive market analysis for North America, West Europe, Mainland China, other Asia (including India) and the Middle East.
The monthly market report provides a comprehensive summary of key chlor-alkali markets, derivative markets updates to monthly price indices, and price ranges for spot caustic soda parcels that closed during the month on a FOB NEA, FOB USGC, FOB NWE, CFR SEA, CFR MED basis.
Publication Timing: Second to last business day of the month
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.
Publication Timing: The 15th day of the month or the first business day thereafter if the 15th is a weekend day or a statutory holiday in the US
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.
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
- Mainland China
- Japan
- Northeast Asia
- United States
- West Europe
- South America
Chemical Coverage
- Chlorine
- Caustic Soda
TRADE
Trade statistics, global trade analysis, and freight estimates.
OPERATING SCHEDULE
Region
- Asia Pacific
- China
- Japan
- West Europe
- Canada
- Central Europe
- United States
Chemical Coverage
- 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
Related Chemicals
- 1,1,1-Trichloroethane
- Chlorine
- Chlorobenzene
- Chloroform
- Electricity
- Epichlorohydrin (ECH or EPI)
- Hydrochloric Acid (HCl)
- Methylene Chloride
- Perchloroethylene/ Carbon Tet
- Potassium Hydroxide (KOH)
- Titanium Dioxide
- Toluene Diisocyanate (TDI)
- Trichloroethylene
- Vinyl Chloride Monomer (VCM)
- Caustic Soda (Anhydrous)
- Caustic Soda (Dry Basis)
- Polyvinyl Chloride (PVC)
- Alumina
- Bromine
- Carbon Tetrachloride
- Caustic Soda
- Methyl Chloride
- Methylene Diphenyl Diisocyanate (MDI)
- Sodium Chlorate