Market Advisory Service - Global Chlor-Alkali

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

The global chlor-alkali market, defined by the co-production of caustic soda (sodium hydroxide) and chlorine, is currently entrenched in a low-profitability cycle driven by weak demand and persistent oversupply. This environment underscores the growing importance of expert strategic market analysis for industry participants.

Global demand for chlorine and chlorine derivatives remains subdued amid a challenging macroeconomic backdrop characterized by slowing economic growth, elevated inflation, and higher interest rates. These pressure points continue to weigh on major chlorine-consuming downstream sectors such as construction, automotive, and other durable goods markets. Demand for durable goods, key absorbers of chlorine, is expected to be disproportionately affected by a prolonged global trade conflict, while consumption of non-durable goods and general industrial products, which rely more heavily on caustic soda, is likely to remain comparatively resilient.

Because chlorine and caustic soda are produced together in a fixed stoichiometric ratio within the electrochemical unit (ECU), short-term market conditions are expected to show relatively stronger performance for caustic soda compared to chlorine.

Regionally, North America and the Middle East maintain a structural competitive advantage due to significantly lower energy costs, a crucial factor for this highly energy-intensive production process. In contrast, sustained high energy prices continue to challenge European chlor-alkali producers, prompting many to evaluate critical strategic responses, including capacity rationalization, operational consolidation, and long-term restructuring, to safeguard competitiveness within the global market.

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

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

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

The Global Chlor-Alkali Market Advisory Service offers clients a comprehensive and focused view of the global chlor-alkali markets. The report provides a comprehensive global analysis of caustic soda supply, demand, trade, and price trends, as well as regional analyses for chlorine and chlor-alkali derivatives, including potassium hydroxide, hydrochloric acid, and sodium sulfate. Costs and margins are also provided. The report provides insights into the dynamics of key chlor-alkali consuming markets, including 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 the chlor-alkali market dynamics necessitates a 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.

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