According to the data monitored by SunSirs, the domestic carbon black price was 11,550 RMB/ton on October 9. After the National Day, the carbon black market price fluctuated strongly and did not fluctuate much.
Analysis review
On the cost side: the tight supply of raw coal tar market still existed, and the price continued to be high in the early stage. In the short term, the tight supply and the high price of coal tar oil are hard to change, and the cost pressure of carbon black remains.
Supply and demand: Affected by the high price of raw coal tar, the carbon black market loss situation is expanding, and the carbon black production enterprises are not enthusiastic about starting work, which has decreased compared with last month. At present, due to the high price of high-temperature coal tar as raw material, the cost side of carbon black enterprises is under obvious pressure. In order to control the cost and reduce the burden of production, some carbon black enterprises maintain low load operation. The operating rate of carbon black enterprises is difficult to improve significantly in the short term.
In terms of downstream tire enterprises, some enterprises plan to arrange 7-14 days of maintenance in October. On the whole, the tire enterprises are under operating, and the actual production demand has decreased. Affected by this, the terminal tire enterprises maintain the rigid demand, and the market transaction is slightly cold.
Market outlook
To sum up, at present, the carbon black market price is running at a high level, and there is a strong wait-and-see mood in the market. It is expected that the carbon black market price is running to be strong at a high level. In the later stage, attention should be paid to the enterprise's start and downstream market dynamics.
