December 26th News
This week (December 19–25, 2025), the average capacity utilization rate of caustic soda sample enterprises in China with a capacity of 200,000 tons or more was 86.0%, an increase of 1.3% compared to the previous week.
Chempricehub's analysis of caustic soda indicates a bearish score of -1. This week, the capacity utilization rate of caustic soda sample enterprises in China with a capacity of 200,000 tons or more rose to 86.0%, a 1.3% increase from the previous week, signaling an expansion in supply. The increase in supply may exert downward pressure on spot prices, as demand has not risen correspondingly, leading to a looser market supply-demand balance.
From futures data, the closing price of the main contract 2603 was 2,233 yuan per ton, down by 7 yuan. Changes in open interest indicate a strengthening bearish sentiment in the market. This news may exacerbate the downward trend in futures prices, reinforcing short-term bearish impacts.
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