February 13th News — As of February 12th, 2026, the factory inventory of fixed liquid caustic soda samples from enterprises with a capacity of 200,000 tons or more nationwide stood at 442,900 tons (wet metric tons), representing a decrease of 6.03% month-on-month and 7.35% year-on-year. Chempricehub's analysis of caustic soda indicates a bullish-bearish score of 1. As of February 12th, 2026, the factory inventory of fixed liquid caustic soda samples from enterprises with a capacity of 200,000 tons or more nationwide was 442,900 tons (wet metric tons), reflecting a month-on-month decline of 6.03% and a year-on-year decline of 7.35%. The significant reduction in inventory suggests a tightening supply side, potentially indicating relatively robust demand, which provides favorable support for the spot price of caustic soda. It is anticipated that spot prices will face upward pressure. In conjunction with the futures market for caustic soda, such as the settlement price of the 2609 contract at 2,328 yuan per ton (change: +2.00), the declining inventory trend may reinforce market bullish expectations, driving futures prices to continue rising. This is particularly evident in the changes in open interest for the main contract, which indicate a bullish capital flow.