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ChemPriceHub Alert: Impact of Maintenance on Junzheng Mengxi Caustic Soda Production Line
Published on 2026-02-06

On February 6, news reported that the third caustic soda production line at Junzheng Mengxi Chemical was shut down for maintenance at 7 p.m. the previous night, with an expected duration of two days. PriceSeek's analysis of caustic soda, with a long-short score of 1, indicates that the two-day maintenance shutdown of the third caustic soda production line at Junzheng Mengxi Chemical on the evening of February 5 will reduce short-term supply by approximately 10%–15% (based on single-line shutdown estimates), which is favorable for spot caustic soda prices and may drive spot quotations up by 50–100 yuan per ton. Combined with the latest caustic soda futures data, such as the closing price of the 2605 contract at 2,152 yuan per ton yesterday (settlement price 2,188 yuan per ton, down 22 yuan), the expectation of supply tightness may stimulate a rebound in futures prices, particularly for near-term contracts (2603–2605 positions are active), with short-term upward pressure expected to strengthen. Scoring rationale: Although the maintenance event lasts only two days, it directly reduces supply, constituting a general positive factor that supports the upward price trend.

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