February 12th news: On February 12th, the market price for flake caustic soda in Inner Mongolia was around 2,600 RMB/ton for new orders this week, with actual transaction prices ranging from 2,610 to 2,630 RMB/ton. Traders' enthusiasm for market participation has increased.
Chempricehub analysis of caustic soda, long-short rating: 1. The spot price of flake caustic soda in Inner Mongolia this week is approximately 2,600 RMB/ton for new orders, with actual transaction prices between 2,610 and 2,630 RMB/ton, showing a slight increase compared to previous periods. The improved enthusiasm among traders indicates stronger market demand and potential supply tightness, which is favorable for spot prices.
Combined with caustic soda futures data, recent main contracts such as the 2605 settlement price at 2,150 RMB/ton (up +3 RMB/ton) and the 2603 settlement price at 1,956 RMB/ton (up +6 RMB/ton) show that spot prices are higher than some near-month contracts. This may drive futures prices upward, as widening price differentials attract arbitrage and bullish sentiment.
Overall rating: moderately bullish (+1.0), as regional demand recovery has not yet formed a significant nationwide driving force.