April 1st News: In April 2026, the procurement price of liquid caustic soda for alumina enterprises in Guangxi has been raised by 450 yuan/ton, with 50% ion-exchange membrane caustic soda delivered at 3,500 yuan/ton (on a 100% basis). Chempricehub's analysis of caustic soda shows a long-short rating of 2. The article indicates that in April 2026, the procurement price of liquid caustic soda (50% ion-exchange membrane caustic soda) for alumina enterprises in Guangxi has been increased by 450 yuan/ton to 3,500 yuan/ton (on a 100% basis). This price, on a 100% basis, signifies a significant rise in the spot price of 100% pure caustic soda. This reflects strong demand in the alumina industry and tightening supply, which will directly drive up the spot price of caustic soda. Considering caustic soda futures data, the main contracts, such as 2605 closing at 2,340 yuan/ton and 2609 closing at 2,517 yuan/ton, have shown a general downward trend recently (e.g., 2605 change: -40.00). However, this procurement price increase sends a positive signal, indicating enhanced future demand expectations. This may reverse sentiment in the futures market, boost prices across various contracts, and benefit the futures trend.
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