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Home > News > Morning Market Update for Soda Ash (September 20, 2026)

Morning Market Update for Soda Ash (September 20, 2026)

Published on 2026-09-20

I. Market Focus Points

  1. Adjustments and magnitude of spot soda ash prices.
  2. Changes in soda ash inventories and scheduled plant maintenance.
  3. Procurement volumes from futures and spot markets, along with pending orders at alkali plants.
  4. Adjustments to downstream production lines and new capacity additions.
  5. Changes in import/export orders and prices.

II. Price Table

Product Region Sep 18 Sep 17 Change Rate
Feedstock: Coal East China 977 977 0%
Feedstock: Raw Salt East China 215 215 0%
Light Soda Ash East China 1000 1000 0%
Heavy Soda Ash East China 1100 1100 0%
Float Glass Nationwide 1084 1083 +0.09%
Notes: 1. All product prices refer to domestic premium grade products. 2. Unit: RMB/ton. 3. All RMB prices are ex-warehouse, cash-on-delivery, tax-inclusive. 4. The two price periods represent point-in-time prices from the previous two working weeks prior to this week, not weekly averages. 5. The change rate represents the period-over-period variation.

III. Market Outlook

Yesterday, the domestic soda ash market remained stable with limited room for price adjustments, although some transactions were flexible. Maintenance shutdowns are gradually resuming, leading to increased supply. Downstream demand is moderate, primarily driven by immediate needs with适量 (moderate) procurement levels. In the short term, drivers for soda ash are limited, and prices are expected to maintain a bottom-range oscillation.

IV. Data Calendar

Indicator Release Date Previous Period Data Expected Trend for Current Period
Soda Ash Capacity Utilization Rate Weekly at 16:00 70.26%
Soda Ash Output Weekly at 16:00 66.92
Soda Ash Inventory Thursday at 16:00 PM 1.8888 million tons
Notes: 1. The capacity utilization rate reflects the ratio of actual output to installed capacity for production enterprises, serving as a key production indicator. Data in the table above are weekly averages. 2. Output data reflect the current production volume of enterprise units; data in the table above are weekly totals. 3. Soda ash inventory refers to the current stock held by soda ash enterprises.

Data Source: Chempricehub Information

Comments

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  • Olivier Dupont 2026-09-20 20:06
    Soda ash prices are stuck at the bottom range as maintenance resumes, boosting supply. With flat feedstock costs and moderate downstream demand from glass makers, capacity utilization is key. I expect limited upside unle..
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