Sodium bicarbonate supply is closely tied to soda ash capacity, with synthetic soda ash routes accounting for over half of domestic production and natural alkali processes gaining share due to lower costs. Major producers like Zhongyuan Chemical operate 1.1 million tons of annual sodium bicarbonate capacity, while new natural alkali projects could add 800,000 tons. Export growth has been notable, supporting prices despite domestic inventory buildup. Downstream demand spans food additives, feed, pharmaceuticals, and industrial flue gas desulfurization, where finer grades (600-1000 mesh) command premiums. Cost competitiveness hinges on access to low-cost soda ash or natural alkali resources, making integrated producers more resilient during price downturns.
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