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Chempricehub Alert: Analysis of the Impact of Reduced Soda Ash Capacity and Increased Production
Published on 2026-01-30
January 30th — On January 29th, the overall capacity utilization rate of soda ash this week was 84.19%, a decrease of 2.23% compared to the previous week; soda ash production reached 783,100 tons, an increase of 1.47%. Chempricehub’s analysis of soda ash, with a long-short score: 1, indicates that the capacity utilization rate decreased by 2.23% compared to the previous week, suggesting a potential tightening of supply, which is favorable for spot prices. Although the 1.47% increase in production brings a slight bearish impact, the growth is relatively small, resulting in limited overall supply pressure. In the futures market, the closing price of the main contract 2609 rose by 15 yuan/ton to 1,281 yuan/ton, with open interest increasing by 8,241 lots, indicating strong market bullish sentiment and further supporting the rise in futures prices. Considering both spot and futures factors, the assessment is generally favorable.