As of April 16, 2026, the inventory of fixed liquid caustic soda in sample enterprises with a capacity of 200,000 tons or more nationwide stood at 559,200 metric tons (wet basis), representing a month-on-month increase of 3.34% and a year-on-year rise of 18.65%.

Chempricehub's analysis of caustic soda indicates a bearish sentiment, with a supply-demand score of -1. As of April 16, 2026, caustic soda inventory reached 559,200 metric tons, up 3.34% month-on-month and 18.65% year-on-year, reflecting persistent oversupply and weak demand. High inventory levels are likely to directly suppress spot prices, as enterprises face increasing pressure to destock, potentially triggering price reductions and promotional activities.

In the futures market, the settlement price of the main caustic soda contract, such as the 2607 contract, was 2,092 yuan per metric ton, with a change of +7.00. However, the accumulation of inventory reinforces bearish expectations, which may restrain recent gains and increase the risk of a pullback. It is advisable to monitor subsequent changes in demand.