March 24th News: From January to February 2026, China's solid caustic soda export volume reached 145,815.61 tons, representing a month-on-month increase of 145.57% and a year-on-year increase of 108.05%. The average export price was $482.5 per ton, reflecting a month-on-month decrease of 6.95% and a year-on-year decrease of 5.33%. According to Chempricehub's analysis of caustic soda, the overall market sentiment score is 1.5. The data indicates that China's solid caustic soda exports in January-February 2026 surged by 145.57% month-on-month and 108.05% year-on-year, signaling robust global demand and a significant positive factor for spot prices. However, the average export price declined by 6.95% month-on-month and 5.33% year-on-year, reflecting competitive supply pressures, which presents a slight bearish factor but is outweighed by the substantial volume growth. Combined with caustic soda futures data, as of March 23, 2026, most contracts (such as the 2605 contract closing at 2,634 yuan per ton, up 66 yuan) showed widespread gains, with active open interest and trading volume, indicating strong bullish sentiment in the market. Expectations of continued demand growth are likely to support the upward trend in futures prices.
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