Calcium carbide: cost boost calcium carbide may continue to strengthen

Recently, the price of domestic calcium carbide market has shown a steady rise.

In terms of fundamentals and supply, at present, the supply of calcium carbide tends to increase slightly compared with that in the early stage, mainly because the refinery units overhauled in the early stage have resumed operation. In terms of demand, the downstream PVC enterprises started actively this week, and the inventory in the early stage has been basically digested. In addition, the recent epidemic situation in many domestic places has affected logistics and transportation, so the demand for raw materials has also increased. However, due to the weakening of the overall trend of PVC market price, the rise of purchase price is limited. In terms of cost, affected by the central environmental protection inspector, some enterprises with incomplete energy-saving approval procedures will face shutdown and rectification, the supply of blue carbon is expected to narrow, and the price will rise slightly, which will greatly support the cost of calcium carbide enterprises.

On the whole, the supply of calcium carbide enterprises may maintain a slight upward trend in the short term. Under the influence of epidemic factors, the circulation of resources in many regions is not smooth, and the shortage of downstream goods may continue. Therefore, it is temporarily expected that the market price of calcium carbide may maintain a slight upward trend in the short term.