Pre-holiday stock preparations are active, and carbon black supply is tight and prices may continue to rise!

　　This week, the pre-holiday stocking atmosphere in the domestic carbon black market has gradually begun to increase. With the overall operating load of carbon black companies being weak and the downstream demand being strong, the tight supply situation in the domestic carbon black market has intensified significantly. Mainstream carbon black companies are quoting new orders today. It continues to rise. Taking N330 as an example, market feedback indicates that mainstream carbon black companies have quoted prices reaching 10,000 yuan.

　　From the demand side, the demand for carbon black in the tire industry in the main market is strong. According to the observation of the Carbon Black Industry Network, the current overall operating load of the tire industry continues to be high, and downstream tire orders are sufficient. The market feedback is that some tire companies are under pressure to deliver orders during the National Day holiday compared with previous years. Severely compressed.

　　On the supply side, judging from the feedback from mainstream carbon black companies, as tire companies actively placed orders and rubber product companies increased their operating load, the number of orders received by some mainstream carbon black companies this month exceeded expectations, even for some high-structure grades N220 and N234. There is a shortage of goods, and shipments have to be postponed to after the holiday. The overall supply and demand of carbon black in the market is relatively tight.

　　From the perspective of raw materials, coal tar has started pre-holiday pre-sales in some areas this week, and the price has remained at the current high level. Overall, the supply of coal tar in Shanxi, the main production area, is still tight, and some deep processing companies in Shandong are undergoing maintenance this week. Price increases are limited. In terms of deep-processing downstream products, the current mainstream price of coal pitch is 5,300-5,500 yuan/ton, the price of industrial naphthalene is 6,700 yuan/ton, and anthracene oil remains at 5,050-5,200 yuan/ton. The high and stable prices of downstream deep-processing products are superimposed on the recent rise of carbon black. Stronger, it is judged that coal tar prices will remain high in the short term.

　　To sum up, the current downstream demand for carbon black is strong, mainstream carbon black companies are receiving more orders, and the market supply of carbon black is insufficient. Under this situation, carbon black prices may continue to rise in the future.