The domestic Calcium Carbide price remained stable today after supplementing the rise yesterday. Although the price of calcium carbide remains stable, according to policy news, electricity prices in some areas are rising, so the cost of calcium carbide is expected to increase. However, due to the impact of some device maintenance and dual control of energy consumption, the start of the device is low, and the supply side is relatively weak before the holiday. Supply recovery is hindered in a short period of time; at present, the downstream demand for PVC and BDO is increasing, the purchase is active, the shipment is smooth, and the market transaction is relatively good.
At present, the supply of calcium carbide is still low, and the downstream PVC production is relatively low. However, if the supply of calcium carbide is restored, the PVC production may increase, and the demand for calcium carbide will increase. The price of upstream blue carbon is stable, the market transaction is flat, and the supply in some areas has increased slightly. Therefore, the wait-and-see sentiment of the calcium carbide market is serious. It is expected that the short-term domestic calcium carbide market will focus on high-level shocks, with specific changes focusing on costs, changes in supply and demand, and policy news.
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