Carbon Black Daily Report: High and Unstable

01 Carbon Black Index

According to TDD-Global's calculations, the carbon black price index on September 8 was 8,981.5, unchanged from the previous trading day.

02 Carbon Black Market Prices

03 Carbon Black Market Impact Analysis

1. Upstream Raw Materials

Coal tar prices: Shandong 4,810 yuan/ton; Shanxi 4,920 yuan/ton; Hebei 4,855 yuan/ton. The tight supply situation of high-temperature coal tar is unlikely to fundamentally change in the short term, and the market will continue to maintain an upward trend.

2. Carbon Black Supply

The operating rate of domestic carbon black market sample enterprises has slightly declined. After the sharp rise in the new order prices of raw material coal tar, market shipment pressure has increased. Some large factories, while ensuring the delivery of existing orders, have begun planning to reduce production lines. The load of large factories in Shanxi and Hebei has decreased, and some factories under maintenance in Shandong are expected to resume operations at the beginning of the month, while some small factories previously under maintenance have not yet resumed production. Overall, the operating rate of the carbon black market has declined.

3. Downstream Demand

According to industry news, most enterprises that previously underwent maintenance have resumed production as planned, and capacity is gradually recovering. Recovery varies, with most enterprises flexibly adjusting based on their order situations. Some all-steel tire companies expect export order prices to rise in mid-month and are currently focusing on producing export orders. Meanwhile, some semi-steel tire companies still show insufficient overall orders, and production control measures continue. Overall, the operating rate shows a recovery trend.

04 Market Outlook

With strong cost-side support, the carbon black market is currently maintaining a firm to strong trend. The sharp rise in new order bidding prices for coal tar in some regions has injected strong bullish sentiment into the carbon black market. New order quotations have surpassed previous highs, and factories are resolute in their stance on price stability. However, downstream enterprises have limited acceptance of high-priced goods, mostly adopting a wait-and-see attitude. Actual transaction volumes have not effectively followed up, and there is a significant gap between high prices and actual transactions. In the short term, cost logic will continue to dominate market direction. Future attention should focus on coal tar bidding dynamics as directional guidance. It is expected that the new order prices for carbon black will remain high, but whether transactions will follow remains to be seen.

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