In some areas of the northwest, the power supply of calcium carbide enterprises is unstable, and the production volume of calcium carbide enterprises has decreased. In addition, some areas are affected by rainy and snowy weather, resulting in poor circulation of calcium carbide and a tight supply of calcium carbide. In December, the factory price of calcium carbide in the northwest region slightly increased. The price of calcium carbide increased from 2916.67 yuan/ton at the beginning of the month to 2983.33 yuan/ton at the end of the month, an increase of 2.29%, and the price at the end of the month decreased by 19.37% year-on-year.

From the supply side perspective, the factory prices of mainstream calcium carbide manufacturers in the northwest region slightly increased in December.

Cost side: Low price consolidation of blue charcoal

In December, the upstream price of calcium carbide blue charcoal stabilized at a low level, with blue charcoal prices around 1160 yuan/ton. In the short term, the price of blue charcoal remains stable with a weak trend, and the cost support for calcium carbide is average.

On the demand side: Downstream market fluctuations and declines

In December, the downstream PVC market price of calcium carbide fluctuated and fell. The market price of PVC dropped from 5698 yuan/ton at the beginning of the month to 5688 yuan/ton at the end of the month, a decrease of 0.18%, and the price at the end of the month decreased by 6.88% year-on-year. The downstream market price of 1,4-butanediol has slightly decreased. The market price of 1,4-butanediol decreased from 9628.57 yuan/ton at the beginning of the month to 9535.71 yuan/ton at the end of the month, a decrease of 0.96%, and the price at the end of the month decreased by 2.10% year-on-year. The downstream market of calcium carbide is fluctuating and falling, and downstream demand is weakening.

Looking at the future: In mid to early November, the calcium carbide market may experience a slight decline, with consolidation being the main trend. The upstream raw material blue charcoal prices have stabilized at a low level, and the cost support for calcium carbide is insufficient. The downstream PVC and 1,4-butanediol markets have fluctuated and fallen, and downstream demand has weakened. In the future, the price of calcium carbide in the northwest region may experience a slight fluctuation and decline in mid to early January, with consolidation being the main trend.