The US dollar has experienced its largest decline in nine years, and the downward trend continues
According to foreign media reports, the US dollar index will experience its largest annual decline in 9 years in 2025, and institutions predict that the US dollar index will continue to decline by about 3% by the end of 2026. Trump's tariff policies have intensified economic uncertainty, coupled with the tense trade relations between China, the United States, and Europe, resulting in sustained suppression of the US dollar. The weakening of the US dollar is beneficial for exports, but it will push up import costs and exacerbate inflation, posing a double-edged sword for American businesses and residents.
Draft Outline of the 15th Five Year Plan:
  Li Qiang pointed out that efforts should be made to develop new quality productive forces, and breakthrough progress should be made in promoting technological innovation, accelerating the cultivation of new driving forces, and promoting the optimization and upgrading of economic structure. Plan a batch of major projects, major projects, and major carriers that can drive the overall situation, accumulate new momentum for future development, cultivate competitiveness, and provide support for expanding domestic demand and stabilizing economic operation at present.
Summary of Organic Silicon Market on December 22nd:
Today, the overall market situation of DMC in China is stable, with some minor adjustments, and the average price in the Chinese market remains around 13600 yuan/ton. At the beginning of this week, both buyers and sellers generally continued to adopt a wait-and-see attitude; After the industry conference, most individual factories' quotations remained stable, while the main factories in Shandong have resumed external quotations. Some companies have revealed plans to tentatively increase product quotations after New Year's Day.
The downstream procurement mentality remains cautious. Due to limited new orders and slow digestion of raw material inventory in the early stage, the overall market inquiry and transaction activity today is low.
Looking ahead to the future, it is expected that the DMC market price will show a stable to strong trend in the short term, mainly driven by the following factors:
From the supply side, most individual units are currently in a state of reduced load operation, and the pre-sale orders received by enterprises in the early stage are still being delivered one after another, which supports the overall inventory level to remain relatively low.
In terms of market mentality, the main production enterprises have a more obvious willingness to raise prices, while downstream users are mostly observing and waiting for clearer market signals.
In terms of cost support, the industrial silicon market has shown weak performance today. However, according to research feedback on industry samples, about 70% of industrial customers believe that due to possible supply side contraction, there is still a certain expectation of an upward trend in industrial silicon prices in the short term, which may potentially support DMC in terms of cost.