The first week of November is coming to an end, and the market is still flat. The hot topic is how much to lose this year. In the market with too many monks and too few porridge, the price has no response, but the order is dazzling. The quotation of DMC today remained stable at 17800~18200 yuan/ton. At present, the price of 421 # silicon metal on the cost side fell slightly, down to 21700 yuan/ton, and methyl chloride in Shandong temporarily stabilized at 2800 yuan/ton. The supply pressure is difficult to relieve because the middle and lower reaches enter the state of digesting inventory after replenishment, and some shutdown maintenance devices will probably be restarted in the middle and late days. To sum up, this round of DMC rebound may also be near the end.

Vapor phase white carbon black: Recently, a number of monomer plants have been operating at a lower load, resulting in a tight supply of Class A and a sharp rise in prices. Under the pressure of demand, the strength of the cost side cannot drive the rise of gas silicon, but it can barely stop the decline and maintain stability. At present, the low price of 200 is 22000-26000 yuan/ton, and the high price is 28000-34000 yuan/ton. In terms of market orders, downstream enterprises such as silicone rubber and rubber mix are limited to terminals, and the shipment is not smooth, so the purchase of gas silicon is just in demand. In the short term, fumed silica is mainly used for horizontal arrangement.

Precipitated white carbon black: The price of raw material soda ash and sulfuric acid fluctuated slightly this week, which had little impact on the precipitated white carbon black market. At present, the price of precipitated white carbon black for silicone rubber remained stable at 7200~7800 yuan/ton. In the near future, there is still no good news for silicone rubber enterprises, and the requirements for white carbon black in the increasingly domestic market have also been upgraded. Both price and quality should be paid attention to. From the perspective of high permeability products launched by many silicone plants this year, some white carbon black plants are also commendable. (Shocking the first release, ZH-838 is amazing!) In the short term, the price of precipitated white carbon black remains stable, and deals are basically based on quality and accounting period negotiation.

To sum up, although the upstream and downstream have been eager for price increases for a long time, most of them are not eager to stock up, but want to take the opportunity to destock. Therefore, the magic spell of oversupply has always been closely around the market, resulting in limited rebound strength of individual plants. At the same time, with the approaching of the New Year, the operating mentality of the midstream and downstream and traders has become more conservative, and the action of replenishment has never been released. At present, the upstream has entered the bottleneck period of receiving orders. What action will be taken to reduce production? Promotion? In short, low level operation is still the main theme of the market.