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Analysis of the market linkage between gas-phase silicon dioxide and metallic silicon: Demand recovery drives up prices

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Last week, the markets for gas-phase silicon dioxide and metallic silicon showed a linked upward trend. Driven by the recovery of downstream demand, prices in both markets are showing a stable upward trend.

In terms of the market for silicon dioxide, the price of silicon dioxide has steadily increased due to the rise in the price of methyltrichlorosilane and the tight supply of silicon tetrachloride. At the same time, the increase in the operating rate of silicone rubber has directly driven the increase in demand for silicone gas, resulting in a significant increase in new market transactions. These factors have collectively driven up the price of gas-phase silica.
In terms of the silicon metal market, although the current market performance is relatively flat, with the gradual recovery of downstream industries and the resumption of production of aluminum alloy factories, the demand for silicon metal is expected to increase. At the same time, the industry is actively promoting technological innovation and industrial upgrading to improve product quality and reduce production costs. These changes provide strong support for the price increase in the silicon metal market.
Overall, the linked rise of the market for gas-phase silicon dioxide and metallic silicon is mainly due to the recovery of downstream demand and the adjustment of the supply side. In the foreseeable future, with the further recovery of downstream industries and continuous optimization and adjustment of the supply side, prices in these two markets are expected to continue to maintain a stable upward trend. At the same time, enterprises should also strengthen technological research and innovation to improve product quality and reduce production costs, further enhancing market competitiveness.

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