The Chinese gas-phase silica market maintained a stable operation last week, and there was no significant adjustment in enterprise quotations. This stable situation is due to the continuous support of downstream demand. Especially, the price of methyl trichlorosilane continues to rise due to demand, while the tight supply of silicon tetrachloride has pushed up its market price. The rebound in demand for gas silicon terminals, especially the increase in the operating rate of silicone rubber, has had a positive impact on the gas silicon market, with a significant increase in new transactions.
Gas silicon enterprises maintain normal production and market supply remains stable. In the short term, with the increase of maintenance plans for individual factories, the supply of methyl trichlorosilane is expected to tighten, and there is room for price increase, which will further enhance the support for silicon gas prices. At the same time, the good performance of downstream market demand also provides dual benefits for the stable upward trend of silicon gas prices. In the coming weeks, the silicon gas market is expected to continue its upward trend driven by both cost support and demand growth.


The relative stability of the raw material market has maintained stable prices for downstream products such as 107 rubber, raw rubber, and mixed rubber, and the market is gradually digesting the previous increase. Against the backdrop of ongoing cost pressures, silicone oil companies have adopted a strategy of locally raising prices to cope. Despite the slow pace of downstream demand recovery, market expectations for future price increases have prompted some buyers to plan ahead to mitigate the impact of potential cost increases. It is expected that in the short term, as the price of raw material DMC continues to rise, the cost push effect will become apparent, driving the prices of products in the entire organic silicon industry chain to stabilize and rise.