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Commodity Intelligence (August 29, 2025)
 Aug 29, 2025|View:467|

Chemical Industry

1. KoBold Metals announced on the 28th that it has obtained seven exploration permits for lithium and other minerals in the Democratic Republic of Congo.

2. 【 Methanol 】 On August 28th, Yankuang Guohong Methanol currently has no new prices. The dual furnace operation of the 640000 tons/year coal to methanol plant is planned to be maintained for about 12 days starting from September 8th.

3. As of August 28th, the inventory of fixed liquid alkali sample enterprises with a capacity of 200000 tons or more in their warehouses nationwide was 379600 tons (wet tons), a decrease of 4.25% month on month and an increase of 28.84% year-on-year.

4. On August 28th, the overall capacity utilization rate of soda ash this week was 82.47%, a decrease of 6.04% compared to the previous week; The production of soda ash was 719000 tons, a decrease of 6.78%.

5. On August 28th, the total inventory of domestic soda ash manufacturers was 1.8675 million tons, a decrease of 20600 tons or 1.09% from Monday; Among them, the inventory of light soda ash is 745300 tons, and the inventory of heavy soda ash is 1122200 tons.

6. On August 28th, Chinese soda ash companies shipped 762300 tons of soda ash this week, an increase of 1.06% compared to the previous week, with an overall soda ash shipment rate of 106.02%.

7. This week (20250825-20250828), the comprehensive utilization rate of domestic baking soda production capacity was 73.01%, an increase of 0.61% compared to the previous week.

8. As of August 28th, the total inventory of MEG ports in the main ports of East China was 413200 tons, a decrease of 26300 tons from Monday this week; A decrease of 84600 tons compared to last Thursday. Regarding dock shipments: Zhangjiagang ships an average of around 5600 tons per day within the week; The average daily shipment of 5700 tons from the two warehouses in Taicang is comprehensive; Ningbo Port ships an average of 1500 tons per day.


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