Carbon Black Daily: Is the Market Really Cooling Off This Time?(Nov 2)

Carbon Black Daily: Is the Market Really Cooling Off This Time?

Carbon Black Index

According to TDD data calculations, on November 2, the carbon black price index stood at 9,360.5, remaining stable compared to the previous trading day.

Carbon Black Market Price

Carbon Black Market Impact Analysis

1. Upstream Raw Materials

Coal tar prices: Shandong region at 5,560 yuan/ton; Shanxi region at 5,550 yuan/ton; Hebei region at 5,550 yuan/ton. The domestic high-temperature coal tar market is in a stable, wait-and-see state. Downstream product anthracene oil and carbon black prices have both been adjusted downward. In the short term, the coal tar market faces downside risks, but current supply-demand dynamics still provide relatively strong support, so the coal tar market is expected to maintain a weak performance.

2. Carbon Black Supply

The operating rate of sample enterprises in the domestic carbon black market showed a narrow increase. A manufacturer in the Shandong region resumed operations, driving up the regional operating rate. New order sales remain difficult, and the carbon black market is under pressure. Currently, manufacturers have limited enthusiasm for operations, with some large factories running at low operating rates. Overall, the carbon black market operating rate has seen a slight uptick.

3. Downstream Demand

Industry profit levels remain mediocre, with some enterprises unable to reach full-capacity operations. Select mid-to-large enterprises have acceptable operating rates, mostly producing on-demand, but some exhibit incomplete product specification coverage.

Market Outlook

Domestic carbon black market new order negotiations remain primarily stable, with ordinary trading activity in the market. Both buyers and sellers are operating cautiously. The raw material market is in a stalemate, with limited new order guidance and a lack of clear directional signals, and the negotiation center of gravity has drifted lower. The downstream tire market maintains a rigid-demand procurement pace, with purchases primarily on-demand. Actual transaction volumes are limited, and demand-side support is insufficient.

Overall, the coexistence of cost-side stalemate and demand-side weakness suggests that new carbon black orders may trend toward weak consolidation.

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