Caustic soda spot tracks chlor-alkali operating rates in China
Chlor-alkali operating rates in China are the main swing factor for caustic soda spot supply.
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Market Desk
Market structure. Caustic soda is co-produced with chlorine in chlor-alkali electrolysis, so its supply is tied to chlorine demand. When chlorine offtake is weak, plants cut operating rates and caustic soda availability tightens.
Regional pattern. North and East China host the bulk of chlor-alkali capacity; regional operating rates and logistics flows drive the domestic price spread.