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Prospectus

valuable insight. actionable intelligence.

 

11/28/2017

The last few months in the chlor-alkali market have been hectic to say the least and we wanted to take a breath and let everyone know where the market stands today from our viewpoint.  In the aftermath of Hurricane Harvey, which affected 36% of North American chlor-alkali production, Producers were able to implement a general price increase ranging from $75 - $100 DST depending on grade and/or Producer and as contracts permit.  Read More

11/28/2017

The last few months in the chlor-alkali market have been hectic to say the least and we wanted to take a breath and let everyone know where the market stands today from our viewpoint.  In the aftermath of Hurricane Harvey, which affected 36% of North American chlor-alkali production, Producers were able to implement a general price increase ranging from $75 - $100 DST depending on grade and/or Producer and as contracts permit.  Read More

11/15/2017

With caustic soda pricing steadily rising over the last 2 years, and with no new capacity scheduled to come online in the foreseeable future, the upward pricing trend looks as though it will continue unchecked.  Robust exports and limited imports have given the US chlor-alkali producer the ultimate pricing power and tightened the US market despite plants operating at 94%+ utilization.  With seemingly no end to this upward push in sight, we wanted to look at the chlor-alkali market as a whole to see if there is anything that could swing things back into the consumer’s favor. Read More

8/27/2017

For all the latest Hurricane information and market updates, please refer to our web site at Read More

5/19/2017

For most of Q1 and for the first time in many years, the export price fob USGC was higher than the spot domestic price for barges.  This changed in April as producers pushed through the majority of the announced increase but the significance of this cannot be overstated.  Global supply constraints coupled with international alumina demand pushed the Export price up and up and up and the domestic producer was more than happy to export all they could. Read More

2/23/2017

The 2016 caustic soda market consisted of price increase announcements totaling $210 - $295 DST depending on the producer.  The “IHS Contract Low price fob USGC” increased by $110 DST or 19%; while the “IHS Spot Low price fob USGC” increased $140 DST or 56%.  There is a full breakdown of the various increase announcements along with corresponding IHS price index movements on the OWI website.  When looking at why the market moved up, you need to look no further than the trade balance.  Read More

1/12/2017

Import and export trends have shifted dramatically over the past two to three years, narrowing the supply/demand balance here in the US. Read More