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Real estate demand for good superposition photovoltaic glass has been put into production, optimistic about the annual soda ash price upward

来源: | 作者:佚名 | 发布时间 :2023-11-24 | 269 次浏览: | Share:

1.2.4 Export arbitrage window for chlor-alkali is opening

The energy price difference brings huge export arbitrage space, and the downward cost of shipping eases the export pressure. On April 13, 2022, the price of PVC in the European spot market rose by 150 euros/ton to 2,000 euros/ton, while the price of PVC in Europe (FOB) was about 2,000 US dollars/ton, compared with the domestic PVC spot price of only 1,414 US dollars/ton. Due to the rise in energy costs, the price difference at home and abroad continues to widen, and the difference between the FOB price of exports to Europe and the domestic market reaches $648, while the same period in 2019 is only $60. On the one hand is the arbitrage space brought by the energy difference, on the other hand is the downward trend of transportation costs, according to the China export container freight index provided by Wind, the latest European CCFI index is 5067 points, compared with the highest point this year in February


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