In the second half of 2021, the new production capacity projects of photovoltaic glass will be released intensively, soda ash will be in an absolute state of shortage at the end of the year, and the price trend is likely to be upward.
In 2021, the float glass supply end is making steady efforts. When the contradiction between supply and demand cannot be improved, the production cost can not provide a meaningful reference for the price trend of raw glass. From the supply and demand situation in the inventory side of the performance, it is difficult to rule out the float price in July - September seasonal peak season to explore new highs.
Soda ash will be absolutely out of stock by the end of 2021. As a result, in the second half of the trend of large probability is upward, but premium structure, phase now business participation magnify price fluctuations, especially before and after the delivery month, soda ash price adjustments are likely to face pressure.
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