Sulfuric acid pushes up the cost of aluminum fluoride

Entering late July, the aluminum fluoride market ushered in a “hot” cost increase in hot weather. Recently, people in the industry have mentioned the price of sulfuric acid, which can be described as “talking about acid discoloration”, and they are daunted to face the wildly rising sulfuric acid price. According to research, the current domestic mainstream transaction price of aluminum fluoride is 7400-7800 yuan/ton, and the center of gravity has shifted upward compared with the previous period, but it is seriously lagging behind the cost increase caused by sulfuric acid. This week, the sale of aluminum fluoride and the purchase of electrolytic aluminum have entered the negotiation and game stage. Some dry-process aluminum fluoride companies have to consider reducing production in the near future or next month to reduce sulfuric acid consumption. 98% sulfuric acid in Henan is 610-620 yuan/ton, Shandong is 650-670 yuan/ton, nicotinic acid Henan is 710-720 yuan/ton, Shandong is 740-750 yuan/ton; the south is even more exaggerated, Hunan in the second half of July 98% acid was raised to 830 yuan/ton, and over 1,000 niacin is not new. Guangxi reached the level of 860-960 yuan/ton last week.
In terms of cost, according to the calculation of the aluminum fluoride cost model, the current cost of dry-process aluminum fluoride enterprises in the south is 8570-8612 yuan/ton, and the cost of dry-process aluminum fluoride enterprises in the north is relatively low at 7368 yuan/ton, except for Inner Mongolia. French enterprises are at the level of 7700-8200 yuan/ton. The theoretical cost is inverted from the current market price by about 300-400 yuan/ton. Therefore, in August, due to the tight price of sulfuric acid, aluminum fluoride dry process enterprises will still be forced to reduce or suspend production in the short term.
In terms of start-ups, the average operating rate of dry-process aluminum fluoride enterprises this week was 39.9%, an increase of 1.2% from the week in July. The current dry-process enterprises have an operating capacity of 421,500 tons. The operating capacity of wet process enterprises was 87,000 tons, with an average operating rate of 84.4%. The national aluminum fluoride operation level is still at a low level, and the social inventory of aluminum fluoride is low, and product shipments are relatively smooth.

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