Price trend

According to the commodity analysis system of SunSirs, the price of soda ash first fell and then rose in July. The average market price of light soda ash was 1,258 RMB/ton at the beginning of the month and about 1,302 RMB/ton at the end of the month. The overall price increased by 44 RMB/ton within the month, an increase of 3.50%.

Analysis review

According to the commodity analysis system of SunSirs, the soda ash market in mid-to-early July continued the price trend of June and continued to fall. The main reason was that the supply exceeded demand obviously, the supplier's inventory continued to accumulate, the downstream market trading was flat, the market sentiment was bearish, and the soda ash price fell weakly; in the second half of the month, the macro-policy news boosted the supply-side equipment maintenance operating rate, the manufacturers raised their quotations, and at the same time, the downstream glass market was good, and the demand for soda ash also increased. Under the favorable guidance, the soda ash price rose strongly in late July.

As of July 30, 2025, the mainstream market price of light soda ash in East China was around 1,250-1,400 RMB/ton, an increase of 150 RMB/ton within the month; the mainstream price of light soda ash in Central China was around 1,250-1,300 RMB/ton, an increase of 150 RMB/ton within the month; the mainstream price of light soda ash in North China was around 1,250-1,300 RMB/ton, an increase of 50-170 RMB/ton within the month.

On the demand side: According to the SunSirs’ commodity analysis system, glass prices saw a strong upward trend this month, with the average market price at the beginning of the month reaching 13.85 RMB/square meter and ending the month at 16.05 RMB/square meter, an overall increase of 15.88%. Increased destocking in the glass market during the month led to firm price increases. Policy news in the latter half of the month boosted market sentiment, coupled with an increase in downstream inquiries and a positive market trading atmosphere, supporting the continued upward trend in glass prices.

Future outlook:

As of July 30, the operating rate of soda ash was relatively high, the market supply was stable, the inventory pressure of enterprises was acceptable, and the downstream market had returned to a stable state. The support for soda ash was limited, and the market was mainly based on supply and demand game. After the maintenance of the equipment is restored in the later period, the operating rate of soda ash may increase. It is expected that the price of soda ash will fluctuate in August, depending on the follow-up situation of the downstream.

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