Benefiting from growing downstream demand for phosphoric acid and end-use applications such as new energy cathode materials, electronic-grade phosphoric acid, and fine phosphates, yellow phosphorus demand is expected to improve. Furthermore, amid high prices for sulfur and sulfuric acid, the cost competitiveness of thermally produced phosphoric acid over wet-process phosphoric acid is gradually emerging, potentially further boosting demand for thermally produced phosphoric acid and yellow phosphorus.
On the supply side, stringent domestic controls on new yellow phosphorus capacity additions (with only limited increases through capacity replacement) persist due to high energy consumption and safety/environmental constraints. Furthermore, under the dual-carbon policy, existing high-energy-consumption capacity may face pressure for consolidation or phase-out.
Amid favorable supply-demand dynamics, the yellow phosphorus market is expected to enter an upswing, potentially driving growth in downstream phosphoric acid and related sectors. Leading enterprises with yellow phosphorus capacity reserves and integrated phosphorite-yellow phosphorus-phosphoric acid operations stand to benefit.
As an integrated internet platform providing benchmark prices, o On January 23, the benchmark price of yellow phosphorus, according to SunSirs, was 23,512.67 RMB/ton, an increase of 2.08% compared to the beginning of the month (23,033.33 RMB/ton).
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