SunSirs: Domestic Soda Ash Market Was Weakly Downward in September

Price trend

According to the commodity analysis system of SunSirs, the price of soda ash continued to fall in September. The average market price of light soda ash was 1,210 RMB/ton at the beginning of the month and about 1,182 RMB/ton at the end of the month. The overall price dropped by 28 RMB/ton during the month, a drop of 2.31%.

Analysis review

According to the SunSirs commodity analysis system, the soda ash market weakened and declined in September. On the supply side, soda ash production capacity utilization continued to rise, leading to a continuous accumulation of market inventories. On the demand side, downstream orders increased during the traditional peak season, but production in the glass market remained relatively stable, resulting in limited actual soda ash consumption. Destocking in the soda ash market was moderate, and with strong supply and weak demand, companies lacked the momentum to increase prices, leading to a weak and consolidating soda ash price trend during the month.

As of September 29, 2025, the mainstream market price of light soda ash in East China was around 1,100-1,400 RMB/ton, down 10 RMB/ton from the previous month; the mainstream price of light soda ash in Central China was around 1,130-1,300 RMB/ton, stable from the previous month; the mainstream price of light soda ash in North China was around 1,200-1,270 RMB/ton, down 30 RMB/ton from the previous 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 rising from 13.88 RMB/square meter to 15.43 RMB/square meter, an overall increase of 11.17%. Glass production lines operated steadily throughout the month, with little change in overall supply. Peak season demand increased downstream, leading to smooth shipments and significant destocking of glass. Glass prices fluctuated strongly in the middle and early part of the month. A regular glass industry meeting on the 24th revealed a broad-based increase in glass prices, buoyed by market news. Manufacturers WEre experiencing no inventory pressure, maintaining a strong market.

Market outlook

The operating rate of soda ash had remained high, and the inventory pressure of enterprises still existed. Although the downstream trend was stronger, purchases in the market were mainly based on demand, demand support was insufficient, and there was an obvious oversupply in the market. It is expected that the price of soda ash will be consolidate and weaker in October, depending on the follow-up situation of the downstream.

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