June 30th, 2025
CCM Market Insight (June 2025)
For CCM, currently, there are no much changes in the prices of raw materials and energy, and environmental inspections have been repeatedly postponed.
The main factor that may significantly affect prices in the future is the implementation of the upcoming capacity replacement.
Liaoning Haicheng area has been required to implement capacity replacement starting from July, and Dashiqiao area will start from September as we heard from the market.
According to the replacement requirements, non-compliant kilns will be forced to close or tore down, and replaced with new and compliant ones. This will inevitably decrease the productivity, causing supply shortage and price increase.
If you have any potential order plan, it is recommended to inquiry and lock down the price and volume before the end of June, to avoid later cost increase and the risk of delivery delay because of short supply.
For Magnesium Sulphate, due to the recent frequent price hikes of Sulfuric Acid and the growing domestic demand, Magnesium Sulfate (non-organic grade) price has risen a lot.
Within the past week, tt has been increased for 3 times with a total increase of around RMB100/ton.
Organic grade is less affected by the Sulfuric Acid price due to its different production processes, its price is relatively stable.
For safety, if there are any inquiries related to Magnesium Sulfate, please keep in touch with me for the most updated information。
We are keeping close eyes on the market and will provide you with the best solutions.
In general, finished product price of CCM 85%/87%/90% has no much change in June, and possibly increase from July.
We are still not sure about the markup amount as it's composite cost not just materials or energy price changes.
Magnesium Sulphate price has been increasing and have not come to a stable status yet, need to be cautious about further increase.
