[SMM investigation] grim situation of power restriction concentrated production reduction of titanium dioxide enterprises in Guangxi

SMM8 June 6: recently, Guangxi Electroweb issued an orderly power consumption notice of avoiding peak load reduction of 3 million kilowatts, and a number of titanium dioxide enterprises took the initiative to adjust production cuts and reduce regional power consumption in a positive response to the government's call.

It is understood from the local titanium dioxide factory that this round of production reduction will last for a month, and each factory will reduce production by 30-50% according to its own size, and the output is expected to be affected by 14000 tons. According to SMM research, the output of titanium dioxide in China in July was 297500 tons, down 5.47% from the previous month and 0.82% from the same period last year. If the output remains unchanged in August, the output of titanium dioxide affected by power cuts accounts for about 4.76% of that month's output, and the impact on the overall supply is relatively limited.

At present, the quotation of the main body of titanium dioxide market remains stable, the price of mainstream rutile titanium dioxide is 19500-21000 yuan / ton, and that of anatase titanium dioxide is 17500-19000 yuan / ton. Due to the recent slight rise in the prices of raw materials such as sulfuric acid, some factories have chosen to raise the price of Taibai powder, coupled with the approach of "Golden Nine and Silver Ten", market sentiment has returned to optimism, and the titanium dioxide market is expected to end its weak operation in the middle and second half of this month.