GACL - 2nd Largest Producer of Chlorine Caustic Industry

Stock Opportunities
23

Thanks for sharing this resource.

24

Is this behind a paywall. Not able to figure out where to find this data on the website?

25

It is a paid subscription

26

Can you please share caustic soda lye prices from MAR22 till OCT22, The resource you have shared is a paid one.
I Will be grateful , Thanks

27
04-01-2022 57
11-01-2022 60
18-01-2022 57
25-01-2022 57
01-02-2022 59.5
08-02-2022 62
15-02-2022 62
22-02-2022 61
01-03-2022 62
08-03-2022 63
15-03-2022 63
22-03-2022 63
29-03-2022 63
05-04-2022 63
12-04-2022 65
19-04-2022 65
26-04-2022 65
03-05-2022 65
10-05-2022 65
17-05-2022 65
24-05-2022 65
31-05-2022 59
07-06-2022 58
14-06-2022 56
21-06-2022 57
28-06-2022 57
05-07-2022 57
12-07-2022 57
19-07-2022 57
26-07-2022 57
02-08-2022 50
09-08-2022 50
16-08-2022 50
23-08-2022 50
30-08-2022 54
06-09-2022 55.5
13-09-2022 55.5
20-09-2022 60
27-09-2022 61
04-10-2022 61
11-10-2022 65
18-10-2022 65
25-10-2022 65
01-11-2022 65
08-11-2022 59.5
15-11-2022 59.5
22-11-2022 55
29-11-2022 55
06-12-2022 51
13-12-2022 48
20-12-2022 45
27-12-2022 50
3 Likes
28

I have 1 very important question. You have mentioned CAUSTIC SODA capacity at 4.1 Lakh ton per annum, and Caustic soda Flakes at 2.1 lakh ton.
1- Does this 2.1 lakh is included in 4.1lakh or You are saying that GACL total caustic capacity is at 6.2 lkh, because according to me their total capacity is only 4.1lkh tonne/annum as mentioned in their annual report
2- What’s the main trigger for buying this company as Caustic Soda is very volatile commodity and currently there is oversupply globally.

Looking forward from learning from you.
Thanks

29

Thanks for sharing. It seems that Covid caused a lot of supply disruptions so that prices of various commodities including caustic soda was abnormally high during the pandemic years (roughly during CY21 and CY22). Can you also please share what caustic soda prices were before the pandemic (say maybe 2 yr or 3 yr median/average price before Mar2020) so that after adjusting for inflation, one might make some guesstimate of what the “normal level” of future prices might be like? Thanks in advance.

30

they were well below 30, more so in the range of 20-25. Newbies thought they will be at 60 forever. Rarely had they gone up above 40. October they were 72, now more so in the range of 38 and (most likely) headed lower to 34. Baaki no one knows except twitter experts (you know who)

1 Like
31

Caustic Soda Lye Prices were impacted due to lots of factors as other countries were dumping caustic soda in India due to higher realization for chlorine.
PriceTrack (2).xlsx (15.7 KB)

2 Likes
32

Thank you for sharing this. Its very helpful.