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I would like to ask if you have ever thought about whether there will be more ammonia-alkali devices or joint alkali devices in the future? At what level will the production capacity remain basically stable?
personal opinion: From an environmental point of view, there will be more joint alkali than ammonia alkali in the future. However, the sales of ammonium chloride in joint alkali are off-season after October, which is also a real difficulty.
Then you want to put it this way, how long has it been off-season for calcium chloride, right?
Statistics from the Soda Ash Association in 2011 show that joint alkali production capacity accounts for 48.3%, ammonia alkali accounts for 44.3%, and trona alkali accounts for 7.4%. The possibility of ammonia alkali development is very small. In the first half of 2012, ammonia alkali production decreased by more than 10%, joint alkali did not decrease, and trona alkali production decreased by 2%. Because the downstream products of ammonium chloride have begun to be developed, but ammonia-alkali white mud cannot be effectively treated.
Well, I understand that, but look at the soda ash plant that is ready to go into production. The amount of ammonia and alkali is still very large, and they are all over one million tons. I don’t quite understand why so many people want to build ammonia and alkali plants.
Also, Piao'er has the most say!
Because these ammonia-alkali plants either have resource advantages, such as abundant underground brine, or they have geographical advantages, such as places with lax environmental protection requirements. It is unlikely that ammonia and alkali plants will be built in coastal areas.
There are so many large ammonia-alkali companies, but their production capacity is smaller than that of United Alkali. Is it because the production capacity of Small United Alkali is too much?
Yes, there are nearly 20 small joint soda plants with a price below 60
Aren’t these places not very good enough to build Lianlian Alkali Plant?
Yes, there are too many joint bases with low productivity.