Correlation

Summary of glass ex-factory prices of enterprises on May 22

2023-05-22 16:45:37

Phosphogypsum acid co-production of cement clinker, the essence is that phosphorus chemical enterprises produce clinker "conveniently" for "acid production cost + solid waste consumption", and clinker is only a by-product. The reason why it makes the cement market along the Yangtze River "panic" is not only because of the large quantity, but also because it breaks through the adjustment logic of "falling price → reducing production → warming up" formed by the cement industry in recent years, and these projects are just stuck at the source of the Yangtze River, the main artery of cement logistics.