全球苛性钠市场需求分析：按地区、按应用、预测至2034年

2024年，全球苛性钠市场规模约9,050万吨，自2018年以来，市场年均成长率约2%。预计这一势头将略有回升，到2034年复合年增长率约为2.8%。预计到2034年，市场规模将超过1.16亿吨，这得益于工业化程度的提高、终端使用部门的扩大以及生产能力的提高，尤其是在亚太地区。

苛性钠，也称为氢氧化钠 (NaOH)，是一种白色离子化合物，主要作为氯碱製程中氯的副产品而产生。在这个製程中，氯化钠 (NaCl) 被电解，主要生成氯气，副生成苛性钠，通常称为氯碱。烧碱主要采用膜电解技术生产，但商业性也采用隔膜电解技术。

苛性钠用途广泛，其中氧化铝生产占了相当大的市场份额，约20%。其他主要应用包括有机化学品、食品加工、肥皂和清洁剂、纺织、水处理、钢铁/冶金（烧结）等。亚太地区是苛性钠最大的市场，其次是北美和西欧。

苛性钠产能

至2034年，全球苛性钠产能预计将超过13万吨，主要受亚太地区产能扩张的推动，以满足下游产业日益增长的需求。目前，亚太地区占全球苛性钠产能的60%，其次是北美，占16%。其余产能分布在西欧、中东欧、拉丁美洲以及中东和非洲。

亚太地区和北美合计占全球需求的70%以上。在亚太地区，中国是消费大国，其次是日本、韩国和印度。预计到2034年，该地区的需求将超过77,500千吨。北美的需求预计在2024年达到11,500千吨（占全球需求的13%），到2034年达到13,350千吨，复合年增长率为1.5%。美国占该地区需求的85%，其次是墨西哥和加拿大（各占约7.4%）。美国也领先全球出口，2018年至2022年期间平均每年超过5,000千吨，预计在可预见的未来将维持这一水准。

中国约占全球苛性钠产能的45%，占全球主导地位。中国拥有几家单机产能超过100万吨的主要製造商，包括唐山三友氯碱有限公司、内蒙古君正化工有限公司、内蒙古中固矿业有限公司、星普化工有限公司、江苏梅兰化工有限公司、陕西北元化工集团有限公司、东营华泰化工集团有限公司、新疆中泰化工有限公司、陕西北元化工集团有限公司。中国苛性钠的主要国际市场包括澳洲（2024年进口量约45万吨），其次是印尼、越南、菲律宾、新加坡和巴西。

苛性钠用途概述

氧化铝生产在全球苛性钠市场占据主导地位，由于其在铝製造中的关键作用，占总需求的21%。苛性钠是从矾土中提取氧化铝的拜耳法製程的关键试剂。苛性钠对于氧化铝萃取至关重要，预计到2022年全球氧化铝产量将达到1.4亿吨，与前一年同期比较增1.1%。氧化铝主要用于运输、建筑和包装行业。铝需求的成长，尤其是在有助于减少排放气体和提高性能的汽车应用领域的成长，预计将进一步推苛性钠的需求。

本报告对全球苛性钠市场进行了深入分析，包括市场动态和行业趋势、各细分市场的供需情况、製造商概况等资讯。

目录

第一章 引言

第二章 市场摘要

• 市场演变
• 供需概况
• 产业结构
• 战略问题
• 最终用途趋势
• 成长预测

第三章 经济与能源展望

• GDP与人口统计
• 货币和财政政策
• 原油产量和价格
• 天然气
• 电费

第四章 终端使用部门绩效

• 纸浆和造纸
• 化学
• 食品/饮料
• 纺织品
• 水处理
• 工业
• 个人护理
• 其他的

第五章产能（工厂和计划）分析

• 按公司分類的生产能力
• 各国生产能力
• 按地区/国家分類的生产能力概览

第六章苛性钠介绍及市场概况

• 产品描述
• 等级和特点
• 原料
• 製造过程
• 环境问题
• 价值链
• 目的

第七章市场动态与产业趋势

• 市场动态
  • 驱动程式
  • 限制因素
  • 机会
  • 任务

第 8 章。全球苛性钠供应和需求分析（按应用划分）（数量和价值）（2018-2034 年）

• 战略问题
• 供需分析及预测（2018-2034）
  • 生产能力
  • 运转率
  • 生产
  • 进口
  • 出口
  • 净出口
  • 要求
  • 需求成长率
  • 驱动因素分析
• 全球苛性钠市场按应用划分
• 纸浆和造纸
• 氧化铝
• 肥皂和清洁剂
• 无机化学品
• 有机化学品
• 食物
• 纺织品
• 水处理
• 金属加工和采矿
• 其他的

第九章。按地区/国家（数量和价值）的供需分析和市场回顾（2018-2034）

• 战略问题
• 生产能力
• 运转率
• 生产
• 进口
• 出口
• 净出口
• 要求
• 需求成长率
• 苛性钠市场按应用划分
• 北美洲
• 美国
• 加拿大
• 墨西哥
• 西欧
• 德国
• 法国
• 义大利
• 英国
• 西班牙
• 其他西欧国家
• 中欧/东欧
• 俄罗斯
• 波兰
• 其他中欧和东欧国家
• 亚太地区
• 中国
• 日本
• 印度
• 韩国
• 其他亚太地区
• 拉丁美洲
• 中东和非洲

第十章定价分析

• 苛性钠平均价格
• 各地区平均价格
• 价格预测

第十一章 关键策略问题

第十二章机会评估

• 市场吸引力评估
• 前景与目标市场研究

第十三章 策略建议与提案

第十四章公司分析

• 苛性钠製造商概况/公司分析
  • 基本讯息
  • 总部、主要市场
  • 拥有
  • 公司财务
  • 製造地
  • 全球销售
  • 员工总数
  • 产品系列/服务/解决方案
  • 采用的关键业务策略和 Prismane Consulting 概述
  • 近期动态
  • 目标公司
• AkzoNobel NV
• Reliance Industries Limited
• Occidental Petroleum Corporation
• Formosa Plastics Group
• Axiall Corporation
• Bayer Material Science AG
• INEOS ChlorVinyls
• ATP Group
• The National Titanium Dioxide Company (CRISTAL)
• 其他製造商

第十五章 附录

In 2024, the global caustic soda market stood at around 90.5 million tons and since 2018, the market has grown at an average annual rate of ~2%, and this momentum is estimated to strengthen slightly, with a projected CAGR of 2.8% through 2034. The market is forecast to surpass 116 million tons by 2034, driven by rising industrialization, expanding end-use sectors, and increasing production capacities, particularly in Asia-Pacific.

Caustic soda, also known as sodium hydroxide (NaOH), is a white ionic compound primarily produced as a by-product of chlorine through the Chlor-alkali process. In this process, sodium chloride (NaCl) is electrolyzed to produce chlorine as the main product and caustic soda as the secondary product. The two together are commonly referred as Chlor-alkali. Membrane cell technology is the predominant method used in production, while diaphragm cell technology is also commercially employed.

Caustic soda serves a broad range of applications, with alumina production accounting for major share at ~20%. Other major uses include organic chemicals, food processing, soaps and detergents, textiles, water treatment, and steel/metallurgy (sintering). Asia Pacific dominates the demand for caustic soda, followed by North America and Western Europe..

Manufacturing Capacity of Caustic Soda

By 2034, global caustic soda production capacity is estimated to cross 130,000 kilo tons, driven largely by expansions in the Asia Pacific to meet rising demand from downstream industries. Currently, Asia Pacific holds ~60% of the total global caustic soda capacity, followed by North America at ~16%. The remaining capacity is spread across Western Europe, Central & Eastern Europe, Latin America, and the Middle East & Africa.

Asia Pacific and North America together accounted for more than 70% of global demand. Within Asia Pacific, China leads consumption, followed by Japan, South Korea, and India. The region's demand is estimated to surpass 77,500 kilo tons by 2034. In North America, demand was 11,500 kilo tons in 2024 (13% of global demand), forecast to grow at a CAGR of 1.5%, reaching 13,350 kilo tons by 2034. The United States dominates regional demand with 85%, followed by Mexico and Canada (each around 7.4%). The U.S. also leads global exports, averaging over 5,000 kilo tons annually between 2018 and 2022 a volume estimated to be sustained.

China dominates global caustic soda capacity, contributing ~45% of the global total. The country is home to several leading producers with individual capacities exceeding 1,000 kilo tons, including Tangshan Sanyou Chlor-alkali Co., Inner Mongolia Junzheng Chemical Co., Ltd., Inner Mongolia Zhonggu Mining Co., Ltd., Shingpu Chemicals Ltd., Jiangsu Meilan, Shaanxi Beiyuan Chemical Industry Group Co., Dongying Huatai Chemical Group, Xinjiang Zhongtai Chemical Industry, and Weifang Yaxing Chemical Co. Ltd. Key international markets for Chinese caustic soda include Australia which alone imported around 450 kilo tons in 2024 followed by Indonesia, Vietnam, the Philippines, Singapore, and Brazil.

Recent Market Developments

• Shintech Inc. (Shin-Etsu) is expanding its Plaquemine, Louisiana plant from 1,157 kilo tons by an additional 730 kilo tons in two phases, with the first phase completed in early 2022 and the second in early 2024, bringing total capacity to 1,883 kilo tons.
• In Brazil, Unipar Carbocloro operates a 400 kilo tons plant and a 180-kilo ton plant in Santo Andre, which will be expanded to 212 kilo tons by 2024. The company also plans to start a new 11 kiloton facility in Bahia in 2025. Its Pilar mercury cell plant is being expanded from 186 kilo tons to 198 kilo tons.

Caustic Soda Applications Overview

Alumina production dominates the global caustic soda market, accounting for 21% of total demand due to its critical role in aluminum manufacturing. Caustic soda is a key reagent in the Bayer process, which extracts alumina from bauxite ore. Caustic soda is essential in alumina extraction, with global alumina production reaching 140 million tons in 2022, up 1.1% from the previous year. Alumina is primarily used in transportation, building & construction, and packaging industries. Increasing demand for aluminum, especially in automotive applications where it helps reduce emissions and improve performance, will further drive caustic soda demand.

Organic and inorganic chemicals together consume about 26% of caustic soda. Food processing and pulp & paper industries account for 18%, while textiles, soaps & detergents, water treatment, petroleum refining, and other applications make up the remaining 35%.

Table of Contents

1. Introduction

• Scope
• Market Coverage
  • Application
  • Regions
  • Countries
• Years Considered
  • Historical - 2018 - 2023
  • Base - 2024
  • Forecast Period - 2025 - 2034
• Research Methodology
  • Approach
  • Research Methodology
  • Prismane Consulting Market Models
  • Assumptions & Limitations
  • Abbreviations & Definitions
  • Conversion Factors
  • Data Sources

2. Market Synopsis

• Market Evolution
• Demand-Supply Overview
• Industry Structure
• Strategic Issues
• End-use Trends
• Growth Forecast

3. Economic & Energy Outlook

• GDP and Demographics
• Monetary & Fiscal Policies
• Crude Oil Production and prices
• Natural Gas
• Electricity Prices

4. End-use Sector Performance

• Pulp & Paper
• Chemical
• Food & Beverages
• Textiles
• Water Treatment
• Industrial
• Personal Care
• Others

5. Capacity (Plants & Projects) Analysis

• Capacity, by Company
• Capacity, by Country and by Region
• Capacity Overview, By Region and Country

6. Introduction to Caustic Soda and Market Overview

• Product Description
• Grades & Properties
• Raw Material
• Manufacturing Process
• Environmental Issues
• Value Chain
• Applications

7. Market Dynamics and Industry Trends

• Market Dynamics
  • Drivers
  • Restraints
  • Opportunities
  • Challenges

8. Global Caustic Soda Demand-Supply Analysis, By Application (Volume, Value) (2018 - 2034)

• Strategic Issues
• Demand-Supply Analysis and Forecast (2018 - 2034)
  • Capacity
  • Capacity Utilization (%)
  • Production
  • Imports
  • Exports
  • Net Exports
  • Demand
  • Demand Growth Rate (%)
  • Driving Force Analysis
  • Global Caustic Soda Market, By Application
• Pulp & Paper
• Alumina
• Soaps & Detergents
• Inorganic Chemicals
• Organic Chemicals
• Food
• Textiles
• Water Treatment
• Metal Processing & Mining
• Others

9. Demand-Supply Analysis and Market Review, By Region, By Country (Volume, Value), (2018 - 2034)

• Strategic Issues
• Capacity
• Capacity Utilization (%)
• Production
• Imports
• Exports
• Net Exports
• Demand
• Demand Growth Rate (%)
• Caustic Soda Market, By Application

Note: Demand-Supply Analysis has been provided for all major Regions / Countries as mentioned below. The demand (consumption) split by application has been provided for each of the countries / regions in Volume (Kilo tons) and Value (USD Million).

• North America
• USA
• Canada
• Mexico
• Western Europe
• Germany
• France
• Italy
• United Kingdom
• Spain
• Rest of Western Europe
• Central & Eastern Europe
• Russia
• Poland
• Rest of Central & Eastern Europe
• Asia-Pacific
• China
• Japan
• India
• South Korea
• Rest of Asia-Pacific
• Central & South America
• Middle East & Africa

Note: CAGR will be calculated for all the application to arrive at the regional / global Demand-Supply growth for the forecast period (2025 - 2034)

10. Pricing Analysis

• Average Caustic Soda Prices, USD/Kg
• Average prices, by region
• Price Forecast

11. Key Strategic Issues

12. Business Opportunity Assessment

• Market Attractiveness Assessment
• Prospective & Target Market Study

13. Strategic Recommendation & Suggestions

14. Company Analysis

• Caustic Soda Manufacturers Profiles/ Company Analysis
  • Basic Details
  • Headquarter, Key Markets
  • Ownership
  • Company Financial
  • Manufacturing Bases
  • Global Turnover
  • Total Employee
  • Product Portfolio / Services / Solutions
  • Key Business Strategies adopted and Prismane Consulting Overview
  • Recent Developments
  • Companies Covered -
• AkzoNobel N.V
• Reliance Industries Limited
• Occidental Petroleum Corporation
• Formosa Plastics Group
• Axiall Corporation
• Bayer Material Science AG
• INEOS ChlorVinyls
• ATP Group
• The National Titanium Dioxide Company (CRISTAL)
• Other Manufacturers

Note: This section includes company information, company financials, manufacturing bases and operating regions. Company financials have been mentioned only for those companies where financials were available in SEC Filings, annual reports, or company websites. All the reported financials in this report are in U.S. Dollars. Financials reported in other currencies have been converted using average currency conversion rates. Company profiles may include manufacturers, suppliers, and distributors.

15. Appendices

• Demand-Supply - Regions
• Demand-Supply - Countries
• Capacities, 2018-2034