【Ferro-alloys.com】：Driven by surging raw material prices and geopolitical conflicts, the ferroboron market is currently experiencing tight supply and high price levels. At present, the ex-factory price of Ferroboron 18 has risen to around 21,000 RMB/ton. This round of price increases is mainly due to the significant price hike in raw material boron anhydride, which in turn is driven by transportation issues affecting its key raw material, Turkish boric acid, currently stranded in the Persian Gulf and unable to arrive smoothly. In the short term, the raw material supply shortage is difficult to alleviate, providing strong cost support, suggesting that prices are likely to remain prone to increases rather than declines.

From a market transaction perspective, many orders are still being concluded at current price levels at Dalian Port, indicating certain rigid downstream demand. However, the market structure is complex; due to the unique characteristics of the ferroboron market, some low-priced supplies still circulate through various channels, causing some disruption to the overall pricing system.

Currently, the tense situation in the Middle East has further exacerbated difficulties in material imports, leading to a rush on available ferroboron resources in the market. Overall production capacity is insufficient to meet the strong demand. As a result, some suppliers have explicitly stated that starting from the 20th of this month, they will renegotiate sales prices and available supply volumes based on production conditions and market changes. Overall, until the raw material supply issues are substantially resolved, the ferroboron market is expected to maintain a tight pattern, with the price center likely to continue moving upward.

• [Editor:Alakay]