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China's ethanol market to face mounting supply pressure in H2 as coal-based capacity surges

Shandong (JLC), July 23, 2026--China’s ethanol market is expected to face mounting supply pressure in H2 2026, as coal-based capacity continues to expand.

07-23-2026 16:59:00

Geopolitical cost-push rally lifts PP yet weak fundamentals cap sustained upside

Shandong (JLC), July 23, 2026--The US-Iran conflict lifted crude costs and drove PP up 7.52%, yet weak downstream demand and ample supply cap upside, leaving near-term direction hinged on geopolitical

07-23-2026 16:38:59

NW China PP new capacity coming online with supply surge ahead

Shandong (JLC), July 16, 2026--In the second half of 2026, domestic polypropylene (PP) new capacity is set to come online intensively, with Northwest China taking the lead in facing a major supply sur

07-16-2026 14:44:06

Sinopec-SABIC Gulei nears startup, reshaping South China PP supply landscape

Shandong (JLC), July 15, 2026--On July 9, 2026, the Sinopec-SABIC Gulei ethylene project entered into the physical material commissioning phase, establishing a solid safety and environmental foundatio

07-15-2026 17:20:17

China’s propylene prices tumble on collapsing costs and weak demand

Shandong (JLC), July 3, 2026—China’s propylene prices declined in stages through June, accelerating mid-month on crude oil weakness and inventory build, with only fleeting geopolitical-led rebounds

07-03-2026 08:00:00

Geopolitical shifts shape Asian H1 PX prices from surge to slump

Shandong (JLC), June 30, 2026—In H1 2026, the Asian PX market moved sideways before surging, then swung wildly before tumbling.

06-30-2026 17:28:45

Historic reversal in Asia PE spreads and trade flow reshaping in H1 2026

Shandong (JLC), June 25, 2026--In H1 2026, Asian polyethylene (PE) price spread saw a historic reversal, with CFR China persistently trading at a discount to CFR Southeast Asia.

06-25-2026 16:46:40

Profits diverged between OX-based and naphthalene-based PA routes in H1 2026

Shandong (JLC), June 25, 2026 – The first half of 2026 (H1 2026) witnessed a sharp divergence in profits between the OX-based and naphthalene-based phthalic anhydride (PA) production routes. Enterpris

06-25-2026 10:23:32

Acrylonitrile prices rally on tight supply, but restarts to cap gains

Shandong (JLC), June 18, 2026--China’s acrylonitrile market staged an independent counter-trend rally driven by phase-specific spot supply tightness amid synchronized weakness across upstream and down

06-18-2026 15:40:36

April textile exports jump 44.62% as cyclical recovery hides structural weakness

Shandong (JLC), May 19, 2026--In April, China's textile and apparel exports to the global market amounted to $24.05 billion, surging 44.62% month on month but down 0.58% year on year, with the decline

05-19-2026 17:18:06

China styrene operating rate and output data analysis in Apr

Shandong (JLC), May 12, 2026--In April 2026, styrene supply recovery increments exceeded production reduction and shutdown losses, with the industry's operating rate reaching the highest monthly avera

05-12-2026 15:25:31

China benzene output slumps by 9.09% MoM in Apr

Shandong (JLC), May 7, 2026 – China benzene output was pegged at around 1,698,200 mt in April, down by 9.09% month on month, mainly because of dipping operating rate of benzene industry.

05-07-2026 14:01:07

Geopolitical shifts and capacity expansion drive China’s PP exports to multi-year high

Shandong (JLC), April 28, 2026--China’s PP exports hit a record 405,500 mt in March 2026, up 66.12% MoM and 25.85% YoY. Q1 exports totaled 939,900 mt, up 28.34% YoY, making China a net PP exporter.

04-28-2026 15:52:25

China's renewable energy to hydrogen capacity exceeds 250,000 mt/yr

Guangzhou (JLC), April 27, 2026--As of the end of March 2026, China's operational renewable-energy-to-hydrogen production capacity has surpassed 250,000 mt/yr, more than doubling compared to that by t

04-27-2026 19:18:50

DOTP market prices edged lower in mid-April

Shandong (JLC), April 22, 2026--China DOTP market prices edged lower in mid-April on the back of weak demand.

04-22-2026 00:00:00

PP market trends amid energy volatility and capacity expansion

Shandong (JLC), April 21, 2026--From 2025 to 2026, the polypropylene (PP) market exhibited an overall pattern of initial weakness followed by strength, with volatile upward movement, shaped by the int

04-21-2026 16:36:59

China’s butadiene prices retreat rapidly from a nine-year high

Shandong (JLC), April 21, 2026—China’s butadiene prices plummeted in April, reversing their record-breaking March rally, as failed auctions and weak demand overwhelmed tight supply expectations.

04-21-2026 15:30:51

China’s caprolactam prices rally in Q1 on cost pressures, supply cuts

Shandong (JLC), April 16, 2026--China’s caprolactam market exhibited a volatile upward trend in Q1 2026 driven by cost pressures and supply tightening .

04-16-2026 15:50:18

China polymeric MDI prices rally then retreat in early Apr

Shandong (JLC), April 15, 2026--China's PMDI market rallied then retreated in early April due to demand fatigue and easing geopolitical risks.

04-15-2026 00:00:00

Q2 PSF market trapped between cost pressure and demand stagnation

Shandong (JLC), April 14, 2026--China’s PSF market remains caught between stubborn cost pressures and lackluster demand in Q2, with limited upside potential and no clear trend in sight.

04-14-2026 16:48:22

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