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New wave of POM capacity set to reshape China's supply landscape

Shandong (JLC), April 15, 2026--A wave of capacity expansion is accelerating China's transition from import dependence toward self-sufficiency, altering the competitive dynamics of the POM market.

04-15-2026 13:40:27

Geopolitical tension in Middle East impacts PE supply chain

Geopolitical tension in Middle East impact PE supply chain

03-26-2026 16:08:37

PA6: Cost push meets weak demand

Shandong (JLC), March 26, 2026—China’s PA6 market in 2026 is defined by a fragile equilibrium, caught between strong cost-side support from geopolitical tensions and persistently weak supply-demand fu

03-26-2026 14:42:42

Capacity expansion, Middle East tensions reshape China’s PE trade

Shandong (JLC), March 24, 2026—In January–February 2026, driven by domestic capacity expansion and geopolitical tensions in the Middle East, China’s polyethylene (PE) imports fell by 8.41% while expor

03-24-2026 10:45:24

6.46 million mt/yr new PE capacity to come on stream in 2026

Shandong (JLC), March 5, 2026 – A total of 6.46 million mt/yr new PE capacity would come on stream in 2026. Therefore, China PE capacity will total at 46.31 million mt/yr by the end of the year.

03-05-2026 14:09:56

US’s 15% global tariff to have minimal impact on China’s PVC imports and exports

Shandong (JLC), February 24, 2026 – On February 21, 2026, U.S. President Donald Trump announced a major tariff adjustment: the previously proposed 10% global import tariff under Section 122 of the Tra

02-24-2026 17:13:35

5.95 million mt/yr new PP granule capacity to come on stream in 2026

Shandong (JLC), February 11, 2026 – A total of 16 PP granule units with total capacity of 5.95 million mt/yr would come on stream in 2026. In this way, China total PP granule capacity would reach 54.9

02-11-2026 09:05:07

About 3.18 million mt/yr new PBAT capacities to be released in 2026-2030

Shandong (JLC), February 10, 2026 – A total of about 3.18 million mt/yr new PBAT capacities are scheduled to be commissioned in 2026-2030. If these new capacities could be brought online as scheduled,

02-10-2026 14:47:21

Pakistan’s anti-dumping duties to put limited impact on China’s PVC exports

On January 2, 2026, the National Tariff Commission of Pakistan issued Announcement No. ADC50/2016/NTC/PVC/SR-II/2025, making a final affirmative ruling in the second sunset review of the anti-dumping

01-29-2026 09:05:14

CPE industry to face 0.20 mln mt/yr capacity addition in 2026

Shandong (JLC), January 28, 2026 – A total of 0.20 million mt/yr new chlorinated polyethylene (CPE) capacity might be released in 2026. In this way, China CPE capacity might total at 2.3945 million mt

01-28-2026 10:51:36

Newly-added units push up domestic EVA capacity to 3.80 mln mt/yr

Shandong (JLC), December 10, 2025—On December 5, a capacity of 300,000 mt/yr EVA unit at Zhejiang Petroleum & Chemical and a capacity of 200,000 mt/yr EVA unit at Levima Green (Shandong) New Materials

12-10-2025 17:39:29

6.13 mln mt/yr new PP capacity to be released in 2026

Shandong (JLC), December 10, 2025 – A total of 6.13 million mt/yr new PP capacity is expected to be put into production in 2026, according to data from JLC. In this way, China PP capacity might exceed

12-10-2025 10:59:43

PVC: Shifts in capacity and regional layout at home and abroad

Shandong (JLC), December 8, 2025- With new capacities coming online across China and overseas, the PVC industry underwent steady expansion and structural optimization from 2021-2025.

12-08-2025 11:55:21

Capacity expansion encounters weakening demand in EVA industry

Shandong (JLC), November 19, 2025—Against the backdrop of the continuous expansion of EVA capacity, demand for EVA, however, is falling, especially in the shoe industry both at home and abroad.

11-19-2025 15:59:18

China’s HDPE prices keep low on capacity expansion

Shandong (JLC), October 31, 2025--Over the past months in 2025, China’s HDPE prices fluctuated in the low price range affected by capacity expansion.

10-31-2025 17:30:28

N China LDPE supply pattern reshaped after shutdown of Sinopec Yanshan’s unit

10-22-2025 17:08:30

US additional 100% tariff to bring very limited impact on China PA66 exports

Shandong (JLC), October 15, 2025 – US president Trump announced on Truth Social that starting November 1, 2025, the US will impose an additional 100% tariff on Chinese goods, on top of existing rates.

10-15-2025 14:46:36

US additional 100% tariff to bring negligible impact on China PVC powder exports

Shandong (JLC), October 13, 2025 – US president Trump announced on Truth Social that starting November 1, 2025, the US will impose an additional 100% tariff on Chinese goods, on top of existing rates.

10-13-2025 14:43:15

China BOPA import slump meets export boom in Aug

Shandong (JLC), September 24, 2025—In August 2025, China's BOPA imports fell month-on-month while exports rose, driven by domestic films' competitive edge in price, supply, and service replacing impor

09-24-2025 16:41:37

7.43 million mt/yr new PP capacity to hit China's market in 2026

Shandong (JLC), September 24, 2025--An additional annual capacity of 7.43 million mt is expected to start up in the Chinese PP market in 2026.

09-24-2025 15:25:24

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