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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 premium fades, PE market weak

Shandong (JLC), April 15, 2026—The temporary ceasefire agreement between the US and Iran has led to a gradual unwinding of geopolitical premiums in China’s PE market, which currently shows a pattern o

04-15-2026 13:10:00

China PP operating rates diverge sharply on geopolitical conflicts in Mar

Shandong (JLC), April 13, 2026—In March, the operating rates of China’s PP units across different process routes diverged significantly, primarily due to feedstock disruptions in the Middle East.

04-13-2026 14:40:30

India’s zero-tariff window to trigger a short-term increase in China’s PP exports to India

Shandong (JLC), April 9, 2026 – In response to regional conflict‑induced inflation, the Indian government slashed import tariffs on polypropylene (PP) from 7.5% to 0% effective April 2, 2026, for an i

04-09-2026 09:21:14

POE to play important role in new energy market

The polyolefin elastomer (POE) consumption is rising given its outstanding performance in producing high-end cables and wires, especially those used in new energy market.

04-08-2026 14:23:59

China abolishes VAT export rebate for solar products, reshaping EVA market

Shandong (JLC), April 3, 2026--The removal of export rebates will shift China’s EVA market from policy-driven growth toward a longer-term structural transition.

04-03-2026 18:00:35

South Korea’s potential PC export curbs to create supply gap in China

Shandong (JLC), April 2, 2026 – Recently, according to South Korean officials, following the recent ban on naphtha exports aimed at stabilizing domestic supply in response to the Middle East crisis, S

04-02-2026 08:43:34

China LLDPE futures price surge on support of macro environment

The prices of DCE LLDPE futures rose in China. In March, the military conflict in the Middle East region made market traders hold worries on energy supply. And this triggered changes in PE supply.

03-26-2026 17:32:54

Geopolitical tension in Middle East impacts PE supply chain

Geopolitical tension in Middle East impact PE supply chain

03-26-2026 16:08:37

China POM prices keep firm amid Middle East turmoil

Shandong (JLC), March 26, 2026—China POM market price kept firm after the outbreak of the Middle East turmoil, with rising methanol prices, steady supply and relatively fair rigid demand.

03-26-2026 14:19:57

Middle East tensions support China’s PE prices despite weak demand

Shandong (JLC), March 23, 2026--China’s PE prices stayed high amid geopolitical tensions, but weak demand limited further gains.

03-23-2026 17:50:52

China calcium carbide market firms on improved fundamentals, cost support

Shandong (JLC), March 19, 2026--China’s calcium carbide market moved higher amid tightening supply, stable demand and firmer cost support, while the impact of U.S.-Iran geopolitical tensions remained

03-19-2026 09:23:31

China’s caustic soda prices pick up amid firm fundamentals and geopolitical conflicts

Shandong (JLC), March 18, 2026—China’s caustic soda market picked up, amid geopolitical conflicts and comparatively firm fundamentals. But high caustic soda inventory, along with downstream enterprise

03-18-2026 10:09:28

PC market seesaws between geopolitical jolt and fundamental shift

Shandong (JLC), March 16, 2026—The recent surge in China’s polycarbonate (PC) market, triggered by geopolitical tensions and skyrocketing crude oil prices, has been marked by dramatic volatility, but

03-16-2026 10:16:00

China PE market fluctuates sharply on geopolitical uncertainty

Shandong (JLC), March 13, 2026—China’s polyethylene (PE) market experienced extreme volatility, with prices initially soaring on geopolitical risks before plummeting on news of potential de-escalation

03-13-2026 17:53:32

China PVC prices surge on oil spike, policy support and improving fundamentals

Shandong (JLC), March 12, 2026—China’s PVC prices have surged recently as rising feedstock costs, supportive domestic policies and improvements in supply-demand fundamentals bolstered market sentiment

03-12-2026 17:49:47

China PE prices surge on stimulus of geopolitical tension

03-05-2026 09:08:25

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

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

PP powder prices keep declining on multiple bearish factors

Shandong (JLC), December 11, 2025--PP powder producers faced ongoing production cost pressure, and with multiple bearish factors, PP powder prices declined.

12-11-2025 18:04:56

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