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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

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

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

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

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

India’s BIS policy rollback to boost China’s exports to India

Shandong (JLC), November 17, 2025 – On November 12, 2025, India’s Ministry of Chemicals and Fertilizers issued a significant announcement, revoking the BIS certification requirements for 14 key chemic

11-17-2025 17:02:00

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

China PC exports reach a new high in Mar

Shandong (JLC), April 27, 2025--Thanks to the continuous increase in domestic PC output and the oversupply in the domestic PC market, China's PC exports have shown a year-on-year upward trend. Recentl

04-27-2025 10:29:00

Despite firm demand, the capacity expansion of PC weighs on its market

Shandong (JLC), April 22, 2025—Downstream demand remains firm, but PC supply is growing rapidly, which results in a glut of PC in China’s market.

04-22-2025 16:42:33

High operating rate of PC weighs on the market

Shandong (JLC), March 18, 2025—The operating rate of China’s PC units remains steadily recently. Besides, PC unit at Zhangzhou CHIMEI Chemical is scheduled to come online in March, further boosting do

03-18-2025 16:54:46

China’s PC market falls on weak fundamentals and tepid feedstock support

Shandong (JLC), March 12, 2025—China’s PC market fluctuated downward on the whole since July 2024, despite pickups at times, amid the tepid feedstock BPA support, along with PC’s weakening supply-dema

03-12-2025 14:16:52

China’s PC market moves sideways and then goes range-bound in Q1

Shandong (JLC), February 13, 2025—From 2022 to 2024, China’s PC market indicated limited changes in the first quarter. It moved sideways from January to mid-February and went range-bound from late Feb

02-13-2025 16:41:35

Correlation btw PC and BPA weakens

Shandong (JLC), January 22, 2025—The feedstock BPA prices fluctuated downward in 2024, lending less support to the PC market. And the correlation between the two weakens gradually.

01-22-2025 15:03:35

PA66 prices fall widely after rising in 2024, to slip in 2025

Shandong (JLC), January 21, 2025—China’s PA66 prices rose then dropped in 2024, and were projected to further fall in 2025.

01-21-2025 12:02:27

Sep PA6 imports and exports fall on month

Shandong(JLC), October 30, 2024—China PA6 imports and exports in September both declined month on month.

10-30-2024 17:29:15

Analysis on Jan-Sep PC imports and exports

Shandong (JLC), October 30, 2024—China’s cumulative import volume of PC totaled 660.8kt from January-September 2024, down by 136.8kt or 17.15% year on year. The glut of PC in China, lowering domestic

10-30-2024 16:44:53

High capacity depresses PA66 market

08-20-2024 15:44:52

China PA66 market events in H1 2024

08-01-2024 16:06:00

China PA66 exports up in H1, 2024

Shandong (JLC), July 31, 2024—In the first half of 2024, China’s PA66 exports registered a year-on-year growth.

07-31-2024 15:03:00

China POM imports down, exports up in May

Shandong (JLC), June 27, 2024—China’s polyformaldehyde (POM) imports in May showed a downtrend from April, while the exports presented a month-on-month growth.

06-27-2024 15:44:18

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