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Geopolitical boost fades, leaving recycled PE market facing fundamental pressures

Shandong (JLC), June 18, 2026—China’s domestic recycled PE prices are retreating amid muted demand and fading geopolitical premiums, with prices expected to remain under pressure through H2 2026.

06-18-2026 16:24:39

China PP prices to be relatively weak in H2 2026 amid loose fundamentals

Shandong (JLC), June 17, 2026 – China PP prices are expected to be relatively weak in the second half of 2026 (H2 2026) amid expected loose fundamentals.

06-17-2026 15:30:36

China’s SBS market extends downtrend in May on weak fundamentals

Shandong (JLC), May 27, 2026--Persistent cost pressures and sluggish demand kept China’s SBS market on a downward track in May. Output remained at year-to-date lows despite a monthly rebound.

05-27-2026 11:30:11

Central China methanol slips on waning geopolitical premium, soft fundamentals

Shandong (JLC), May 21, 2026–The Central China methanol market edged lower in May following a surge from March to early April, with price volatility noticeably narrowing.

05-21-2026 17:38:02

Daily melting volume of float glass keeps falling on weak fundamentals

The production of float glass kept decreasing in 2026, and the daily melting volume recorded a new low in current years.

05-21-2026 16:43:02

China DOP prices slide on soft fundamentals and limited cost support

Shandong (JLC), May 19, 2026--Since May, China’s domestic DOP market has exhibited a downward trend, pressured by weak fundamentals and limited cost support, which has dampened market sentiment.

05-19-2026 10:35:44

China DMF prices extend declines amid weak fundamentals, limited cost support

Shandong (JLC), May 18, 2026--China’s domestic DMF market has continued to slide since mid-April, primarily driven by bearish fundamentals and easing cost support.

05-18-2026 17:27:59

China PP market influenced by cost and fundamentals in 2026

05-12-2026 18:16:57

UPR market underpinned by cost, gets stronger influence from fundamentals

05-12-2026 18:13:11

Henan methanol fundamental analysis in March

Shandong (JLC), April 9, 2026--Since March 2026, Henan methanol prices have risen significantly, with active market trading.

04-09-2026 15:06:00

North China methanol extends gains on improved fundamentals

Shandong (JLC), March 24, 2026-- Methanol prices in North China rose sharply in March, bolstered by stronger olefin demand, tighter regional supply, and geopolitical-driven sentiment.

03-24-2026 10:58:04

Synthetic ammonia prices surge on bullish fundamentals

China synthetic ammonia prices surged in mid-March, especially in March 13-16. This round of significant rises in synthetic ammonia price was underpinned by bullish fundamentals largely.

03-19-2026 15:46:01

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

Rises in soda ash prices constrained by fundamentals

The geopolitical tension in the Middle East spurred but crude oil price and speculative atmosphere, but the growth of soda ash price was constrained by fundamentals in China.

03-17-2026 11:19:01

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 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 caustic soda market extends losses on bearish fundamentals

Shandong (JLC), February 12, 2026-Entering early 2026, China’s domestic caustic soda market exhibited a clear downtrend, highlighting broad-based weakness in supply-demand fundamentals.

02-12-2026 11:42:11

Brief analysis of Feb methanol supply-demand fundamentals

Shandong (JLC), February 10, 2026--China’s port methanol prices in February are expected to move sideways, inland prices to weaken moderately, and sales regions to remain firm.

02-10-2026 16:32:55

China’s PG Market sees volatile in Jan amid shifting cost support and fundamentals

Shandong (JLC), February 9, 2026--China propylene glycol (PG) prices moved sideways in January 2026 amid fluctuating feedstock costs and supply conditions, coupled with sluggish demand.

02-09-2026 15:40:06

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