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PP caught btw geopolitical cost spikes and weak supply-demand

Shandong (JLC), April 22, 2026--China’s polypropylene (PP) market was caught in a supply-demand squeeze between geopolitical shocks and overcapacity, with near-term prices tracking Middle East tension

04-22-2026 11:41:28

High gasoline prices highlight NEV cost advantage

Shandong (JLC), April 21, 2026--Crude volatility pushed domestic refined oil prices higher, weakening traditional fuel demand while underscoring the cost edge of NEVs. China’s NEV sales remained robus

04-21-2026 17:27:41

Weaker costs, soft demand pull sec-butyl acetate down from peak

Shandong (JLC), April 21, 2026—Driven by geopolitical tensions and cost-side factors, the price of sec-butyl acetate surged to a three-year high in early April, then dropped sharply due to falling cru

04-21-2026 14:00:54

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’s PP market keeps high on high cost and tight supply

Shandong (JLC), April 16, 2026—Entering April, China’s PP market remained firmly at elevated levels, supported by strong cost-side support and supply contraction.

04-16-2026 14:14:38

Natural latex price higher on firm cost support

Shandong (JLC), April 15, 2026—High temperature and drought weather in rubber-producing regions domestically and internationally have slowed the tapping process and consequently shored up latex prices

04-15-2026 14:27:40

Rises in PE prices underpinned by high cost, tight supply

04-15-2026 11:20:12

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

China PG market to remain strong on dual boost from cost and supply

Shandong (JLC), April 14, 2026—In the first quarter of 2026, China’s propylene glycol (PG) market experienced a sharp V-shaped reversal, with a rapid surge in March, and then went range-bound at a hig

04-14-2026 15:15:43

PSF market fluctuates upward amid cost support in Q1 2026

Shandong (JLC), April 14, 2026--In Q1 2026, the polyester staple fiber (PSF) market exhibited an overall fluctuating upward trend. However, downstream buyers showed limited capacity to chase higher pr

04-14-2026 13:45:17

China MAP market to hover at high levels in Q2 on cost rigidity, demand weakness

Shandong (JLC), April 9, 2026—In the first quarter of 2026, China's monoammonium phosphate (MAP) market was stable then rose, but retreated to a high-level stalemate after a late-March surge; in the s

04-09-2026 13:45:51

Cost-driven MEG rally fades on lagging demand

Shandong (JLC), April 1, 2026—China’s monoethylene glycol (MEG) market strengthened then weakened, driven by geopolitical conflicts and cost fluctuations. Amid loose supply and soft demand, it will mo

04-02-2026 14:02:17

PP prices to shift from supply-driven to cost-led in 2026

Shandong (JLC), March 26,2026--China’s PP prices will remain high in the near term amid geopolitical cost support, but overcapacity will continue to weigh on commodity grades over the long run.

03-26-2026 17:58:41

Middle East conflict boosts polyester market via cost and supply

Shandong (JLC), March 26, 2026--Sustained Middle East tensions continued to drive up energy and chemical costs, with polyester supply chains tightening and production cuts deepening, lifting price flo

03-26-2026 16:22:08

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

Middle East tensions lift costs to keep PE volatile at highs

Shandong (JLC), March 24, 2026--Escalating Middle East tensions drove up crude oil costs, coupled with tightening supply and weak demand, trapping the polyethylene (PE) market in a high-level volatili

03-24-2026 10:20:50

China propylene glycol market swings on cost-demand dynamics

Shandong (JLC), March 23, 2026—Recently, China’s propylene glycol market has undergone a trend shift driven by cost pressures and weak demand, and with supply expected to increase, the market is antic

03-23-2026 15:50:02

China PP prices rebound on cost push, but oversupply remains a drag

Shandong (JLC), March 19, 2026--China’s domestic PP market posted robust gains on cost-side support amid geopolitical tensions, with oversupply still weighing on the long-term outlook.

03-19-2026 16:08:41

Sulfuric acid market strengthens on favorable cost, demand, supply dynamics

Shandong (JLC), March 19, 2026—In March 2026, China’s sulfuric acid market experienced a price surge driven by a confluence of cost-push from surging sulfur prices, robust demand support from downstre

03-19-2026 14:03:54

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

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