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China PE prices swing sharply as macro factors clash with fundamentals

Shandong (JLC), February 5, 2026-Since early 2026, China’s PE market has been marked by rapid price swings, as macro-driven volatility alternated with soft supply-demand fundamentals.

02-05-2026 17:31:32

China DMF market to go range-bound in 2026 amid soft fundamentals

Shandong (JLC), February 5, 2026-China’s domestic DMF market is expected to go range-bound at relatively low levels throughout 2026, with prevailing prices hovering around CNY 4,000/mt. Against the ba

02-05-2026 09:37:11

China methanol run rates climb in 2025 on robust margins, demand growth

Shandong (JLC), February 4, 2026--China’s methanol operating rates trended higher overall in 2025, with the annual average rising to around 81.91%, up 4.79 percentage points year on year(YoY), primari

02-04-2026 15:58:26

Extreme cold hits the U.S., raising supply risks across global chemical markets

Shandong (JLC), February 3, 2026-The U.S. accounts for a substantial share of global production across key petrochemicals, including olefins, methanol, acetic acid, MDI, and TDI. Recently, an extreme

02-03-2026 11:59:11

PE supply pressure persists in Q1 2026

Shandong (JLC), January 27, 2026- In January, China's total PE supply, including domestic output, imports and recycled PE, is projected at around 4.22 million mt, down 8.96% month on month(MoM), prima

01-27-2026 15:25:54

PE prices see limited relief amid Fed rate cut

Shandong (JLC), December 16, 2025- Despite a U.S. rate cut that briefly supported crude oil prices and marginally improved cost support, PE prices remained under pressure as persistent bearish fundame

12-16-2025 10:16:41

Northwest China methanol market softens on bearish fundamentals

Shandong (JLC), December 15, 2025- In early December, the methanol market in Northwest China edged lower amid weak futures and bearish fundamentals. Prices declined from CNY1,998-2,008/mt at the start

12-15-2025 14:55:14

Southeast Asia: A growth engine for China’s PVC exports

Shandong (JLC), December 11, 2025-Southeast Asia has become one of the most strategically important overseas markets for China’s PVC exports, supported by robust infrastructure demand, limited regiona

12-11-2025 14:08:02

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

China PVC powder imports and exports fall in Oct, with exports poised for a boost in Nov

Shandong (JLC), November 27, 2025--China’s PVC powder imports and exports both declined in October. Imports are set to stay under pressure in November amid muted domestic demand, while exports are exp

11-27-2025 14:10:47

China PE imports and exports fall in Oct

Shandong (JLC), November 26, 2025--In October 2025, China’s PE imports and exports both declined month on month (MoM), pressured by macroeconomic headwinds and bearish domestic fundamentals.

11-26-2025 10:50:24

China PE market extends losses on weak fundamentals

Shandong (JLC), November 21, 2025--China’s PE market remains under persistent pressure, with ample supply, subdued demand, and weakening cost support continuing to weigh on prices.

11-21-2025 17:29:07

Shandong methanol trade flows shift as market dynamics evolve

Shandong (JLC), November 20, 2025--Shandong’s methanol trade flows have undergone a marked shift, reflecting changes in regional market dynamics.

11-20-2025 14:50:29

Asian phenol prices soften over 2021-2025 despite brief rallies

Shandong (JLC), November 18, 2025--From 2021-2025, Asian phenol prices largely trended lower after initial gains despite several brief rebounds, with prices peaking at $1,592/mt CFR China in early Mar

11-18-2025 16:03:52

India’s removal of BIS Certification offers tailwinds to China’s PVC exports

Shandong (JLC), November 14, 2025--India’s recent decision to cancel mandatory BIS certification for PVC imports is expected to help China sustain its export momentum while offering support to the dom

11-14-2025 14:52:51

China propylene prices fall on bearish fundamentals

Shandong (JLC), October 30, 2025-After the National Day holiday (Oct 1-8), China’s propylene market entered a downward trend under mounting supply pressure. As of October 29, 2025, mainstream prices i

10-30-2025 17:29:01

China Sep butyl rubber imports & exports analysis

Shandong (JLC), October 30, 2025- China’s butyl rubber imports and exports both declined in September from the previous month, but remained above year-ago levels.

10-30-2025 14:47:31

China PVC industry faces transformation under the 15th Five-Year Plan

Shandong (JLC), October 29, 2025- During the "15th Five-Year Plan" period(2026-2030), China’s PVC industry will shift from expansion to optimization, emphasizing low-carbon production, demand diversi

10-29-2025 17:07:19

China PVC powder imports and exports up in Sep, Oct outlook clouded by rising supply, policy risks

Shandong (JLC), October 29, 2025- China’s PVC powder imports and exports both rebounded in September. However, with domestic PVC capacity expansion and uncertainty surrounding India’s policies, China’

10-29-2025 11:18:17

China Sep NBR imports & exports analysis

Shandong (JLC), October 27, 2025-China’s NBR imports rose in September amid relatively tight domestic supply, while exports also surged as tepid domestic demand prompted producers to expand overseas s

10-27-2025 17:46:14

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