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Geopolitical cost-push rally lifts PP yet weak fundamentals cap sustained upside

Shandong (JLC), July 23, 2026--The US-Iran conflict lifted crude costs and drove PP up 7.52%, yet weak downstream demand and ample supply cap upside, leaving near-term direction hinged on geopolitical

07-23-2026 16:38:59

NW China PP new capacity coming online with supply surge ahead

Shandong (JLC), July 16, 2026--In the second half of 2026, domestic polypropylene (PP) new capacity is set to come online intensively, with Northwest China taking the lead in facing a major supply sur

07-16-2026 14:44:06

Sinopec-SABIC Gulei nears startup, reshaping South China PP supply landscape

Shandong (JLC), July 15, 2026--On July 9, 2026, the Sinopec-SABIC Gulei ethylene project entered into the physical material commissioning phase, establishing a solid safety and environmental foundatio

07-15-2026 17:20:17

China’s benzene surges 8% in strong rally

Shandong (JLC), July 15, 2026--China benzene market experienced a volatile pattern of initial sharp gains, followed by pressure-induced corrections, and then another round of strong price support rall

07-15-2026 11:02:00

Impact of Typhoon Bavi on propylene market in East China

Shandong (JLC), July 14, 2026--As super Typhoon Bavi approached and made landfall along the East China coast, the previously stable shipping pattern of the domestic propylene market was abruptly disru

07-14-2026 17:16:27

Weak supply-demand dynamics keep soda ash prices under pressure

Shandong (JLC), July 9, 2026--China’s domestic soda ash market exhibited weak, range-bound fluctuations with subdued trading activity.

07-09-2026 16:55:32

Tight supply supports acetic acid gains, weak demand clouds outlook

Shandong (JLC), July 9, 2026--China’s acetic acid prices have trended steadily higher with modest gains since early July, yet market participants remain uncertain about the near-term outlook, promptin

07-09-2026 16:30:30

Diverging profitability in China's benzene market intensifies in H1 2026

Shandong (JLC), July 8, 2026--In the first half of 2026, China's benzene and hydrogenated benzene markets witnessed an extremely polarized profitability landscape, with hydrogenated benzene and petrol

07-08-2026 11:27:34

Historic reversal in Asia PE spreads and trade flow reshaping in H1 2026

Shandong (JLC), June 25, 2026--In H1 2026, Asian polyethylene (PE) price spread saw a historic reversal, with CFR China persistently trading at a discount to CFR Southeast Asia.

06-25-2026 16:46:40

SABIC Fujian Gulei ethylene project completes intermediate handover

Shandong (JLC), June 25, 2026--On June 18, the SABIC Fujian Gulei 1.5 million mt/yr Ethylene and Downstream Deep Processing Complex Project completed intermediate handover.

06-25-2026 11:25:18

China's sec-butyl acetate market surges and retreats in H1 2026

Shandong (JLC), June 24, 2026--In April 2026, China’s sec-butyl acetate prices rose to a near four-year high of CNY8,000/mt, exhibiting a pattern of sharp surge and rapid plunge. Current prices retrea

06-24-2026 11:46:57

China’s acetone market sees dramatic ups and downs in H1 2026

Shandong (JLC), June 23, 2026--China’s acetone market as a whole exhibited a pattern of moderate rise—rapid surge—high-level retreat in H1 2026.

06-23-2026 16:29:48

Acrylonitrile prices rally on tight supply, but restarts to cap gains

Shandong (JLC), June 18, 2026--China’s acrylonitrile market staged an independent counter-trend rally driven by phase-specific spot supply tightness amid synchronized weakness across upstream and down

06-18-2026 15:40:36

China butanone industry profit analysis for the first half of 2026

Shandong (JLC), June 17, 2026--In H1 2026, China's butanone industry demonstrated robust overall profitability. Mainstream n-butene-based process producers maintained high profit margins with signific

06-17-2026 15:38:18

Increased production scheduling weighs on LLDPE market

Shandong (JLC), June 16, 2026--China’s LLDPE market rapidly shifted from supply tightness to abundance while downstream agricultural film demand entered the seasonal off-peak period and the intensifyi

06-16-2026 15:39:08

Huajin Aramco PE startup to intensify 2026 market competition

Shandong (JLC), June 11, 2026--Huajin Aramco's 950,000 mt/yr of new PE capacity is set to come online in 2026, intensifying oversupply and price pressure in China's polyethylene (PE) market.

06-11-2026 14:51:08

H1 2026 China PP granule demand sustains structural divergence

Shandong (JLC), June 10, 2026-- In H1 2026, China's PP granule demand was structurally divergent, with rigid demand underpinning the base, industrial consumption staying steady, and real estate-linked

06-10-2026 14:49:52

May PTA operating rate analysis and output forecast

Shandong (JLC), May 28, 2026--China’s PTA operating rate fell to 64.80% in May with output at 5.53 million mt. June output is expected to remain flat amid restarts and new maintenance.

05-28-2026 17:09:39

Middle East conflict turns PX from profitable to loss-making

Shandong (JLC), May 27, 2026--China’s PX market has been mired in persistent losses since the outbreak of the Middle East conflict.

05-27-2026 17:04:50

Tarim phase II ethylene project achieves mechanical completion

Shandong (JLC), May 22, 2026--PetroChina Dushanzi Petrochemical Company announced that mechanical completion has been reached for its Tarim 1.2 million mt/yr phase II ethylene project and associated g

05-22-2026 15:24:49

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