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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

Geopolitical shifts shape Asian H1 PX prices from surge to slump

Shandong (JLC), June 30, 2026—In H1 2026, the Asian PX market moved sideways before surging, then swung wildly before tumbling.

06-30-2026 17:28:45

China’s propylene prices dip on easing geopolitical tensions and the downtrend likely to extend

Shandong (JLC), June 17, 2026—China’s propylene market prices dipped on eased geopolitical conflicts in the Middle East, giving back some it gained previously. In this context, propylene market is mai

06-17-2026 14:23:56

Geopolitical tensions continue to disrupt China PP supply growth in May

Shandong (JLC), May 14, 2026--In May, China’s PP industry's operating rate saw a modest rebound to 62.81%, representing a month-on-month increase of 3.2 percentage points but a year-on-year decline of

05-14-2026 17:21:23

Geopolitical shifts and capacity expansion drive China’s PP exports to multi-year high

Shandong (JLC), April 28, 2026--China’s PP exports hit a record 405,500 mt in March 2026, up 66.12% MoM and 25.85% YoY. Q1 exports totaled 939,900 mt, up 28.34% YoY, making China a net PP exporter.

04-28-2026 15:52:25

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

PET bottle chip market swings sharply in March on geopolitical risks

Shandong (JLC), April 14, 2026--Middle East tensions, supply constraints, and downstream caution drove wild PET bottle chip price swings in March.

04-14-2026 16:51:06

Geopolitical tensions, inventory drawdowns drive PX market upswing

Shandong (JLC), March 24, 2026—A cyclical upswing is sweeping the PX market in 2026, fueled by inventory drawdowns and Middle East-driven crude supply risks. Near-term prices look poised to stay firm.

03-24-2026 17:02:46

Epoxy resin market sheds geopolitical premium on weak demand

Shandong (JLC), March 20, 2026—Since the outbreak of the US-Iran conflict on February 28, epoxy resin prices were initially driven sharply higher by cost pressures, but have since reversed amid persis

03-20-2026 17:31:09

China DEG prices to fluctuate up in short term amid geopolitical tensions

Shandong (JLC), March 17, 2026--China diethylene glycol (DEG) market price might fluctuate up in short term, mainly supported by geopolitical tensions in the Middle East and gradual recovery of domest

03-17-2026 11:01:57

China’s MEG price volatile amid geopolitical conflicts

Shandong (JLC), March 12, 2026—Recently, China’s ethylene glycol (MEG) market has been forced into experiencing high volatility, following wide fluctuations in its feedstock international crude oil pr

03-12-2026 17:17:30

Geopolitical conflict triggers historic PE price rally

Shandong (JLC), March 12, 2026--In early March, geopolitical conflict triggered supply panic and soaring costs, sending the polyethylene (PE) market into a historic rally.

03-12-2026 16:49:50

China PTA prices up on geopolitical tensions

Shandong (JLC), March 9, 2026--China PTA market increased on the back of rising crude oil prices and geopolitical tensions.

03-09-2026 00:00:00

China EGBE prices surge on geopolitical tensions and improving demand

Shandong (JLC), March 5, 2026--China’s ethylene glycol monobutyl ether (EGBE) prices surged after entering March, mainly because of rising cost and supply shortage amid escalating Israel-Iran tensions

03-05-2026 16:45:30

Geopolitical tensions, soaring costs drive PFY prices higher

Shandong (JLC), March 5, 2026—Geopolitical tensions pushed crude and feedstock costs higher, driving up polyester filament yarn (PFY) prices.

03-05-2026 15:43:30

China DOP prices strengthen on geopolitical tensions

Shandong (JLC), March 5, 2026--China’s DOP market has remained firm recently, primarily underpinned by robust cost support amid escalating Israel-Iran tensions and the closure of the Strait of Hormuz,

03-05-2026 13:52:17

Geopolitical risks lift polyester chip costs, while demand lags

Shandong (JLC), March 5, 2026--Middle East tensions boosted crude oil prices and polyester chip costs, but weak demand weighed on the market.

03-05-2026 11:01:20

Styrene steady amid geopolitical upheaval, supply risks contained

Shandong (JLC), March 5, 2026—While geopolitical tensions boost crude and related costs, the direct supply impact on styrene is minimal given limited imports; the market is thus set for a firm yet ran

03-05-2026 08:26:33

Escalating geopolitical conflict supports PET bottle chip market rally

Shandong (JLC), March 4, 2026--The persistent tension in the Middle East became the core external driver behind the recent rally in PET bottle chip.

03-04-2026 15:20:47

China PTA inventory piles up despite geopolitical conflict

-Geopolitical conflict in the Middle East did not affect PTA supply in China, and PTA inventory still accumulated.

01-09-2020 17:30:47

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