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Geopolitical shifts send China EPDM prices from surge to slump in H1 2026

Shandong (JLC), July 23, 2026—China’s EPDM prices surged from late February on geopolitical supply shocks, before reversing course from late April as weak fundamentals triggered a sharp correction.

07-23-2026 16:58:12

China PP market to face greater oversupply pressure in H2 2026

It is predicted that China PP capacity will reach 53.645 million mt/yr by the end of 2026, which will further escalate the oversupply pressure.

07-23-2026 13:47:51

China's bonded bunker fuel exports hit new high since 2020

Guangzhou (JLC), July 22, 2026--China's bonded bunker fuel exports surged significantly in June 2026, hitting a new high since January 2020, because of more re-exports and domestic refiners' efforts t

07-22-2026 18:59:34

China polyether prices to fluctuate at relatively low levels in H2 2026

Shandong (JLC), July 22, 2026 – China polyether prices may fluctuate at relatively low levels in the second half of 2026 (H2 2026), in consideration of relatively weak fundamentals and weakening impac

07-22-2026 08:57:10

China's naphtha imports plunge in first half of 2026

Guangzhou (JLC), July 21, 2026--China's naphtha imports slumped in the first half (H1) of 2026 amid the blockage of the Strait of Hormuz.

07-21-2026 15:47:48

China PP maintenance loss hits a multi-year high in H1 2026

Shandong (JLC), July 21, 2026—China’s PP maintenance loss hit a multi-year high of 6.4165 mln mt in the first half of the year, with operating rates hovering around 60%.

07-21-2026 08:39:20

China’s 2026 fiber rules restrict low-grade recycled PSF and standardize labeling

Shandong (JLC), July 16, 2026--On July 1, Chinese updated fiber product measures curbed unsafe recycled PSF, standardized labels to protect consumers and upgrade the textile sector.

07-16-2026 17:55:30

China's GDP grows 4.7% in H1 2026

Guangzhou (JLC), July 15, 2026--China's gross domestic product (GDP) amounted to 69.57 trillion yuan (about 10.24 trillion US dollars) in the first half (H1) of 2026, growing by 4.7% year on year, ac

07-15-2026 18:26:04

PX prices to drift lower in H2 2026 on weaker fundamentals

Shandong (JLC), July 9, 2026—Lower feedstock costs and rising PX supply will weigh on H2 prices, with downstream demand offering only limited support.

07-09-2026 17:39:39

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

Yulin Refinery unloads 1.27 mln mt of imported crude in H1 2026

Guangzhou (JLC), July 3, 2026--Yulin Refinery under Shaanxi Yanchang Petroleum Group unloaded roughly 1.27 million mt of imported crude oil in total in the first half (H1) of 2026.

07-03-2026 17:29:31

Shandong independents' feedstock unloading sets new low since 2020

Guangzhou (JLC), July 3, 2026--Shandong-based independent refiners and traders' feedstock unloading plunged sharply in June, setting a new low since 2020.

07-03-2026 17:27:56

Yan'an Refinery refines over 3 mln mt of crude in H1 2026

Guangzhou (JLC), July 2, 2026--Yan'an Refinery under Shaanxi Yanchang Petroleum Group processed about 3.12 million mt of crude oil in the first half (H1) of 2026.

07-02-2026 18:58:01

China’s MX market review in H1 2026

Shandong (JLC), June 30, 2026—In H1 2026, China’s MX market experienced sharp volatility, largely dictated by geopolitical tensions.

06-30-2026 16:32:29

Geopolitical tensions weigh on China SBS supply, margins in H1 2026

Shandong (JLC), June 29, 2026—China’s SBS supply fell 19% in H1 2026, while margins remained largely in negative territory.

06-29-2026 17:55:42

China’s HPEG & TPEG market review in H1 2026

Shandong (JLC), June 25, 2026—In the first half of 2026, China’s HPEG & TPEG market stabilized firstly, surged afterwards and then retreated, and prices traded with a high-low spread of CNY4,000/mt.

06-25-2026 17:22:50

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

China’s PO prices drop sharply after surging in H1 2026

Shandong (JLC), June 25, 2026—In the first half of 2026, China’s propylene oxide (PO) market declined significantly after surging on the whole, with prices moving in the range of CNY7,700-13,300/mt, a

06-25-2026 15:45:13

Profits diverged between OX-based and naphthalene-based PA routes in H1 2026

Shandong (JLC), June 25, 2026 – The first half of 2026 (H1 2026) witnessed a sharp divergence in profits between the OX-based and naphthalene-based phthalic anhydride (PA) production routes. Enterpris

06-25-2026 10:23:32

Margins of propylene production techniques diverge in H1 2026

Shandong (JLC), June 24, 2026—In the first half of 2026, margins of major propylene production techniques diverged evidently. Among them, margins of steam cracking and methanol-to-olefin enterprises s

06-24-2026 17:12:51

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