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China's ethanol market to face mounting supply pressure in H2 as coal-based capacity surges

Shandong (JLC), July 23, 2026--China’s ethanol market is expected to face mounting supply pressure in H2 2026, as coal-based capacity continues to expand.

07-23-2026 16:59:00

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 tensions and regional supply differences reshape methanol pricing in Ningxia and Wuhai

Shandong (JLC), July 22, 2026—China’s methanol prices in Ningxia and Wuhai followed a similar trend in July, initially declining before rebounding as renewed US-Iran tensions lifted market sentiment.

07-22-2026 17:33:08

China PE supply pressure to intensify as capacity additions accelerate in H2

Shandong (JLC), July 22, 2026—China's PE capacity expansion slowed markedly in the first half of 2026 but are expected to accelerate sharply in H2.

07-22-2026 11:25:34

China's apparent kerosene consumption grows on month in June

Guangzhou (JLC), July 21, 2026--China's apparent consumption of kerosene extended month-on-month gains in June 2026, as output continued to increase.

07-21-2026 18:47:14

China's June apparent diesel consumption plunges on year

Guangzhou (JLC), July 21, 2026--China's apparent consumption of diesel plummeted year on year in June 2026, owing to lower output and higher exports.

07-21-2026 18:42:11

China's apparent gasoline consumption tumbles in June

Guangzhou (JLC), July 21, 2026--China's apparent consumption of gasoline fell year on year in June 2026, following a drop in domestic production.

07-21-2026 18:36:11

China MAP prices hold firm on robust cost support

Shandong (JLC), July 21, 2026--China MAP prices held steady at high levels in the first half of July, backed by solid cost support, despite sluggish demand and slow new order placements.

07-21-2026 17:10:26

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

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

PP profit gap widens on geopolitical tension

The gap between coal-based and oil-based PP margins was narrow in 2025, but widened in 2026 due to the geopolitical tension.

07-15-2026 16:12:30

New green methanol & SAF project approved in Jilin

Beijing (JLC), July 15, 2026--On July 10, a new biomass-based green methanol & SAF (sustainable aviation fuel) project in Taonan, Jilin Province acquired official approval.

07-15-2026 16:11:29

Polyether prices rebound on cost support, but seasonal demand caps upside

Shandong (JLC), July 15, 2026—China's polyether prices rebounded in early July amid strengthening feedstock costs and tightening PO supply, but off-season demand capped new orders, leaving the market

07-15-2026 14:32:23

HAPCO's general berths come into operation

Guangzhou (JLC), July 13, 2026--On July 9, vessel ''JIN YUAN 28'', carrying 29,800 mt of raw coal, berthed at berth 306 of Panjin Port, marking that Huajin Aramco Petrochemical Company (HAPCO)'s gener

07-13-2026 17:42:41

China PP market: H1 supply contraction intensifies while H2 capacity surge looms

Shandong (JLC), July 9, 2026—In China, H1 2026 saw polypropylene (PP) consumption, operating rates, and output fall due to unit turnarounds, a new-capacity hiatus, and weak demand; H2 capacity additio

07-09-2026 16:58:23

Thailand’s anti-dumping probe into Chinese PVC could reshape Southeast Asian trade flows

Shandong (JLC), July 8, 2026--Thailand’s anti-dumping probe may reshape China’s PVC export landscape, with Southeast Asia’s supply chain shifting toward localized production.

07-08-2026 13:52:50

China PO losses spur capacity exit, HPPO ahead

Shandong (JLC), July 7, 2026—Currently, loss-ridden propylene oxide (PO) market sees accelerated capacity phase‑out, with integrated majors trading margins for market share, while HPPO looms as the lo

07-07-2026 16:23:57

China’s propylene prices tumble on collapsing costs and weak demand

Shandong (JLC), July 3, 2026—China’s propylene prices declined in stages through June, accelerating mid-month on crude oil weakness and inventory build, with only fleeting geopolitical-led rebounds

07-03-2026 08:00:00

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

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