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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

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

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

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

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 PP industry shifts toward value-added growth amid continued capacity expansion

Shandong (JLC), June 4, 2026 -- China's PP industry remains in an expansion cycle in recent years, with the focus gradually shifting from capacity growth to product upgrading.

06-04-2026 11:41:06

High value-added PP capacity in rapid growth

Shandong (JLC), May 21, 2026—Consistent capacity expansion is seen in China's PP industry, which is followed by intensified industrial competition and shrinking production margins. In this context, mo

05-21-2026 09:14:58

Geopolitical tensions delay China’s PP capacity buildup, shifting supply surplus risk to Q3 2026

Shandong (JLC), May 20, 2026—Geopolitical tensions have disrupted China’s 2026 PP capacity expansion schedule. Several planned Q2 startups have been postponed to Q3, creating a supply tightness in Q2.

05-20-2026 17:09:58

China's green fuel capacity reaches 8 mln mt/yr of oil equivalent

Guangzhou (JLC), May 6, 2026--China has built up a capacity of around 8 mln mt/yr of oil equivalent for green fuels, indicating that the industry has begun to take shape, the National Energy Administr

05-06-2026 19:20:43

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

China's renewable energy to hydrogen capacity exceeds 250,000 mt/yr

Guangzhou (JLC), April 27, 2026--As of the end of March 2026, China's operational renewable-energy-to-hydrogen production capacity has surpassed 250,000 mt/yr, more than doubling compared to that by t

04-27-2026 19:18:50

PP market trends amid energy volatility and capacity expansion

Shandong (JLC), April 21, 2026--From 2025 to 2026, the polypropylene (PP) market exhibited an overall pattern of initial weakness followed by strength, with volatile upward movement, shaped by the int

04-21-2026 16:36:59

New wave of POM capacity set to reshape China's supply landscape

Shandong (JLC), April 15, 2026--A wave of capacity expansion is accelerating China's transition from import dependence toward self-sufficiency, altering the competitive dynamics of the POM market.

04-15-2026 13:40:27

China's newly installed power capacity of renewable energy jumps 21% in 2025

Guangzhou (JLC), March 26, 2026--China added 452 million kilowatts of renewable energy power capacity in 2025, a year-on-year leap of 21%, accounting for 83% of the country's total newly installed cap

03-26-2026 17:53:12

China coal-to-ethanol capacity continues to expand

Shandong (JLC), March 24, 2026—China’s coal-to-ethanol capacity has continued to expand, becoming the primary driver of domestic supply growth.

03-24-2026 15:51:53

Capacity expansion, Middle East tensions reshape China’s PE trade

Shandong (JLC), March 24, 2026—In January–February 2026, driven by domestic capacity expansion and geopolitical tensions in the Middle East, China’s polyethylene (PE) imports fell by 8.41% while expor

03-24-2026 10:45:24

2.25 mln mt/yr new MEG capacity to be released in 2026

Shandong (JLC), March 18, 2026—Four new ethylene glycol (MEG) units with total capacity of 2.25 mln mt/yr would come on stream in 2026. In this way, China MEG capacity might total at 32.115 mln mt/yr

03-18-2026 10:06:56

6.46 million mt/yr new PE capacity to come on stream in 2026

Shandong (JLC), March 5, 2026 – A total of 6.46 million mt/yr new PE capacity would come on stream in 2026. Therefore, China PE capacity will total at 46.31 million mt/yr by the end of the year.

03-05-2026 14:09:56

415,000 mt/yr new acetone capacity to be released in 2026

Shandong (JLC), March 3, 2026 – Three phenol and acetone units with total acetone capacity of 415,000 mt/yr would come on stream in 2026. In this way, China total acetone capacity would be pegged at 4

03-03-2026 10:57:39

1.91 million mt/yr new toluene capacity to come on stream in 2026

Shandong (JLC), February 26, 2026 – A total of 8 toluene units with total capacity of 1.91 million mt/yr would be put into production in 2026. In this way, China toluene capacity might total at 33.72

02-26-2026 09:07:31

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