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China PE profit to be squeezed by high capacity

09-08-2026 16:52:03

China's PE output growth slows despite new capacity

Shandong (JLC), August 19, 2026--In 2026, despite new PE units coming online in China, surging maintenance losses and feedstock supply disruptions significantly curbed output growth, deepening regiona

08-19-2026 17:05:34

Geopolitical shocks and capacity surge reshape China's PE market

Shandong (JLC), August 13, 2026--In 2026, the interplay between Middle East geopolitical turmoil and concentrated H2 capacity additions drove China's PE market through a triple transformation

08-13-2026 16:19:18

China PP capacity expansion drives more cross-regional cargo flows

Shandong (JLC), August 13, 2026—China’s PP capacity has expanded rapidly, rising from 34.87 million mt/yr in 2022 to 49.045 million mt/yr in 2025 and expected to exceed 50 million mt/yr in 2026.

08-13-2026 14:26:23

China’s POE capacity ramp-up intensifies supply-demand tug-of-war

Shandong (JLC), August 12, 2026--China’s POE prices went range-bound amid surging domestic POE supply and weak seasonal demand, with continued capacity additions capping any upside.

08-12-2026 17:05:14

China’s PP industry faces uneven regional capacity distribution and structural overcapacity

Shandong (JLC), August 11, 2026--China’s PP capacity remains heavily concentrated in South China, Northwest China and East China, which together account for over two-thirds of the national total.

08-11-2026 17:50:20

Crude stocks at Shandong ports surge due to capacity increase

Guangzhou (JLC), August 6, 2026--The stocks of crude, fuel oil and diluted bitumen at Shandong ports rose significantly in the week ending August 6 due to an increase in the total storage capacity and

08-06-2026 19:09:43

Daqing Refining & Chemical runs refinery at 96.27% of capacity in H1

Guangzhou (JLC), July 28, 2026--PetroChina Daqing Refining & Chemical ran its refinery at 96.27% of capacity in the first half (H1) of 2026, according to its crude runs in the period.

07-28-2026 17:55:35

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

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