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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

China float glass market faces lower supply, weak demand

China float glass market faced both lower supply and weaker demand at the same time in the first half of 2026, and was expected to extend a weak trend in the second half.

07-23-2026 13:52:24

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 INE crude price jumps amid rising supply risks

Guangzhou (JLC), July 22, 2026--The price of crude futures on China's Shanghai International Energy Exchange (INE) surged on Wednesday as supply concerns mounted amid escalating tensions in the Middle

07-22-2026 19:18:57

China PP prices surge in Jul on robust cost support

Shandong (JLC), July 22, 2026--China PP prices surged in July on robust cost support. The crude oil-PP price correlation index climbed to 0.85 in 2026 amid crude volatility and tightening supply.

07-22-2026 17:48:25

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 MEG supply tightens sharply in July, set to ease moderately in August

Shandong (JLC), July 21, 2026—China’s MEG supply tightened sharply in July on heavy maintenance and import disruptions, draining port stocks. Supply is set to ease in August with unit restarts.

07-21-2026 17:39:19

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 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

South China’s toluene prices rise on surging crude price and supply constraints

Shandong (JLC), July 16, 2026—Toluene prices in South China were rising from July 8 on surging international crude oil prices fueled by the escalating geopolitical conflict and tightening spot supply

07-16-2026 17:29:06

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

TDI prices rebound on supply tightness, cost support; uptrend seen through late July

Shandong (JLC), July 16, 2026—China’s TDI prices rallied in July after a weak June, driven by supply tightness, firm costs, and rising export demand, with the uptrend expected to continue through late

07-16-2026 08:57:00

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

China PE prices rise on multiple support, to keep high in the near future

07-15-2026 16:30:33

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

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