PTA Industry Weekly Highlights (July 10–16, 2026)
This week, domestic PTA output fell 14k tons to 1.02M tons, capacity utilization dropped 0.65pp to 53.23%, polyester operating rate rose 0.38pp to 80.06%, social inventory decrease...
This week, domestic PTA output fell 14k tons to 1.02M tons, capacity utilization dropped 0.65pp to 53.23%, polyester operating rate rose 0.38pp to 80.06%, social inventory decrease...
Domestic sulfuric acid market stagnant with localized declines. Average price 1,880 RMB/ton (-0.69% WoW). Sulfur port inventory 75.78k tons, reference price 9,180 RMB/ton (+3.15% W...
The domestic DEG market surged then declined. Port inventories hit a historical low of 0.43 million tons, but upcoming arrivals (16,000 tons) and unit restarts will ease tightness....
EG arrivals 116.5k; inventory 380k (-13.7k); 700k ton/yr unit restarts.
Styrene surged 9.44% on crude oil geopolitical tensions, tight supply, but weak demand limits upside.
The domestic sulfur spot market saw volatile highs in H1 2026, driven by Middle East geopolitical tensions disrupting supply via the Strait of Hormuz. Prices surged to record highs...
BPA market surges 11% on US-Iran tensions, cost support, supply cuts, and downstream demand improvement.
In H1 2026, unsaturated polyester resin output fell 8.86% YoY to 1.44M tons, while capacity grew 0.89% to 6.81M tons. Operating rate dropped to 31%. Geopolitical tensions caused ra...
In July, the domestic acetone market followed a V-shaped trend, initially declining due to cost loosening, then rebounding strongly amid shifting cost, supply contraction, and dema...
In H1 2026, domestic n-butanol prices surged in Feb due to geopolitical tensions, then fell from Apr. High raw material costs caused losses, leading to plant shutdowns and lower op...
In H1 2026, fluorinated refrigerant supply remained tight, with exports constrained by Strait of Hormuz blockade, while prices rose. R32 averaged 62,988 RMB/ton (+33.69% YoY). H2 f...
In H1 2026, China's C5 petroleum resin market experienced a dramatic cycle: prices surged due to geopolitical tensions and substitution demand, then collapsed after ceasefire, supp...
U.S.-Iran clashes renewed, prompting methanol futures surge and price rebound above 2,500 yuan. Supply concerns, vessel shortages, and high freight costs persist. July imports esti...
This cycle sees price increases across the industrial chain due to Iran tightening strait control and US-Iran ceasefire breakdown, lifting crude oil and costs. PTA output and capac...
East China diethylene glycol market strong, low inventories, tight supply; upside limited by expected imports and restarts.
