January 16th News On January 16th, Longjiang Chemical's 200,000-ton-per-year bisphenol A (BPA) plant operated at 85% capacity. Currently, the majority of BPA production is allocated to contract deliveries, with a limited quantity available for spot sales. The BPA price has been raised by 50 yuan to 7,800 yuan per ton, delivered to East China. Chempricehub Analysis: Bisphenol A (BPA) – Bull-Bear Score: +1 Longjiang Chemical's BPA plant is operating at 85% capacity, primarily fulfilling contract deliveries with limited spot sales. The price has been raised by 50 yuan to 7,800 yuan per ton, delivered to East China, indicating tight spot supply and stable demand, which is favorable for short-term spot price increases. The score is +1 (moderately bullish), as the high plant utilization rate combined with limited spot availability and the price hike reflects a tight supply-demand situation in the market. Phenol – Bull-Bear Score: +0.5 As a key raw material for BPA, the high production load of BPA (85%) may indirectly boost phenol demand, providing slight support to spot prices. The score is +0.5 (slightly bullish), as the article does not directly mention changes in phenol supply and demand, but the upstream-downstream transmission effect is expected to bring mild positive impact. Epoxy Resin – Bull-Bear Score: -0.5 BPA is a crucial raw material for epoxy resin. The 50-yuan increase in BPA prices raises production costs, potentially squeezing profit margins and exerting slight pressure on spot prices. The score is -0.5 (slightly bearish), as the cost increase is unfavorable for downstream industries, but the article does not mention changes in epoxy resin demand, limiting the extent of the impact.