January 26th News: On January 26th, Longjiang Chemical set the phenol price at 6,400 yuan/ton, effective for 4 days. The company's 350,000-ton/year phenol-ketone unit is operating at full capacity, with phenol prioritized for internal use. External sales are primarily contract-based, and inventory levels are low. Chempricehub Analysis: **Phenol, Bull-Bear Score: 1** Longjiang Chemical's phenol price is set at 6,400 yuan/ton. Despite operating at full capacity, the prioritization of internal use and reliance on contract-based external sales, coupled with low inventory, indicate tight spot supply, which may drive up spot phenol prices. The company's strategy of prioritizing internal use limits market circulation, benefiting spot market conditions. **Bisphenol A, Bull-Bear Score: 0.5** As phenol is a primary raw material for bisphenol A, its tight supply may increase bisphenol A production costs, providing slight support to spot bisphenol A prices. However, the full-capacity operation of the unit may partially offset raw material pressure, making the impact relatively indirect and the bullish effect limited.