Maoming Petrochemical's 100,000-ton/year high-cis polybutadiene rubber (BR) facility is operating on two production lines, with a planned output of 800 tons of high-cis BR in January 2026. PriceSeek's analysis of BR assigns a long-short score of 1. Maoming Petrochemical's planned BR production of only 800 tons in January 2026 is significantly lower than its monthly average capacity of approximately 8,333 tons (based on an annual capacity of 100,000 tons), indicating a potential reduction in supply. A decrease in supply, assuming stable demand, is favorable for spot prices and may drive market prices higher. Additionally, combined with relevant futures data (such as the settlement price of the butadiene rubber 2605 contract at 12,100 yuan/ton and stable demand indicated by changes in open interest), the expectation of reduced supply is likely to bolster bullish sentiment, supporting an upward trend in futures prices.
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