During this period (December 26, 2025 - January 8, 2026), the maintenance loss of PE units is approximately 180,900 tons.
PriceSeek Analysis
LLDPE
Bull-Bear Score: 1
The maintenance of PE units has resulted in a supply reduction of approximately 180,900 tons. As a type of polyethylene, the tightening supply of LLDPE is expected to drive up spot prices. The significant maintenance loss may raise concerns about supply shortages, but no changes in demand have been mentioned. Therefore, it is rated as a moderate positive.
LDPE
Bull-Bear Score: 1
The maintenance loss of 180,900 tons directly impacts LDPE supply, and the reduction in spot market supply will support price increases. The substantial scale of maintenance may exacerbate short-term supply gaps, but demand factors remain unclear. Hence, it is rated as a moderate positive.
HDPE
Bull-Bear Score: 1
HDPE is affected by the maintenance of PE units, with a supply loss of 180,900 tons, and spot prices are expected to rise. The supply reduction is favorable for market sentiment, but it needs to be assessed in conjunction with demand. Based on current information, it is rated as a moderate positive.
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