News on January 26th: On January 26th, Jiangsu Ruihong New Materials' Phase I 240,000 tons/year bisphenol A (BPA) plant operated at 70% capacity, while the Phase II 240,000 tons/year BPA plant operated at 60% capacity. The products are primarily supplied internally to downstream epoxy resin production and contract customers, with limited spot sales. The BPA quotation is set at 8,000 RMB/ton. Chempricehub's analysis of BPA: Bull-Bear Score: 1.5 The article indicates that Jiangsu Ruihong New Materials' BPA plants are operating at relatively low rates (70% for Phase I and 60% for Phase II), with an overall capacity utilization rate of approximately 65%, leading to reduced supply. Additionally, the products are mainly supplied internally to downstream epoxy resin production and contract customers, resulting in scarce spot sales and tightening market supply, which may drive up spot prices. The current quotation of 8,000 RMB/ton, under supply constraints, shows upward momentum. The score of 1.5 (between moderate and significant bullish factors) reflects notable supply contraction without reaching a full shortage. Epoxy Resin, Bull-Bear Score: 0 As a downstream product of BPA, epoxy resin production relies on BPA supply. The article notes that BPA is primarily supplied internally for epoxy resin production, meaning the supply chain's internal buffer mitigates the impact of reduced BPA availability. Spot supply of epoxy resin is expected to remain stable. There is no direct information on changes in demand, and while cost pressures may be partially transmitted, the overall outlook is neutral. The score of 0 (neutral) reflects that the internal supply mechanism offsets the potential negative effects of BPA supply tightness.