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Chempricehub Important Reminder: Longjiang Chemical's Bisphenol A Quote Adjusted Upward for the Second Time
Published on 2026-03-09
On March 9, the Longjiang Chemical's 200,000 tons/year bisphenol A (BPA) plant is operating at 85% capacity. Currently, the majority of BPA products are delivered under contracts, with a small quantity available for spot sales. The BPA price has been raised twice (+1,500; +1,800) to 14,800 yuan/ton delivered to East China. Chempricehub's analysis of BPA gives a bullish-bearish score of 2. The two consecutive price hikes for BPA to 14,800 yuan/ton delivered to East China, with an increase of 1,500-1,800 yuan/ton, indicate tight spot supply (primarily contract deliveries, limited spot sales) under the 85% plant capacity. Strong demand is driving significant price increases, which is a major positive factor for spot prices. It is expected that market sentiment will remain bullish in the short term. Epoxy resin, with a bullish-bearish score of 1, is a major downstream product of BPA. The rise in BPA prices will directly increase its production costs, potentially leading to a passive increase in epoxy resin spot prices, which is favorable for the market. However, changes in demand remain uncertain, and the extent of the positive impact is limited by downstream affordability. Overall, the effect is moderately positive.