December 25th News
According to information from the manufacturer, on December 25th, the 160,000-ton-per-year epoxy resin plant of Nantong Xingchen is operating at approximately 60% capacity. Production is scheduled as planned, with limited inventory available.
Chempricehub Analysis of Epoxy Resin
Bull-Bear Score: 1
The article indicates that the operating rate of Nantong Xingchen's epoxy resin plant is only 60%, with limited inventory, suggesting a significant tightening on the supply side. Scheduled production reflects stable demand, and the supply-demand imbalance may drive up spot prices. With an annual capacity of 160,000 tons, the underutilization of the plant will reduce market supply, benefiting the spot market.
Bisphenol A
Bull-Bear Score: -1
As a key raw material for epoxy resin, reduced epoxy resin production will directly lower the demand for bisphenol A. The article does not mention any changes in bisphenol A supply, but pressure from the demand side may lead to a decline in spot prices. Weakening demand is the primary bearish factor.
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