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Home > News > Mixed C5 Market Morning Briefing (20260911)

Mixed C5 Market Morning Briefing (20260911)

Published on 2026-09-11

I. Focus Points

  1. Crude oil: Sep 10: There are no signs of easing in the US-Iran conflict; the Houthi armed forces continue to pressure Saudi Arabia. Supply risks continue to build, and international oil prices continued to rise. The NYMEX crude oil October contract rose $6.43 to $102.48/bbl, up 6.69% period-on-period; the ICE Brent crude oil futures November contract rose $6.42 to $107.63/bbl, up 6.34% period-on-period. The China INE crude oil futures 2610 contract rose 45.9 to 768.4 yuan/bbl, and rose 47.6 to 816 yuan/bbl in the night session.

  2. Gasoline: Yesterday, the gasoline market at Shandong refineries trended higher, with a sales-to-production ratio of 82%.

  3. Mixed C5: Yesterday, mixed C5 prices in the Shandong market moved within a narrow range.

Core logic: Overnight crude oil rose, the gasoline market trended higher, and Shandong mixed C5 remained stable and consolidated.

III. Price Table

Unit: yuan/mt

Region Sep 9 Sep 10 Change Change Rate Remarks
Shandong 7830 7880 +50 +0.64%
East China 7680 7680 0 Flat
Remarks:
1. East China excludes Shandong Province.
2. Prices are ex-warehouse, cash payment, tax-inclusive prices, in yuan/mt.
3. The change rate is the period-on-period change rate.

IV. Market Outlook

Overnight crude oil rose significantly. Supported by crude oil, refineries continued to sharply push gasoline prices higher. With dual positive factors from crude oil and gasoline, and with mixed C5 spot supply at refineries tight, Chempricehub expects the mixed C5 market to trend upward today.

Comments

0
  • Olivier Dupont 2026-09-11 20:05
    Crude's jump lifts mixed C5 feedstock cost sentiment, but Shandong's small +50 and flat East China show downstream demand isn't chasing. I'd watch margin pressure if oil stays above $100.
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