I. Key Points
10/26: Mediators continued to push for U.S.-Iran peace talks, slightly easing market concerns over supply risks and causing international crude oil prices to fall. NYMEX WTI crude oil futures (December contract) closed at $101.76/bbl, down $1.51/bbl (-1.46% WoW); ICE Brent crude oil futures (December contract) closed at $115.81/bbl, down $0.91/bbl (-0.78% WoW). China INE crude oil futures (contract 2612) rose by 22.7 yuan/bbl to 739.7 yuan/bbl during the day session, but fell by 6.4 yuan/bbl to 733.3 yuan/bbl in the night session.
10/26: The benchmark East China price for ethylene oxide was 9,700 yuan/ton, unchanged from the previous period.
II. Price Table
Table 1: Summary of Domestic Polycarboxylate Superplasticizer Monomer Prices (Unit: CNY/ton)
| Product | Market | Specification | 2026/10/23 | 2026/10/26 | Change | % Change | Unit |
|---|---|---|---|---|---|---|---|
| PCE monomer | East China | EPEG | 10100-10400 | 10100-10400 | 0 / 0 | 0% / 0% | CNY/ton |
| PCE monomer | East China | HPEG | 10200-10500 | 10200-10500 | 0 / 0 | 0% / 0% | CNY/ton |
| PCE monomer | East China | TPEG | 10200-10500 | 10200-10500 | 0 / 0 | 0% / 0% | CNY/ton |
| PCE monomer | South China | EPEG | 10300-10400 | 10300-10400 | 0 / 0 | 0% / 0% | CNY/ton |
| PCE monomer | South China | HPEG | 10400-10500 | 10400-10500 | 0 / 0 | 0% / 0% | CNY/ton |
| PCE monomer | South China | TPEG | 10400-10500 | 10400-10500 | 0 / 0 | 0% / 0% | CNY/ton |
| PCE monomer | Northeast | HPEG | 10000-10300 | 10050-10350 | 50 / 50 | 0.5% / 0.49% | CNY/ton |
| PCE monomer | Northeast | EPEG | 10000-10300 | 10050-10350 | 50 / 50 | 0.5% / 0.49% | CNY/ton |
| PCE monomer | Northeast | TPEG | 10100-10400 | 10150-10450 | 50 / 50 | 0.5% / 0.48% | CNY/ton |
Data Source: Chempricehub Information
III. Market Outlook
Today, domestic polycarboxylate superplasticizer (PCE) monomer prices are expected to remain stable with a slight upward bias. The primary raw material, ethylene oxide, is likely to stay steady. Some facilities in the East China region have entered maintenance shutdowns, leading to slightly tight supply in the market. Downstream buyers are maintaining rigid demand purchases, and trading sentiment is moderate. Available resources in the ethylene market are limited, while downstream acceptance of higher prices has increased, suggesting that ethylene prices will continue their upward trend, supported by cost-side fundamentals. Most monomer producers are selling steadily without significant willingness to offer discounts. Downstream buyers are purchasing based on immediate needs but show low willingness to accept high prices, making it difficult for new orders to surge in volume; transactions are negotiated case-by-case based on quantity. In summary, the benchmark East China EPEG price is projected to range between 10,100–10,400 CNY/ton today.
IV. Data Calendar
| Indicator | Release Date | Previous Period | Expected Trend This Period |
|---|---|---|---|
| Sellable Inventory Rate | Thursday 17:00 PM | -25.54% | ↗ |
| Weekly Production | Thursday 17:00 PM | 33,800 tons | ↘ |
| Capacity Utilization Rate | Thursday 17:00 PM | 30.28% | ↘ |
Data Source: Chempricehub Information
Notes:
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