I. Key Focus Points
9/11: Although tensions in the Middle East remain, diplomatic efforts by multiple parties to ease risks have led to a decline in international crude oil prices. The NYMEX WTI October futures contract fell $2.43/bbl to $100.05/bbl, a week-on-week change of -2.37%. The ICE Brent November futures contract dropped $3.02/bbl to $104.61/bbl, a week-on-week change of -2.81%. The INE crude oil futures contract (September 2026 expiry) rose by CNY 41.5 to CNY 809.9/bbl, while the night session increased by CNY 40.2 to CNY 850.1/bbl.
9/11: In the primary market of East China, ethylene oxide (EO) prices stood at CNY 9,200/ton, representing a week-on-week increase of CNY 600/ton.
II. Price Summary
Table 1: Summary of Domestic Polycarboxylate Superplasticizer Monomer Prices (Unit: CNY/ton)
| Product | Market Name | Specification | 2026/09/10 | 2026/09/11 | Change Value | Change Rate | Unit |
|---|---|---|---|---|---|---|---|
| Polycarboxylate superplasticizer monomer | East China | EPEG | 10300-10500 | 10800-11000 | 500 / 500 | 4.85% / 4.76% | CNY/ton |
| Polycarboxylate superplasticizer monomer | East China | HPEG | 10400-10600 | 10900-11100 | 500 / 500 | 4.81% / 4.72% | CNY/ton |
| Polycarboxylate superplasticizer monomer | East China | TPEG | 10400-10600 | 10900-11100 | 500 / 500 | 4.81% / 4.72% | CNY/ton |
| Polycarboxylate superplasticizer monomer | South China | EPEG | 10300-10500 | 10900-11100 | 600 / 600 | 5.83% / 5.71% | CNY/ton |
| Polycarboxylate superplasticizer monomer | South China | HPEG | 10400-10600 | 11000-11200 | 600 / 600 | 5.77% / 5.66% | CNY/ton |
| Polycarboxylate superplasticizer monomer | South China | TPEG | 10400-10600 | 11000-11200 | 600 / 600 | 5.77% / 5.66% | CNY/ton |
| Polycarboxylate superplasticizer monomer | Northeast China | HPEG | 10400-10600 | 10800-11000 | 400 / 400 | 3.85% / 3.77% | CNY/ton |
| Polycarboxylate superplasticizer monomer | Northeast China | EPEG | 10400-10600 | 10800-11000 | 400 / 400 | 3.85% / 3.77% | CNY/ton |
| Polycarboxylate superplasticizer monomer | Northeast China | TPEG | 10500-10700 | 10900-11100 | 400 / 400 | 3.81% / 3.74% | CNY/ton |
Data Source: Chempricehub Information
III. Market Outlook
Today, domestic polycarboxylate superplasticizer monomer prices are expected to trend slightly higher. The key raw material, ethylene oxide (EO), is likely to remain at elevated levels. The tight supply situation for monoethylene glycol (MEG) is unlikely to ease in the short term, suggesting prices may struggle to decline. Operating rates across downstream industries are adjusting within narrow ranges, with procurement primarily driven by rigid demand. While ethylene market supply remains relatively tight, buyer demand and pricing dynamics suggest that prices will likely consolidate in a stalemate pattern, supported by cost factors. Spot liquidity in the monomer market remains constrained; downstream procurement continues to be based on immediate needs, with buyers maintaining a cautious stance toward rapid price increases. Transactions are largely negotiated on a case-by-case basis depending on volume. Consequently, the price of EPEG in the primary East China market is projected to range between CNY 10,800–11,000/ton today.
IV. Data Calendar
| Data Indicator | Release Date | Previous Period Data | Expected Trend This Period |
|---|---|---|---|
| Sellable Inventory Rate | Thursday 17:00 PM | -30.09% | ↗ |
| Weekly Output | Thursday 17:00 PM | 27,000 tons | ↘ |
| Capacity Utilization Rate | Thursday 17:00 PM | 24.21% | ↘ |
Data Source: Chempricehub Information
Remarks:
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