Oct 25, 2026 11:43 p.m.
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News Insight & Analysis

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Shenhua Auction: Steep floor cuts and rebounding futures trigger sharp demand revival across PP and LLDPE
27 Aug 2026 Dalian Commodity Exchange (DCE) polyolefin futures staged a modest rebound on Thursday morning following Wednesday's sharp retreat, providing the necessary paper tailwind for Shenhua Baotou Coal Chemical Co. to orchestrate a dramatic liquidity turnaround.
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27 Aug 2026

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Saudi major leverages Vietnam’s prompt PE deficit with steep premiums as China re-export arbitrage opens

A Saudi Arabian producer has finalised its monthly September 2026 PE offers to Vietnam at substantial premiums over neighbouring Asian markets, capitalising on an acute domestic supply vacuum and regional transshipment bottlenecks to extract maximum value on short-lead parcels.
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27 Aug 2026

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China’s PET export offers navigate upstream whipsaw as surprise mega-plant shutdowns and MEG diversion cushion margins

Chinese PET bottle resin export offers widened considerably this week as primary producers attempted aggressive early price lifts before trimming indications as crude oil benchmarks faltered mid-week.
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27 Aug 2026

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China Morning Snapshot – 27 August 2026

With month-end approaching and buyers still digesting the prior session's drop, local appetite stayed thin, pushing producers into narrow, mixed price adjustments rather than any decisive move in either direction.
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27 Aug 2026

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Beyond the 3m-ton rebound: Why China's PP production surge faces narrowing spreads and renewed feedstock shocks

China’s domestic PP production staged a decisive statistical recovery in July, climbing 10.7% month on month to reach 3,082,700 tons.
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26 Aug 2026

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Shenhua Auction: Plunging futures and higher floor prices freeze buying appetite across PP and LLDPE

PP and LLDPE auctions held by Shenhua Baotou Coal Chemical Co. ground to a near-total standstill on Wednesday, 26 August 2026.
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26 Aug 2026

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China Morning Snapshot – 26 August 2026

The sharp correction came amid a weakening upstream energy complex and reports that Iran and Oman were closing in on a temporary solution for the Strait of Hormuz corridor, while the US resumed diplomatic efforts in the Middle East.
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25 Aug 2026

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Shenhua Auction: Competitive pricing and firmer futures lift buying interest across PP and LLDPE grades

Shenhua Baotou Coal Chemical Co., China’s largest coal-based polyolefins producer, recorded a notably stronger auction on 25 August 2026, with deal rates improving across all four offered grades
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