Price Trends

This week, the DMF market price first stabilized and then rose, with the average price in China reaching 5060 CNY/ton The prices in East China, South China, and Shandong/North China were 5150-5250 CNY/ton, 5300-5400 CNY/ton, and 5000-5100 CNY/ton, respectively The increase in costs and reduction in supply supported the price rise, but demand was moderate

• DMF price trend: rising costs
• reduced supply
• stable demand.

As of August 26, 2026, the price of epoxy resins in China is in a resilient pattern with limited downward space, currently at a low point in the 1-year cycle. The 5-day average difference is flat, the 10-day average difference has narrowed, and the 20-day average difference is declining, which aligns with the characteristics of a resilience warning. Upstream and downstream players in the industry chain can adjust their procurement and inventory replenishment rhythms as needed.

• Epoxy resins
• market analysis
• resistance to decline warning
• upstream and downstream of the industrial chain

On August 26, 2026, BDO prices showed a clear upward trend. The primary supporting factor is the contraction in supply caused by multiple plant maintenance activities in August and September, which has driven spot prices in East China to rise to between 8,050 and 8,150 CNY per ton. In the short term, prices have already reached high levels, leaving limited room for further increases; however, in the medium to long term, there remains some underlying support.

• BDO market conditions
• price increase
• supply contraction
• market analysis

As of August 25, 2026, the Chinese ethyl acetate market is operating strongly, with factory prices in North China and East China regions increasing. The market is currently in a strong consolidation phase. In the short term, it is at a high point in the 60-day cycle, with limited room for further increases; in the long term, there is some potential for upward movement. Attention should be paid to the supply and demand of upstream raw materials and changes in downstream operating rates.

• Acetic acid ethyl ester
• market trend
• strong consolidation
• fluctuating trend

On August 27, 2026, the melamine market showed a clear upward trend. The daily differences for the 5-day, 10-day, and 20-day moving averages all exhibited positive changes compared to the previous day, confirming a distinct upward trend. Currently, prices are in the mid-to-low range, leaving limited room for further declines and indicating ample potential for an upward move. Please note that the analysis provided is for reference only.

• melamine
• clear increase
• market analysis
• price trend

As of August 26, the average price of industrial-grade premium cyclohexane in China was 6,666 CNY per ton. The overall market supply is sufficient, and the price increase is mainly driven by cost rather than a shortage. Downstream demand is weak, with low acceptance of high prices. It is expected that the price will fluctuate within the range of 6,500 to 6,900 CNY per ton in the future.

• Cyclohexane market prices
• cost-driven increase
• ample supply
• weak downstream demand

As of August 26, 2026, the spot diesel price in China is at a one-year high, with the average difference indicator showing that the market is in a deep correction phase, exhibiting bearish characteristics International crude oil prices have fallen, weakening cost support Diesel quotations from refineries in the northeastern region of China have increased, while those in the northwestern region remain stable, indicating significant regional divergence

• Diesel market: volatile consolidation
• high-level pullback
• international crude oil prices decline.

As of August 25, 2026, the spot price of petcoke in China has shown a volatile trend with a bullish rebound. The current combination of average difference changes is a strong rebound signal (+, +, -). The prices for the 60-day and 3-month periods are at the mid-range, providing ample room for both increases and decreases; the 1-year period is at a mid-high level, with limited room for further increases.

• Petroleum coke
• market analysis
• fluctuating trend
• strong rebound signal

In August, the PTA price increased by more than 8%, mainly influenced by multiple factors such as plant maintenance, rising costs, and recovering demand In the short term, with the restart of maintenance facilities, the increase in supply will limit the price rise; cost support will weaken marginally, and on the demand side, attention will be focused on the performance during the peak season of "Golden September and Silver October

• PTA price
• rebalancing of supply and demand
• cost support
• "Golden September and Silver October" peak season

Recent polyethylene prices have seen a slight increase, mainly supported by reduced supply and rising costs due to multiple plant maintenance. However, downstream demand remains weak, and supply pressure is expected to reappear after the maintenance units restart in September. In the short term, the market is expected to fluctuate at high levels.

• Polyethylene maintenance
• rising costs
• supply and demand relationship
• impact of oil prices

On August 25, the PVC spot market in China continued to show weak fluctuations, with narrow price adjustments in the Linyi and Zibo regions. The current average difference indicates a bearish signal of stagnation, with prices at a low point over a one-year cycle and limited room for further decline. In the short term, attention should be paid to the linkage between futures and spot markets as well as changes in supply and demand.

• PVC market trend
• downward fluctuation
• spot market
• stagnation warning

On August 26, 2026, the MIBK market trend in China is expected to show a slight upward movement, with all average difference indicators showing positive changes, indicating a clear upward trend. In the short term, the increase is limited by the high range of the 60-day period, narrowing the room for further gains. Attention should be paid to the prices of raw materials such as acetone and changes in downstream demand.

• MIBK market conditions
• price trends
• mean difference analysis
• chemical raw materials

In August, the hydrogen peroxide market in China fell by more than 4%, with the average price dropping from 636 CNY/ton to 606 CNY/ton. The oversupply and the release of new production capacity suppressed prices on the supply side, while the demand side saw stable procurement due to the off-season for papermaking and textiles. Technical analysis indicates that the market may continue to weaken in early September, with an expected price range of 500-600 CNY/ton.

• Hydrogen peroxide market
• oversupply
• off-season for demand
• technical analysis forecast

On August 26, 2026, the caustic soda market showed a volatile yet generally strong trend, with a short-term outlook leaning toward volatility with a slight bullish bias. Current prices are at a low level, leaving limited room for further declines. A favorable export market and declining inventories are providing support for prices. In the medium to long term, price support remains strong.

• Caustic soda market: volatile with a slight upward trend
• prices at low levels
• export market showing positive signs.

On August 25, 2026, the caustic soda market is in a volatile yet relatively bullish, resilient state The 20-day moving average difference has rebounded from -060 to -050, while the 5-day and 10-day moving average differences remain unchanged at zero, indicating increased price resilience

• Soda ash market
• fluctuating consolidation
• resistance to decline warning
• market analysis

On August 25, the lithium carbonate market in China showed a fluctuating trend. The 5-day and 20-day moving average differences decreased, while the 10-day moving average difference increased, sending a resistance warning signal (favoring an upward trend). The price is at a medium-high level, with limited short-term upside potential, but there is some support in the medium term. Caution is needed against the risk of a pullback from the high level.

• Lithium carbonate
• market trend
• fluctuation trend
• resistance to decline warning

Ganfeng Lithium, LG Chem, Mitsui & Co., and CATL are competing to acquire a stake in the Wodgina lithium mine in Australia. The lithium mine is valued at approximately $3 billion, with high-quality resources and stable production capacity, making it a core asset for global lithium battery companies. This bidding reflects the trend of vertical integration in the new energy industry chain and will impact the global lithium resource supply landscape.

• lithium resources
• new energy industry chain
• global competition
• upstream resource integration

On August 24, the maleic anhydride market continued to fluctuate at a high level, with the mean-reversion signal indicating a strong, sideways trading pattern leaning toward the bullish side Prices are currently in the upper range of a one-year cycle, and upward room is limited Market conditions in Shandong and Jiangsu remain stable, with downstream players mainly adopting a wait-and-see approach

• Maleic anhydride market
• fluctuating trend
• high-level consolidation
• import and export data

On August 26, 2026, the aniline market showed a noticeable price increase. The 5-day, 10-day, and 20-day moving averages all exhibited an upward trend, and spot-market producers have continuously raised their quoted prices, supporting a clear short-term upward trend. However, current prices are already at a high level, leaving limited room for further increases in the near term.

• Aniline market
• price increase
• market analysis
• chemical raw materials

On August 24, 2026, the market price of epichlorohydrin showed a volatile trend, with diverging movements in the average deviation indicators The 5-day average deviation declined, the 10-day average deviation rose, and the 20-day average deviation remained stable, overall indicating a tendency toward resistance to further declines The price is currently at the lower end of its one-year cycle, suggesting potential for a subsequent rebound and upward movement

• epichlorohydrin
• price fluctuation
• resistance to decline warning
• mid-low range