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Acetone Monthly Report (202609)

ECHEMI Info 2026-10-09
In September 2026, Jiangsu acetone averaged CNY 8,474/t, up 28.07% MoM. Output rose to 294,300t (+8.84%), capacity utilization at 79.65%. 6 phenol-ketone units under maintenance, total loss of 54,000t. Margin worsened to CNY -550/t (-51.93%). Jiangyin port inventory fell to 9,200t (-17.86%). Middle East tensions and tight vessel supply drove prices sharply higher. For October, supply recovery may pressure prices. Price forecast: CNY 8,000/t.

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