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MIBK Monthly Report (202610)

ECHEMI Info 2026-11-03
In October 2026, East China MIBK averaged CNY 13,330/t, up 4.25% MoM. Output rose to 14,600t (+12.31%), capacity utilization at 57.37%. Margin improved to CNY -351/t (+57.76%). Exports rose to 1,100t. Feedstock acetone rose in oscillation, lifting MIBK on cost support, but average demand limited gains. For November, output contracts and cost logic dominates. Price forecast: CNY 13,100-13,700/t.
<div style="max-width:800px;margin:0 auto;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;color:#333;line-height:1.8;font-size:15px;padding:0"> <div style="padding:20px 6px 0px"> <p style="font-size:11px;color:#999;margin:0 0 10px 0">Quick Navigation: Overview | Supply-Demand | Cost &amp; Profit | Supply | Import &amp; Export | Market Outlook</p> <h3 style="margin:0 0 12px 0;font-size:20px;font-weight:600;color:#D51A1C;border-left:4px solid #D51A1C;padding-left:10px">Market Logic</h3> <p style="margin:0 0 10px 0"><strong>1.</strong> The Houthi-Saudi conflict has not ceased, and the market worries the conflict risk will continue to spill over into the energy sector.</p> <p style="margin:0 0 10px 0"><strong>2.</strong>China MIBK industry average price was 13,330 CNY/ton, up 544…</p> </div> </div>
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