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China's Domestic Aniline Market Consolidates Sideways (20260909)

Published on 2026-09-09

1. Today's Overview

Plant status: Nanjing Chemical Group's 230,000 t/y unit is running at 80% load; both trains at Jilin Xuyang Connell are operating normally.

2. Spot Market Overview

Table 1 Comparison of prices in key domestic markets and of key producers

Market Producer Price Basis 2026/09/08 2026/09/09 Change Unit
East China Acceptance 13270 13270 0 RMB/t
North China Acceptance 13200 13200 0 RMB/t
Shandong Jinling Acceptance 13200 13200 0 RMB/t
Dongying Huatai Acceptance 13200 13200 0 RMB/t
Nanjing Chemical Group Acceptance 13220 13220 0 RMB/t
Jiangsu Fuqiang Ex-works acceptance 13320 13320 0 RMB/t

Source: Chempricehub Information

Market dynamics: Benzene strengthened notably and major producers raised their posted prices, providing positive guidance to the aniline market. Demand on the ground has weakened compared with the previous period, and amid reports of newly commissioned supply-side capacity, market sentiment has turned cautious, with procurement largely limited to essential needs.

3. Price Forecast

Chempricehub expects the aniline market to hold steady: North China aniline cash prices are expected to trade at RMB 13,100/t, while East China aniline acceptance prices are expected to trade at RMB 13,320/t.

Comments

0
  • James Morrison 2026-09-09 20:25
    I see today's sideways aniline as a tug-of-war: benzene push vs weak demand and new supply. Producer hikes won't stick unless downstream returns, so capacity utilization will likely stay conservative.
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