Epichlorohydrin Morning Market Brief (September 18, 2026)

I. Key Points

1. East China 99.5% glycerol traded in a weak adjustment trend, with delivered prices hovering around RMB 9,150–9,250/ton.
2. ECH prices declined, with Jiangsu market delivered acceptance (bank acceptance) prices ranging from RMB 11,400 to 11,500/ton.
3. The primary raw material, Bisphenol A (BPA), continued its upward trend, strengthening cost support and pushing epoxy resin prices higher.

Core Logic: Cost support from ECH has slightly loosened. Coupled with insufficient downstream demand follow-through, manufacturers face obstacles in selling at high prices. New orders are being secured through price concessions, resulting in limited transaction volume release.

Notes:

1. Prices represent spot values for the two preceding working weeks prior to this week, not weekly averages.
2. Changes indicate period-over-period variation rates.
3. Unit: RMB/ton