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"V-shaped reversal in the acetone market driven by the tug-of-war between supply and demand"

Published on 2026-07-13

Introduction: In July, the domestic acetone market experienced a typical "V-shaped" trajectory. At the beginning of the month, it continued the downward momentum from late June, with prices bottoming out, before staging a strong rebound driven by multiple positive factors, resulting in a pattern of first declining then rising. As of July 13, the spot price of acetone in East China had risen to 5500–5600 yuan/ton. Behind this wave of initial decline followed by recovery lies a phased shift among cost logic, supply contraction, and demand dynamics.

1. Cost Loosening Leads to a Sharp Drop in the Acetone Market

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  • James Morrison 2026-07-13 20:05
    The acetone V-shaped rebound shows how supply contraction can quickly flip margin dynamics despite weak feedstock costs. I expect downstream demand to stay cautious, keeping capacity utilization risks in focus.
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