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Summary Historical Data Capacity Watch Landed Cost

OX Price Information Spec: China national standards;Isomer grade;Solvent grade

Newest Price 1,347.34
Price Date 20261009
Day's Change +50.83
Day's Range 1,347.34 - 1,398.17
Month's Change +91.42
Month's Range 1,246.14 - 1,337.56
Year's Change +323.32
Year's Range 1,169.01 - 845.69

Opinions

How exposed is China's o-xylene supply to imported material?

Buyers should watch the origin mix rather than the headline import number. A shift from Taiwanese to Singaporean barrels changes delivered cost by roughly the duty spread plus freight, and contract-priced Singapore cargoes have historically printed below spot alternatives. Locking contract volumes early smooths that volatility.

What is driving o-xylene price spikes and downstream phthalic anhydride costs?

The risk here is demand destruction, not supply. Plasticizer and unsaturated polyester producers can substitute or delay purchases when phthalic anhydride gets expensive. If OX stays elevated too long, downstream run rates fall further and the feedstock tightness resolves itself through weaker offtake rather than new supply.