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Interpreting the Inflection Point of Profit-Loss Alternation in Phenol-Acetone Enterprises
Inventories at rock bottom, prices soaring: the diethylene glycol (DEG) magic continues.
In the first half of 2026, China's phenol import concentration remained high, registering a year-on-year decrease of 5.73%.
Isopropanol Exports See Simultaneous Rise in Volume and Price in H1; Market Expected to Recover with Weak Stability in H2
In the first half of 2026, acetone import volume declined by 8.46% year-on-year.
In June, domestic butadiene exports remained at a high level, and export demand to the East Asia region still had support in the near term.
In the short term, the hydrogenated benzene market may still retain some upward momentum.
In early July, ethanol operating rates recovered, and ethanol prices experienced regional fluctuations and adjustments.
In the first half of 2026, China's demand for epichlorohydrin is expected to increase slowly.
Inventory destocking leads to high-level consolidation of fluorine-based refrigerant offers.
In the first half of the year, the acetonitrile market operated at a relatively high level, driven by both cost and demand.
Improved profits restore DOP market supply
In H1 2026, imports experienced a precipitous cliff-like decline, while exports surged substantially in volume.
Imports in May were less than 1,000 tons, while exports still maintained a significant year-on-year increase.
In the first half of 2026, China's epichlorohydrin production increased by 5.4% year-on-year.
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