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China Acetic Acid, VAM and Caustic Soda Outlook 2026: Oversupply Sets the Tone
Temporary export surges and feedstock shocks lifted several Chinese chemical markets in H1 2026, but structural oversupply quickly reasserted itself.
Biofuels and Feedstocks | Chemicals | Forest Products | Pulp and Paper
1 min read
Temporary export surges and feedstock shocks lifted several Chinese chemical markets in H1 2026, but structural oversupply quickly reasserted itself.
1 min read
Geopolitical premiums have faded across several Chinese petrochemical chains, leaving supply, demand and producers’ ability to pass through costs as...
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Caustic soda volatility in H1 2026 was driven less by demand growth than by outages, vessel constraints, freight disruption and changing trade flows.
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Epoxy resin prices rose sharply in early 2026 as feedstock costs increased, but weak demand and shifting geopolitical risk created an uneven...
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Disciplined production and fewer capacity additions supported Chinese PET resin prices and margins in H1 2026, but new H2 supply could reverse part...
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Regional outages and logistics disruption tightened MDI and TDI supply in H1 2026, while weak downstream demand kept buyers focused on immediate...
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A temporary inventory-building cycle lifted North American solvent prices, but weak underlying demand and global competition continue to define the...
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Plasticizer markets moved from feedstock-driven escalation toward softer pricing in H1 2026, although crude oil, regional outages and trade actions...
3 min read
When people talk about sustainable aviation fuel (SAF), the conversation usually revolves around airlines.
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European caprolactam, PET and MEG markets face import pressure, low operating rates and changing trade policy in H2 2026.
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Acrylic monomer and ABS markets are entering H2 2026 with greater supply risk, uncertain trade policy and weak downstream demand limiting pricing...
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Unsaturated polyester resin markets showed brief seasonal and feedstock-driven strength in H1 2026, but underlying demand remained weak across North...