Mar 20, 2026 7:57 p.m.
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News Insight & Analysis

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Feedstock starvation and margin inversion cripple Chinese ethylene-based PVC operations
11 Mar 2026 It could further tightens prompt Chinese PVC availability and amplifies downstream exposure to continued supply attrition.
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11 Mar 2026

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China Morning Snapshot – 11 March 2026

Adjustments were measured compared with earlier sessions, reflecting a cautious approach amid mounting concerns over potential supply constraints.
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10 Mar 2026

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Shenhua Auction: Total clearance failure as crude slump shatters DCE futures and collapses the arbitrage window

The Shenhua auction floor suffered a violent reality check on Tuesday, entirely derailed by a sharp downside reversal on the Dalian Commodity Exchange (DCE).
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10 Mar 2026

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Shandong Yulong Auction: Transactional paralysis grips the floor as PE quotas remain almost entirely unsold amid crude collapse

The market environment was actively dampened by the historic collapse in global crude oil benchmarks alongside a corresponding limit-down trajectory in domestic polymer futures earlier in the trading day.
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10 Mar 2026

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China Morning Snapshot – 10 March 2026

The May 2026 contracts (2605) on the Dalian Commodity Exchange suffered a violent reality check at Tuesday's opening bell, snapping a six-day hyper-inflationary streak.
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09 Mar 2026

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Shenhua Auction: Prices surge as strong futures keep buying interest firm

The market’s ability to absorb such steep premiums underscored the exceptionally firm tone prevailing in the domestic market.
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09 Mar 2026

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Indonesian market digs in as Middle East conflict uncertainty persists

The scale of recent gains approaching the full value of some cargoes just several weeks ago.
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09 Mar 2026

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China Morning Snapshot – 09 March 2026

Futures on the Dalian Commodity Exchange for both PP and LLDPE May 2026 contracts (2605) opened at the daily upper limit on Monday and remained firmly locked at the ceiling level throughout the morning session, triggering an unprecedented surge in physical spot prices.
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