Sep 14, 2026 11:03 p.m.
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News Insight & Analysis

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Shenhua Auction: Heavier allocations and higher floors spur selective buying as September opens
01 Sep 2026 Capitalising on the positive momentum and firm upstream crude benchmarks, Shenhua Baotou Coal Chemical Co. lifted baseline auction thresholds across the board to kick off September trading, though buyer participation turned increasingly selective amid expanded parcel sizes.
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01 Sep 2026

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China Morning Snapshot – 01 September 2026

Both contracts tracked broader crude market gains, as the resumption of fighting between the US and Iran renewed fears of supply disruption from the Middle East.
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31 Aug 2026

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Shenhua Auction: Surging futures and lean allocations deliver 100% clearance on August close

The strong paper tailwind provided immediate momentum for Shenhua Baotou Coal Chemical Co., propelling the coal-based producer to achieve a clean 100% sell-through across all offered parcels on the final trading day of the month.
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28 Aug 2026 HD Film

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Vietnam HDPE film climbs on acute prompt deficit as buyers pivot to competitive Chinese imports

Vietnam’s domestic HDPE film market advanced further on Friday, extending its late-August rally as acute local stock depletion and delayed import arrivals outweighed pre-holiday trading inertia.
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28 Aug 2026

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Shenhua Auction: Resilient PP demand drives liquidity as higher floors stall PE and copolymer sales

Polyolefin futures on the Dalian Commodity Exchange (DCE) extended their recovery on Friday morning, supporting healthy buying interest on Shenhua Baotou Coal Chemical Co.’s auction platform.
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28 Aug 2026

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Malaysia's major September price list gains capped by sluggish downstream demand

The market enters September on a stable-to-firmer footing, as a major domestic producer pushed through its second consecutive monthly price increase, broadly in line with expectations.
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28 Aug 2026

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Indonesian PET splits down the middle as crude volatility and prompt availability pull the market both ways

Most converters are currently working through comfortable inventory, having secured earlier cargoes that are only now arriving.
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28 Aug 2026 SPVC k67-68 SPVC (A) k67-68

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China PVC splits on futures slide and feedstock squeeze, while surging freight erodes export netbacks

China’s PVC market diverged sharply in the week ending 28 August 2026, as a steep sell-off on the Dalian Commodity Exchange (DCE) dragged domestic carbide-based spot prices lower, while ethylene-based resin held firm under persistent upstream cost pressures.
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