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News Insight & Analysis

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China Morning Snapshot – 30 July 2025
30 Jul 2025 Despite a cumulative inventory reduction of 7.4% over the past two sessions, concerns remain that both producers could enter August with above-average inventory levels.
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29 Jul 2025

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Shenhua Auction: Futures rebound, but broader demand yet to firm

Buyers who had postponed purchases earlier in the week took the opportunity to replenish inventories, supporting a stronger sell-through rates.
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29 Jul 2025

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Shandong Yulong Auction: LLDPE outperforms PP, but demand caution persists

The latest auction session on the Shandong Yulong platform saw a moderate improvement in sell-through rates, underpinned by gains on the Dalian Commodity Exchange.
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29 Jul 2025

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China Morning Snapshot – 29 July 2025

Despite the marginal futures rebound, the domestic spot market showed little sign of revival.
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28 Jul 2025

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Shenhua Auction: Sales results faltered as futures slump weighs on sentiment

Shenhua ended the first auction session of the week on a notably weaker note as a sharp downturn in futures market cast a bearish pall over market sentiment.
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28 Jul 2025

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China Morning Snapshot – 28 July 2025

The bearish performance on the Dalian Commodity Exchange quickly spilled over into the spot market, although the magnitude of spot price reductions remained relatively measured.
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24 Jul 2025

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Shenhua Auction: Competitive pricing supported strong auction results

The strategy appeared to widen the arbitrage window, drawing buyers back into the market despite broader volatility.
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24 Jul 2025

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Shandong Yulong Auction: Participant rates in LLDPE auction improved, but market caution prevailed

Shandong Yulong concluded its morning auction session on Thursday, 24 July 2025 with mixed results, underscoring a persistent selective buying sentiment
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