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Home > Commodity Intelligence
Last five days12-1512-1212-1112-1012-9

12-11 15:35

【SBR】
On December 11, the market for styrene butadiene rubber in East China rose slightly. Downstream inquiries were mainly in demand, and the supply price of styrene butadiene was temporarily stable. Some merchants raised their market offers by around 50 yuan/ton. At present, the mainstream price of 1502 styrene butadiene 1502 in Fushun, Jihua, Qilu, Weitai, Yibang and Lanhua is 11100~11300 yuan/ton.

12-11 15:31

【Cotton yarn】
During the week, the overall operating rate of pure cotton yarn remained unchanged, and the loss of raw materials remained unchanged. However, cotton prices have been high recently, new orders from textile companies have been average, and raw materials have been picked at any time. Overall, the raw material inventories of pure cotton yarn companies have fallen. According to statistics, as of December 11, the average number of raw materials stocking days for pure cotton yarn enterprises was 29.20 days, a month-on-month period of-0.39%.

12-11 15:28

【TDI】
On December 11, a TDI device in South China was abnormal and was expected to be suspended for at least a week. The supply of goods was tight and the distribution channels would not increase beyond the plan for 20 years.

12-11 15:26

【Cotton yarn】
With the off-season approaching, textile companies have only added new orders, shipments have slowed down, and average finished product inventory has increased. According to statistics, as of December 11, the inventory of finished products in China's pure cotton yarn industry was 31.25 days, a month-on-month increase of 0.36%.

12-11 15:18

【Ferrosilicon】
In December, the bidding price for Hegang's 75B ferrosilicon was 5660 yuan/ton, which was 20 yuan/ton lower than the previous round of pricing. The inquiry price was 5600 yuan/ton, and the November price was 5680 yuan/ton. In December, the bidding quantity for Hegang's 75B ferrosilicon was 2750 tons, and the bidding quantity for the previous round was 2716 tons, an increase of 34 tons from the previous round. Among them, Wuyang Xinkuan 350(-150) tons, Hangang 1100(+200) tons, Tanggang New Area 600(+200) tons, Chenggang 200(-150) tons, Shigang Special Steel 100(-66) tons, Zhangxuan Gaoke 400(-) tons.

12-11 15:13

【Sulfur】
China Sulfur Port Inventory (December 11): Total Inventory 2.2203 million tons: Fangcheng Port 590,000 tons, Beihai Port 83,000 tons, Zhanjiang Port 300,000 tons, Zhenjiang Port 881,000 tons, Nanjing Port 60,000 tons, Dafeng Port 263,000 tons.

12-11 15:02

【BDO】
Shaanxi Black Cat's BDO device with an annual output of 60,000 tons has been overhauled since December 5 and is expected to take 15-20 days.

12-11 15:01

【BDO】
Sichuan Tianhua's BDO plant with an annual output of 85,000 tons will be overhauled from December 4 to the end of December.

12-11 14:57

【BDO】
On December 11, the first phase of the BDO installation in Tunhe, Lanshan, Xinjiang will be stopped on August 27, 2024. The second phase is running stably, and the third phase is changed for 7 days on December 8.

12-11 14:57

【LNG】
Italian energy giant Eni has signed a 10-year LNG sales agreement with Gulf Development Corporation of Thailand to supply 800,000 tons to Thailand every year starting from 2027, which will be received by the Thai regasification terminal.

12-11 14:35

【White granulated sugar】
On December 11, the mainstream quotation of Guangxi's new sugar was lowered to 5,280 - 5,380 yuan/ton (the warehouse price of Nanning, Guigang, Liuzhou, Hechi, Laibin, Fangchenggang and other sugar factories), which was lowered by 20-30 yuan/ton compared with the quotation on the 10th, and the inventory of the new sugar industry was 44,500 tons, a year-on-year decrease of 182,900 tons.

12-11 14:17

【Polyester yarn】
Against the background of weak follow-up on terminal orders and continued bearish sentiment in the market, yarn companies took the trend to lower their quotations and accelerate shipments with promotional strategies. Therefore, the finished product inventory of yarn companies showed a trend of being removed from the warehouse. According to statistics, as of December 11, the inventory of the pure polyester yarn industry was 21.13 days, down 0.14 days from last week.

12-11 13:54

【Rubber & plastics】
On December 11, Maoming Petrochemical's PE unit was updated. The No. 1 LDPE unit produced 951-000; the No. 2 LDPE unit began overhaul on November 26 and was planned to start operation on January 1, 2026; the full-density unit produced 7042; and the HDPE unit began overhaul on November 24 and was planned to start operation on January 31, 2026. Maoming Petrochemical LDPE (South China Branch) 2426H reported 9100 yuan/ton, down 100 yuan/ton.

12-11 13:44

【Vinyl cyanide】
On December 11, Fushun Petrochemical's listing price of acrylonitrile was lowered by 100 yuan/ton to 8000 yuan/ton, and the manufacturer's equipment production capacity was 92,000 tons/year in normal operation.

12-11 13:41

【Cotton Lint】
On December 10, the duty-paid cost of medium-quality imported cotton within the quota was 12846 yuan/ton, which was 2158 yuan/ton lower than the price of domestic standard-grade cotton. The duty-paid cost of imported cotton with sliding standard tax was 13873 yuan/ton, which was 1131 yuan/ton lower than the price of domestic cotton. After China canceled the counter-tariff imposed on U.S. cotton in the previous period, the duty-paid cost of importing medium-quality U.S. cotton within the quota was 14265 yuan/ton, which was 739 yuan/ton lower than the price of domestic standard-grade cotton.

12-11 13:34

【Sodium Bicarbonate】
This week (20251205-1211), the utilization rate of domestic baking soda comprehensive capacity is 59.44%.

12-11 13:29

【Caustic soda】
As of 20251211, statistics show that the inventory of factories and warehouses of enterprises with fixed liquid alkali samples of 200,000 tons and above nationwide is 457,100 tons (wet tons), a month-on-month decrease of 9.46% and a year-on-year increase of 50.1%.

12-11 13:07

【Wastepaper】
On December 11, 2025, Zhejiang Shaoxing Huayu Paper Co., Ltd., the price of first-class yellow cardboard was adjusted. The purchase price of waste paper was lowered by 20 yuan/ton. After adjustment, the price to the factory without tickets was 1910 yuan/ton.

12-11 11:06

【Cotton Lint】
According to the latest report of the U.S. Agricultural Counselor, the total cotton-growing area in Mali, Burkina Faso and Senegal in 2025/26 is 944,000 hectares, a year-on-year decrease of 4%. The total cotton output is 1.534 million bales, a year-on-year decrease of 17%.

12-11 10:47

【Ferrosilicon】
Last week (12.1-12.7), the daily output of ferrosilicon was 15225 tons, an increase of 65 tons from the previous period. The increase in daily production was due to the resumption of production of furnaces that were overhauled in Shaanxi. This week, production of furnaces was reduced, and daily production is expected to decline.

12-11 10:44

【1,3-butadiene】
On December 11, the auction and sales situation of some domestic butadiene companies: Shenghong Refining and Chemical increased the price by 200 yuan/ton, implementing 7300 yuan/ton; Dongming Petrochemical exported 280 tons, with a base price of 7050 yuan/ton; Satellite Chemical increased the price by 300 yuan/ton, implementing 7300 yuan/ton. Some downstream parties are cautious about purchasing high-priced sources, but the price difference between butadiene and synthetic rubber is at a high level, and demand support still exists.

12-11 10:42

【macroscopic】
On December 10, Zijin Mining's Xiangyuan Lithium Polymetallic Mine Mining, Processing and Metallurgical Integrated Project held an ignition and commissioning ceremony in Dao City, Yongzhou, Hunan Province. The project broke ground in March 2024 and was successfully ignited and put into operation that day, lasting more than 600 days. The Xiangyuan Lithium Polymetallic Mine in Dao City is a scarce large-scale, low-grade hard rock lithium polymetallic mine in China. It is associated with metal resources such as tin, tungsten, rubidium, and cesium. The registered ore volume is approximately 196 million tons and lithium oxide is 670,000 tons. Xiangyuan Lithium Polymetallic Mine Mining, Processing and Metallurgical Integrated Project, Hunan Zijin Lithium Industry Co., Ltd. will build a 5 million tons/year Xiangyuan Lithium Polymetallic Mine Mining and Processing Project, and Hunan Zijin Lithium Polymetallic New Materials Co., Ltd. will build a 30,000 tons/year Battery grade lithium carbonate project forms an upstream and downstream coordinated industrial chain. The total investment in project construction is about 13 billion yuan.

12-11 10:34

【Metal Silicon】
According to statistics, social inventories in major areas of industrial silicon totaled 558,000 tons on December 4, an increase of 8,000 tons from last week. Among them, 131,000 tons of ordinary social warehouses, an increase of 2,000 tons from last week, and 427,000 tons of social delivery warehouses (including unregistered warehouse receipts and spot warehouses), an increase of 6,000 tons from last week. (Excluding Inner Mongolia, Ningxia, Gansu and other places)

12-11 10:33

【Cotton Lint】
In November, Vietnam's cotton imports were 107,000 tons, a decrease of 6.8% month-on-month (114,000 tons) and a decrease of 19.2% year-on-year (132,000 tons).

12-11 10:32

【Cotton Lint】
According to the latest U.S. cotton supply and demand forecast report released by the U.S. Department of Agriculture (USDA) in December, the U.S. planting area in 2025/26 will be 56.427 million acres, the harvested area will be 44.729 million acres, and the abandoned farming rate will remain unchanged at 20.7%.

12-11 10:19

【Lithium hydroxide】
On December 10, Kaisheng New Materials announced that it had decided to suspend the implementation of the new lithium salt fundraising project for 10000 tons/year lithium batteries.

12-11 10:01

【Wastepaper】
On December 11, 2025, Henan Xinxiang Hengli Paper Co., Ltd., the purchase price of Class A waste paper boxes was adjusted. The purchase price of waste paper was lowered by 30 yuan/ton. After adjustment, the factory general ticket price was 1890 yuan/ton.

12-11 09:45

【Palm Oil】
The latest report released by the Malaysian Palm Oil Board shows that Malaysia's palm oil inventories at the end of November were 2.835 million tons, a month-on-month increase of 13.04%, the highest point since March 2019, and far higher than analysts 'average expectation of 2.66 million tons.

12-11 09:31

【Ferrous lithium phosphate】
On December 4, the Laizhou City Government and Wanhua Chemical Group Co., Ltd. signed a project with an annual output of 650,000 tons of lithium iron phosphate.

12-11 09:21

【Lithium carbonate】
On December 10, an ignition and commissioning ceremony was held for the Xiangyuan Lithium Polymetallic Mine Mining, Processing and Metallurgical Integrated Project. After being put into operation, it can produce 30,000 tons/year of battery-grade lithium carbonate.
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