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Home > Commodity Intelligence

Last five days 12-5 12-4 12-3 12-2 12-1

12-04 17:29

【Acetic anhydride】

On December 4, the acetic anhydride market was sorted out and put into operation. The ex-factory price of mainstream acetic anhydride manufacturers in Shandong was quoted as 3,850 - 3,950 yuan/ton, an increase of 50 yuan/ton. The actual order was subject to negotiation.

12-04 17:27

【Butyl acetate】

This week, the utilization rate of butyl acetate capacity was 39.89%, down 3.55% month-on-month.

12-04 17:23

【Ethylene glycol】

On December 4, 2024, the total spot inventory of ethylene glycol in the main port of East China was 719,000 tons, which was 11,000 tons higher than the total spot inventory of ethylene glycol in the main port of East China was 708,000 tons on November 27; Compared with October 30, the total spot inventory of ethylene glycol in the main port of East China was 499,000 tons, and the inventory increased by 220,000 tons.

12-04 16:57

【Petroleum coke】

On December 4, Huaxiang Petrochemical's petroleum coke quoted price of 2970 yuan/ton, an increase of 30 yuan/ton from the previous trading day, sulfur 2.9, delayed coking unit 400,000 tons/year, and daily production of 450 tons.

12-04 16:42

【Wood pulp】

Since Fenlin Group's Jozeno Pulp Plant stopped production in June this year, it will officially resume production on December 8, 2025. At the same time, the Laoma Pulp Plant will start production reduction and shutdown for about one month starting on December 15, 2025, and plans to gradually resume production by department starting from January 7, 2026.

12-04 16:29

On December 2, 2025, the Management Executive Committee of the Brazilian Foreign Trade Commission (GECEX) issued Resolution No. 820 of 2025, which decided to cancel the temporary anti-dumping duty on nylon filaments originating in or imported from China producer/exporter Yiwu BrightStor Nylon Co., Ltd. due to domestic public interest reasons. This case involves products under the Southern Common Market Tax Numbers 5402.31.11, 5402.31.19 and 5402.45.20. The resolution will take effect from the date of promulgation.

12-04 16:28

Cui Dongshu, the Passenger Transport Association, issued a document stating that the world's new energy passenger vehicles will reach 17.36 million units from January to October 2025, a year-on-year increase of 30%. In October, the world's new energy passenger vehicles reached 2.11 million units, a year-on-year increase of 17% and a month-on-month decrease of 3%. From January to October this year, sales of new energy in the United States increased by 10%. Due to high tariffs and price increases due to the cancellation of new energy subsidies, sales of new energy vehicles in the United States dropped 32% year-on-year and 51% month-on-month. In 2025, China's world share of new energy passenger vehicles will be 68%, of which China's world share of new energy passenger vehicles reached a high share of 75%. In October 2025, the overseas market sales share of independent new energy passenger vehicles was 17.7%, an increase of 3 percentage points from September. Due to the better performance of independent new energy exports and the great changes in the United States, the overseas market sales share of independent new energy passenger vehicles has increased significantly from 8.7% in 2024 to 13.8% from January to October this year.

12-04 16:20

【Rubber & plastics】

On December 4, Yangzi Petrochemical's PE plant dynamics showed that the 200,000-ton full-density plant produced 2650, the 120,000-ton HDPE A line was converted to 5706, the 80,000-ton HDPE B line produced 5505T, and the 70,000-ton HDPE C line produced 5000S. Yangzi Petrochemical (East China Branch) LLDPE 7042 was quoted at 7100 yuan/ton, and the price was temporarily stable;HDPE 5000S was quoted at 7200 yuan/ton, down 50 yuan/ton.

12-04 16:08

【Polyester yarn】

Weak demand during the week combined with the cumulative performance of inventory intensified the bearish mentality of the industry. The situation of individual companies starting operations and reducing their savings led to a month-on-month decline in polyester yarn operating rates this week. According to statistics, as of December 4, the average operating rate of domestic pure polyester yarn companies was 71.80%, a month-on-month decrease of 0.32%.

12-04 16:07

【Polyester yarn】

Although cost support was relatively strong during the week, the lack of final orders and continued bearish expectations resulted in insufficient purchasing power at the terminal, resulting in the continued accumulation of finished products inventory of yarn companies. According to statistics, as of December 4, the inventory of the pure polyester yarn industry was 21.27 days, an increase of 0.23 days from last week.

12-04 16:06

【Polyester yarn】

During the week, under the pressure of inventory and funds, polyester yarn factories were not enthusiastic about production. Coupled with market bearish sentiment, companies were significantly less willing to purchase high-priced polyester staple fiber raw materials. Most of them were mainly purchasing on rigid demand. The overall stocking scale was in the year. Relatively low range. According to statistics, as of December 4, pure polyester yarn companies had an average of 6.89 days to stock raw materials, a month-on-month decrease of 0.16 days.

12-04 16:04

【Tin ingot】

On December 4, 2025, the Shanghai Futures Exchange's tin stocks were 6576 tons, an increase of 185 tons. Among them, stocks in Shanghai were 1960 tons, an increase of 226 tons; stocks in Guangdong were 4125 tons, a decrease of 41 tons; and 491 tons in Jiangsu were flat.

12-04 16:04

【Coking coal】

On December 4, the price of coking coal in Wuhai market increased by 5 yuan/ton, and the ex-factory price of high-ash and low-sulfur fat coal A15, S0.8, V32, G85, Y20, and CSR65 was 1025 yuan/ton in cash including tax.

12-04 16:03

【Cotton yarn】

As the off-season approaches, some textile companies have reduced their operating rates. Textile companies have shipped generally, and the average inventory of finished products has increased. According to statistics, as of December 4, the inventory of finished products in China's pure cotton yarn industry was 31.14 days, a month-on-month increase of 0.37%.

12-04 16:03

【Bisphenol A】

On December 4, the bisphenol A market in mainstream areas of East China was explored, with reference to the implementation of 7,200 - 7,250 yuan/ton. Social inventories were low. Traders 'offers were pushed up and low prices were not offered.

12-04 16:03

【Cotton yarn】

In the traditional off-season of the market, the shipment speed of textile companies has slowed down, the operating rates of some small and medium-sized textile companies have decreased, and the overall start of pure cotton yarn companies has declined. According to statistics, as of December 4, the average operating rate of domestic pure cotton yarn enterprises was 67.19%, a month-on-month decrease of 0.35%.

12-04 16:02

【Lead ingot】

On December 4, 2025, the Shanghai Futures Exchange's futures lead inventory was 16553 tons, a decrease of 76 tons from the previous trading day's inventory. Among them, stocks in Shanghai were 3260 tons, flat; stocks in Guangdong were 1703 tons, a decrease of 76 tons; stocks in Jiangsu were 1170 tons, flat; Zhejiang were 1428 tons, flat; and Tianjin were 8992 tons, flat.

12-04 16:02

During the week, the overall operating rate of pure cotton yarn fell, and the loss of raw materials decreased. However, cotton prices have been relatively high recently. Textile companies are picking raw materials as they are used and are not willing to replenish their warehouses. Overall, raw material inventories fell this week. According to statistics, as of December 4, the average number of raw materials stocking days for pure cotton yarn enterprises was 29.32 days, a month-on-month period of-0.77%.

12-04 16:00

On December 4, acetone offers in various markets across the country were as follows: East China: 4100,-20 Shandong region: 4150, 0 Areas around Yanshan Mountain: 4150,-50 South China: 4,150,0

12-04 15:59

On December 4, the domestic price of metal cobalt was 400,000 - 428,000 yuan/ton. The price fell, the cobalt market fell, the output and loading volume of ternary batteries increased slowly, and the demand in the cobalt market increased slowly; The DRC government introduced an export quota system, and the DRC urgently suspended the operation of Huayou Cobalt Industry's core copper-cobalt mine project. The unrest in eastern DRC intensified, and the cobalt market was in short supply. The export of cobalt products from Indonesia and Russia made up for the supply of some cobalt raw materials and the overall supply shortage in the cobalt market; the price of cobalt salt has stabilized, and the price of lithium cobaltate has stabilized, which is still good for the cobalt market; the international cobalt price has stabilized, which is still good for the domestic cobalt market. The negative for the domestic cobalt market has weakened; The overall upward momentum in the cobalt market still exists and the downward pressure is weakening.

12-04 15:59

It is understood that South Korea's OCI will start shutdown maintenance of the TDI unit on January 16, 2026, and the maintenance is expected to last for 2 weeks.

12-04 15:53

On December 4, the Chongqing Jianfeng BDO plant with an annual output of 60,000 tons was in stable operation, and the agent is expected to be replaced near December 7 and 8.

12-04 15:51

Sichuan Tianhua's two BDO units have a capacity of 25,000 tons/year and 6 tons/year respectively. They will be repaired from December 4 to the end of December.

12-04 15:35

Guangzhou Petrochemical's PS production unit has a total production capacity of 60,000 tons/year. The entire line was shut down for maintenance in the early stage and is expected to restart around December 6. At present, the supply of goods is shrinking, and merchants are on the market in stock, and trading is still good.

12-04 15:28

Recently, the Kazakhstan government approved the construction of a full cotton industry chain cluster in Turkestan, covering planting to garment production. The investor is China Xinjiang Lihua Group, with a total investment of more than 200 billion tenge, and the first phase investment of 58 billion tenge. The project will form the largest cotton planting and processing complex in Central Asia covering 60,000 hectares of farmland.

12-04 15:15

The Detailed Rules for the Implementation of Capacity Replacement in Glass Industry of Sichuan Province since December 20,2025 mainly include 6 chapters and 28 articles, including general provisions, scope of application, replacement proportion, replacement process, project acceptance, supervision and management, etc. It is specified that the capacity replacement ratio of flat glass located in key areas of national air pollution prevention and control and non-air pollution prevention and control shall not be less than 1.25:1 and 1:1 respectively, and the capacity replacement ratio shall be defined according to the construction site area.

12-04 14:35

【Bisphenol A】

On December 4, Nanya Plastics Industry (Ningbo) Co., Ltd. plans to take turns for maintenance in the fourth quarter of two sets of units totaling 320,000 tons/year. The first-phase 150,000 tons/year bisphenol A unit is scheduled to be stopped in early November and is planned to be stopped until the end of December. The second-phase 170,000 tons/year unit is currently operating at full capacity. The inventory is mainly supplied to downstream epoxy resin and contract users. The spot export volume is limited, and there is no external quotation.

12-04 14:33

On December 2, Longfang (Gansu) Textile Technology Co., Ltd. officially signed a contract for the textile project with an annual output of 600 million meters of four-sided elastic fabric. This project can not only fill the gap in local high-end textile fabric production, but also effectively drive the gathering of upstream and downstream industries.

12-04 13:58

【Polysilicon】

On December 1, the environmental impact assessment of Huadian Yunnan's 95MW photovoltaic project was proposed to be approved. The project is a grass-light complementary project with a total investment of 500 million yuan and a total area of 159.9hm2. It is planned to install 95.36MW on the AC side and 124.03MW on the DC side. It is designed to install 189364 655Wp-type monocrystalline silicon photovoltaic modules, a total of 45 photovoltaic power generation units. The project is expected to have an average annual on-grid electricity of 177.04 million kilowatt-hours during the 25-year operation period, and the project construction period is 6 months.

12-04 13:56

【Sodium Bicarbonate】

This week (20251128-1204), the comprehensive domestic soda production capacity utilization rate is 59.44%.

12-04 13:54

【Coking coal】

According to statistics released by the Indonesian National Bureau of Statistics (BPS-Statistics Indonesia), Indonesia's coal exports in October 2025 were 47.8212 million tons, a month-on-month increase of 4.99% and a year-on-year decrease of 7.33%. From January to October 2025, Indonesia's coal exports totaled 423 million tons, a year-on-year decrease of 7.34%.

12-04 13:53

【Caustic soda】

As of 20251204, the inventory of factories and warehouses of enterprises with fixed liquid alkali samples of 200,000 tons and above nationwide was 504,800 tons (wet tons), an increase of 7.43% month-on-month and a year-on-year increase of 79.32%.

12-04 13:35

China Sulfur Port Inventory (December 3): Total Inventory 2.2311 million tons: Fangcheng Port 600,000 tons, Beihai Port 97,000 tons, Zhanjiang Port 320,000 tons, Zhenjiang Port 846,000 tons, Nanjing Port 60,000 tons, Dafeng Port 263,000 tons.

12-04 13:32

【Rubber & plastics】

On December 4, Guangzhou Petrochemical's PE equipment was updated. The first and second lines of the full-density equipment were stopped for overhaul on October 13, and it was planned to start on December 8.

12-04 13:12

【White granulated sugar】

On December 4, the delivery price of Yunnan New Sugar in sugar mills was lowered to 5,220 - 5,250 yuan/ton, which was 40-50 yuan/ton lower than the price on the 3rd. As of December 4, 2025, more than 13 sugar mills in Yunnan Province have started squeezing in the 2025/26 crop season.

12-04 11:04

The civil engineering of Yankuang Energy Rongxin Chemical's 800,000-ton olefin project has been completed, and the construction has fully entered the critical period of installation. Equipment installation has been 12% completed and detailed design has been 90%. An intelligent and digital factory is accelerating its formation.

12-04 10:56

【Praseodymium neodymium oxide】

The European Commission announced on Wednesday (December 3) that as part of the EU's REsourceEU package, it will impose export restrictions on rare earth permanent magnet waste in early 2026, a move aimed at promoting recycling within the EU. Rare earth permanent magnet materials have great recycling potential and are expected to meet 20% of the EU's current demand for 20,000 tons of permanent magnet materials.

12-04 10:31

Shandong Yulong Petrochemical Co., Ltd.'s 150,000-ton/year butadiene rubber unit will be temporarily stopped for maintenance starting from December 3, 2025.

12-04 10:07

【Ferrosilicon】

The settlement price of Qinghai Ferrosilicon Plant in November was higher. The new energy power generation was reduced due to the influence of winter weather. The purchased electricity price was much higher than that of local hydropower, which directly led to the settlement price increase of 1-4 minutes/kWh. The electricity price of main Ferrosilicon enterprises was mostly concentrated at 0.43-0.47 yuan/kWh.

12-04 09:26

【Lithium hydroxide】

Dazhong Mining recently stated that the first phase of Hunan Jijiaoshan Lithium Mine with 20,000 tons/year lithium carbonate will be completed and put into operation in 2026.

12-04 09:21

【Vinyl cyanide】

During the cycle, fundamentals maintained oversupply, and downstream users were less enthusiastic about purchasing than last month, resulting in an increase in the inventory of the acrylonitrile factory. According to statistics, as of December 3, the inventory of domestic acrylonitrile plants was about 55,500 tons,+02,000 tons from last week.

12-04 09:20

On December 2, 2025, Huntsman announced that it is raising prices for all MDI products in Europe, Africa and the Middle East, with an increase of 350 euros/ton. The price increase will take effect immediately or will be implemented in accordance with established contracts.

12-04 09:10

【Cold rolled sheet】

In November, a total of 42 construction steel production companies across the country carried out production reduction and maintenance, an increase of 9 from the previous month; output was affected by 2.0134 million tons, an increase of 14.27% month-on-month.

12-04 09:02

【Agricultural & sideline products】

Dealers estimate that India's palm oil imports rose slightly month-on-month in November, as palm oil prices fell, prompting Indian merchants to increase purchases while reducing purchases of higher-priced soybean oil and sunflower oil.

12-04 09:02

【Ferrous lithium phosphate】

Longpan Technology and Sunwoda signed a long-term purchase agreement for lithium iron phosphate cathode materials. From 2026 to 2030, Longpan Technology has sold a total of 106,800 tons of lithium iron phosphate cathode materials to Sunwoda, with an estimated sales amount of approximately 4.5 - 5.5 billion yuan.

12-04 08:57

According to the announcement of Chinalco International, on December 2, 2025, Shenyang Aluminum-Magnesium Design and Research Institute Co., Ltd., a holding subsidiary of Chinalco International (leading party), and Shanghai Baoye Group Co., Ltd. and Chinalco No. 12 Metallurgical Construction Co., Ltd.(wholly-owned subsidiary of the company), Qiye Installation Engineering Co., Ltd., and Yunnan Construction Investment Machinery Manufacturing and Installation Engineering Co., Ltd. formed a consortium. Won the bid for the construction of a 394,000-ton/year electrolytic aluminum project by Shanxi Zhaofeng Aluminum and Electric New Materials Co., Ltd.(the first phase is 294,000 tons/year). The total contract price is RMB 3.03 billion, and the contract form is EPC general contracting.

12-04 08:55

【Lithium carbonate】

Chilean Customs released export data. In November, Chile's total exports of lithium carbonate were 17964 tons, of which 14693 tons were exported to China, a decrease of 9.36% month-on-month and a decrease of 13.25% year-on-year.

12-04 08:54

【Crude oil】

On Wednesday, December 3, data released by the U.S. Energy Information Administration (EIA) showed that U.S. commercial crude oil, gasoline and distillate inventories all increased last week. In the week ended November 28, U.S. crude oil inventories increased by 574,000 barrels to 427.5 million barrels. Analysts expected a decline of 800,000 barrels. Gasoline inventories increased by 4.518 million barrels to 214.42 million barrels, with analysts expecting an increase of about 1.5 million barrels; distillate inventories, including diesel and heating oil, increased by 2.1 million barrels to 114.3 million barrels, with analysts expecting an increase of about 700,000 barrels.

12-04 08:53

【Crude oil】

On the 3rd local time, Hungarian Foreign Minister Sijardo said in Brussels that Hungary could not accept and implement the EU's decision to phase out energy imports from Russia. Without Russia's energy supply, Hungary's energy supply cannot be guaranteed. Sijardo also said that Hungary will file legal proceedings against the decision, and Hungary and Slovakia will jointly file a lawsuit in the European Court of Justice.

12-04 08:50

【Crude oil】

EU officials announced on Wednesday that the EU is committed to phasing out all remaining Russian oil imports by the end of 2027 and will "never again" rely on Kremlin energy. As part of a series of measures aimed at cutting off surplus energy links with former suppliers, the European Commission will present a legislative proposal early next year to ban imports of Russian oil, the commission said in a statement.

12-04 08:46

【Crude oil】

On December 3, international crude oil futures closed higher. The January contract settlement price of U.S. WTI crude oil futures was reported at US$58.95/barrel, an increase of US$0.31 or 0.5%. The February contract settlement price of Brent crude oil futures was reported at US$62.67/barrel, an increase of US$0.22 or 0.4%.

12-04 08:41

【Potassium chloride】

In the fourth week of November 2025, the port's potassium chloride inventory was approximately 2.422 million tons, an increase of 248,000 tons from the third week of November and a decrease of 689,000 tons from the same period last year.

12-04 08:29

The annual output of Changqing Oilfield exceeds 60 million tons of oil and gas equivalent. This is the sixth consecutive year that Changqing Oilfield has maintained this high-yield scale for six consecutive years since China's first 60-million-ton oil and gas field was built in 2020.

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