Macroeconomics

1. [Electric Power] Data from the National Energy Administration shows that, as of the end of July this year, the country's cumulative installed power generation capacity stood at 4.08 billion kilowatts, a year-on-year increase of 11.0%. Of this total, installed solar power capacity reached 1.29 billion kilowatts (up 16.1% year-on-year), and installed wind power capacity reached 690 million kilowatts (up 19.5% year-on-year). From January to July, the cumulative average utilization time for power generation equipment nationwide was 1,671 hours, a decrease of 135 hours compared to the same period last year.

2. [Canadian Tariffs] The Canadian government has announced the imposition of retaliatory tariffs on U.S. goods valued at approximately US$20 billion. Officials stated that, effective September 8, counter-tariffs ranging from 15% to 50% will be applied to around 700 types of U.S. products. The government also announced a C$7.5 billion aid package to support businesses and workers affected by the new U.S. tariffs.

Chemical

1. [Lithium Carbonate] Sinomine Resource disclosed on August 25 that Zimbabwe had suspended approvals for lithium concentrate exports in February; following consultations, the company secured export quotas of 200,000 tonnes and 300,000 tonnes in April and July, respectively. Transportation of Bikita lithium concentrate has now returned to normal, ensuring the supply of raw materials for domestic smelting.

2. [BDO] Sichuan Yongying's 180,000-tonne BDO plant is operating steadily; a maintenance shutdown lasting 4-5 days is scheduled to begin on August 31. Production is primarily allocated to contract orders, and there are currently no spot market offers.

3. [BDO] Xinjiang Lanshan Tunhe BDO settlement prices for August 2026: East China 7,800 RMB/ton, South China 8,000 RMB/ton; official list prices for September 2026: East China 8,150 RMB/ton, South China 8,350 RMB/ton. The Phase I unit (100,000 tonnes capacity) is currently shut down; the Phase II and Phase III units (104,000 tonnes capacity each) are undergoing a one-month maintenance overhaul starting July 31.

4. [Diethylene Glycol (DEG)] For the week of August 25-31, scheduled arrivals of DEG at Zhangjiagang total 4,750 tonnes—comprising both domestic and deep-sea cargoes—with the tight supply situation remaining unchanged throughout the week.

5. [Styrene] On August 26, Lihuayi Weiyuan Chemical Co., Ltd. quoted styrene at 9,270 RMB/ton, an increase of 270 RMB/ton from the previous trading day.

6. [Melamine] On August 26, Shandong Shuntian's ex-factory price for melamine was 5,850 RMB/ton, up 50 RMB/ton from the previous quote.

7. [Liquid Ammonia] In July 2026, China's synthetic ammonia imports totaled 51.45 tonnes, a month-on-month decrease of 49.95%; exports totaled 225,600 tonnes, a month-on-month increase of 78.34%.

8. [Hydrochloric Acid] In July 2026, China's hydrochloric acid imports totaled 457.73 tonnes at an average price of $1,719.63/tonne; exports totaled 4,059.38 tonnes at an average price of $469.76/tonne.

9. [Caustic Soda] In July 2026, China's imports of solid caustic soda amounted to 695.3 tonnes (down 8.59% month-on-month, up 8.05% year-on-year); exports totaled 77,204.32 tonnes (down 6.79% month-on-month, up 20.92% year-on-year).

10. [Acrylic Acid] In July 2026, China's imports of acrylic acid and its salts totaled 5,448.5 tonnes (up 2,523.76% month-on-month); exports totaled 9,073.13 tonnes (down 29.22% month-on-month).

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