As of September 2, 2026, the sampled inventory held by domestic PE producers stood at 377,900 metric tons, a decrease of 12,600 metric tons (or 3.23%) from the previous period.

Regarding the spot market, the 3.23% month-on-month decline in sampled PE inventories has eased supply-side pressure, providing support for LLDPE spot prices. In the futures market, the main LLDPE contract has recently traded within a fluctuating range; the drop in inventory has bolstered bullish sentiment, exerting upward pressure on futures prices.

Overall PE spot inventories have retreated, and reduced supply pressure is supporting firm LDPE spot quotes. The main LDPE futures contract has recently shown strength during consolidation; the positive news of declining inventories has reinforced bullish market expectations, favoring an upward trend in futures prices.

Overall PE industry inventories have fallen month-on-month, and bearish supply-side factors have been partially absorbed, providing favorable support for HDPE spot prices. The main HDPE futures contract has recently trended strongly, with news of declining inventories boosting market confidence and supporting the upward trajectory of futures prices.

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