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SunSirs: Downstream Demand Was Insufficient, the DMF Market Was Mainly Stable

January 30 2026 14:01:28     SunSirs (John)

Price trend

According to the commodity price analysis system of SunSirs, as of January 30th, the average quoted price of premium DMF in China was 3,940 RMB/ton. Currently, the DMF market is experiencing weak demand, with insufficient demand from downstream markets. The overall market is fluctuating at a low level, lacking positive support.

Cause Analysis

Market aspects: The DMF market is mainly operating steadily, but oversupply is putting pressure on prices. However, plant maintenance, high industry concentration, and production cuts by some manufacturers due to environmental policies or equipment problems are leading to temporary supply shortages.

Regarding methanol: In the upstream methanol market, traditional downstream demand (such as MTO) is weak, while emerging demand (such as fuel) is still developing. This has led to high inventory levels and downward pressure on prices. Price trend: Prices fluctuated downwards in 2025, with the average spot price at the end of the year falling by more than 15% compared to the beginning of the year.

Future market outlook

According to SunSirs' DMF analyst, DMF prices are expected to be mainly stable in the short term,  downstream demand is insufficient, and the DMF price fluctuate narrowly.

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