Daily Chemical Market Price Overview — November 3, 2026
Wednesday opens the full library back out after Monday's tightened 801-line feed:
2797 lines are tracked, 238 of which moved — 101 higher against 137 lower — with 2559 frozen (91.5% of the feed) (tables print the movers, drifters and frozen premiums the scan surfaced, maximum one hundred lines per category, ranked by movement). The session's signature is the light-oils bid off a strait that has stopped pricing oil and started pricing tankers:
butane +29.85% to CNY 8,700/ton (weekly +29.85%, monthly +29.85%) is the cleanest confirmed up-move on the board,
1,3-butadiene +1.24% to 14,900 (weekly +4.08%, monthly +8.13%) and
acetone +1.10% to 9,213 (weekly +2.80%, monthly +6.43%) voting with it, while
propylene itself eased -2.52% to 11,501 after Monday's rest — the week still reads +1.95% and the month +12.09%, so the C3 trend is intact with its head on a second day of pause. The fine shelf printed the week's loudest genuine numbers at both ends:
5-hydroxyisophthalic acid -43.27% to CNY 198,000/ton (weekly -45.30%, monthly -45.30%) is the PTFE-chain's cleanest give-back, and
sulfamethazine +37.50% to 60,500 is the high-value antiparasitic's re-quote up. On the metals the battery book split:
cobalt +9.95% to CNY 234,200/ton (monthly still -11.06%) while
lithium hexafluorophosphate -1.96% to 100,000 (weekly -2.48%, monthly -10.27%) kept its month-long slide.
Three forces shaped Wednesday. First,
the Strait of Hormuz priced itself through the tanker toll, not the barrel: the IRGC Navy claimed three tankers blew up on unauthorized routes on the 3rd, UKMTO logged an Indian-crewed dhow struck while leaving the strait (13 of 14 crew rescued, one killed), the President said the US had run a “small attack” on a newly finished Iranian air-defense facility, and Iran's parliament speaker put the country “on the trigger” — with roughly 400 ships and 6,000 crew still stranded and the IMO still advising against transiting. The barrel barely moved off it (WTI -7.69% to USD 96 and Brent -7.08% to USD 105 on the tracked sheet; the paper's own settlement was a small dip, WTI Dec at 96.09, Brent Jan at 103.60), because the strait's freight premium is now carried by the light-oils and C4 book, which is exactly where butane printed +29.85%. Second,
Europe's gas broke above EUR 100 and then gave back: TTF front-month cleared the 2022-crisis level for the first time, then fell 6.14% to EUR 89.04/MWh on the 3rd as the IEA reported EU storage at 75% of capacity — a ten-year low, below the 80% winter target, with Germany at roughly 61%. Third,
Beijing's export-control calendar added a new policy leg: MOFCOM opened a consultation on the dual-use export-control enforcement rules (comment deadline November 29) as the October lithium-battery licensing (cells, LFP cathode, graphite anode and their equipment) stays in force — the policy pressure that keeps the cathode and fluorinated shelves conceding even as the light-oils bid off the strait.
Top Price Movers
Butane rose 29.85% to CNY 8,700/ton from CNY 6,700/ton — the cleanest confirmed up-move on Wednesday's board and the line that says the strait's repricing has moved from the barrel to the light-oils book. The weekly clock (+29.85%) and the monthly (+29.85%) both vote with the day, so this is a genuine re-mark of the C4 complex, not a one-day pop: the C4 leg is the channel by which a strait that has stopped pricing crude still reaches the domestic book, and butane is the light-oil line whose composite re-prices fastest off that feed. The economics of the level matter: butane sits at the bottom of the naphtha-to-ethane-to-butane chain, and when the strait lifts the light-ends premium without lifting the whole barrel, the C4 book is the one that re-marks first. The shelf around it confirms the direction:
1,3-butadiene +1.24% to 14,900 (weekly +4.08%, monthly +8.13%),
acetone +1.10% to 9,213 (weekly +2.80%, monthly +6.43%) and
1-propanol +9.33% to 8,200 all followed, the olefin and C3-adjacent legs riding the same light-oils bid. The caveat is the same as for every strait-driven leg: this is a freight-premium and light-ends bid, not a demand story, and it is the one most likely to give back fastest when the strait risk resolves — the C4 book re-marks up on the headline and re-marks down on the de-escalation, faster than the barrel it is now decoupled from. Read the light-ends block, not the single line: butane, butadiene and the C3 shelf moving together off the strait is the trade, and the barrel's own flatness is the signal that the premium has relocated.
Rose 29.85% to CNY 8,700/ton, weekly +29.85%, monthly +29.85% — the C4 complex's clean confirmed up-print and the strait's light-oils channel. A freight-premium bid, not a demand story: it re-marks up on the headline and back on the de-escalation, faster than the barrel it is now decoupled from.
5-hydroxyisophthalic acid fell 43.27% to CNY 198,000/ton from CNY 349,000/ton — the cleanest confirmed markdown on Wednesday's board and the line the correction class could not dismiss: the weekly clock (-45.30%) and the monthly (-45.30%) both vote with the day, and the print is new (not a restoration, not a snapback), so this is a genuine give-back, not a round trip. The economics of the level matter: this is a high-value, low-volume intermediate for the PTFE and polyether-ether-ketone (PEEK) chain, where a single producer's re-quote moves the composite by tens of percent, and the three clocks agreeing at this size is the signature of a real re-mark rather than a quote artefact. The mechanism is the book that has been bleeding all month: the line has given back roughly 45% on the month with a same-sign week, and the driver is the downstream PEEK and PTFE demand book, which has been re-marks-down on the high-value engineering-resin shelf as the specialty-polymer complex consolidates. The shelf around it confirms the direction: the same high-value, thin-book structure that produces a 43% day can produce a 43% give-back the moment the re-mark is withdrawn, and the PTFE/PEEK chain is doing both ends at once this month. Size positions accordingly: this print is tradable in the short term, but its mean-reversion risk is the thin-book structure itself — the same structure that produces a 43% day can produce a 43% snap-back the instant the producer re-marks back. For the contract book the arithmetic is directional: a -45% monthly print with a same-sign week is the shelf to be short against the high-value engineering-resin book, with the specialty-polymer consolidation as the wildcard.
Fell 43.27% to CNY 198,000/ton, weekly -45.30%, monthly -45.30% — the PTFE/PEEK chain's cleanest confirmed give-back, a thin-book high-value re-mark. Tradable short-term, but the mean-reversion risk is the thin-book structure: the same book that prints a 43% day prints a 43% snap-back when the re-mark is withdrawn.
Sulfamethazine rose 37.50% to CNY 60,500/ton from CNY 44,000/ton — the week's loudest genuine re-quote up on the fine shelf and the line that says the high-value antiparasitic book is re-marking at the top of its range. The weekly clock (+18.75%) and the monthly (+18.75%) both vote with the day, so this is a genuine re-mark, not a round trip, though the day's size (+37.50%) runs ahead of the week's (+18.75%), which is the honest read: the print is real on the sheet, but its anchor is a producer's re-marking behavior on a thin book, not a verified outage. The economics of the level matter: sulfamethazine is a low-volume, high-value antiparasitic (a veterinary and agricultural active), and a single producer's re-quote moves the composite by tens of percent, which is exactly why both the daily and the weekly are large — the line trades in jumps, not drifts. No same-day supply incident was verified for the line, and that is the honest read: the move is real on the sheet, but its anchor is the producer's re-marking behavior on a thin book, not a confirmed incident. The shelf around it shows the fine-chemical high-value book re-quoting in both directions at the same time —
sulfamethazine up 37.50% here against
5-hydroxyisophthalic acid down 43.27% (card two),
DEET down 31.49% to 19,800 and
triethylammonium chloride down 30.67% to 13,000 — which is the fingerprint of a Wednesday re-marks book, not a broad demand shift. Size positions accordingly: this print is tradable in the short term, but its mean-reversion risk is the thin-book structure itself.
Rose 37.50% to CNY 60,500/ton, weekly +18.75%, monthly +18.75% — the high-value antiparasitic's re-quote up at the top of its range. A thin-book producer re-mark, not a verified incident: the day's size runs ahead of the week's, which is the honest read — tradable short-term, mean-reversion is the structure.
Basic Chemicals
Basic Chemicals: 330 lines, 64 moved (26 up / 38 down), 266 frozen; 32 genuine movers above one percent. The genuine board on Wednesday is the light-oils bid off the strait and the C3 trend holding on a resting head. Up:
butane +29.85% to CNY 8,700/ton (card one, weekly +29.85%, monthly +29.85%),
1,3-butadiene +1.24% to 14,900 (weekly +4.08%, monthly +8.13%),
acetone +1.10% to 9,213 (weekly +2.80%, monthly +6.43%),
1-propanol +9.33% to 8,200 (weekly +4.26%),
phenol +1.02% to 9,950 (monthly +5.51%),
iron oxide +2.36% to 6,500 and
iodine +3.53% to 630,000 (weekly +5.49%). Down:
diethylene glycol -5.31% to 7,133 (weekly -10.01%),
propylene glycol -3.47% to 9,267,
terephthalic acid -2.42% to 7,046,
caustic soda -2.37% to 576 (weekly -3.32%, monthly -6.38%),
methanol -1.93% to 3,915 (monthly -6.17%),
formaldehyde -2.07% to 1,795, and
lithium hexafluorophosphate -1.96% to 100,000 (weekly -2.48%, monthly -10.27%). Frozen, not moved:
bisphenol A flat at 11,210 (weekly +0.78%),
styrene (the PS-resin line) flat at 12,567 (monthly +6.64%),
dichloromethane flat at 3,270 (weekly +3.51%),
formic acid flat at 2,600 (weekly +7.71%, monthly +19.28%), and
lithium hydroxide flat at 72,000 (weekly -6.49%, monthly -17.20%). The light-oils block is the day's clean direction; the C3 head took a second day of pause while the month still reads double digits.
| Product |
CAS |
Price |
Daily |
Weekly |
Monthly |
| Boron trichloride prices (base event) |
10294-34-5 |
64 CNY/kg |
64.1% |
-13.33% |
4% |
| Butane prices |
106-97-8 |
8,700 |
29.85% |
29.85% |
29.85% |
| Cupric nitrate prices |
3251-23-8 |
27,000 |
28.57% |
14.29% |
14.29% |
| Ethylstyrene prices (base event) |
28106-30-1 |
28,750 |
-20.14% |
12.61% |
9.84% |
| Sulfonated kerosene prices (base event) |
– |
9,150 |
-15.86% |
1.76% |
-3.68% |
| Calcium chloride dihydrate prices |
10035-04-8 |
984 |
-12.14% |
-6.07% |
-5.2% |
| Tert-Butyl peroxybenzoate prices (base event) |
614-45-9 |
31,250 |
11.61% |
1.11% |
-2.52% |
| Aluminum metaphosphate prices (base event) |
13776-88-0 |
42,000 |
-11.58% |
-5.79% |
-3.56% |
| Tetradecane prices |
629-59-4 |
18,000 |
-10.45% |
-5.22% |
0.19% |
| Cobalt prices |
7440-48-4 |
234,200 |
9.95% |
2.05% |
-11.06% |
| 1-Propanol prices |
71-23-8 |
8,200 |
9.33% |
4.26% |
-1.77% |
| Aluminum hydroxide prices (base event) |
21645-51-2 |
2,900 |
7.41% |
-0.55% |
9.08% |
| Chlorodifluoromethane prices |
75-45-6 |
18,667 |
-6.66% |
-5.14% |
-12.27% |
| Anaerobic bacterial strains for wastewater treatment prices |
– |
22,300 |
5.44% |
2.72% |
1.69% |
| Diethylene glycol prices |
111-46-6 |
7,133 |
-5.31% |
-10.01% |
5.4% |
| Lauryl methacrylate prices (base event) |
142-90-5 |
38,000 |
-5% |
-2.5% |
-1.35% |
| Instant-soluble sodium silicate prices |
– |
2,900 |
3.57% |
-1.72% |
-0.8% |
| Iodine prices |
12190-71-5 |
630,000 |
3.53% |
5.49% |
1.05% |
| 1-Butanol prices |
71-36-3 |
8,867 |
3.5% |
3.37% |
2.45% |
| Propylene glycol prices |
57-55-6 |
9,267 |
-3.47% |
-0.04% |
0.18% |
| Benzene prices |
71-43-2 |
9,624 |
-2.9% |
-4.36% |
-4.49% |
| Styrene prices |
100-42-5 |
11,000 |
-2.65% |
-1.95% |
1.35% |
| Propylene prices |
115-07-1 |
11,501 |
-2.52% |
1.95% |
12.09% |
| Terephthalic acid prices |
100-21-0 |
7,046 |
-2.42% |
-1.94% |
-1.79% |
| Caustic Soda prices |
68988-74-9 |
576 |
-2.37% |
-3.32% |
-6.38% |
| Tert-Butyl methyl ether prices |
1634-04-4 |
7,738 |
-2.36% |
-3.57% |
-2.86% |
| Iron oxide prices |
1332-37-2 |
6,500 |
2.36% |
1.18% |
0.88% |
| Xylene prices |
1330-20-7 |
8,583 |
-2.28% |
-0.5% |
0.73% |
| Hydrochloric acid prices |
7647-01-0 |
178 |
-2.2% |
-1.1% |
-3.72% |
| Formaldehyde prices |
50-00-0 |
1,795 |
-2.07% |
-0.38% |
-0.22% |
| Methanol prices |
67-56-1 |
3,915 |
-1.93% |
-0.35% |
-6.17% |
| Toluene prices |
108-88-3 |
8,717 |
-1.69% |
-0.51% |
-0.27% |
| No. 120 Solvent Naphtha prices |
– |
7,090 |
-1.66% |
-3.05% |
-1.87% |
| Polysulfone prices |
25135-51-7 |
8,991 |
-1.51% |
-0.82% |
0.98% |
| Propionic acid prices |
79-09-4 |
5,786 |
1.51% |
0.75% |
-1.07% |
| Allyl methacrylate prices |
96-05-9 |
34,000 |
-1.45% |
-0.15% |
-0.11% |
| 4,4'-Oxydianiline prices |
101-80-4 |
91,500 |
-1.26% |
-1.25% |
-1.14% |
| 1,3-Butadiene prices |
106-99-0 |
14,900 |
1.24% |
4.08% |
8.13% |
| Styrene Butadiene Rubber prices |
9003-55-8 |
16,708 |
-1.24% |
0.35% |
2.58% |
| Ethylene glycol prices |
107-21-1 |
5,755 |
-1.24% |
0.29% |
-3.9% |
| Tellurium dioxide prices |
7446-07-3 |
820 CNY/kg |
1.23% |
0.25% |
-1.21% |
| PET prices |
– |
8,890 |
-1.23% |
0.01% |
1.11% |
| Compound fertilizer prices |
– |
3,450 |
-1.12% |
0% |
0% |
| Acetone prices |
67-64-1 |
9,213 |
1.1% |
2.8% |
6.43% |
| Lithium carbonate prices |
554-13-2 |
93,000 |
-1.06% |
-2.17% |
-13.27% |
| Phenol prices |
108-95-2 |
9,950 |
1.02% |
0.51% |
5.51% |
| Acrylonitrile prices |
107-13-1 |
12,633 |
0.93% |
11.78% |
12.11% |
| Acetic acid prices |
64-19-7 |
4,350 |
-0.91% |
-1.6% |
-6.06% |
| Phosphoric Acid prices |
7664-38-2 |
8,225 |
-0.9% |
-0.61% |
-1.09% |
| N-methyl-N-phenylguanidine prices |
12033-49-7 |
1,480 |
0.89% |
1.17% |
7.06% |
| Isobutyraldehyde prices |
78-84-2 |
7,800 |
-0.85% |
-2.6% |
-4.54% |
| Sulfur prices |
7704-34-9 |
5,262 |
0.73% |
-4.24% |
-20.53% |
| Bromacil lithium salt prices |
7726-95-6 |
43,000 |
0.7% |
0.75% |
3.72% |
| Isooctanol prices |
26952-21-6 |
10,500 |
-0.63% |
2.96% |
9.84% |
| Heptane prices |
142-82-5 |
16,300 |
-0.61% |
-0.3% |
0.32% |
| Urea prices |
57-13-6 |
1,760 |
0.57% |
0.92% |
0.06% |
| Propylene oxide prices |
75-56-9 |
12,133 |
-0.55% |
3.87% |
7.21% |
| Pyrvinium pamoate prices |
3546-41-6 |
11,700 |
0.43% |
3.67% |
9.54% |
| Nickel prices |
7440-02-0 |
118,750 |
-0.25% |
-0.97% |
-1.55% |
| Ethyl acetate prices |
141-78-6 |
7,067 |
-0.08% |
-0.2% |
0.71% |
| Calcium borate prices |
13701-64-9 |
17,200 |
0% |
18.42% |
102.21% |
| Calcium sulfide prices |
20548-54-3 |
7,500 |
0% |
16.73% |
87.22% |
| Distilled water prices |
– |
900 |
0% |
14.21% |
68.54% |
| Liquid argon prices |
7440-37-1 |
1,850 |
0% |
13.29% |
104.42% |
| Decahydronaphthalene prices |
91-17-8 |
26,500 |
0% |
11.81% |
2.86% |
| Benzyl benzoate prices |
120-51-4 |
14,750 |
0% |
-11.68% |
-2.62% |
| Isobutylene prices |
115-11-7 |
14,600 |
0% |
-10.65% |
7.83% |
| Manganese carbonate prices |
598-62-9 |
6,500 |
0% |
10.64% |
45.45% |
| Formic acid prices |
64-18-6 |
2,600 |
0% |
7.71% |
19.28% |
| Calcium aluminate powder prices |
– |
1,200 |
0% |
7.14% |
1.87% |
| Mineral oil prices |
8042-47-5 |
40,750 |
0% |
6.56% |
2.72% |
| Lithium hydroxide prices |
1310-65-2 |
72,000 |
0% |
-6.49% |
-17.2% |
| Hydrogen fluoride prices |
7664-39-3 |
17,383 |
0% |
5.99% |
3.99% |
| Butylated Hydroxytoluene prices |
128-37-0 |
20,000 |
0% |
-4.76% |
-11.75% |
| Acrylic acid prices |
79-10-7 |
9,500 |
0% |
4.14% |
6.9% |
| Cryolite prices |
15096-52-3 |
8,750 |
0% |
3.99% |
4.59% |
| Solvent naphtha prices |
64742-94-5 |
7,525 |
0% |
-3.81% |
-1.71% |
| Dibutyl phthalate prices |
84-74-2 |
11,100 |
0% |
3.76% |
5.27% |
| Hydrogen peroxide prices |
7722-84-1 |
670 |
0% |
-3.74% |
-5.34% |
| Octane prices |
111-65-9 |
10,267 |
0% |
-3.71% |
-1.06% |
| Pyrrhotite prices |
– |
400 |
0% |
3.63% |
2.41% |
| Dichloromethane prices |
75-09-2 |
3,270 |
0% |
3.51% |
8.35% |
| Diethylene glycol dibenzoate prices |
120-55-8 |
7,400 |
0% |
3.5% |
5.16% |
| Dibutyl phthalate-3,4,5,6-d4 prices |
93952-11-5 |
11,500 |
0% |
3.45% |
5.86% |
| Dioctyl phthalate prices |
117-81-7 |
11,392 |
0% |
3.39% |
5.52% |
| Tetrachloroethylene prices |
127-18-4 |
3,039 |
0% |
-2.16% |
-3.83% |
| Sulfuric acid prices |
7664-93-9 |
1,515 |
0% |
-1.62% |
-5.81% |
| Borax prices |
1303-96-4 |
6,420 |
0% |
-1.23% |
-2.79% |
| Magnesium sulfate heptahydrate prices |
10034-99-8 |
1,225 |
0% |
0.91% |
122.73% |
| Bisphenol A prices |
80-05-7 |
11,210 |
0% |
0.78% |
0.96% |
| Sodium hydroxide prices |
1310-73-2 |
2,533 |
0% |
-0.74% |
-1.29% |
| Polystyrene prices |
9003-53-6 |
12,567 |
0% |
0.57% |
6.64% |
| 1,4-Butanediol prices |
110-63-4 |
10,375 |
0% |
0.36% |
0.8% |
| Chloroform prices |
67-66-3 |
2,633 |
0% |
0.34% |
4.03% |
| Aniline prices |
62-53-3 |
16,600 |
0% |
0% |
4.4% |
| Cyclohexane prices |
110-82-7 |
7,500 |
0% |
0% |
3.11% |
| Propane prices |
74-98-6 |
6,150 |
0% |
0% |
-0.52% |
| Ethylene Oxide prices |
75-21-8 |
9,700 |
0% |
0% |
0% |
| Epichlorohydrin prices |
106-89-8 |
11,200 |
0% |
0% |
0% |
| Allyl chloride prices |
107-05-1 |
6,300 |
0% |
0% |
0% |
The light-oils block bid off the strait; the C3 head took a second day of rest.
Butane +29.85% to CNY 8,700/ton (card one) was the board's cleanest print — the C4 complex's re-mark off a strait that has stopped pricing crude and started pricing the light-ends, with the weekly and monthly both at +29.85% so this is a trend, not a pop. The C3-adjacent shelf voted with it:
1,3-butadiene +1.24% to 14,900 (weekly +4.08%, monthly +8.13%),
acetone +1.10% to 9,213 (weekly +2.80%, monthly +6.43%), and
1-propanol +9.33% to 8,200 (weekly +4.26%) — one light-ends premium repricing the olefin and C3 book. The head,
propylene, eased -2.52% to 11,501 after Monday's rest, but the week still reads +1.95% and the month +12.09%, so the C3 story is a trend on a two-day pause, not a reversal. On the aromatic side the phenol chain held its recovery:
phenol +1.02% to CNY 9,950/ton (monthly +5.51%) and
bisphenol A flat at 11,210 (weekly +0.78%) — the chain that reversed its own markdown last week is now consolidating at the re-marks. The light-ends block moving together off the strait is the pattern to track: a complex that moves as a unit off one freight source is the one most likely to keep moving until the strait news resolves, and the barrel's own flatness is the signal that the premium has relocated to the light ends.
The battery book split: cobalt bid up, the fluorinated and lithium legs kept bleeding.
Cobalt +9.95% to CNY 234,200/ton was the metals shelf's clean bid up — the line the battery book's month-long give-back has not yet taken, with the week (+2.05%) voting up even as the month (-11.06%) keeps the same pressure on, the LME cobalt and the DRC quota and recycled-supply mechanics unchanged. Against that,
lithium hexafluorophosphate -1.96% to 100,000 (weekly -2.48%, monthly -10.27%) is the fluorinated-electrolyte shelf's clean markdown, the line that has conceded all month.
Lithium carbonate -1.06% to 93,000 (weekly -2.17%, monthly -13.27%) is a drift within the monthly downtrend, and
lithium hydroxide flat at 72,000 (weekly -6.49%, monthly -17.20%) held Monday's level — the battery-cathode shelf is not recovering, it is drifting within its monthly downtrend, with the export-license and VAT-rebate calendar (licensing effective from November, the battery VAT rebate stepping down) the policy leg that keeps the pressure on. The split is the day's real divide on the metals: the cobalt leg bids on its own supply book while the lithium and fluorinated legs trade theirs down.
The coal-and-acid shelf: the light-oils bid left it behind, and it kept conceding.
Sulfur +0.73% to CNY 5,262/ton is the shelf's small bid back, but the week (-4.24%) and the month (-20.53%) keep the same pressure on — the line is down roughly 20% on the month with a same-sign week, a genuine give-back driven by by-product supply from the very refineries and gas fields that are repricing the light-oils block up.
Caustic soda -2.37% to CNY 576/ton (weekly -3.32%, monthly -6.38%) is the alkali leg's clean print,
terephthalic acid -2.42% to 7,046 (weekly -1.94%) and
formaldehyde -2.07% to 1,795 the coal-and-acid shelf's clean give-backs.
Formic acid flat at 2,600 (weekly +7.71%, monthly +19.28%) is the acid shelf's only frozen bid — formic the one line on the coal-and-acid book the light-oils complex is still carrying up. The acid shelf that carries the sulfide book is the opposite of the light-oils block: where the olefin and C4 legs ride the strait freight up, the sulfide and acid legs trade their own supply book down. The NEA's order to accelerate major energy projects and hold winter coal-and-gas supply is the policy leg that could bend this shelf, but on Wednesday's tape it had not yet.
The frozen shelf held its Monday marks while the light-oils block and the battery book moved around it.
Bisphenol A flat at CNY 11,210/ton (weekly +0.78%) and
phenol at 9,950 (monthly +5.51%) are the phenol-acetone chain's still frames after last week's recovery — the chain that reversed its own markdown is now consolidating at the re-marks.
Styrene (the PS-resin line) flat at 12,567 (monthly +6.64%),
dichloromethane flat at 3,270 (weekly +3.51%, monthly +8.35%) holding its break, and
formic acid flat at 2,600 (weekly +7.71%, monthly +19.28%) holding its bid are the polymer and acid shelf's still frames.
Lithium hydroxide flat at 72,000 (weekly -6.49%) is the battery-cathode shelf's held breath. The frozen shelf that carries the repricing debt of this autumn — formic at 2,600 holding its bid, the phenol chain at its recovery, the chlorinated shelf at its Monday marks — is the opposite of the light-oils block: where the olefin and C4 legs move as a unit off the strait freight, the frozen shelf holds its Monday level, waiting for the next re-mark. The Wednesday lesson, at full-library scale: most of the loud prints are quote events, and quote events revert — what did not revert is the light-oils trend and the sulfide give-back.
Fine Chemicals
Fine Chemicals: 2349 lines, 137 moved (70 up / 67 down); 28 genuine movers above one percent. The fine shelf's raw ranking on Wednesday is re-quote dominated at both the top and the bottom of the book: of the 79 prints above ten percent, the genuine large prints are
5-hydroxyisophthalic acid -43.27% to CNY 198,000/ton (card two, the cleanest genuine markdown of the session),
sulfamethazine +37.50% to 60,500 (card three),
DEET (N,N-diethyl-m-toluamide) -31.49% to 19,800 (weekly -23.75%),
triethylammonium chloride -30.67% to 13,000 (weekly -35.20%),
benzyltrimethylammonium chloride -26.67% to 16,500 (weekly -31.58%),
1,4-dibromobutane +23.08% to 80,000 (weekly +11.54%),
2,2,2-trifluoroethylamine hydrochloride +23.08% to 400,000 (weekly +18.37%),
sodium trifluoromethanesulfinate +23.08% to 400,000 (weekly +11.54%), and
EP epoxy resin -20.00% to 43,000 (weekly -10.00%). The round-trip and base-event prints that were filed and excluded ran heavy across the full-library re-entry (the fluorinated and halogenated intermediates that re-marked through prior levels and restored, plus the two-band oscillators on the swing ledger — all disclosed and excluded from ranking). The high-value specialty shelf (the PTFE-chain acid, the antiparasitic, the surfactant, the fluoroamine) is re-quoting in both directions at once — the signature of a Wednesday re-marks book, not a broad demand shift.
| Product |
CAS |
Price |
Daily |
Weekly |
Monthly |
| 1,5-Diazabicyclo[4.3.0]non-5-ene prices (base event) |
3001-72-7 |
271,500 |
531.4% |
-42.08% |
-34.76% |
| Diethylene glycol divinyl ether prices (base event) |
764-99-8 |
32,250 |
97.45% |
12.61% |
-22.4% |
| 1-Butyl-3-methylimidazolium tetrafluoroborate prices (base event) |
174501-65-6 |
305,000 |
90.63% |
6.65% |
-11.38% |
| Padimate prices (base event) |
21245-01-2 |
108,000 |
-80.15% |
0% |
-16.44% |
| 2,2-Bis(methylthio)propane prices (base event) |
6156-18-9 |
18,000 |
-69.49% |
55.04% |
19.01% |
| Tert-Butyl acetoacetate prices (base event) |
1694-31-1 |
28,500 |
67.65% |
5.32% |
-10.63% |
| 2,3-Dihydro-2,2-dimethyl-7-benzofuranol prices (base event) |
1563-38-8 |
18,750 |
-64.29% |
-0.21% |
-7.37% |
| 1,4-Butanediol dimethacrylate prices (base event) |
2082-81-7 |
47,000 |
62.07% |
-28.3% |
-13.64% |
| Methylcyclopentadiene dimer prices (base event) |
26472-00-4 |
8,500 |
-60.92% |
9.6% |
-12.74% |
| N,N-Dimethyloctadecylamine prices (base event) |
124-28-7 |
35,000 |
59.09% |
-34.73% |
-12.48% |
| N-Phenylmaleimide prices (base event) |
941-69-5 |
36,000 |
-55.28% |
8.27% |
-10.1% |
| 2-Bromo-4-fluoroaniline prices (base event) |
1003-98-1 |
155,000 |
51.22% |
25.61% |
13.94% |
| 3-Methyl-2-buten-1-ol prices (base event) |
556-82-1 |
100,000 |
48.15% |
4.04% |
4.51% |
| Diphenylphosphine oxide prices (base event) |
4559-70-0 |
125,000 |
-45.65% |
42% |
27.7% |
| 5-Hydroxyisophthalic acid prices |
618-83-7 |
198,000 |
-43.27% |
-45.3% |
-45.3% |
| 4-Aminothiophenol prices (base event) |
1193-02-8 |
350,000 |
-41.67% |
5.56% |
-7.18% |
| Methyl 2-(aminosulfonyl)benzoate prices (base event) |
57683-71-3 |
21,000 |
-40.85% |
-20.42% |
-13.34% |
| 1,6-Hexanediol diacrylate prices (base event) |
13048-33-4 |
16,000 |
-40.74% |
5.39% |
-9.53% |
| 2-Fluorotoluene prices (base event) |
95-52-3 |
18,000 |
-40% |
18.03% |
2.18% |
| 4-Chlorobutanoic acid prices (base event) |
627-00-9 |
350,000 |
40% |
-3.23% |
5.88% |
| P-Toluenesulfonyl Isocyanate prices (base event) |
4083-64-1 |
235,000 |
-38.16% |
30.85% |
20.9% |
| Butyric Acid prices (base event) |
107-92-6 |
11,250 |
38.04% |
-23.92% |
-5.63% |
| Sulfamethazine prices |
57-68-1 |
60,500 |
37.5% |
18.75% |
18.75% |
| Tetrasodium iminodisuccinate prices (base event) |
144538-83-0 |
22,600 |
36.56% |
-3% |
-0.73% |
| Polyethyleneimine prices (base event) |
9002-98-6 |
185,000 |
32.14% |
2.85% |
-5.39% |
| N,N-Diethyl-m-toluamide prices |
134-62-3 |
19,800 |
-31.49% |
-23.75% |
-8.54% |
| 3,4-Difluorobenzonitrile prices (base event) |
64248-62-0 |
108,500 |
31.12% |
14.38% |
-0.25% |
| Triethylammonium chloride prices |
554-68-7 |
13,000 |
-30.67% |
-35.2% |
-2.89% |
| 1,3-Dichlorobenzene prices (base event) |
541-73-1 |
15,333 |
-28.68% |
10.88% |
0.28% |
| Benzyltrimethylammonium chloride prices |
56-93-9 |
16,500 |
-26.67% |
-31.58% |
-13.33% |
| 1,4-Bis(methoxymethyl)benzene prices (base event) |
6770-38-3 |
65,000 |
-25.71% |
3.04% |
-4.16% |
| Dichlorophenylphosphine prices (base event) |
644-97-3 |
19,500 |
-24.27% |
-12.14% |
-7.95% |
| Dodecylamine prices (base event) |
124-22-1 |
22,500 |
-23.73% |
-5.11% |
-1.35% |
| 1-Bromooctadecane prices (base event) |
112-89-0 |
63,000 |
23.53% |
2.15% |
-4.15% |
| 2,2,2-Trifluoroethylamine hydrochloride prices |
373-88-6 |
400,000 |
23.08% |
18.37% |
8.89% |
| 1,4-dibromobutane prices |
110-52-1 |
80,000 |
23.08% |
11.54% |
11.54% |
| Sodium trifluoromethanesulfinate prices |
2926-29-6 |
400,000 |
23.08% |
11.54% |
6.91% |
| Trimethyl phosphate prices (base event) |
512-56-1 |
24,500 |
-21.81% |
10.93% |
-0.91% |
| 1-(2-Hydroxyethyl)piperazine prices (base event) |
103-76-4 |
62,667 |
21.68% |
1.72% |
-0.51% |
| Isophthalonitrile prices (base event) |
626-17-5 |
40,750 |
20.74% |
-7.84% |
-6.03% |
| Trimesoyl chloride prices (base event) |
4422-95-1 |
1,025,000 |
20.59% |
-8.54% |
-6.41% |
| EP (epoxy resin) prices |
38891-59-7 |
43,000 |
-20% |
-10% |
-7.69% |
| Boron trifluoride tetrahydrofuran prices (base event) |
70157-12-9 |
51,500 |
19.77% |
1.83% |
-1.33% |
| Sodium dithionite prices (base event) |
7775-14-6 |
7,050 |
19.49% |
-20.62% |
-9.7% |
| Calcium thioglycolate prices (base event) |
814-71-1 |
130 CNY/kg |
18.18% |
-1.64% |
2.56% |
| 2,3-Dihydrofuran prices (base event) |
1191-99-7 |
140,000 |
16.67% |
0% |
-1.78% |
| Cysteamine hydrochloride prices (base event) |
156-57-0 |
46,000 |
-16.36% |
-1.75% |
3.81% |
| Melamine cyanurate prices (base event) |
37640-57-6 |
8,500 |
-16.26% |
1.8% |
-2.4% |
| Amides, C8-18 and C18-unsatd., N,N-bis(hydroxyethyl) prices (base event) |
68955-44-2 |
8,250 |
-16.1% |
18.97% |
12.21% |
| Cashew, nutshell liq., glycidyl ethers prices (base event) |
171263-25-5 |
16,250 |
16.07% |
-0.32% |
-1.34% |
| Solketal prices (base event) |
100-79-8 |
29,000 |
16% |
0% |
-1.33% |
| Tetrabutylammonium hydroxide prices |
2052-49-5 |
25,000 |
-15.25% |
-7.63% |
-5.83% |
| Pyromellitic acid prices (base event) |
89-05-4 |
26,500 |
15.22% |
-1.39% |
-2.83% |
| Methoxyammonium chloride prices (base event) |
593-56-6 |
98,933 |
15.17% |
-20.54% |
-4.02% |
| Sulfanilic acid prices (base event) |
121-57-3 |
13,500 |
14.89% |
1.41% |
1.56% |
| 4-Chlorobenzonitrile prices (base event) |
623-03-0 |
25,000 |
-14.77% |
2.33% |
-0.81% |
| (-)-Camphorsulfonic acid prices (base event) |
35963-20-3 |
204,000 |
14.61% |
-10.19% |
-4.75% |
| Phosphoric acid tris(2-chloro-1-methylethyl) ester prices (base event) |
13674-84-5 |
20,000 |
14.29% |
-2.78% |
-0.14% |
| 1-Chloropinacolone prices (base event) |
13547-70-1 |
20,000 |
-13.79% |
8% |
8% |
| Aminoacetonitrile hydrochloride prices (base event) |
6011-14-9 |
49,350 |
12.93% |
-5.72% |
-4.26% |
| Undecylenic acid prices (base event) |
112-38-9 |
105,000 |
-12.5% |
-1.32% |
2.82% |
| 1,3-Cyclohexanebis(methylamine) prices (base event) |
2579-20-6 |
52,500 |
-12.13% |
1.31% |
-2.11% |
| Coconut oil fatty acid prices (base event) |
61788-47-4 |
14,500 |
-12.12% |
4.03% |
3.37% |
| Silicone polyether modified defoamer prices |
– |
4,400 |
11.39% |
5.7% |
3.06% |
| 3-Chloro-1-propanol prices (base event) |
627-30-5 |
163,500 |
11.22% |
-5.05% |
-3.66% |
| Bisoctyl dimethyl ammonium chloride prices (base event) |
5538-94-3 |
45,500 |
10.98% |
1.05% |
-2.1% |
| 2-Methylbutanal prices (base event) |
96-17-3 |
29,250 |
10.38% |
-0.98% |
-1.99% |
| N,N-Dimethylacetamide prices |
127-19-5 |
7,920 |
9.7% |
-0.37% |
3.33% |
| Verdyl acetate prices (base event) |
5413-60-5 |
19,000 |
-9.52% |
0% |
1.49% |
| Diphenyl phosphite prices |
4712-55-4 |
25,000 |
-9.09% |
-4.55% |
0.14% |
| 1,2-Cyclohexanediol diglycidyl ether prices |
37763-26-1 |
40,000 |
-9.09% |
0.96% |
-1.92% |
| Calcium phosphite prices |
21056-98-4 |
21,000 |
-8.7% |
0.92% |
-1.49% |
| 3-Cyclohexene-1-carboxaldehyde prices |
100-50-5 |
27,000 |
-8.47% |
0.89% |
-1.45% |
| 3-Nitrobenzoic acid prices |
121-92-6 |
36,325 |
-7.94% |
25.49% |
4.97% |
| 1,8-Diazabicyclo[5.4.0]undec-7-ene prices |
6674-22-2 |
84,000 |
-6.15% |
-3.07% |
-1.94% |
| Tetrahydrofuran prices |
24979-97-3 |
19,500 |
2.63% |
-4.92% |
-7.52% |
| Hypophosphorous acid prices |
6303-21-5 |
22,025 |
1.26% |
-3.05% |
-4.22% |
| Castor oil prices |
8001-79-4 |
16,000 |
-1.23% |
0.44% |
7.14% |
| 2,4,6-trimethylbenzoyl chloride prices |
938-18-1 |
38,000 |
0% |
51.14% |
11.44% |
| Resorcinol diglycidyl ether prices |
101-90-6 |
100,000 |
0% |
26.58% |
14.09% |
| Lithium sulfate prices |
10377-48-7 |
81,000 |
0% |
26.56% |
5.91% |
| Potassium sorbate prices |
24634-61-5 |
15,100 |
0% |
-24.5% |
-8.37% |
| Triethylenediamine prices |
280-57-9 |
17,525 |
0% |
24.48% |
-11.21% |
| Ammonium acetate prices |
631-61-8 |
4,550 |
0% |
21.08% |
-2.69% |
| Diethanolisopropanolamine prices |
6712-98-7 |
8,938 |
0% |
-18.85% |
-10.79% |
| P-Toluidine prices |
106-49-0 |
13,100 |
0% |
-18.13% |
-5.15% |
| 2-Ethoxyethyl ether prices |
112-36-7 |
26,360 |
0% |
-12.91% |
0.53% |
| Trimethyl borate prices |
121-43-7 |
13,250 |
0% |
11.07% |
4.1% |
| 4-Methoxyphenol prices |
150-76-5 |
58,450 |
0% |
-10.5% |
-1.75% |
| 3-Chloro-1,2-propanediol prices |
96-24-2 |
22,475 |
0% |
-10.44% |
1.72% |
| 1,2-hexanediol prices |
6920-22-5 |
75,667 |
0% |
9.42% |
3.17% |
| Sebacic acid prices |
111-20-6 |
29,800 |
0% |
-7.57% |
-0.63% |
| 4-Aminophenol prices |
123-30-8 |
17,950 |
0% |
7.44% |
1.96% |
| Ammonium sulfamate prices |
7773-06-0 |
7,900 |
0% |
-6.4% |
-2.12% |
| Pivalic acid prices |
75-98-9 |
18,633 |
0% |
-5.56% |
-4.88% |
| M-Toluidine prices |
108-44-1 |
11,000 |
0% |
-4.93% |
-9.87% |
| Acrylamide prices |
79-06-1 |
11,233 |
0% |
3.28% |
7.17% |
| Allyl glycidyl ether prices |
106-92-3 |
26,500 |
0% |
-3.28% |
-1.96% |
| Diisopropanolamine prices |
110-97-4 |
17,250 |
0% |
1.79% |
1.15% |
| Tetradecyl benzoate prices |
70682-72-3 |
23,500 |
0% |
1.08% |
1.38% |
The PTFE chain and the antiparasitic: the week's loudest genuine re-quotes, one down and one up.
5-hydroxyisophthalic acid -43.27% to CNY 198,000/ton (card two) is the fine shelf's cleanest large markdown — the only one the weekly clock (-45.30%) and the monthly (-45.30%) both ratify as a genuine give-back, the PTFE/PEEK chain's clean print of the day.
Sulfamethazine +37.50% to 60,500 (card three) is the fine shelf's cleanest large up-print, the high-value antiparasitic's re-quote at the top of its range, with the week (+18.75%) voting with the day though running behind it. Both are the low-volume, high-value class: a producer's re-quote on a thin book moves the composite by tens of percent, and the three clocks agreeing on the PTFE acid is what separates a genuine re-mark from a round trip. The rest of the large up-prints (
1,4-dibromobutane +23.08% to 80,000,
2,2,2-trifluoroethylamine hydrochloride +23.08% to 400,000,
sodium trifluoromethanesulfinate +23.08% to 400,000) are the same re-quote class on the halogenated and fluorinated shelves — the high-value book re-marking at the top of its range. The tradable content of the fine shelf's up-leg today is the antiparasitic and the fluorinated amines, with the halogenated prints riding the same thin-book structure.
The surfactant and the fluoroamine shelf: the week's cleanest large give-backs, both down.
DEET -31.49% to CNY 19,800/ton is the fine shelf's cleanest confirmed markdown after the PTFE acid — the week (-23.75%) votes with the day, so this is a genuine give-back, the insecticide-active book's clean print of the day.
Triethylammonium chloride -30.67% to 13,000 (weekly -35.20%) and
benzyltrimethylammonium chloride -26.67% to 16,500 (weekly -31.58%) are the amine and surfactant shelf's clean prints down, the same book that re-quoted up on the antiparasitic re-quoting down on the surfactant and the amine.
EP epoxy resin -20.00% to 43,000 (weekly -10.00%) is the specialty-polymer shelf's clean give-back, the engineering-resin complex consolidating on the high-value book. The direction is the day's real story on the down-leg: the fine shelf is not moving in one direction, it is re-quoting at both the top and the bottom of its book at the same time — the fingerprint of a Wednesday re-marks book, where a producer's re-quote on a thin book moves the composite by tens of percent in either direction, and the shelf doing it in both directions on the same day is the signature of re-marks, not demand.
The fluorinated and halogenated shelf: the C3-adjacent prints rode the light-oils block, the rest held their bands.
1,4-dibromobutane +23.08% to CNY 80,000/ton (weekly +11.54%) is the fine shelf's cleanest halogenated print — the dibromoalkane line riding the light-oils block up, the week ratifying the day's direction if not its full size.
2,2,2-trifluoroethylamine hydrochloride +23.08% to 400,000 (weekly +18.37%) and
sodium trifluoromethanesulfinate +23.08% to 400,000 (weekly +11.54%) are the fluorinated-amine shelf's clean re-quotes up, the opposite of the give-backs it printed last file. The chlorinated fine shelf kept its bands: the dichlorobenzenes and the chlorobenzoyl chlorides sat at their Monday levels, and the halogenated fine intermediates carried their full-library re-entry prints, filed as re-entry events, not market moves. The fine shelf's genuinely quiet lines are the sulfonic and anhydride shelf, which held their administered peace while the PTFE acid, the antiparasitic and the surfactant re-quoted around them. The Wednesday lesson on the fine book: when the loud prints are all re-quotes in both directions, the small same-sign C3-adjacent ones (the dibromoalkane, the fluorinated amines) are the market.
Frozen drift, full-library edition, on the Wednesday re-entry. Across 2797 lines the non-market shelf is the vast majority of the feed:
120 frozen lines carry weekly clocks of five percent or worse and
30 print zero on both day and week while carrying monthly clocks of eight percent or worse. The Wednesday feed is the full library again (2797 against Monday's 801), so the frozen shelf is a much larger absolute census, but the stillness is the same point: the flat lines are the repricing debt of this autumn, and every flat quote over a moving trend is a negotiation deferred. The classics from the prior files all kept their still frames today:
bisphenol A at 11,210 (weekly +0.78%),
phenol at 9,950 (monthly +5.51%),
styrene (the PS-resin line) at 12,567 (monthly +6.64%),
dichloromethane at 3,270 (weekly +3.51%), and
formic acid at 2,600 holding its bid (monthly +19.28%). The verdict the library keeps printing, at full-library scale again: the frozen shelf is the repricing debt of this autumn, and the Wednesday lesson is the same as every prior session — most of the loudest prints are re-quotes, and re-quotes revert.
Energy, Rubber, Plastics and Other
Energy, Rubber, Plastics and Other: 118 lines, 37 moved (5 up / 32 down); 8 genuine. The barrel shelf eased off the strait's tanker toll:
WTI -7.69% to USD 96 and
Brent -7.08% to USD 105 on the tracked sheet — the paper itself settled WTI Dec-2026 at USD 96.09 (-0.38%) and the front-month Brent at USD 103.60 (-1.12%), a small dip on the three-tanker explosions of the 3rd, the Indian-crewed dhow strike, and the President's “small attack” on the Iranian air-defense facility.
Butane +29.85% to CNY 8,700/ton was the light-ends bid off the same strait (card one),
gasoline -0.57% to CNY 10,285/ton and
2 fuel oil +0.31% to 7,988 held the product-crack book, and
asphalt -0.61% to 6,165 and
coking coal flat at 2,199 (weekly -1.70%) stayed quiet on the coal shelf.
LNG eased -1.09% to 7,432 against the TTF break above EUR 100 and its 6.14% give-back to 89.04 — the administered book under-pricing the merchant gas tape, as it has all month. Plastics drifted flat with the C3 cost:
HDPE -0.66% to CNY 11,325/ton,
LDPE -0.26% to 12,933,
LLDPE -0.48% to 10,367 and
PVC resin SG5 -0.96% to 5,160 all eased off Monday's marks. Rubber was quiet:
natural rubber -0.58% to 18,808,
carbon black flat at 10,614,
polybutadiene -1.27% to 17,070.
| Product |
CAS |
Price |
Daily |
Weekly |
Monthly |
| Poly(n-butyl vinyl ether) prices (base event) |
92680-80-3 |
14,600 |
-44.49% |
0% |
-7.76% |
| Poly(ethyl vinyl ether) prices (base event) |
25104-37-4 |
26,800 |
-37.53% |
0% |
-6.36% |
| Octadecane prices |
593-45-3 |
18,000 |
-10% |
-5.79% |
0.19% |
| Heptadecane prices |
629-78-7 |
18,000 |
-9.55% |
-4.77% |
0.71% |
| Hexadecane prices |
544-76-3 |
18,000 |
-9.55% |
-4.01% |
0.54% |
| WTI Crude Oil prices |
– |
96 USD/bbl |
-7.69% |
-1.96% |
5.21% |
| Brent Crude Oil prices |
– |
105 USD/bbl |
-7.08% |
-2.68% |
2.8% |
| SC Crude Oil prices |
– |
695 |
-6.71% |
1.36% |
2.05% |
| PET polyester bottle flakes prices |
– |
8,800 |
-3.08% |
0.3% |
-0.03% |
| EPS prices |
96597-16-9 |
12,175 |
-2.84% |
0% |
0% |
| PA46 prices |
– |
87,800 |
2.81% |
1.41% |
1.41% |
| PVC prices |
– |
5,150 |
-1.53% |
1.02% |
6.02% |
| SBS rubber prices |
– |
14,800 |
-1.33% |
0% |
0% |
| Polybutadiene prices |
9003-17-2 |
17,070 |
-1.27% |
0.9% |
3.99% |
| PP powder prices |
– |
11,900 |
-1.24% |
0% |
0% |
| Oil material prices |
– |
8,900 |
-1.11% |
0% |
-0.67% |
| PA6 prices |
– |
15,033 |
-1.1% |
-0.36% |
1.89% |
| Liquefied Natural Gas prices |
– |
7,432 |
-1.09% |
-0.05% |
13.2% |
| PVC Resin SG5 prices |
– |
5,160 |
-0.96% |
-0.67% |
5.42% |
| Poly(vinyl methyl ether) prices |
9003-09-2 |
105,000 |
-0.94% |
78.81% |
25.77% |
| Diisononyl phthalate prices |
28553-12-0 |
10,700 |
0.94% |
5.03% |
7.34% |
| Homopolymer PP Granules prices |
– |
11,550 |
-0.79% |
0% |
0% |
| HDPE prices |
– |
11,325 |
-0.66% |
2.03% |
3.77% |
| ABS prices |
– |
12,817 |
-0.64% |
0.16% |
6.68% |
| Asphalt prices |
8052-42-4 |
6,165 |
-0.61% |
-1.47% |
0.52% |
| Natural Rubber prices |
9006-04-6 |
18,808 |
-0.58% |
-0.54% |
-2.29% |
| Gasoline prices |
– |
10,285 |
-0.57% |
1.25% |
1.83% |
| Naphtha (petroleum), light alkylate prices |
64741-66-8 |
8,800 |
-0.56% |
-8.89% |
-0.3% |
| Copolymer PP Granules prices |
– |
11,492 |
-0.55% |
0% |
0% |
| PA66 prices |
– |
19,200 |
0.52% |
0.26% |
0.17% |
| LLDPE prices |
– |
10,367 |
-0.48% |
1.7% |
5.56% |
| Thermal coal prices |
– |
1,025 |
-0.39% |
-0.87% |
0.78% |
| POK prices |
– |
28,100 |
-0.35% |
0.33% |
0.19% |
| 2 Fuel Oil prices |
– |
7,988 |
0.31% |
1.26% |
3.42% |
| LDPE prices |
– |
12,933 |
-0.26% |
1.51% |
3.02% |
| Diisononyl phthalate prices |
68515-48-0 |
13,267 |
0% |
-11.75% |
1.34% |
| 2D resin prices |
– |
7,500 |
0% |
11.11% |
48.13% |
| Lithium sulfide prices |
12136-58-2 |
50 CNY/kg |
0% |
11.11% |
21.95% |
| Foundry sand prices |
– |
2,275 |
0% |
7.06% |
4.79% |
| Dioctyl decanedioate prices |
2432-87-3 |
15,750 |
0% |
4.4% |
5.56% |
| Anthracite prices |
8029-10-5 |
1,575 |
0% |
-3.85% |
-2.39% |
| Kerosene prices |
– |
9,250 |
0% |
3.24% |
7.76% |
| Liquefied petroleum ges prices |
68476-85-7 |
8,045 |
0% |
1.76% |
0.45% |
| Coking coal prices |
– |
2,199 |
0% |
-1.7% |
-1.56% |
| Lithium Iron Phosphate Carbon Coated prices |
15365-14-7 |
46,667 |
0% |
-1.61% |
-6.45% |
| Baiyun Sand prices |
– |
450 |
0% |
0% |
80% |
The barrel: the strait priced through the tanker toll, not the barrel. Wednesday's Hormuz event was physical, and it did not move the barrel the way it moved the light ends: the IRGC Navy claimed three tankers blew up on unauthorized routes on the 3rd (navigation and identification systems closed, the claim alleging they had not coordinated with Iranian authorities), UKMTO logged an Indian-crewed dhow struck while leaving the strait (13 of 14 crew rescued, one killed), the President said the US had run a “small attack” on a newly finished Iranian air-defense facility, and Iran's parliament speaker put the country “on the trigger” with roughly 400 ships and 6,000 crew still stranded and the IMO still advising against transiting. The tape responded as it did: the tracked sheet eased —
WTI -7.69% to USD 96 and Brent -7.08% to USD 105 — while the paper's own settlement was a small dip (WTI Dec at 96.09, Brent Jan at 103.60), because the strait's freight premium is now carried by the light-ends and C4 book rather than the whole barrel. The physical channel is pricing the light ends for the moment, and the administered book is following it one step behind: the naphtha line (light alkylate) printed -0.56% to 8,800 on the day (weekly -8.89%), the feed's naphtha give-back, which is the channel by which the barrel reaches the C3 price. The product crack is being held open at the export end by the strait freight while the administered book at the domestic end keeps under-pricing it; both ends of the invoice carry the strait, in opposite directions — the light ends up, the barrel flat, which is exactly what Wednesday's tape shows.
Plastics and rubber: the resin complex drifted flat with the C3 cost while the tyre chain stayed quiet. The resin block took a small give-back with the C3 head's second day of pause:
HDPE -0.66% to CNY 11,325/ton (weekly +2.03%, monthly +3.77%),
LDPE -0.26% to 12,933 (weekly +1.51%),
LLDPE -0.48% to 10,367 (weekly +1.70%, monthly +5.56%) and
PVC resin SG5 -0.96% to 5,160 (weekly -0.67%, monthly +5.42%) all eased off Monday's marks — the polymer book holding the C3 complex's trend while its head rests, with the weeks still positive across the shelf. The naphtha-to-olefin channel that carries the barrel's price into the resin book was quiet: the naphtha line (light alkylate) printed -0.56% to 8,800 on the day (weekly -8.89%), the feed's give-back, and the C3 head's own -2.52% pause is what the resins are trading against. On the tyre and rubber chain the tape was flat:
natural rubber -0.58% to CNY 18,808/ton (weekly -0.54%, monthly -2.29%),
carbon black flat at 10,614 (weekly -0.90%) and
polybutadiene -1.27% to 17,070 (weekly +0.90%) — the tyre chain holding its levels while the oil and C3 book moved around it. The read for the complex: the resins are trading the C3 trend on a resting head, the rubber is flat against a flat carbon black, and the only real direction on this shelf is the naphtha give-back that is the channel by which the strait's light-ends bid reaches the resin price — which is why the resin block's small give-back is the day's quietest, most honest print: it is the cost side of the light-oils story, not a demand signal.
Wednesday's full library is the week's cleanest test of the two-belt read, and it held: of the 79 prints above ten percent,
16 cleared the same-sign and base-deviation screen and the rest were filed as re-quotes and round trips. On the full-library board the genuine prints were the light-oils block (butane +29.85%, butadiene +1.24%, acetone +1.10%), the PTFE acid's clean give-back (5-hydroxyisophthalic acid -43.27%), the antiparasitic's re-quote up (sulfamethazine +37.50%), the surfactant and amine shelf's give-backs (DEET -31.49%, triethylammonium chloride -30.67%, benzyltrimethylammonium chloride -26.67%), the halogenated and fluorinated book's re-quotes up (1,4-dibromobutane +23.08%, the two trifluoro lines at +23.08%), and the specialty-polymer shelf's clean give-back (EP epoxy -20.00%) — with the fine shelf re-quoting at both the top and the bottom of its book at the same time, the fingerprint of a Wednesday re-marks book. The correction discipline on the full library:
63 prints above ten percent were rejected as quote artefacts or round trips (the thin-book re-marks that restore a prior level, the two-band oscillators, and the full-library re-entry prints),
58 lines snap-backed to the Friday (10/30) quote as weekend round trips, and
0 base rewrites and 0 restorations were detected on the 11/2 comparison — a clean file, with no weekend base restatement this time. The full-library re-entry (2003 lines re-entering against Monday's 801-line feed) is the day's structural event: the Wednesday feed is the whole book again, and the frozen shelf that re-entered with it is the repricing debt of this autumn. The read for the week ahead is unchanged from Monday and Friday: the strait is pricing the light-ends and the C4 book, the C3 trend is intact on a resting head, the battery-cathode shelf keeps conceding under the export-license and VAT-rebate calendar, and the high-value fine shelf re-quotes in both directions — the lines to watch are the light-oils block's persistence off the strait, the C3 head's next print, and whether the PTFE and antiparasitic re-quotes hold or revert on Thursday. The frozen shelf at full-library scale — 120 lines frozen with a weekly clock of five percent or worse and 30 printing zero on both day and week while carrying a monthly clock of eight percent or worse — is the largest and quietest part of the feed, and it is where this autumn's repricing debt sits.
EN
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