Bromoethane

Bromoethane Market Dynamics Report (Recent Commodity Market Intelligence)

I. Price Trends (May 2026)
| Date | Region | Supplier/Brand | Purity | Price (CNY/ton) | Price Trend |
|------------|----------------|------------------------------------------|--------|-----------------|--------------------|
| 2026-05-26 | Shandong | Shandong Zhihengda Import & Export Co., Ltd. | ≥99% | 25,000 | Stable |
| 2026-05-25 | Shandong | Shandong Hongyang Chemical Co., Ltd. | 99.5% | 25,000 | Stable |
| 2026-05-20 | Suzhou, Jiangsu | Suzhou Senfeida Chemical Co., Ltd. | 99.5% | 26,500 | Flat |
| 2026-05-12 | Linyi, Shandong | Shandong Yihong Chemical Co., Ltd. | 99% | From 24,000 | Bottom consolidation |
| 2026-05-06 | Suzhou, Jiangsu | Suzhou Senfeida Chemical Co., Ltd. | 99.5% | 26,500 | Flat |
| 2026-05-05 | Shandong | Shandong Hongyang Chemical Co., Ltd. | 99.5% | 25,000 | Stable |
| 2026-04-16 | Suzhou, Jiangsu | Jiangsu Xinsu New Materials Co., Ltd. | 99.5% | 32,000 | Significant decline |

II. Key Driving Factors Analysis
1. Capacity Expansion and Regional Competition
– Dongyu Environmental Protection Technology Co., Ltd. (Shandong) commenced construction of its 1,500-ton-per-year bromoethane project in March 2026, scheduled for commissioning in 2027—intensifying overcapacity pressure in the North China region.
– Suppliers in Shandong Province (e.g., Zhihengda, Hongyang, Yihong) maintain quotations concentrated between CNY 24,000–25,000/ton, forming a price anchoring effect that suppresses the national average price.

2. Weakening Cost-Side Support
– Ethanol feedstock prices declined by 8% year-on-year in Q2 2026, driven by expanded production capacity in corn deep-processing; bromoethane production costs have consequently shifted downward to approximately CNY 23,500/ton.
– Prices of auxiliary materials such as sulfuric acid and hydrobromic acid remain stable; however, logistics costs have risen by 3–5% due to oil price volatility, partially offsetting cost reductions.

3. Demand Structure Divergence
– Traditional Applications: Demand from pesticide fumigants is seasonally weak in Q2 due to grain storage cycles, with procurement volumes down 15% quarter-on-quarter; demand for pharmaceutical intermediates (e.g., barbiturates) maintains a 5% annual growth rate, though orders remain highly concentrated among leading enterprises.
– Emerging Applications: Demand for battery electrolyte additives in new-energy applications grew by 20% year-on-year, but accounts for less than 5% of total market volume—providing limited overall uplift.

4. Import/Export Dynamics
– China’s bromoethane exports increased by 12% year-on-year during Jan–Apr 2026, primarily destined for Southeast Asian pesticide producers; however, export average prices declined by 9% to CNY 28,000/ton, reflecting intensifying international competition.
– Import volumes remain low; high-purity reagent-grade products continue to rely on imports from Germany and the U.S., with stable pricing above CNY 45,000/ton.

III. Market Sentiment & Inventory Status
– Trader Behavior: Inventory turnover days among Shandong-based traders decreased from 30 to 22 days, indicating proactive destocking strategies; in contrast, inventory levels in the East China region remain at historical highs (45 days).
– Producer Strategy: Enterprises such as Jiangsu Xinsu New Materials have extended scheduled maintenance periods—from 15 days per quarter to 25 days per quarter—to control supply, while small- and medium-sized manufacturers sustain operating rates above 75%.

IV. Price Outlook (June–August 2026)
| Scenario | Trigger Conditions | Price Range (CNY/ton) | Probability |
|-----------------|---------------------------------------------------|------------------------|-------------|
| Base Case | Capacity comes online as scheduled; demand grows steadily | 24,500–25,500 | 60% |
| Bullish Case | New-energy demand exceeds expectations; export orders surge | 26,000–27,000 | 25% |
| Bearish Case | Environmental inspections trigger regional shutdowns; cost inflation emerges | 23,000–24,000 | 15% |

V. Key Risk Factors
1. Policy Risk: Inclusion of bromoethane in the Ministry of Ecology and Environment’s “Priority Control Chemicals List” could trigger an industry-wide rectification wave, causing short-term supply contraction.
2. Technological Substitution: Accelerated adoption of tetrabromoethane in flame retardant applications may divert 10–15% of bromoethane demand.
3. Exchange Rate Volatility: If the RMB/USD exchange rate breaches 7.3, export price competitiveness would weaken significantly, potentially resulting in inventory buildup.