Based on 2021-2030 data on refined oil prices & margins, supply & demand, production capacity structure, and policy environment, this report provides a systematic assessment of China’s independent refining sector amid structural reshuffling, supporting refiners, traders, distributors, and decision-makers in strategic planning.
• Industry Cycle Reset & Structural Rebalancing (2021-2030)
Provides a cyclical review of China’s PP market from the unprecedented production capacity expansion phase (2021-2025) to the expected structural improvement stage (2026-2030).
• Production Capacity Expansion, Supply Structure & Self-Sufficiency Dynamics
Offers granular coverage of global and China PP capacity growth, regional distribution, ownership structure, and production process routes (oil-based, PDH, MTO, etc.). Tracks capacity utilization, maintenance impacts, import dependence, and self-sufficiency trends, identifying how China’s PP supply system is restructuring.
• Integrated Supply-Demand Balance & Inventory Linkages
Analyzes PP supply-demand balance from national, regional, and monthly perspectives, covering output, apparent consumption, product flows, and inventories (producer, port, and social stocks).
• Full Value-chain Prices, Costs & Profit Transmission
Tracks PP prices across China’s domestic spot, international markets, futures, and key spreads. Builds a systematic framework connecting feedstock costs, production economics by route, downstream operating conditions, and profit transmission along the PP value chain.
• Downstream Demand Structure & End-Use Operating Patterns
Breaks down PP consumption across major downstream sectors. Reveals regional demand patterns, seasonal operating cycles, and procurement behavior to identify which sectors truly drive incremental PP demand.
• Medium-term Outlook & Strategic Signals (2026-2030)
Provides outlook on China and global PP production capacity, output, imports, consumption, and trade flows through 2030.
Assesses how capacity exit, industry restructuring, and macroeconomic-industrial trends reshape price drivers, profitability bands, and competitive positioning, supporting annual planning and medium-term strategy formulation.
Publishing Calendar: February 2026
