China's renewable story has been a simple one: more panels, more turbines and another record year. Based on the renewables chapter of the latest China Policy Perspective report, what stands out isn't a new target or bigger number, it's a change in what the government is actually trying to solve.

China's phosphate rock imports surged 30% YoY to 998,100 tonnes in H1 2026 (GACC), but monthly volumes have softened and prices edged down $1/t in June. OilChem notes downstream buyers turned cautious as high sulfur costs curb fertilizer output and domestic supply covers essential needs. July import

The EU has recently issued its final anti-dumping ruling on PCR tires imported from China, marking a further escalation in trade restrictions that have already significantly curtailed Chinese tire exports to the bloc over the past year.

China's styrene exports surged 1,293.67% year-on-year to 200,964 tonnes (up 5.85% MoM), while imports tumbled 94.28% annually to just 1,226 tonnes (though up 40.99% from May), according to GACC.

China June BOPET imports +18.34% MoM to 22.2kt, exports -8.19% to 83.5kt (GACC). OilChem: import rise due to delayed shipments & specialty demand; export drop due to seasonal destocking. July imports ~22kt, exports ~84kt (OilChem forecast).