China glacial acetic acid Q4 prices to retreat from Q3 highs

OilChem expects China's glacial acetic acid Q4 prices to retreat from Q3 highs as new capacity and export geopolitical risks dominate. Q3 output rose 5.7% QoQ to 3.4334 million tonnes, and 2.9 million t/y of Q4 capacity is due, OilChem data show. This raises supply while demand growth is limited to Xinjiang integrated units, with no new PTA/VAM capacity; watch startup timing and export risks.

According to OilChem data, China's glacial acetic acid prices are expected to retreat from Q3 highs in Q4, with the pace of new capacity startups and geopolitical risks to exports the key variables. East China Glacial Acetic Acid Prices, 2025-2026 (Unit: Yuan/t) Source: OilChem OilChem data shows, East China spot assessments broke