Mysteel Reports and Analysis on Raw Materials

Based on a structured framework covering prices, supply, demand, profitability, inventories, trade flows, and downstream market developments, this report enables market participants identify shifts in market balances, changes in price spreads, and emerging opportunities across China's aromatics sector.

• Integrated Aromatics Market Monitoring: Provides a structured view of prices, supply & demand, profitability, inventories, and market developments across major aromatics products.
• Historical Positioning Beyond Weekly Market Changes: Visualizes current-week aromatics production and operating rates through flowcharts, comparing deviations (%) from the past one-year lowest level and five-year historical positioning (%).
• Supply-Demand Balance and Market Fundamentals Tracking: Combines production, imports, exports, inventories, unit shutdowns, and downstream consumption indicators to identify shifts in market balances.
• Profitability and Operating Conditions Assessment: Tracks profitability and operating conditions across the aromatics chain.
• Trade Flow and Port Arrival Intelligence: Monitors vessel arrivals, departure ports, discharge ports, and cargo movements to provide timely visibility into regional supply flows, import activity, and changing market availability.
• Upstream-to-Downstream Price Spreads Analysis: Displays line-chart comparisons of current prices versus the same period last year for upstream feedstocks, core aromatics products, and downstream derivatives, enabling clear analysis of cost transmission, margin shifts, and value-chain dynamics.
• Aromatics Industry News and Market Outlook: Combines supply, demand, inventory, cost, and macroeconomic developments with timely industry news coverage.

Publishing day: Every Monday, except for Chinese public holidays.

Built on comprehensive coverage of methanol prices and fundamentals across multiple production routes and downstream sectors, this report helps market participants identify emerging supply responses, demand shifts, and potential turning points before they become visible in headline market indicators.

• Multi-route Methanol Profitability Monitoring: Tracks profits margins across coal-based, natural gas-based, coke oven gas-based, CO₂ hydrogenation, and SAF off-gas methanol production routes, alongside key downstream sectors including MTO, formaldehyde, acetic acid, MTBE, BDO, and CMS.
• Historical Positioning Beyond Weekly Price Changes: Weekly price, production margins, and capacity utilization rates across the methanol industry chain are visualized on flowcharts, comparing deviations (%) from the past one-year lowest level and five-year historical positioning (%).
• Supply-Demand-Profitability Integrated Framework: Combines production, maintenance, imports, inventories, operating rates, and profitability indicators into a unified market framework. 
• Regular Updates on China Methanol Market Fundamentals: Captures weekly changes in production, maintenance losses, port arrivals, port inventories, plant inventories, and downstream operating rates. 
• Integrated Upstream Cost and Downstream Demand Analysis: Connects thermal coal fundamentals with downstream chemical operating trends.
• Forward-looking Market Outlook & Sentiment Indicators: Combines supply, demand, cost, and geopolitical assessments with regular industry sentiment surveys to provide actionable short-term market outlooks. 
• Real-Time Methanol Industry News: This report provides timely coverage of methanol industry news, incorporating key macroeconomic, international, and policy developments that influence global supply chains, trade flows, and market sentiment, with a particular focus on the China market.

Publishing day: Every Monday, except for Chinese public holidays.

Based on 2021-2030 data on full value-chain prices & profits, supply and demand, and industry structure, this report provides a systematic assessment of China’s polypropylene (PP) market reshaping cycle, supporting producers, traders, downstream users, and investors 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.

Publishing Calendar: February 2026

Built on granular data, China Urea Market Express integrates historical datasets and real-time market indicators into one Excel-based solution, providing an instant, structured, and comprehensive view of China’s urea market across key segments of the industry value chain.

• Real-time Data Access with Historical Depth
Integrates real-time market tracking with built-in historical datasets covering the past two years.
Through the Excel plug-in, users can refresh prices, fundamentals, and key indicators instantly.
• Selected Full Value-chain Framework: Professional Market Structure at a Glance
Curated indicator sets across upstream, midstream, and downstream build a representative, industry-level picture of China’s urea market. The selected data framework presents a representative market structure view, directly reflecting supply-demand balance, operating conditions, and price dynamics.
• Excel Plug-in Delivery: Efficient, Consistent, and User-oriented
Delivered via Excel plug-in, Urea Express integrates real-time prices, supply-demand indicators, inventories, margins, and regional data into a single analytical environment. 

Publishing day: January 2026

Including – Weekly EXCEL covering

• PP International and Domestic Price
• China PP Supply (100% coverage)
  • Product Coverage: Oil-based & Coal-based & PDH-based PP
  • Production Output & Operating Rate
• China PP Demand
  • (BOPP, PP Woven Fabric, CPP Film, BOPP Adhesive Jumbo Roll)
• PP Inventory, including:
  • Inventory of Sinopec and PetroChina (by sales branch, 100% coverage)
  • Inventory of Raffia Manufacturers (100% coverage)
  • Port Inventory (major 27 ports in 6 cities)
• China PP Cost and Profit of Oil/Coal/ PDH-based Units
• PP Powder supply
  • Output and Operation Rate (100% coverage)
  • Inventory (95% coverage)
• China PP Plant Maintenance & Unit Commissioning Schedule

Including – Weekly EXCEL covering

• Market Price (HDPE, LDPE and LLDPE)
• Supply (Data coverage 100%), including:
  • Output by oil-based and coal-based producers
  • Production loss from maintenance
  • Operating rate by oil-based and coal-based producers
• Demand:
  • Operating rate of Downstream industries
• Inventory, including that:
  
  • By oil majors (100% coverage) and coal-based producers (88% coverage)
• Production Cost & Profit
• China PE Unit Maintenance and Commissioning Schedule
• China Import & Export

Comprehensive Overview of China’s Chemical Market - Monthly

Delivering data-driven, actionable insights tailored for an overall integrated view on cross-chemical products:

• Full-spectrum industry chain coverage – Monthly updates on prices, production profits, inventory, and capacity utilization provide a holistic view of market conditions across olefins, aromatics, alkanes, phenol and acetone, plasticizers, synthetic fibers, plastics, rubber, methanol, acrylic acid, and esters.
• Visual insight charts – Monthly price changes across major chemical products are visualized on a flowchart, comparing deviations (%) from the past one-year lowest level and five-year historical positioning (%) in prices, production profit shifts, and utilization rates.
• Chemical industry performance indices- Exclusive chemical industry composite capacity utilization rate, profit index, and inventory index to monitor overall chemical production performance and downstream market demand dynamics.
• Raw material analysis – MoM analysis of refined oil crack spreads, crude oil market dynamics, and CDU operating rates to assess cost-side pressures and macroeconomic impacts on chemical markets.
• Macroeconomic and policy environment monitoring – China's domestic and international macroeconomic trends, including U.S. trade policies and China's policy signals from important meetings.
• Downstream end-user market demand evaluation – Updates on performance and trends across key downstream sectors, including real estate, automotive, and household appliances, along with the road freight volume index, which reflects demand shifts.
• Monthly market outlooks – Short-term trend outlook by industry chain, identifying expected price movements, inventory level, supply-demand trends, cost factors, and seasonal patterns.
• Appendix – Construction Progress of Key Chemical Projects and Top 100 Products in Imports & Exports

Publishing day: Every month on 10th, except for Chinese public holidays.

PU Industry Data Indicators at one glance

Bird-eye view of Chinese PU value chain, from feedstock to downstream, market price trend and fundamental drivers consolidated in an integrated easy to view chart.

What’s Included:

• 57 data indicators in one chart

• Group by process and end-use applications

• Weekly prices and fundamentals update

• Chinese PU market price fluctuations and demand indicators

• Chinese market prices in USD

Price:

USD 500 / annum

Special promotion: USD 350 / annum (by end of 2024)