Mysteel Reports and Analysis on Raw Materials

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)