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中国石油、天然气和化工月度报告 - 对石油供应过剩的预期升温;关注有涨价潜力的化工品-China Oil, Gas and Chemical Monthly-Higher expectations for oil supply surplus; eyes on chemicals with price hike potential
2025-09-03 01:22
Chemical highlights: 1) The TDI ASP, while finishing August up 13% MoM, trended down over the course of the month, mainly due to soft demand, as well as higher supply. Wanhua announced on 18 August that its Hungary-based TDI units (250ktpa) at BorsodChem had resumed operation and its Fujian-based TDI capacity had launched Phase 2 (360ktpa). 2) The mMDI ASP rose 7% MoM, mainly reflecting a maintenance period for some plants and suppliers' strong willingness to support prices. 3) The ASP of refrigerant R32 ro ...