TotalEnergies Corbion has issued a price increase notice for PLA. The company stated that the global trade environment remains challenging, with no signs of relief in raw material supply or costs related to energy, packaging, and logistics. Although we have absorbed a significant portion of the cost increases internally by improving production efficiency and optimizing operational management, the continued accumulation of costs has exceeded the company’s capacity to absorb them. To ensure reliable, high-quality, and continuous supply, TotalEnergies Corbion has decided to implement a 10% price increase across its entire Luminy® PLA product range, effective October 16, 2026.

LG Chem’s 900,000-ton-per-year Yeosu No. 2 Naphtha Cracking Center (NCC No. 2), which has been shut down for over six months since March 23, is scheduled to restart on October 12, the company announced in a regulatory filing on October 8.

October 10thJindan Technology (300829) has issued a commercial price adjustment notice, raising the sales prices of its lactic acid series products (including lactic acid, lactates, etc.) by 8% from the effective date. The company stated that significant changes have recently occurred in the supply and demand dynamics of lactic acid and its core upstream raw materials, with the contradiction between sustained strong demand and phased supply tightness becoming increasingly prominent. After careful evaluation and comprehensive analysis, the company has made this decision to adjust prices.

Specialty materials solutions provider Trinseo and its European affiliates recently announced a price increase for all grades of their polystyrene (PS), ABS, and SAN resins. The adjustment will take effect on October 1, 2026, or in accordance with existing contract terms. The specific price increases are as follows: STYRON™ polystyrene resin: €310 per tonne; MAGNUM™ ABS resin: €210 per tonne; TYRIL™ SAN resin: €230 per tonne.

SK ChemicalsSK Chemicals announced on October 6, 2026, that it will establish a cooperative system for the circular economy of waste banners. Leveraging the “Waste Banner Disposal and Circular Economy Building” project proposed at the Creative Solverthon held in conjunction with the “Social Value Festa,” co-hosted by the Korea Chamber of Commerce and Industry and the Ministry of the Interior and Safety, SK Chemicals will formally collaborate with MOA, DAEHAN MEDIA, UPCLOTH, and the Resource Circulation Team of Seogwipo City, Jeju Special Self-Governing Province, to form the “Waste Banner Circular Resourceization Consortium.”

American chemical giantWestlake Corporation has announced the permanent closure of its polyvinyl chloride (PVC) plant in Cologne, Germany, with all production operations expected to cease by the first quarter of 2027.The Cologne plant has an annual PVC production capacity of approximately 165,000 metric tons and employs around 120 shop-floor workers locally. In connection with this, the company has recorded a total pre-tax charge of approximately $205 million, comprising roughly $100 million in cash restructuring expenses and about $105 million in non-cash impairments of fixed assets, which will be recognized in its financial statements in phases over 2026 and 2027.

Recently, Yuntianhua Petrochemical achieved a key technological breakthrough, marking a milestone in the global polyolefin industry: it successfully conducted trial production of medical-grade metallocene polypropylene using the Unipol gas-phase process for the first time worldwide. This breakthrough effectively resolves long-standing process compatibility challenges in the industry and provides a mature and viable pathway for advancing China’s polyolefin sector toward high-end applications and domestic substitution of critical new materials.

Recently, the Ministry of Commerce and Industry of India initiated an anti-circumvention investigation into the anti-dumping case concerning CPVC originating from or imported from China and South Korea. The Ministry announced that, in response to applications submitted by Indian domestic companies DCW Limited, Epigral Limited, and Lubrizol Advanced Materials India Private Limited, it would launch an anti-circumvention investigation regarding chlorinated polyvinyl chloride (CPVC), whether or not further processed into compound, originating from or imported from China and South Korea. The investigation will examine whether Chinese products involved are being exported to India through Malaysian exporter Sasia Chlorine Polymers Sdn. Bhd., Japanese exporter EBC Corporation, and Thai exporter Sekisui Specialty Chemicals (Thailand) Co., Ltd., in order to circumvent existing anti-dumping duties. This investigation is limited to the products exported by the aforementioned three exporters from these three countries.

In mid-September, U.S. polyethylene (PE) spot export prices rose significantly as concentrated purchasing by Asian buyers opened up cross-regional arbitrage opportunities. According to assessments by Platts, part of S&P Global Commodity Insights, the Houston price for U.S. high-density polyethylene (HDPE) blow-molding grade reached $1,135 per metric ton on September 14, an increase of $110 from September 1. Linear low-density polyethylene (LLDPE) and low-density polyethylene (LDPE) prices rose by $66 and $33 per metric ton, respectively. However, the core driver of this price surge was not changes in domestic U.S. supply and demand, but rather a shift in global trade flows. Market participants believe that while the recent rise in U.S. PE export prices is a short-term signal amid supply disruptions, it still presents a valuable opportunity for the U.S. PE industry to penetrate the Asian market.

CNOOC and Shell Petrochemicals Company Limited(CNOOC and Shell Petrochemicals, CSPC)Production at its polyethylene (PE) facilities has been suspended.CNOOC and Shell’s joint venture, located in the Daya Bay Petrochemical Zone in Huizhou, Guangdong, is a major polyethylene production base in China. Its HDPE and LLDPE products are widely supplied to downstream plastic markets in South China and across the country. The current shutdown of its PE unit will directly affect the domestic spot supply of polyethylene, with the market closely monitoring the reasons for the outage, the maintenance schedule, and the expected restart date.

On September 10, LG Chem and TK Chemical, a subsidiary of SM Group, signed a memorandum of understanding (MOU) on the development of eco-friendly biodegradable materials (PBAT) and business cooperation at the LG Twin Towers in Yeouido, Seoul. The two companies plan to sign a formal contract within the year and aim to construct a PBAT production line and commence product manufacturing in South Korea in the second half of 2022. Specific details such as production capacity are undisclosed per the agreement. TK Chemical plans to build the PBAT production line leveraging its stable operational capabilities in PET polyester facilities.

ExxonMobil’s offers for China’s main ports rose this week: the mainstream duty-free Singapore-origin metallocene grade was quoted at $1,395 per ton for September shipment. Actual transactions are subject to firm deals.

On September 1, 2026 (Netherlands time), the EU-funded project ReBioCycle announced its latest findings: polylactic acid (PLA) bioplastic can be recovered from mixed plastic waste and reprocessed into recycled PLA of quality equivalent to virgin material. TotalEnergies Corbion, as an industrial partner, participated in the project and was responsible for a key step in the recycling chain—repolymerizing the recovered lactic acid into high-quality PLA. The project confirmed that PLA can be effectively separated from mixed waste streams using existing sorting technologies, then chemically depolymerized back into lactic acid monomers, and finally repolymerized into high-quality PLA with performance identical to that of virgin material.

On September 1, Avantium N.V. announced that Swiss masterbatch company Sukano AG has signed a capacity reservation agreement for releaf® (PEF). This agreement secures Sukano’s access to PEF production capacity from Avantium’s future industrial-scale plant, marking an escalation of their partnership from joint masterbatch development in 2022 to a formal capacity reservation arrangement.

(000651)8月26日披露半年报，2026年上半年，公司实现营业收入893.98亿元，同比下降8.15%;归属于上市公司股东的净利润132.78亿元，同比下降7.87%;基本每股收益2.38元。2026年上半年，受海外销售下滑、原材料价格高企等多重因素影响，公司利润额增长态势受阻。从业务区域来看，上半年公司实现内销主营业务收入725.12亿元，同比增长1.90%，稳中有升，实现外销主营业务收入127.44亿元，同比下降21.98%。

8月24日，金发科技（600143.SH）发布2026年半年度报告。公司实现营业收入341.18亿元，同比增长7.85%；归母净利润6.85亿元，同比增长17.02%；经营活动现金流净额21.68亿元，同比增长116.27%。生物降解塑料销量14.45万吨，同比增长40.70%，第二季度环比第一季度增长约10%。

山东联泓一期、山东鲁西MTO装置预计将于8月中下旬、8月底附近逐步恢复重启。

On August 17, Jiangsu Deway New Materials Co., Ltd.'s holding subsidiary, Jiangsu Derong Polymer Materials Co., Ltd., officially signed a strategic cooperation agreement with Beijing Lianke New Materials Co., Ltd. A team of technical experts from the Institute of Chemistry, Chinese Academy of Sciences, including Researcher Zhang Jun and Researcher Dong Jinyong, will collaborate with Deway New Materials.The signing ceremony was attended by key management and technical teams from both parties, including representative Qiu Guowen from the controlling shareholder, Wang Xingning, Director of Polymer Products at Derun, Fan Jun, Senior Vice President of Qulian Chuangye Group, and Yang Lifang, General Manager of Lianke New Materials, marking a key step in the localization and high-end development of polypropylene cable materials.

今年8月，由扬子石化-巴斯夫有限责任公司(BYC)生产的首款零产品碳足迹(ZeroPCF)EVA产品正式推向市场。这也是巴斯夫石油化学品C2产业链的核心重点产品，标志着巴斯夫在绿色发展征程上迈出了坚实一步，也为下游客户的低碳转型注入了全新动力。

8月18日，印度救济总局（DGTR）发布公告，正式对原产于或出口自中国的“聚氯乙烯悬浮树脂”发起反补贴调查立案，万华化学、君正化工、新疆天业、中泰化学、天津渤化等44家中国企业被列入名单。这是继2025年印度对进口PVC反倾销调查中途搁置、BIS认证政策推迟落地之后，印度针对中国PVC产品祭出的又一张“贸易牌”。