Latest Blogs

• Asian Acrylonitrile Weekly Commentary / 21-Jul-26-21-Jul-2026/642 am EST/1042 GMT / Liaoning Kingfa runs ACN unit at 100% / China's June ACN exports fall 17% MOM
• Asia Phenol/Acetone Commentary / 21-Jul-26-21-Jul-2026/818 am EST/1218 GMT / South Korea phenol and acetone exports rise MOM / Feedstock benzene FOB Korea up $27/mt, propylene FOB Korea stable WOW
• Asian Acrylonitrile Weekly Commentary / 21-Jul-26-21-Jul-2026/642 am EST/1042 GMT / Liaoning Kingfa runs ACN unit at 100% / China's June ACN exports fall 17% MOM
• Asia Phenol/Acetone Commentary / 21-Jul-26-21-Jul-2026/818 am EST/1218 GMT / South Korea phenol and acetone exports rise MOM / Feedstock benzene FOB Korea up $27/mt, propylene FOB Korea stable WOW
• Asian Acrylonitrile Weekly Commentary / 21-Jul-26-21-Jul-2026/642 am EST/1042 GMT / Liaoning Kingfa runs ACN unit at 100% / China's June ACN exports fall 17% MOM / Trading was thin in the Asian acrylonitrile markets in the week to July 21, amid sluggish / downstream demand. acrylonitrile CFR Fareast Asia stable on week at $1,485/mt July 21, / while FOB China was also unchanged at $1,350/mt. FOB China offers were heard at around / $1,380-$1,400/mt across the week. However, buying appetite remained weak and / discussions were thin. "We have been offering, but there's just no export demand at the / prices to weaken further from August, after Sailboat resumes ACN production following / Asia stable over the same period at $1,460/mt. Market sources said that downstream demand / news, China's ACN exports fell 16.87% month over month to 51,195 mt in June from 61,586 / mt in May, according to China Customs Statistics data released June 20. China's imports / surged 127.71% in June to 2,791 mt from 1,226 mt in May, customs data showed. Meanwhile, / South Korea's ACN exports in June rose 41.2% month over month to 14,638.10 mt, the latest / data released by the Korea Customs Service showed. South Korea's imports of ACN in June
• Aromatics News as on 22-Jul-2026 / Asia Phenol/Acetone Commentary / 21-Jul-26-21-Jul-2026/818 am EST/1218 GMT / South Korea phenol and acetone exports rise MOM / Feedstock benzene FOB Korea up $27/mt, propylene FOB Korea stable WOW / Asian phenol $5/mt higher week over week at $1,020/mt CFR China, while the CFR Southeast / 8,250/mt, compared with Yuan 8,150-8,250/mt in the previous week. Meanwhile, ex-tank / prices for acetone in the East China market surged on the week, with discussions heard at / Yuan 5,950-6,100/mt, compared with Yuan 5,700-5,750/mt a week ago. CFR China acetone / up $35/mt week over week at $840/mt, while the CFR Southeast Asia marker was assessed / restocking demand for acetone in Vietnam amid tighter inventory heard in the country. On / the feedstocks front, upstream benzene increased $27/mt on the week to $985.33/mt FOB / Korea, while propylene was stable on the week at $930/mt FOB Korea July 21. In statistics / news, South Korea's phenol exports rose 47% month over month to 7,434 metric tons, while / imports fell 28% month over month to 6,963 mt in June, according to data released by the / Korea Customs Service July 15. Meanwhile, South Korea's acetone exports jumped 44% / month over month to 11,752 metric tons in June, according to the same data. Phenol: CFR / China phenol $5/mt higher week over week at $1,020/mt on July 21, reflecting the increase / in the domestic China market. CFR Southeast Asia was assessed $5/mt higher week over week / at $1,090/mt, tracking the change in the CFR China marker. Acetone: CFR China acetone up / market. CFR Southeast Asia was assessed $50/mt higher week over week at $950/mt, in line
• Weekly China Market Price Report as on 21-Jul-2026
• Asia Pacific Sweet Crude Daily Market Analysis / Petco offers Muda, Cakerawala condensate for Sep loading / End Aug-early Sep loading NWS moves / ONGC Videsh offers Nile Blend crude for Sep loading / offered its Muda and Cakerawala condensate for September-loading via a tender that closes / Comparatively, Indonesia’s Pertamina was last heard to have purchased a cargo of / a South Korean buyer, according to several trade sources. The second-month gasoline and / at the July 17 Asian close, and averaged $19.22/b and 87 cents/b month to date, compared / with averages of $20.84/b and minus $3.91/b the month prior. In the medium-sweet crude / prices. In the Sudanese and South Sudanese crude complex, India’s ONGC Videsh was seen / in the $2s/b against the same benchmark. The South Korean government plans to expand its / by more than 20 million barrels, a move prompted by a domestic crude supply crisis that / in its “Economic Growth Strategy” report for the second half of 2026, seen by. The / capacity would strengthen energy independence and security, according to the latest data / of July 20. Elsewhere, crude oil loading operations at the Caspian Pipeline Consortium / terminal have been suspended following attacks on two tankers offshore the Black Sea port / not damaged in the attacks, in a statement posted on Instagram. Shipments via CPC have / Asia Light Sweet Crude Daily Rationale & Exclusions / ESPO FOB Kozmino Mo01 Spore vs Dubai Mo01 <AASEU00> assessment rationale: The ESPO
• Middle East Sour Crude Daily Market Analysis / US-Iran hostilities escalate / Dubai differential flips into premium / June Omani crude exports fall 3.9% MOM to 25.72 mil barrels / firmed for a second day, with benchmark cash Dubai up $2.81/b day over day at $79.71/b at / the July 20 Asian close, while its differential against same-month Dubai futures was up / $1.05/b at a 75 cents/b premium. Oman’s crude oil exports fell 3.9% month over month but / Oman produced 34.37 million barrels of crude in June, down from a record-high of 36.33 / Mideast Sour Crude Daily Rationales & Exclusions / Dubai Mo01 <PCAAT00> assessment rationale: The September cash Dubai assessment July 20 / Oman Blend Mo01 <PCABS00> assessment rationale: The September cash Oman assessment / July 20 took into consideration the declaration of an Oman cargo on convergence of Dubai
• US West Coast Light End Daily Commentary / California CARBOB prices rise 3 cents/gal / San Francisco hits highest level since July 9 / Gasoline imports of 1.12 million barrels head to state / Buying interest elevated the differential for California CARBOB grades July 20, despite / incoming gasoline imports, assessed the differential for San Francisco CARBOB at NYMEX / August RBOB futures plus 28 cents/gallon, up 3 cents, marking the highest price reported / since July 9. The differential for Los Angeles CARBOB followed a similar trend, also / hitting a six-month low of futures plus 15 cents/gal for San Francisco CARBOB and a five- / month low of futures plus 19 cents/gal for the Los Angeles counterpart. that 1.12 million