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Commodity Intelligence (July 29, 2025)
 Jul 29, 2025|View:623|

1. On July 26th, the State Power Investment Corporation's Da'an wind solar green hydrogen synthesis ammonia integrated demonstration project was officially put into operation in Da'an City, Jilin Province. The project will start construction in May 2023, with a new energy installed capacity of 800 megawatts (700 megawatts of wind power and 100 megawatts of photovoltaic power), producing 32000 tons of green hydrogen and 180000 tons of green ammonia annually.

2. Fushun Petrochemical Company has officially started construction of a 200000 ton/year solution method polyethylene plant, which is an important component of Fushun Petrochemical's 800000 ton/year ethylene plant debottlenecking and energy efficiency improvement project.

3. It is reported that a TDI unit in the western region was shut down for maintenance on July 27th, lasting about 10-15 days.

4. Zhongkuang Resources plans to construct a 30000 ton high-purity lithium salt technology renovation project with a production shutdown and maintenance period of about 6 months.

5. On July 28th, the total inventory of domestic soda ash manufacturers was 1.7836 million tons, a decrease of 81000 tons or 4.34% from last Thursday; Among them, the inventory of light soda ash is 695100 tons, and the inventory of heavy soda ash is 1088500 tons.

6. [Butadiene] Bidding situation of some domestic butadiene enterprises on July 28th: Fushun Petrochemical has no source of goods for export and has suspended bidding; Dongming Petrochemical exports 168 tons at a base price of 9600 yuan/ton. Shenghong Refining and Chemical will lower the price by 200 yuan/ton and implement 9400 yuan/ton.

7. On July 28th, MTBE production companies in Shandong experienced price fluctuations: Shandong Chengtai New Materials, Lihua Yilijin Petrochemical, and Shida Shenghua lowered their MTBE prices by 150 yuan/ton to 5000 yuan/ton. Dongming Qianhai Chemical's MTBE quotation has been raised by 100 yuan/ton to 5100 yuan/ton for bidding.

8. In June 2025, the export volume of acetic anhydride in China was 426.98 tons, a decrease of 588.29 tons or 57.94% compared to the previous month; The cumulative export volume of acetic anhydride in China from January to June was 6346.56 tons.

9. In June 2025, the import volume of butyl acetate in China was 253.20 tons, an increase of 70.54 tons or 38.62% compared to the previous month; The export volume was 11122.24 tons, a decrease of 6719.55 tons or 37.66% compared to the previous month. From January to June, the cumulative import volume of butyl acetate in China was 1236.19 tons, and the export volume was 96844.54 tons.

10. In June 2025, the export volume of anhydrous aluminum fluoride from China was 15538.45 tons, an increase of 8227.50 tons or 112.54% compared to the previous month. From January to June, the cumulative import volume of anhydrous aluminum fluoride in China was 99.18 tons, and the cumulative export volume was 51927.56 tons.

11. In June 2025, China's imports of cryolite reached 175.3 tons, an increase of 125.08 tons or 249.03% compared to the previous month; The export volume was 2071.59 tons, an increase of 1373.56 tons or 196.78% compared to the previous month. From January to June, China imported 535.03 tons of cryolite and exported a total of 6784.57 tons.


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