Latest information on bulk raw materials(October 30, 2025)
Oct 31, 2025|
View:140|chemical industry
1. On October 28th, the Hubei Provincial Energy Bureau issued a notice on promoting the construction of new energy power generation projects. The notice points out that the scope of application for new energy power generation projects includes: million kilowatt new energy base projects, coal-fired and new energy joint venture projects, integrated wind, solar, water and storage projects, energy strategic emerging industry incentive projects, and other projects. The declared scale of each of the above projects shall not exceed 100000 kilowatts. Projects not included in the development and construction scale for 2025 will be arranged on a rolling basis in subsequent years. The wind farm upgrade and renovation project shall be organized and implemented in accordance with relevant national management measures.
2. Recently, the Shanghai Development and Reform Commission issued a notice on supplementing and adjusting the development and construction plan for onshore wind and photovoltaic power plants in Shanghai by 2025. The notice pointed out that seven additional projects will be included in the development and construction plan for onshore wind and photovoltaic power plants in Shanghai by 2025, with a scale of 139700 kilowatts, including six photovoltaic power plant projects and one onshore wind power project, with a scale of 124670 kilowatts and 14400 kilowatts respectively.
3. On October 29th, the China Nonferrous Metals Industry Association announced that China has established a complete supply system for lithium products. The production of basic lithium salts such as lithium carbonate and lithium hydroxide, metal lithium and its alloys, lithium-ion battery cathode materials, electrolytes, and other products in China has ranked first in the world for consecutive years.
4. It is reported that Iran's Marjan 1.65 million tons/year methanol plant has been restarted and is currently operating normally.
5. On October 29th, Guizhou Xinqiang's yellow phosphorus plant was shut down for maintenance, with plans to resume production next month.
6. On October 28, 2025, the outbound situation of ethylene glycol from mainstream ports in East China is as follows: the shipment volume of ethylene glycol from the mainstream warehouse area in Zhangjiagang is about 2700 tons; The shipment volume of ethylene glycol from the two main storage areas in Taicang is about 5800 tons.
7. Titanium dioxide: Starting from December 1, 2025, the plastic specifications for titanium dioxide customers in the Asia Pacific region will be increased by $100, the coating specifications by $150, and the paper specifications by $150.
8. In September 2025, China's imports of titanium dioxide were approximately 6400 tons, with exports of 156000 tons, including 128000 tons of sulfuric acid titanium dioxide and 28800 tons of chloride titanium dioxide. From January to September 2025, China's cumulative exports of titanium dioxide amounted to approximately 1.3464 million tons, a year-on-year decrease of 6.5%; Among them, the cumulative export of sulfuric acid titanium dioxide was 1.0909 million tons, a decrease of 7.4% compared to last year; The export of chlorinated titanium dioxide was 255500 tons, a decrease of 2.5% compared to last year.






