Asian Ethylene: CFR Northeast Asia rises $10/mt amid persistently tight supply / East China indications at 10,200-10,500 yuan/mt / Southeast Asian prices hold despite reduced runs

Nov 05, 2026

CFR Northeast Asia ethylene up $10/mt from the previous close at $1,240/mt Nov. 4, supported by persistent supply tightness. Tradable indications for a 3,500-mt November-early December cargo were heard above $1,250/mt to $1,260/mt at the least from traders and producers. CFR Southeast Asia held at $1,180/mt, with a selling indication for a similarly-sized cargo heard above $1,200/mt. Domestic East China indications rose from 10,000 yuan/mt the previous day to 10,200-10,500 yuan/mt ex-tank, while South China was stable at 10,000 yuan/mt. Upstream feedstock naphtha was heard at $981/mt in the afternoon, down from the previous close of $1,004.50/mt C+F Japan Nov. 3. In plant news, Thailand's IRPC has reduced the operating rate at its 360,000 mt/year Rayong cracker to 70% in November from 90% in October, a source close to the...

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