Chemicals Updates

Market pricing shifts back to supply-demand dynamics / Chinese molten caprolactam down Yuan 200/mt on week / Lower supply, elevated feedstock cost to cushion downside

May 22, 2026

Asian caprolactam prices extend losses in the week ended May 21, weighed down by slow demand and subdued buying interest. "Current market pricing has shifted back to supply-demand dynamics. With downstream and consumer end demand continuing to slow, the market is correcting itself accordingly," said a Northeast Asian buyer, adding that slow-moving stockpiles from earlier panic buying and demand uncertainty have deferred restocking activities. A Northeast Asian producer echoed similar sentiments, noting that the market is in a heavy wait-and-see mode as the domestic Chinese market continues its correction and enters a consolidation phase. As market sentiment turns bearish, suppliers were heard offering more discounts. Cargoes from Russian and Chinese origins were heard below the $1,800/mt level this week. Asian caprolactam down $30/mt week over week at $1,755/mt CFR Far...

Exclusive market movement data, shipping lineups, demand signals and pricing rationale continue in full report.

Unlock complete article access with a paid account.

Continue Reading With Membership

This is a preview. Login and activate a paid plan to read the complete article.