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贬颈驳丑濒颈驳丑迟蝉听

• MEK prices in China stayed low at USD ***/MT FOB Qingdao due to high supply and weak demand, with several plants restarting in late August.
• Feedstock sec-butanol prices remained soft, lowering production costs and adding pressure on MEK prices.
• Downstream demand from paints and coatings stayed weak, weighed down by China鈥檚 struggling construction and real estate sectors.
• Port congestion and macroeconomic challenges, including falling consumer spending and U.S. tariffs, continued to affect market sentiment.

Supply Dynamics: In China, MEK prices stayed low as supply increased and demand remained weak. The restart of several MEK plants, including CNPC Lanzhou Chemical in late August, added to availability and limited any price recovery. Operating rates improved as more plants resumed production, but demand stayed soft and export markets offered little support.

With additional units like Qixiang Tengda and Huizhou Yuxin preparing to restart, prices may see...