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Key Highlight

• In China, PTFE pricing for this month is unchanged at $*,***/mt (Fine Cut) FOB Shanghai and is maintaining gains from the previous week.聽
• PTFE prices are supported by strong demand from the semiconductor and automotive markets that are offsetting softer construction demand.
• Conditions of supply remained firm, with stable operating rates and good inventories at the largest producers.
• Shanghai-Ningbo congestion persists, but its effect on PTFE logistics and pricing is minimal.

Supply Dynamics:聽 PTFE supply in China remained consistent, with producers maintaining normal operating rates and only minor adjustments. Feedstock chloroform costs stayed elevated throughout August but eased in September, keeping production costs moderate.

Inventories were adequate, and production levels matched demand. Traders began cautious restocking ahead of Q*, especially for high-performance applications. Despite delays at Shanghai-Ningbo port, sellers held offer levels steady, encouraged by improving export sentiment.