PC: All parties are disappointed, all seasons are off-season

Although it has been more than two months since the last article on polycarbonate (PC) was published, the tracking and observation of PC trends on this website has never stopp.

grade	Origin/Manufacturer	April 16	June 21	ups and downs	drop
121R	SABIC (formerly GE)	24000	19500	-4500	-18%
143R	SABIC (formerly GE)	21000	16500	-4500	-24%
1201-15	LG Chem	19500	18000	-1500	-7%
PC-1100	Lotte Chemical	17200	15100	-2100	-12%
2805	Covestro	17800	15900	-1900	-17%
IR2200	Formation of light	17100	15300	-1800	-15%
K-1300	Teijin Japan	35200	34000	-1200	-4%
L-1225L	Jiaxing Emperor	18700	17000	-1700	-1%
PC-110	Chi Mei Taiwan	19400	15700	-3700	-11%
S2000UR	Shanghai Mitsubishi	18500	17000	-1500	-1%
SC-1100R	Lotte Advanced Materials	17200	15300	-1900	-10%

Brand origin/manufacturer , April 16, June 21, change rate 121R SABIC (formerly GE) 24000 19500 -4500 -18% 143R SABIC (formerly GE) 21000 16500 -4500 -24 % 1201-15 LG Chemistry 19500 18000 -1500 -7% PC-1100 Lotte Chemical 17200 15100 -2100 -12% 2805 Covestro 17800 15900 -1900 -17% IR2200 Taihua Idemitsu 17100 15300 -1800 -15 % K -13200 - Teijin 3 1200-4 % L - 1225L Jiaxing Teijin 18700 17000 -1700 -1 % PC - 110 Taiwan Chi Mei 19400 15700 -3700 -11 % _ _ Origin of the brand /manufacturer on April 16th on June 21st, ups and downs on the brand name, place of origin of the brand , place of origin of the manufacturer /manufacturer on April 16th on April 16th on June 21st on June 21st on the rise and fall on the 21st Birth Foundation (formerly GE) 2400019500 -4500 -18% 121R 121R SABIC (formerly GE) SABIC (formerly GE) 24000 24000 19500 19500 -4500 -4500 -18% -18% 143R SABIC (formerly GE) 21000 16500 -4500 -24 % 143R 143R SABIC (formerly GE) SABIC (formerly GE) 21000 21000 16500 16500 -4500 -4500 -24% -24% 1201-15 LG Chem 19500 18000 -1500 -7% 1201-15 1201-15 LG Chemistry LG Chem 19500 19500 1800018000 -1500 -1500 -7% -7% PC-1100 Lotte Chemical 17200 15100 -2100 -12% PC-1100 PC-1100 Lotte Chemical Lotte Chemical 17200 17200 15100 15100 -2100 -2100 -12% -12 % 2805 Chuang 17800 15900 -1900 -17% 2805 2805 Covestro Covestro 17800 17800 15900 15900 -1900 -1900 -17% -17% IR2200 Taihua light 17100 15300 -1800 -15%IR2200 IR2200 Taihua Deguang Taihua Deguang 17100 17100 15300 15300 -1800 -1800 -15% -15% K -1300 Teijin 35200 34000 -1200 -4% K-1300 K -1300 Teijin Japan 35200 34000 -2000 34000 340 -1200 -4% -4% L-1225L Jiaxing Teijin 18700 17000 -1700 -1% L-1225L L-1225L Jiaxing Teijin Jiaxing Teijin 18700 18700 17000 17000 -1700 -1700 -1%-1% PC-110 Taiwan Chi Mei 19400 15700 -3700 -11% PC-110 PC-110 Taiwan Chi Mei Taiwan Chi Mei 19400 19400 15700 15700 -3700 -3700 -11% -11% S2000UR Shanghai Mitsubishi 18500 17000 -1500 UR -1% S2000UR S2000UR Shanghai Mitsubishi Shanghai Mitsubishi 18500 18500 17000 17000 -1500 -1500 -1% -1% SC-1100R Lotte Advanced Materials 17200 15300 -1900 -10% SC-1100R SC-1100R Lotte Advanced MaterialsLotte Advanced Materials 17200 17200 15300 15300 -1900 -1900 -10% -10%

Table 1: The price change of some PCs in China Plastics City

How miserable the PC is, the price of Plastic City is the most intuiti.

upstream:

International crude oil: Affected by the second Sino-US trade war and the overall rise in US crude oil and gasoline inventories, the only pillar of the PC market, international oil prices, has also been shak.

Bisphenol A: The performance of bisphenol A, the main upstream monomer of PC, is not satisfacto.

Supply and demand side:

The continuous intensification of the contradiction between supply and demand is the key reason for the continuous decline of the current PC mark.

Supply side: Although Sinopec Mitsubishi (60,000 tons/year) shut down for maintenance on June 10; Luxi Chemical (200,000 tons/year) 2 production lines entered the maintenance period in early June, but Sichuan Zhonglan Guosu (100,000 tons/year) ton/year) plant was announced to be put into operation in early M.

Demand side: From January to May, the domestic automobile production and sales data were 1237 million and 1266 million respectively, both production and sales fell by about 13% compared with the same period, and the closely related modified orders fell even mo.

To sum up, compared with two months ago, the current PC market, both upstream and downstream, is in a stagnant situati.