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China’s expanding coal‑to‑chemicals sector is reshaping the global methanol, olefins and chlor‑alkali landscapes. With CBAM pressures and sustainability demands, procurement strategies must adapt to a rapidly evolving market. This article examines the dynamics, opportunities and risks for buyers and traders.

China's petrochemical market entered June 2026 under pressure as weaker seasonal demand and growing supply pushed PE and PP prices lower. For global traders, China's relative price stability amid international volatility is creating new arbitrage opportunities and trade risks worth monitoring closely.
The transfer of LyondellBasell's European assets to Velogy has introduced fresh uncertainty for buyers of adhesive raw materials. Procurement teams sourcing European EVA, VAM and acrylic acid should closely monitor production plans at the French and German cracker sites.