In July 2025, my country’s polyvinyl alcohol exports were 19,900 tons, a month-on-month increase of 12.66%, and the average export price was US$1,680.00 per ton.
The domestic polyvinyl alcohol market remained in a wait-and-see mode in July, with supply-side operating rates remaining stable at high levels. Manufacturers still needed to fulfill some export orders, resulting in a relatively ample supply of available spot goods. However, with no significant improvement in downstream demand, middlemen were shipping goods based on market conditions, resulting in sluggish spot trading. Some negotiations still offered concessions, with the focus remaining on the mid- and low-end markets.
1. Analysis of Market Influencing Factors
1) Cost factors are relatively weak
2) There is no significant improvement on the demand side
2. Market Forecast for Next Month
The prices of major upstream raw materials are low, and there is no expectation of improvement on the demand side in the short term. The fundamentals of polyvinyl alcohol are under pressure, and the industry’s mentality is bearish. More attention should be paid to export negotiations and changes in the mentality of market participants. It is expected that the market will consolidate next week.
Remark: The analysis is based on transaction in China’s domestic market, it’s only for reference.
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