Highlights
In 2023, the polyether polyol market underperformed the anticipation, with mainstream prices dipping again. Players held positive expectations to the market, as social factors gradually faded. The polyether polyol demand grew slowly amid slow recovery of the real estate economy and lower-than-expectation export of downstream products. Coupled with long-standing excess capacity, the polyether polyol market stood at the destocking stage in H1, 2023. The price trend of polyether polyol followed that of feedstock PO.
In H2, 2023, the polyether polyol market experienced a tight supply because plants intensively reduced operating rates, leading to a divergency with PO price trend. Thus, supply became the primary factor to affect polyether polyol market prices. The arbitrage window for trade goods from the northern market to the southern market reopened, changing the competitive pattern of the market. In 2023, the polyether polyol import volume kept shrinking, and trading partners changed. While the export volume kept scaling up, with goods flowing to around 160 countries and regions.
Polyether polyol prices remained at lows, and what changes took place in the market competition pattern? In 2023, PO capacity continued to expand, what changes took place between polyether polyol and PO? How did polyether polyol react on PO? How did the polyether polyol market perform with a supply crunch, and what new changes occurred? What changes did the polyether export structure show while the polyether polyol export volume increased?
SCI’s 2023-2024 China Polyether Polyol Market Annual Report will explain with thorough and comprehensive analysis so as to reveal the changes in the polyether polyol industry structure and foresee the future new trends. The annual report quantifies key indicators of the polyether polyol industry, presents core market changes and traces market drivers to help participants make decisions.
The core competitiveness of SCI’s 2023-2024 China Polyether Polyol Market Annual Report is comprehensive and detailed first-hand data. The annual report is the result of SCI’s in-depth and meticulous research on China’s polyether polyol market as well as its upstream and downstream sectors. Besides reviewing the 5-year historical data in detail, SCI also interprets and analyzes the changes in the polyether polyol industry in the next five years, providing a strong basis for subscribers to make decisions.
Report value
1. Insight into the polyether polyol fundamentals based on the 5-year supply-demand balance analysis
2. Consumption structure changes and development highlights
3. Soft-foam polyether trade flow analysis
4. Polyether polyol export market review and forecast
Contents
Part 1 Polyether Polyol Market Overview
Part 2 2019-2023 Polyether Polyol Supply and Demand Balance Analysis
Part 3 Polyether Polyol Supply Pattern and Variation Trend Analysis
3.1 2023 Global Polyether Polyol Capacity Analysis
3.2 2019-2023 China Polyether Polyol Capacity Change Analysis
3.2.1 China Polyether Polyol Capacity Development Trend Analysis
3.2.1.1 Polyether Polyol Capacity Development Trend Analysis
3.2.1.2 Polyether Polyol Capacity Concentration Ratio Analysis
3.2.1.3 China Polyether Polyol Capacity Analysis by Product Property
3.2.1.4 China Polyether Polyol Capacity Analysis by Enterprise Nature
3.2.1.5 Existing Polyether Polyol Capacity
3.2.2 China Polyether Polyol Capacity Analysis by Region
3.2.2.1 Polyether Polyol Regional Capacity Analysis
3.2.2.2 Polyether Polyol Coastal Capacity Analysis
3.2.3 2023 China Polyether Polyol Trade Flow Analysis
3.2.3.1 China Main Polyether Polyol Production Area and Output
3.2.3.2 China Polyether Polyol Trade Flow Characteristic and Influence
3.2.4 2024-2028 China Newly Added Polyether Polyol Capacity
3.2.4.1 2024-2028 China Polyether Polyol Capacity Forecast
3.2.4.2 2024 Newly Added Polyether Polyol Capacity Research
3.3 2019-2023 China Polyether Polyol Output Change Analysis
3.3.1 2019-2023 China Polyether Polyol Output
3.3.1.1 China Polyether Polyol Annual Output Change Trend and Operating Rate
3.3.1.2 China Polyether Polyol Annual Regional Output Change
3.3.2 2023 China Polyether Polyol Production Characteristic and Cause
3.4 2019-2023 China Polyether Polyol Import Market Analysis
3.4.1 2019-2023 China Polyether Polyol Import Data Analysis
3.4.1.1 China Polyether Polyol Import Volume Trend Analysis
3.4.1.2 China Polyether Polyol Import Structure Analysis by Trading Partner
3.4.1.3 China Polyether Polyol Import Structure Analysis by Receipt Place and Trade Mode
3.4.2 2023 China Polyether Polyol Import Volume Change Analysis
3.4.2.1 China Polyether Polyol Monthly Import Volume and Characteristic Analysis
3.4.2.2 2023 Influence of Polyether Polyol Import on China Overall Supply
3.5 2023 Polyether Polyol Product Inventory Change Analysis
3.5.1 Polyether Polyol Product Inventory Change and Trend Analysis
3.5.2 Inventory and Price Correlation Characteristic Analysis
3.5.2.1 Inventory Change Characteristic and Supply and Demand Patterns
3.5.2.2 Inventory and Price Correlation Analysis
3.6 Polyether Polyol Storage and Logistics Status Analysis
3.6.1 Polyether Polyol Storage and Logistics Condition and Policy Analysis
3.6.2 Storage Cost and Logistics Cost Analysis
3.6.3 Influence of Storage and Logistics Change on Price
3.7 2024 China Polyether Polyol Market Supply Forecast
3.7.1 2024-2028 Overall Polyether Polyol Supply Forecast
3.7.2 2024 Monthly Polyether Polyol Supply Forecast and Supply Influence Forecast on Price
Part4 Polyether Polyol Demand Pattern and Change Trend Analysis
4.1 2019-2023 China Polyether Polyol Consumption Volume Change Trend Analysis
4.1.1 China Annual Polyether Polyol Consumption Volume and Change Trend
4.1.2 China Main Polyether Polyol Downstream Industry Demand Change and Characteristic Analysis
4.1.2.1 Soft-Foam Polyether Demand Analysis
4.1.2.2 POP Polyether Demand Analysis
4.1.2.3 High Resilience Polyether Demand Analysis
4.1.2.4 Elastomer Polyether Demand Analysis
4.1.2.5 Hard-Foam Polyether Demand Analysis
4.1.3 China Polyether Polyol Downstream Industry Distribution and Regional Consumption Structure Analysis
4.1.4 China Polyether Polyol Downstream Customer Scale and Demand Change Analysis
4.2 2019-2023 China Polyether Polyol Export Market Analysis
4.2.1 2019-2023 China Polyether Polyol Export Data Analysis
4.2.1.1 China Polyether Polyol Export Volume Trend Analysis
4.2.1.2 2023 China Polyether Polyol Export Structure Analysis by Trading Partner
4.2.1.3 2023 China Polyether Polyol Export Structure Analysis by Delivery Place and Trade Mode
4.2.2 2023 China Polyether Polyol Export Volume Change Analysis
4.2.2.1 Polyether Polyol Monthly Export Volume and Characteristic Analysis
4.2.2.2 Influence of 2023 Polyether Polyol Export on China Overall Demand
4.3 2024-2028 China Polyether Polyol Downstream Industry Demand Growth Forecast
4.4 2024-2028 Polyether Polyol Consumption Forecast
4.4.1 China Polyether Polyol Consumption Change Trend Analysis
4.4.2 Polyether Polyol Export Volume Change Trend Analysis
4.5 Polyether Polyol Demand Slack and Peak Seasons Analysis
4.5.1 Polyether Polyol Demand Slack and Peak Seasons Characteristic Analysis
4.5.1.1 Soft-Foam Polyether Demand Slack and Peak Seasons Analysis
4.5.1.2 POP Polyether Demand Slack and Peak Seasons Analysis
4.5.1.3 High-Resilience Polyether Demand Slack and Peak Seasons Analysis
4.5.1.4 Elastomer Polyether Demand Slack and Peak Seasons Analysis
4.5.1.5 Hard-Foam Polyether Demand Slack and Peak Seasons Analysis
4.5.2 Polyether Polyol Demand Slack and Peak Seasons Analysis from Price Perspective
4.5.2.1 Soft-Foam Polyether Demand Slack and Peak Seasons Analysis from Price Perspective
4.5.2.2 Hard-Foam Polyether Demand Slack and Peak Seasons Analysis from Price Perspective
4.6 Downstream Customer Key Purchasing Factor Analysis
4.7 Operator Business Risk and Barrier Analysis
Part 5 Polyether Polyol Product Price Trend Analysis
5.1 Soft-Foam Polyether Market Price Analysis
5.1.1 Soft-Foam Polyether Price Change Characteristic Analysis
5.1.1.1 Overall Soft-Foam Polyether Price Trend Characteristic Analysis
5.1.1.2 Main Regional Soft-Foam Polyether Price Characteristic Analysis
5.1.2 2023 Soft-Foam Polyether Price Trend Aligned with Seasonality
5.2 POP2045 Polyether Market Price Analysis
5.2.1 POP2045 Polyether Price Change Characteristic Analysis
5.2.2 2023 POP2045 Polyether Price Trend Aligned with Seasonality
5.3 High Resilience Polyether Market Price Analysis
5.3.1 High Resilience Polyether Price Change Characteristic Analysis
5.3.2 2023 High Resilience Polyether Price Trend Aligned with Seasonality
5.4 Elastomer Polyether Market Price Analysis
5.4.1 Elastomer Polyether Price Change Characteristic Analysis
5.4.2 2023 Elastomer Polyether Price Trend Aligned with Seasonality
5.5 Hard-Foam Polyether Market Price Analysis
5.5.1 Hard-Foam Polyether Price Change Characteristic Analysis
5.5.1.1 Overall Hard-Foam Polyether Price Trend Aligned with Seasonality
5.5.1.2 Main Regional Hard-Foam Polyether Price Characteristic Analysis
5.5.2 2023 High-Foam Polyether Price Trend Aligned with Seasonality
5.6 Related Product Price Co-Movement Analysis
5.6.1 PO and Polyether Polyol Price Co-Movement Analysis
5.6.2 EO and Polyether Polyol Price Co-Movement Analysis
5.6.3 Styrene, Acrylonitrile and Polyether Polyol Price Co-Movement Analysis
5.6.4 TDI and Polyether Polyol Price Co-Movement Analysis
5.7 Polyether Polyol Production Cost and Profit Analysis
5.7.1 Polyether Polyol Production Cost Structure and Characteristic Analysis
5.7.1.1 Polyether Polyol Production Cost Structure and Change Analysis
5.7.1.2 Polyether Polyol Production Cost Difference Analysis Among Regions
5.7.2 Polyether Polyol Production Profit Change and Influence Analysis
5.7.2.1 Polyether Polyol Production Profit Trend and Characteristic Analysis
5.7.2.2 Influence of Polyether Polyol Production Profit Change on Enterprise Production
Part 6 Polyether Polyol Industry Outlook
6.1 2024-2026 Polyether Polyol Price Trend Forecast
6.1.1 2024-2026 Soft-Foam Polyether Price Trend Forecast
6.1.2 2024-2026 POP2045 Polyether Price Trend Forecast
6.1.3 2024-2026 High Resilience Polyether Price Trend Forecast
6.1.4 2024-2026 Elastomer Polyether Price Trend Forecast
6.1.5 2024-2026 Hard-Foam Polyether Price Trend Forecast
6.2 Polyether Polyol Market Driver and Future Trend Forecast
6.2.1 Influence of Macro-Environment on Polyether Polyol Market
6.2.2 Influence of Industry Policy on Polyether Polyol Market
6.2.3 2024-2028 China Polyether Polyol Supply and Demand Balance Forecast
6.2.4 Polyether Polyol Market Competition Pattern Analysis
6.2.4.1 2024-2028 China Polyether Polyol Trade Flow Forecast
6.2.4.2 SCI Monitoring for Enterprise Operation Trend Analysis
6.2.5 Value Chain Analysis and Forecast
6.2.6 Related Product Price Co-Movement Influence Forecast
6.3 Influence Extent Analysis of Major Polyether Polyol Price Drivers
Appendix 1 Polyether Polyol Product Highlights
Appendix 2 Polyether Polyol Product Annual Events
Appendix 3 Methodology and Definition
Appendix 4 Tables and Charts
Appendix 5 Related Annual Reports
2023-2024 China PO Market Annual Report
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