Highlights
In 2024, economic growth is expected to slow down as many challenges and uncertainties still exist, despite some improvements in the global economic situation. Against this macro backdrop, the environment faced by the LDPE industry has become more complex. High international crude oil prices led to increased production costs for producers, so they witnessed more frequent operational shutdowns. Moreover, the intensive maintenance period for domestic units started earlier than in previous years, with the output loss reaching a near decade-high. The supply of imported resources was expected to decrease due to the geopolitical situation in the Middle East, resulting in temporary shortage of LDPE resources and thereby driving continuous increases in prices. However, the recovery of end demand was slow, and export orders were reduced with high sea freight, so the demand for LDPE was still sluggish. With the reduction in both supply and demand, PE prices rose to a high of H1 of 2024 in Q2, which broke the seasonal law. Currently, although China’s economic environment is steadily improving, the pressure from product competition is increasing with the further expansion of LDPE capacity. In the future, how will the LDPE supply develop? How will the demand evolve?
By continuously tracking the industry development and market changes and relying on 20 years of industry analysis experience, SCI monitors the whole process from supply to demand, from upstream to downstream, from global to China, etc. Based on the massive data and scientific analysis model, SCI constantly granulates the data and deeply interprets the driving factors of the LDPE market, aiming to present customers with a comprehensive and fresh perspective on the forward-looking value.
Report value
1. To show the global LDPE trade pattern and the characteristics of trade flow based on the analysis of LDPE supply and demand patterns in the globe and China.
2. To display the change trends of China’s LDPE supply pattern based on multi-dimensional data including capacity, output, operating rate, as well as import and export data in the recent 5 years.
3. To exhibit the change trends of China’s LDPE import and export volume based on showcasing import and export volume in the recent 5 years from multiple perspectives and the structure by trading partner, trade mode and enterprise registration place.
4. To clearly present the LDPE demand distribution for market participants through the analysis of the LDPE demand structure and regional layout.
5. To discover future demand growth opportunities by analyzing key downstream industries and to grasp the downstream key procurement factors by combining the peak and slack demand seasons as well as procurement factors of end users.
6. To clarify the market price drivers by continuously tracking upstream, midstream and downstream inventory data.
7. To point out the direction of feedstock selection for new entrants by comparing and analyzing the cost and gross profit of each production technology and business trends.
Contents
Part 1 PE Market Overview
Part 2 2020-2024 LDPE Supply-Demand Balance Analysis
2.1 2020-2024 LDPE Supply-Demand Balance Trend Analysis
2.2 2024 Monthly Supply-Demand Balance Characteristics and Its Relationship with Price
Part 3 LDPE Supply Pattern and Change Analysis
3.1 2024 Global LDPE Capacity and Output Analysis
3.1.1 Global LDPE Capacity Layout
3.1.2 2024 Global LDPE Trade Flow
3.1.3 2024 Global LDPE Unit Maintenance
3.1.4 2025 Global LDPE Capacity and Output Forecast
3.2 2020-2024 China LDPE Capacity Change Analysis
3.2.1 China LDPE Capacity Development Trend Analysis
3.2.1.1 LDPE Capacity Change Trend Analysis
3.2.1.2 LDPE Capacity Concentration Ratio Analysis
3.2.2 China LDPE Capacity Layout Analysis
3.2.2.1 China LDPE Capacity Regional Layout
3.2.2.2 China LDPE Capacity Proportion by Feedstock
3.2.2.3 China LDPE Capacity Proportion by Enterprise Nature
3.2.3 2024 China LDPE Trade Flow Analysis
3.2.3.1 China LDPE Major Consumption Area, Demand and Source
3.2.3.2 China LDPE Major Production Area, Output and Outflow
3.2.3.3 China LDPE Trade Flow Characteristics and Influence
3.2.4 2025-2029 China Newly Added LDPE Capacity
3.2.4.1 2025-2029 China LDPE Capacity Forecast
3.2.4.2 2025-2029 China Newly Added LDPE Capacity List
3.3 2020-2024 China LDPE Output Change Analysis
3.3.1 2020-2024 China LDPE Output
3.3.1.1 China LDPE Annual Output Change and Capacity Utilization Rate
3.3.1.2 China LDPE Annual Regional Output Change
3.3.2 2024 China LDPE Production Characteristics and Reasons
3.3.2.1 2024 LDPE Monthly Output Change Characteristics and Influence Analysis
3.3.2.2 2024 China LDPE Unit Maintenance
3.4 2020-2024 China LDPE Import Market Analysis
3.4.1 2020-2024 China LDPE Import Data Analysis
3.4.1.1 China LDPE Import Volume Analysis
3.4.1.2 China LDPE Import Structure Analysis by Trading Partner
3.4.1.3 China LDPE Import Structure Analysis by Trade Mode
3.4.1.4 China LDPE Import Structure Analysis by Enterprise Registration Place
3.4.2 2024 China Monthly Import Volume Change and Characteristics Analysis
3.5 2024 PE Inventory Change Analysis
3.5.1 PE Inventory Change and Trend Analysis
3.5.1.1 PE Inventory at Producers
3.5.1.1.1 Naphtha-Based PE Inventory at Producers
3.5.1.1.2 Coal-Based PE Inventory at Producers
3.5.1.2 PE Inventory at Traders
3.5.1.3 PE Inventory at Ports
3.5.2 PE Inventory Change and Its Relationship with Price
3.6 PE Warehouse and Logistics Status Analysis
3.7 2025-2029 China LDPE Market Supply Forecast
3.7.1 2025-2029 Total Supply Volume Forecast
3.7.2 2025 Monthly Supply Forecast and Influence on Price
Part 4 LDPE Demand Pattern and Change Analysis
4.1 2020-2024 Global PE Consumption Volume Change Analysis
4.2 2020-2024 China LDPE Consumption Volume Change Analysis
4.2.1 China LDPE Downstream Demand Change and Characteristics Analysis
4.2.2 China LDPE Downstream Consumption Structure by Industry
4.2.3 China LDPE Downstream Consumption Structure by Region
4.3 2024 LDPE Downstream Industry Change Analysis
4.3.1 2024 China Plastic Product Industry Development Status
4.3.1.1 Packaging Film Industry Change Analysis
4.3.1.2 Agricultural Film Industry Change Analysis
4.3.1.3 Wire and Cable Industry Change Analysis
4.4 2020-2024 China LDPE Export Market Analysis
4.4.1 2020-2024 China LDPE Export Data Analysis
4.4.1.1 China LDPE Export Volume Analysis
4.4.1.2 2024 China LDPE Export Structure Analysis by Trading Partner
4.4.1.3 2024 China LDPE Export Structure Analysis by Trade Mode
4.4.1.4 2024 China LDPE Export Structure Analysis by Enterprise Registration Place
4.4.2 2024 China Export Volume Change and Characteristics Analysis
4.5 2025-2029 LDPE Major Downstream Industry Demand Growth Forecast
4.6 2025-2029 LDPE Demand Volume Forecast
4.6.1 China Demand Volume Change Analysis
4.6.2 Export Volume Change Analysis
4.7 LDPE Demand Slack and Peak Seasons Analysis
4.7.1 LDPE Demand Slack and Peak Seasons Characteristics Analysis
4.7.2 LDPE Demand Slack and Peak Seasons Analysis from Price Perspective
Part 5 LDPE Price Trend Analysis
5.1 China LDPE Market Price Analysis
5.1.1 Price Change Characteristics Analysis
5.1.1.1 Overall Price Trend Characteristics Analysis
5.1.1.2 Price Characteristics in Major Regions
5.1.2 2024 Price Trend Aligned with Seasonality
5.2 Related Product Price Co-Movement Analysis
5.2.1 LDPE and Major Feedstock Price Co-Movement Analysis
5.2.1.1 Crude Oil
5.2.1.2 Ethylene
5.2.2 LDPE and Major Downstream Product Price Co-Movement Analysis
5.2.3 LDPE and Related Product Price Co-Movement Analysis
5.2.3.1 China LDPE and LLDPE Price Co-Movement Analysis
5.2.3.2 China-Origin LDPE and Imported LDPE Price Spread Analysis
5.3 LDPE Production Cost and Gross Profit Analysis
5.3.1 LDPE Production Cost Comparative Analysis by Different Production Technologies
5.3.2 LDPE Gross Profit Change and Impact Analysis
5.3.2.1 LDPE Gross Profit Trend and Characteristics Analysis
5.3.2.2 Influence of Gross Profit Change on Enterprise Production
Part 6 Industry Competitive Landscape and Operator Behavior Change Analysis
6.1 LDPE Industry Competitive Landscape Change and Trend Analysis
6.2 Value Chain Analysis and Forecast
6.3 SCI Monitoring Enterprise Operation Trend Analysis
6.4 Downstream Customer Key Procurement Factor Analysis
6.5 Operator Operation Risk and Barrier Analysis
Part 7 LDPE Market Outlook
7.1 2025-2027 LDPE Price Trend Forecast
7.2 LDPE Price Driver Development Forecast
7.2.1 Macro Environment and Industry Policy Analysis
7.2.2 2025-2029 China LDPE Supply-Demand Balance Forecast
7.2.2.1 2025-2029 China LDPE Supply-Demand Balance Trend and Characteristics Forecast
7.2.2.2 2025 China LDPE Monthly Supply-Demand Balance Forecast
7.2.3 2025-2029 PE Trade Flow Forecast and Influence Analysis
7.2.3.1 2025-2029 Global PE Trade Flow Forecast
7.2.3.2 2025-2029 China PE Trade Flow Forecast
7.2.4 Main Feedstock Price Co-Movement Forecast
7.2.4.1 Crude Oil
7.2.4.2 Ethylene
7.3 2025 Major Price Driver Influence Forecast
Appendix 1 LDPE Industry Annual Events
Appendix 2 Macro and Industry Policy Highlights (2024)
Appendix 3 Methodology and Related Definition
3.1 Data Collection and Calculation Methodology
3.2 Forecasting Model Interpretation
3.3 Definition and Abbreviation
Appendix 4 Tables and Charts
Appendix 5 Related Annual Reports
2024-2025 China Ethylene Market Annual Report
2024-2025 China HDPE Market Annual Report
2024-2025 China PE Market Annual Report
2024-2025 China LLDPE Market Annual Report
2024-2025 China EVA Market Annual Report
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