China Insider

Brussels has moved from product-by-product anti-dumping cases to a sector-wide clampdown on Chinese chemicals. Indian players gain only where the EU uses tools that target China specifically; the broadest tool on the table, safeguards, hits India too

Aniline is the basic building block for MDI, dyes, rubber chemicals and many drug intermediates. In October the Chinese aniline market is tight and getting tighter. Producers hold very little stock, several plants are down for maintenance at the same time, and spot material is hard to find. Prices are already high and may set a new record. North China aniline is expected to reach RMB 17,000–17,500 per tonne

*Major H-Acid Supplier Stops Price Offers

Indefinitely*

*China Sulphur: Price Falls 16% in Two Weeks, Acid

Makers Return to Profit*

Exports slow, carbide falls, and every producer is still losing money

China H-Acid average selling price is hovering at RMB 145-150/kg in the market and RMB 180-200/kg on price offer letters. Reactive dye +55% and disperse dye +30% since June. India at INR 1,800– 1,850/kg and exporting to China.

Q3 2026: China's sulphuric acid price fell for most of the quarter. Only a small rebound came at the end of September.

Prices as of 5:00 pm Beijing time, 15 October 2026. Chemical prices are China domestic prices in RMB per metric ton (RMB/MT). USD values are for easy reference only, at USD 1 = RMB 6.69. Crude oil is quoted in USD per barrel.

Up 63% in four months. China N220 carbon black went from RMB 7,840/MT in late May to RMB 12,779/MT (about USD 1,800/MT) in mid-September 2026. This is a record high. In one week in September, the price rose more than 50%; the biggest weekly jump ever.