A research note from China Securities Co., Ltd. (CICC) said the vinyl chloride (VC) market has entered a new supply-demand mismatch cycle as new capacity ramp-ups have fallen short of expectations, according to 36Kr. CICC said VC is a hazardous chemical with high process and environmental compliance requirements, and that strong growth in energy storage demand alongside slower-than-expected supply additions is expected to tighten supply and demand in Q3 2026.
CICC said VC prices have already risen by 5,000 yuan per ton this week and expects prices to continue moving higher, potentially reaching 180,000 to 200,000 yuan per ton during the peak season.
CITIC Securities CICC: VC Prices Rise 5,000 Yuan/Ton, Seen Climbing to 180,000-200,000 Yuan
2026-06-22 00:44:18
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