PE Peak Maintenance Season Lingers, September Output Loss Expected to Rise
Introduction: In August 2025, maintenance-related output loss at China’s PE producers reached 459.6kt, a MoM increase of 7.3kt. The monthly maintenance-induced output loss remained at a relatively high level for the year. A further increase to 474.6kt is projected for September, up 15kt from August. However, PetroChina Jilin Petrochemical’s new HDPE unit is scheduled to commence official operations in September. With this additional capacity coming online, China’s domestic PE supply is expected to remain largely stable.
China PE Unit Maintenance
In August 2025, the PE output loss caused by maintenance was 459.6kt, up 7.3kt from last month. Sinopec Qilu Petrochemical and Shaanxi Yanchang Coal Yulin Energy and Chemical wrapped up their overhaul. The newly added overhaul was seen at Shenhua Xinjiang Energy, PetroChina Fushun Petrochemical, Wanhua Chemical Group (Yantai) and Lianyungang Petrochemical, and other newly added maintenance shutdowns were minor and medium ones. Overall, the monthly PE output loss due to maintenance was relatively high.
China PE Unit Maintenance Plan
SCI estimates that the output loss of PE due to maintenance may be 474.6kt in September 2025, up 15kt MoM. Out of the total, LLDPE, LDPE and HDPE may take up 147.2kt, 50.1kt and 277.3kt, respectively.
In September, several PE units are expected to remain offline due to both operational pauses and extended overhauls. Units such as those at Shandong Dongming Petrochemical Group, Shenhua Xinjiang Energy, and Lianyungang Petrochemical are scheduled to complete their overhaul. Some units at Ningxia Baofeng Energy and Sinopec Zhenhai Refining & Chemical are planned to be newly involved in overhaul, and some short-term minor maintenance is also anticipated in September. Although the overall maintenance-related output loss is projected to increase, the official startup of PetroChina Jilin Petrochemical’s new HDPE unit, along with the accompanying release of additional capacity, is expected to largely offset the output loss, keeping domestic PE supply relatively steady in September.
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