PC Taiwan Chi Mei down 400 yuan; ABS down 300 yuan！
EU Launches Two Rulings in 10 Days, Tariffs Up to 219.4%
On May 5, the European Commission imposed final anti‑dumping duties on Chinese adipic acid ranging from 29.1% to 42.3%. China supplies over 80% of EU adipic acid imports, widely used in nylon 66, polyurethane, textiles, automotive, furniture, construction and food industries. The EU described this move as typical trade protectionism inconsistent with WTO rules.
One week later, on May 13, the EU announced preliminary anti‑dumping duties on alkyl phosphonic acid and its sodium salts from 182.9% to 219.4%, effective the next day. The top rate of 219.4% represents a near‑blocking tariff.
US, Australia, South Korea, Brazil Join the Crackdown
- US: On May 12, initiated anti‑dumping and countervailing duty investigations into tris‑amino methane from China. On April 30, launched anti‑dumping probes into PTMEG, with proposed duties up to 419.88%. On April 8, final anti‑dumping duties on MDI from China were set at 85.11%.
- Australia: On April 30, started anti‑dumping investigation into titanium dioxide from China. At least six regions have targeted Chinese titanium dioxide.
- South Korea: On April 7, launched anti‑dumping investigation into solid sodium hydroxide from Chinese Mainland and Taiwan.
- Brazil: On April 6, imposed final anti‑dumping duties on ethanolamine from China at 23.6%–97.3% for five years.
Root Cause: Crisis in European Chemical Industry
European chemical producers face severe pressure from high energy costs, strict environmental rules and weak demand. Energy costs are roughly three times those in the US and twice those in China. About 7% of capacity has closed in three years; 2025 investment dropped more than 80%. Production in the EU and UK is expected to fall 2.2% in 2026.
Impact on China’s Exports
In Q1 2026, China’s adipic acid export share to the EU plummeted from an average 22% to 10.04%. The BDO sector also faces pressure from EU provisional duties and policy adjustments, accelerating industry restructuring.
Post time: May-29-2026