ISSUE 006 · 30 OCTOBER 2026
ABS, copper and appliance outlook
Refrigeration compressors, appliance-grade ABS and refrigerants
| Product | Supply | Prices | Regulations | Manufacturers |
|---|---|---|---|---|
| Refrigeration compressors | No material new capacity, outage or lead-time change verified. | No comparable model-specific transaction series. | No new UAE/Iran measure verified. | No new launch or production change verified. |
| Appliance-grade ABS | No material targeted-grade availability change verified. | JLC China ABS index: 12,790 points on 23 October and 13,150 on 29 October; calculated +2.8%. This is not an appliance-grade transaction or delivered quote. | No new applicable measure verified. | No material targeted-supplier change verified. |
| R134a | No new material availability change verified. | No comparable delivered transaction series. | China 2027 HFC quota notice of 16 October is older context; applications due 31 October. | No material producer change verified. |
| R600 (n-butane) | No material new change verified. | No comparable purity-specific delivered offers. | No new applicable measure verified. | No material producer change verified. |
| R600a (isobutane) | No material new change verified. | No comparable purity-specific delivered offers. | No new applicable measure verified. | No material producer change verified. |
R600 and R600a are different hydrocarbons and must not be interchanged. US EPA product distinction.
ABS index: China
23–29 October 2026. JLC’s daily index rose 2.8% between the two stated dates, then eased from its 26 October peak. This is an index calculation, not a grade-specific FOB or landed transaction price. Purchasing follow-up — this week: Refresh Korean and Chinese appliance-grade quotations on matched Incoterms and lead times. DASTEL news value: Medium.
R134a regulatory context
Notice issued 16 October 2026; not new this week. China’s 2027 HFC quota application deadline was 31 October. The notice does not disclose final allocations or export prices. Purchasing follow-up — for forward contracts: Ask Chinese suppliers for confirmed 2027 commitments. DASTEL news value: Background only.
China Ministry of Ecology and Environment quota notice
Copper and other materials
Brief published 29 October; COMEX December settlement 28 October 2026. Copper settled at USD 14,678 per tonne, about 1.2% higher week on week according to the association. This is a futures benchmark, not a physical tube or component quote. No comparable new transaction-price series or confirmed material supply change was established for PMDI/PM200, MDI, TDI or polyols. BASF’s 28 October group results are not a product-specific price announcement. Purchasing follow-up — this week: Obtain copper component and polyurethane grade quotations on matching delivery bases. DASTEL news value: Medium for copper; low for polyurethane.
International Copper Association Australia, 29 October 2026 · BASF quarterly release, 28 October 2026
Home appliance industry
Results published 28–29 October 2026, covering the third quarter. LG reported KRW 7.04 trillion in Home Appliance Solution revenue and expected limited fourth-quarter demand recovery. Samsung reported raw-material and logistics cost pressure in Digital Appliances. Neither release measures weekly component orders. Purchasing follow-up — routine: Validate customer production schedules before building stock. DASTEL news value: High.
LG, 28 October 2026 · Samsung, 29 October 2026
Evidence note: Public market indicators and producer announcements are not transaction prices for DASTEL. Where grade, quotation basis or comparable delivered prices were unavailable, no weekly purchase-price change is asserted.
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