ISSUE 007 · 6 NOVEMBER 2026
ABS, R134a and TDI sourcing watch
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 UAE/Iran quotations. | No new measure affecting these sourcing routes verified. | No relevant launch or production change confirmed. |
| Appliance-grade ABS | No significant targeted-grade supply change verified. | JLC China ABS index: 13,140 points on 30 October and 12,825 on 5 November; calculated -2.4%. This is not a transaction price. | No new applicable measure verified. | No material targeted-supplier change verified. |
| R134a | 5 November market assessment: East China operating rate near 40%, with producers prioritising large customers. Export availability unconfirmed. | R134a refrigerant, East China, 5 November: CNY 63,500–65,000/t mainstream ex-factory reference offer, unchanged versus previous working day. Not a transaction or export quote. | No new China, EU, Iran or UAE measure verified within the period. | No material producer change confirmed. |
| 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 is n-butane and R600a is isobutane; each requires a distinct specification. US EPA product designations.
ABS and R134a purchasing signals
Market observations: 5 November 2026. The China ABS index fell a calculated 2.4% from 30 October to 5 November. East China R134a output was assessed near 40% of capacity, while the dated domestic reference offer held steady versus the prior working day. Neither establishes an Iran or UAE delivered price. Purchasing follow-up — immediate for open R134a orders; this week for ABS: Obtain confirmed export availability and FOB/CFR R134a offers; refresh matched ABS grade quotations. DASTEL news value: Medium.
JLC ABS index · Longzhong R134a assessment, 5 November 2026
Polyurethane raw materials
Reports dated 3–5 November 2026. Market reporting described maintenance at a northwest China TDI plant and completion of Wanhua’s early-November distribution plan. Effect on export allocations is unconfirmed. No comparable delivered transaction-price change was established for PMDI/PM200, MDI, TDI or polyols. Purchasing follow-up — this week: Ask Wanhua for written TDI allocation and delivery confirmation; refresh grade-specific polymeric MDI and polyol offers. DASTEL news value: Medium for the TDI supply watch, pending supplier confirmation.
Longzhong/Mysteel, 3 November 2026 · PUDaily TDI news, 5 November 2026
Metals, components and appliance industry
No like-for-like delivered-price change was verified for copper, aluminium or fabricated appliance components. BSH announcement: 30 October 2026. BSH said dishwasher output at its Dillingen, Germany plant was stable and three modernisation and logistics projects were progressing. It is a long-term manufacturing signal, not evidence of increased weekly component orders. Purchasing follow-up — routine: Separate metal content, conversion and freight in component offers; monitor future OEM specifications. DASTEL news value: Medium for BSH.
BSH producer release, 30 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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