PetroChina’s Fushun HDPE Unit Eyes an October Comeback After August Shutdown, 350,000 t/y Output Poised to Return

In a development that may stir the Asia‐Pacific HDPE market, a source in China reports that PetroChina Fushun Petrochemical is planning to resume production at its High Density Polyethylene (HDPE) unit around October 4, 2025, following a scheduled turnaround. The unit in question was taken offline for maintenance approximately August 15, 2025. As of now, however, there has been no public confirmation from an authorised company spokesperson about the precise resumption date or the full scope of the restart process.

Located in Fushun, Liaoning Province, the HDPE installation boasts a substantial annual production capacity of 350,000 metric tonnes, making it one of the more significant sources of HDPE supply in the region. The shutdown, presumably for maintenance, has reduced active HDPE supply in the near‐term, creating potential ripple effects through both feedstock sourcing and downstream demand sectors like packaging, blow moulding, and films.

Market participants are watching closely. Should the restart occur as anticipated, it may help alleviate some supply tightness or pricing pressure that has built up since mid-August. On the other hand, delays or extended downtime could reinforce bullish sentiment for spot HDPE and feedstock markets, as buyers scramble to procure material or rely more on imports.

Also under observation are the operational readiness of accessory units (such as reactors, utilities, and purification systems) and logistical channels into and out of Fushun. Any hiccups there could delay the restart or reduce effective capacity even after operations are nominally resumed. In addition, broader macro-factors such as energy availability, raw material cost, and transport infrastructure remain critical for ensuring that the restarted unit can produce at or near its nameplate capacity.

As October looms, the announcement has already caught the attention of traders and regional HDPE consumers, who are likely to reassess contract negotiations, inventory levels, and risk exposure. Should PetroChina confirm the restart timeline, it could shift the regional supply-demand balance and influence pricing trends in neighboring markets.

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