China's Dimethyl Carbonate Prices Jump 10% as Middle East War Threatens Methanol Supply

Dimethyl carbonate markets in China strengthened in early March 2026 after a subdued February, with sentiment improving as downstream procurement resumed following the Lunar New Year slowdown. Comfortable tank stocks and stable logistics had previously pressured offers, but rising spot inquiries from electrolyte blenders and scheduled battery related shipments helped shift the tone. Although imported methanol and freight uncertainties kept sellers cautious, the broader market for dimethyl carbonate showed signs of stabilization across lithium ion electrolyte, polycarbonate intermediate, and pharmaceutical segments. Softer domestic methanol prices eased margin pressure and allowed some exporters to adjust offers while integrated producers maintained steady utilization, ensuring ample supply. Weekly assessments reflected a clear rebound, with mid March levels climbing more than 10% from early month lows. Looking ahead, dimethyl carbonate prices may see modest gains through mid year, though softer call offs from some electrolyte producers and persistent shipping related risks could limit upside. Overall, the market remains balanced, with feedstock trends and global logistics shaping near term direction.