In October 2026, glycine ex-works prices trended upwards, driven by supply contraction and recovering downstream demand, and are expected to fluctuate at high levels in the short term. Supply-side contraction pushed yellow phosphorus prices slightly upwards, while the glyphosate market continued to rise.
Project dynamics
The EI report for Yarong Energy's 10,000 t/a phosphorus trichloride capacity relocation and 20,000 t/a phosphorus pentachloride expansion project was accepted.
The EI report for Donghua Jinlong's technical renovation project for the No. 2 chloroacetic acid section in the chloroacetic acid and glycine workshops was publicised.
Corporate dynamics
The EI report for Qituo Industrial's 100,000 t/a high-purity glycine and 10,000 t/a high-purity phenylglycine production project was publicised.
Xingfa Group announced plans to raise no more than USD445 million (RMB3,000 million) to develop projects including phosphate mining and beneficiation.
The EI report for Jiangshan Crop's 250,000 t/a glyphosate formulation project was publicised.
Policy and management
The US HHS and EPA signed an interagency memorandum of understanding establishing a cross-departmental scientific collaboration mechanism to support the glyphosate reregistration assessment.
Peru announced the suspension of the sale, distribution and use of five pesticide active ingredients, including glyphosate, on domestic food crops.
Export trade
In July 2026, Jinfanda ranked first among Chinese glyphosate exporters, and the United States was the largest destination market.

