Editor's Note
In November 2025, the yellow phosphorus price showed an upward trend, driven by the joint factors of increased electricity price on the cost side and tight supply, the market price of MAP and DAP rose, mainly supported by high raw material costs.
November Corporate Developments
- Onn 20 November, 2025, Xingfa Group announced the completion of installation and commissioning for the 20,000 t/a sodium hypophosphite expansion project, with the facility ready for trial production.
- On 13 November, 2025, the environmental impact report for Hubei Changshuo's expansion project for developing, producing and selling a novel series of phosphate products was accepted.
- On 11 November, 2025, Guizhou Kailin Group's environmental impact report for its 2×150,000 t/a PA concentration project was published.
- On 5 November, 2025, Clariant Chemicals (Huizhou) Ltd., a wholly-owned subsidiary of Clariant International AG, officially startd production at its 10,000 t/a halogen-free flame retardant expansion project (Phase II).
The USD/RMB exchange rate in this newsletter is USD1.00=RMB7.0867 on 3 November 2025, sourced from the People's Bank of China. All the prices mentioned in this newsletter will include the VAT, unless otherwise specified.
If you would like to cover any specific topics or investigate any covered subjects in more details, please contact us on +86-20-37616606, or econtact@cnchemicals.com
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Market Dynamicas
- Yellow phosphorus price up in November 2025
- MAP and DAP rise in November 2025
- Western China chemical summit charts green global growth path
Company Dynamics
- Yellow phosphorus plant dynamics
- EI report of Hubei Changshuo's novel phosphate series products project accepted
- EI report of Kailin Group's 300,000 t/a PA concentration project publicised
- Progress on two phosphogypsum projects
- Clariant dual move strengthens halogen-free flame retardant portfolio
- EI report of Wuhuan Harvin's phosphorus fluorine new material project accepted
- Xingfa Group's 20,000 t/a sodium hypophosphite project ready for trial production
- Fuquan Chuandong proposes 5,000 t/a red phosphorus project
- Yichang Yonfer's 200,000 t/a powdered MAP relocation project receives approval
- EI report of Gansu Qingyu's curing agents project seeks second public consultation
- Shengtaiyuan New Materials' 30,000 t/a reactive TCP project sees EI report accepted
- EI report of Jianwei Longtai's 45,000 t/a yellow phosphorus project publicised
Political Factors
- China keeps phosphate ore quota suspended for 2026 to ease exports and add value
Technology
- EI report of Sinochem Yunlong's 200,000 t/a PA upgrade and renovation project accepted
- Anhui Liuguo's phosphogypsum green utilisation technology receives recognition
- Kunming Hongteng's 300,000 t/a granular superphosphate products project to receive approval
Market Data Analysis
- PA prices rise in November 2025
Import and Export
- International trade of phosphate chemicals in Oct. 2025
Price Update
- Price monitoring of phosphate chemicals in Nov. 2025

