China’s DMF market is expected to rebound modestly in June 2026, with ChemAnalyst projecting a 5% increase as potential war related shipping congestion raises freight costs, supporting FOB floor levels. Dimethylamine feedstock prices remain firm, which may limit sellers’ ability to continue discounting. While polyurethane, leather, and electronics demand remain weak due to monsoon season slowdowns and environmental enforcement, producers are unlikely to widen discounts further after aggressive late May liquidation. May ended with a steep correction with an 11% WoW decline. Elevated operating rates, restarts at major plants, and muted PU demand created oversupply, while mixed feedstock trends encouraged sellers to clear inventories. With inventories high but restocking expected to improve, June is likely to show firmer pricing unless downstream weakness deepens or feedstock costs soften further.
