From May to July 2026, China‘s glacial acetic acid market experienced a three‑phase trajectory: sharp correction in May, consolidation with modest recovery in June, and regional divergence in July. May prices averaged RMB 2,988/ton in East China, down 26.80% month‑on‑month, as downstream resistance, plant shutdowns, and Northeast China material flows weighed on the market. June saw prices stabilize and edge higher—from RMB 2,735/ton on June 1 to RMB 2,880/ton by June 30—supported by low inventories and cost floors despite continued demand weakness. July brings a mixed outlook: Northwest China faces acute supply tightness from two major maintenance events starting July 6, while East China supply is also expected to tighten. However, North China faces offsetting pressures from resumed Northeast outbound sales. Demand signals are divided—PTA shows recovery potential, while acetate esters and vinyl acetate remain subdued. With methanol prices expected to decline further, producer margins m