On January 21, 2026, "Chemical Cycle Series (1): Looking at Supply and Demand - Where is the Cycle Foundation of 6 Chemical Products?" was released, analyzing the cycle logic of phosphorus, sulfur, chromium, potassium, titanium and crude oil through the "supply-demand" matching framework. Phosphorus, sulfur and chromium enter the upward cycle due to strong supply constraints and high demand growth: phosphorus is restricted by phosphate rock control, with a 2.8 million - ton supply - demand gap in 2025; sulfur faces overseas capacity withdrawal, driven by new energy demand; chromium encounters technical barriers, with surging demand from AI data centers. Potassium and titanium are in the recovery cycle, with potassium relying on agricultural rigid demand and titanium following industrial recovery, achieving gradual supply - demand matching. Crude oil belongs to the expectation - driven cycle, with OPEC + production cuts supporting supply and demand awaiting global economic verification. This analysis provides support for grasping the context of the chemical cycle.

    For more information, please click: https://www.tiktok.com/@mia_iota/video/7597717976720149782