Syensqo Partners with Bell Textron! Toyota's U.S. Battery Factory Commences Production! Canada's PFAS Regulation Tightens

International News Roundup：

Raw Material News - Plastic Waste Transformed into "Artificial Atoms"! Japan's Green Science Alliance Unlocks High-Value Applications for Plastic Waste

Automotive News - Foreign Media Reveals GM's Ultimatum, Demanding Suppliers Accelerate "De-Chinaization"

Policy News - Canada Plans to Regulate the Unregulated Use of Per- and Polyfluoroalkyl Substances (PFAS) in Fire-Fighting Foams

Aerospace News - Syensqo Partners with Bell to Accelerate the Industrialization of Aerospace Composites

Macroeconomic News - Canadian Solar Secures 1.86GWh Energy Storage Mega Deal in Canada

Price News - Injection Molding Grade: 810-915 USD/ton (CFR Huangpu)

Details of International News:

1.Foreign Media Reveals GM's Ultimatum, Demanding Suppliers Accelerate "De-Chinaization"

On November 12th, Reuters reported, citing four people familiar with the matter, that General Motors (GM) has instructed thousands of suppliers to exclude components from China from their supply chains. Insiders stated that GM executives have been informing suppliers that they should seek alternative sources of raw materials and components outside China, with the ultimate goal of completely relocating the supply chain out of China. Some insiders noted that GM has set a 2027 deadline for certain suppliers to terminate procurement relationships with China. They also mentioned that GM had issued relevant directives to some suppliers by the end of 2024, but the effort has become more urgent as Sino-U.S. trade tensions escalated last spring. Additionally, insiders said GM executives described this as part of the company's broader strategy to enhance supply chain "resilience."

2.Syensqo Partners with Bell to Accelerate the Industrialization of Aerospace Composites

As learned from Plastmatch, advanced materials supplier Syensqo has collaborated with aerospace and defense company Bell Textron to accelerate the industrialization of composite materials. Bell is an early adopter of Syensqo's patented Dual Diaphragm Forming (DDF) manufacturing process, which utilizes Syensqo's fast-curing aerospace prepreg Cycom EP 2750. This material is designed based on a toughened epoxy resin system, tailored for high-speed, cost-effective composite manufacturing, and is suitable for compression molding of small to medium-sized parts.

3.Plastic Waste Transformed into "Artificial Atoms"! Japan's Green Science Alliance Unlocks High-Value Applications for Plastic Waste

Green Science Alliance has added an unexpected new member to its list of materials derived from plastic waste—quantum dots. The Japanese advanced materials startup announced this breakthrough this week, opening up high-value utilization pathways for post-consumer plastics that usually end up in landfills. Sometimes referred to as "artificial atoms," quantum dots are ultra-small man-made nanoparticles or nanocrystals with a diameter of only 1–9 nanometers, less than one ten-thousandth the width of a human hair. They are typically composed of semiconductors, metals, or insulators. At this scale, electrons behave according to quantum mechanical laws, exhibiting both particle and wave properties. Plastic is not the only raw material Green Science Alliance uses to produce quantum dots. The company revealed that it has successfully manufactured quantum dots from municipal solid waste and developed quantum dot-like pesticides using organic waste as raw material.

4.Toyota: U.S. Battery Factory Commences Production, Plans Additional $10 Billion Investment in the U.S.

On November 12th, Japanese automaker Toyota Motor Corporation announced that its $13.9 billion battery factory in North Carolina has officially started production. The company is gradually expanding hybrid vehicle output and confirmed plans to invest $10 billion in U.S. manufacturing over the next five years.

5.Two Containers of Shoes Returned! A Radiation Alert on Shoe Boxes Puts 24 Indonesian Factories on High Alert

On November 12, 2025, Indonesian media disclosed the latest progress in the investigation into "Cesium-137 (Cs-137)" contamination involving shoe factories in Banten. The Ministry of Industry stated that the affected sites in the Cikande Industrial Zone have undergone phased "clear & clean" processes, and PT Nikomas Gemilang has passed the cleaning acceptance inspection by Indonesia's Nuclear Energy Regulatory Agency (BAPETEN), with production and exports unaffected. The two containers of shoes, previously returned by U.S. ports, are now undergoing re-inspection by BRIN (following an earlier port alert on the shoe boxes from the Dutch side).

6.Canada Plans to Regulate the Unregulated Use of Per- and Polyfluoroalkyl Substances (PFAS) in Fire-Fighting Foams

"Given the potential serious harm that PFAS can cause to the environment and Canadians, the government is actively addressing this issue. By proposing to phase out PFAS in fire-fighting foams, we aim to reduce harmful exposure and prevent further pollution spread. This transition will also promote the adoption of more effective alternatives for responding to such hazardous fires, thereby helping to protect public health, ecosystems, and the environment," said the Honourable Julie Dabrusin, Minister of Environment and Climate Change. Canada has implemented several regulations to control certain PFAS, such as the Prohibition of Certain Toxic Substances Regulations (PCTSR). In May 2022, the government published the Prohibition of Certain Toxic Substances Regulations, 2022 (Proposed), intending to further restrict three classes of PFAS and repeal and replace the existing Prohibition of Certain Toxic Substances Regulations, 2012. These regulatory revisions plan to phase out the remaining uses of "C8 aqueous film-forming foams" in Canada, with only limited time-limited exemptions for a small number of critical uses that cannot be eliminated temporarily.

7.Romania Sets New Record: World's Largest Bridge Made of Recycled Plastic Put into Use

Timișoara, Romania—Using 104,402 recycled plastic bottles, volunteers from Eco Stuff Romania built a giant bridge made of recycled plastic bottles. According to the World Record Academy, the bridge connects the two banks of the Bega River across the town of Timișoara, Romania, and sets a new world record for the largest bridge made of recycled plastic bottles.

Overseas Macroeconomic Market Information:

【Russia Says It Still Wants U.S.-Russia Summit in Hungary】

According to TASS news agency report on November 13th, Russian Foreign Minister Sergei Lavrov stated that Russia is still willing to hold a second U.S.-Russia summit in Budapest, the capital of Hungary, based on the outcomes of the U.S.-Russia summit in Alaska. Lavrov added that the date of the meeting has not yet been determined, but contacts between Russia and the United States are continuing. Earlier, U.S. President Trump held a phone call with Russian President Putin on October 16th and subsequently announced that the two would meet in Budapest in the near future. However, Trump said on October 22nd that "the timing doesn't feel right" and canceled the planned summit. Nevertheless, Hungarian Prime Minister Viktor Orbán, during his visit to the White House on the 7th of this month, stated that the meeting between Trump and Putin in Budapest is still on the agenda and will be held once conditions are ripe.

【14th China-Ireland Joint Economic and Trade Committee Meeting Held in Dublin】

Ling Ji, Vice Minister of Commerce and Deputy International Trade Negotiator, and Peter Burke, Irish Minister for Enterprise, Trade and Employment, co-chaired the 14th China-Ireland Joint Economic and Trade Committee Meeting in Dublin.

【U.S. Demands Taiwan, China to Invest at Least $350 Billion in the U.S.】

According to a report by Singapore's Lianhe Zaobao website on November 13th, cited by Reference News, as the United States and Taiwan continue to advance tariff negotiations, U.S. media disclosed that the United States is demanding Taiwan invest $350 billion to $550 billion in the U.S., and Taiwan plans to complete the agreement by the end of November. Despite the possibility that the U.S. Supreme Court may overturn the tariffs imposed by Trump on foreign countries, Taipei is still actively promoting a trade agreement with the United States. This is mainly because Taipei is concerned about the United States imposing new tariffs on Taiwan's semiconductor industry. Insiders revealed that Taipei plans to complete the agreement by the end of November.

【Canadian Solar Secures 1.86GWh Energy Storage Deal in Canada】

On November 12th, Canadian Solar announced that its energy storage subsidiary, CSI Energy Storage, has signed a contract to provide a complete energy storage solution and turnkey EPC (Engineering, Procurement, Construction) services for the "Skyview 2" energy storage project in Edwardsburgh Cardinal, Ontario, Canada. With a scale of 411MW/1858MWh, the project is one of the largest energy storage projects to date in Ontario.

【French Finance Minister: EU Reaches Consensus on Using Frozen Russian Assets to Aid Ukraine】

According to CCTV News, French Minister of Economy and Finance Bruno Le Maire stated on the 12th when attending the Eurogroup meeting in Brussels that EU countries have reached a consensus on how to quickly launch the European Commission's plan to provide 140 billion euros in loans to Ukraine using frozen Russian assets. However, the European Commission still needs to resolve difficult technical details. The EU will continue to discuss ways and mechanisms to provide financial support to Ukraine on the 13th.

Price Information:

Onshore RMB closed at 7.0959 against the U.S. dollar at the official 16:30 Beijing time, up 213 pips from the previous trading day's official close and 166 pips from the previous night's close.

【Upstream Raw Material USD Market Prices】

CFR Northeast Asia: 740 USD/ton; CFR Southeast Asia: 730 USD/ton.

Northeast Asia Propylene: FOB South Korea average price reached 690 USD/ton; CFR China average price reached 715 USD/ton.

North Asia LPG (Liquefied Petroleum Gas) CIF prices: Propane 491-493 USD/ton; Butane 512-514 USD/ton.

South China, China LPG CIF prices for early December: Propane 538-548 USD/ton; Butane 523-533 USD/ton.

Taiwan Region LPG CIF prices: Propane 491-493 USD/ton; Butane 512-514 USD/ton.

【LLDPE USD Market Prices (CFR Huangpu)】

Film Grade: 830-860 USD/ton;

Injection Molding Grade: 935 USD/ton.

【HDPE USD Market Prices (CFR Huangpu)】

Film Grade: 860-905 USD/ton;

Injection Molding Grade: 820-830 USD/ton;

Blow Molding Grade: 830-850 USD/ton;

Pipe Grade: 1010 USD/ton.

【LDPE USD Market Prices (CFR Huangpu)】

Film Grade: 1030-1050 USD/ton;

Coating Grade: 1190 USD/ton.

【PP USD Market Prices】

Injection Molding Grade (CFR Huangpu): 810-915 USD/ton;

Copolymer Grade (CFR Nansha): 825-880 USD/ton;

Film Grade (CFR Huangpu): 990 USD/ton;

Transparent Grade (CFR Huangpu): 1035-1065 USD/ton;

Pipe Grade (CFR Shanghai): 1100 USD/ton.