China Commodity Futures Close: Pure Benzene Limit Down, Crude Oil Falls Over 6%

The breadth of the selloff across the aromatics and refining complex points to a demand-side or cost-push shock rather than an isolated contract move, with pure benzene's limit down signaling that sellers overwhelmed available liquidity at the exchange floor. The standouts are the divergences: container shipping on the Europe route and lithium carbonate rising against a broadly risk-off tape suggests the weakness is concentrated in energy-linked chains rather than a uniform macro repricing. Whether the shipping and lithium strength reflects genuine independent demand or simply rotation out of crude-linked exposure is the open question.