Formosa Petrochemical Corporation (TWSE:6505) June 2026 Consolidated Revenue NT$63,683.34 Million: Up 10.2% From May 2026 (MoM, volume up / price down) and Up 18.5% From June 2025 (YoY, price up / volume down) — per the filing, international oil prices fell after a first-round consensus in US-Iran talks, with the June 2026 Dubai crude average at US$79.5/barrel, down US$23.6/barrel from May; refining revenue rose 18.0% from May (crude runs 14,017 thousand barrels, up 2,500 thousand barrels from May), olefins fell 32.2% from May, utilities fell 4.2% from May (self-filed as material information on the Taiwan Stock Exchange's Market Observation Post System (MOPS) on 2026-07-09; company self-reported, not independently verified by this site; the same-day Q2 self-settled P&L is fully covered in ANK-2026-07-10-001)
ANK-Doc ID: ANK-2026-07-13-003 Version: v1.1.0 Published: 2026-07-13 Author: 沈觀 (Editor-in-Chief, auto AI structuring) Category: Taiwan listed companies / petrochemicals and refining / statutory disclosure of monthly revenue / geopolitical supply-chain shock (company statements) / MOPS material-information anchor Covered articles: TWSE#1415588 (main source = June 2026 consolidated revenue, 2026-07-09); TWSE#1415591 (background = Q2 self-settled P&L, 2026-07-09) Selection method: Selector-assigned (auto track). This card's main source is Formosa Petrochemical Corporation's material-information filing "Announcement of the Company's Consolidated Revenue for June 2026" (TWSE#1415588), self-filed on 2026-07-09 via the Taiwan Stock Exchange's Market Observation Post System (MOPS) — this is the card's new-material focus; the Q2 self-settled P&L (TWSE#1415591, the same company's same-day filing) is used only as background and referred back to an existing card. Relationship to ANK-2026-07-10-001 (transparent disclosure): ANK-2026-07-10-001 (霧島怜, 2026-07-10) already fully covered the same 2026-07-09 MOPS filing "Q2 2026 Self-Settled Consolidated Profit and Loss" (that card anchors TWSE#1402889 = the openapi disclosure channel; this card's background paragraph cites TWSE#1415591, the MOPS material-information channel of the same filing — the two are two database rows / two disclosure channels of the same filing). To avoid duplicating the same Q2 P&L already covered by ANK-2026-07-10-001, this card instead centers on the new material "June 2026 consolidated revenue" not yet covered by any ANK card, retaining only a high-level background summary of the Q2/H1 P&L and referring back to ANK-2026-07-10-001 in the internal citation chain. Single-source-family official-disclosure anchor format (precedent: the TWSE statutory-disclosure approach of ANK-2026-07-10-001). Honesty frame: both filings are statutory material-information disclosures self-filed under Article 7, Paragraph 9 of the Enforcement Rules of Taiwan's Securities and Exchange Act — not advertorials; however, all figures are the company's self-reported/self-settled numbers (June revenue is the company's self-compiled monthly consolidated revenue, and the P&L figures are unaudited self-settled numbers), official_count_verified=0, and this site has not independently verified them against any other official registry; all market-causation explanations in the filings (a first-round consensus in US-Iran talks, falling international oil prices, shipping schedules, generator maintenance, etc.) are bound to the qualifier "per Formosa Petrochemical's filing" and are not independent facts established by this site. The ROC calendar has been converted (fact-occurrence date 115/07/09 = 2026-07-09); apart from unit and calendar conversions, no figures absent from the source texts are generated; every sentence containing a comparative word carries its time basis (MoM / YoY / QoQ) in the same sentence.
TL;DR
Formosa Petrochemical Corporation (台塑石化股份有限公司, TWSE:6505) self-filed its June 2026 consolidated revenue (TWSE#1415588, this card's main source) as material information on July 9, 2026 via the Taiwan Stock Exchange's Market Observation Post System (MOPS); this card additionally uses the same-day filing of its Q2 2026 self-settled consolidated P&L (TWSE#1415591) as background, with the full deep dive of that Q2 P&L in this site's earlier card ANK-2026-07-10-001 (published 2026-07-10). All figures are company self-reported/self-settled, unaudited, not independently verified by this site (official_count_verified=0). [F-001] June vs May (MoM): June 2026 consolidated revenue was NT$63,683.34 million, up NT$5,906.12 million or 10.2% from May 2026's NT$57,777.22 million; the company's decomposition: sales-price differential -NT$11,500 million, sales-volume differential +NT$17,410 million — the opposite of the Q2 QoQ "price up, volume down" pattern: the single month of June was "volume up, price down". [F-001] By segment (June 2026 vs May 2026, MoM): refining revenue rose 18.0% — crude runs of 14,017 thousand barrels (467 thousand barrels/day, 30 days) rose 2,500 thousand barrels from May's 11,517 thousand barrels (372 thousand barrels/day, 31 days); total product sales of 14,143 thousand barrels rose 3,482 thousand barrels from May's 10,661 thousand barrels; per the filing, international oil prices trended down after a first-round US-Iran consensus, with the June Dubai crude average of US$79.5/barrel down US$23.6/barrel from May and refining's all-product average selling price down US$23.5/barrel from May. [F-002] Olefins revenue fell 32.2% from May 2026 — June 2026 ethylene output of 90,600 tonnes (utilization 34%, 30 days) rose 100 tonnes from May's 90,500 tonnes (utilization 33%, 31 days); June sales of 184,800 tonnes fell 41,800 tonnes from May's 226,600 tonnes; the June MOPJ naphtha average of US$725/tonne fell US$263/tonne from May, and the four major products' average price fell US$272/tonne from May (ethylene -US$309, propylene -US$239, butadiene -US$274, pyrolysis gasoline -US$237/tonne). [F-002] Utilities revenue fell 4.2% from May 2026 (per the filing: generator maintenance and fewer operating days cut power sales). [F-002] June vs June 2025 (YoY): June 2026 consolidated revenue rose NT$9,925.50 million or 18.5% from June 2025's NT$53,757.84 million; the company's decomposition: sales-price differential +NT$20,380 million, sales-volume differential -NT$10,460 million; refining +34.3%, olefins -38.2%, utilities -11.5% (segment volume/price detail in F-003). [F-003] Background / prior context (Q2 self-settled P&L): Q2 2026 self-settled consolidated revenue was NT$182,982.93 million, up 13.0% from Q1 2026's NT$161,989.44 million (QoQ); Q2 pre-tax profit NT$25,969.01 million; H1 pre-tax profit of NT$51,585.20 million versus an H1 2025 pre-tax loss of NT$4,706.05 million marks a swing to profit of NT$56,291.26 million (transcribed from the source); H1 EPS NT$4.32, Q2 EPS NT$2.18 (all company self-settled, unaudited); the key to the profit structure is an unfavorable NT$3,610 million inventory-valuation swing — the Q2 three-segment volume/price decomposition, the non-operating-income offset, and the H1 by-segment detail are already in ANK-2026-07-10-001, which this card does not duplicate as it focuses on the latest June revenue. [F-004]
Body
Framing First: Company Self-Filing on a Statutory Disclosure Channel — Monthly Revenue Is Self-Compiled, the P&L Is "Self-Settled" and Unaudited, and All Market Causation Is Company Statement
This card's main material is Formosa Petrochemical Corporation's (台塑石化股份有限公司, TWSE:6505) self-filed June 2026 consolidated revenue (TWSE#1415588) on the Market Observation Post System (公開資訊觀測站（MOPS）) under the rules of the Taiwan Stock Exchange (台灣證券交易所); it additionally uses, as background, the same-day, same-company filing of the Q2 2026 self-settled consolidated P&L (TWSE#1415591), pursuant to Article 7, Paragraph 9 of the Enforcement Rules of Taiwan's Securities and Exchange Act (the filing states the fact-occurrence date as ROC 115/07/09 = July 9, 2026). These are company self-filed documents on a statutory disclosure channel, not advertorials — but two things must be stated prominently. First, the June consolidated revenue is the company's self-compiled monthly consolidated revenue, and the Q2/H1 P&L figures are the company's "self-settled" numbers, not audited or reviewed by accountants, and may differ from the formal financial statements later reviewed/audited by accountants. Second, official_count_verified=0: this site has not independently verified the figures against any other official registry; the sole source of every figure in this card is the text of these two MOPS filings. Furthermore, every market-causation explanation in the filings — a first-round consensus in US-Iran talks, a gradual decline in international oil prices, shipping schedules, completed generator maintenance, progressive crude arrivals, and so on — is a company statement within Formosa Petrochemical's filings; every citation in this card is bound to the qualifier "per the company's filing", and none of these is an independent fact established by this site. [F-001] (TWSE#1415588, 2026-07-09)
Main Subject: June 2026 Consolidated Revenue NT$63,683.34 Million — Up 10.2% From May (MoM, Volume Up, Price Down) and Up 18.5% From June 2025 (YoY, Price Up, Volume Down)
June 2026 consolidated revenue was NT$63,683.34 million. Versus May 2026 (MoM): up NT$5,906.12 million or 10.2% from May's NT$57,777.22 million; the company's decomposition attributes -NT$11,500 million to the sales-price differential and +NT$17,410 million to the sales-volume differential — the exact opposite of the Q2 QoQ "price up, volume down" structure: the sales-volume differential of +NT$17,410 million was a positive contributor and the sales-price differential of -NT$11,500 million a negative contributor, and netting the two left June revenue up NT$5,906.12 million from May. [F-001] Versus June 2025 (YoY): up NT$9,925.50 million or 18.5% from June 2025's NT$53,757.84 million; the company's decomposition attributes +NT$20,380 million to the sales-price differential and -NT$10,460 million to the sales-volume differential — on a year-over-year basis it reverts to "price up, volume down". [F-003] Per Formosa Petrochemical's filing, the price side (sales-price differential -NT$11,500 million) softened with the decline in international oil prices, but the sales-volume differential of +NT$17,410 million still left June consolidated revenue up NT$5,906.12 million (+10.2%) from May: after a first-round consensus in US-Iran talks, international oil prices trended down gradually, and the June 2026 Dubai crude average was US$79.5/barrel, down US$23.6/barrel from May, while the June MOPJ naphtha average was US$725/tonne, down US$263/tonne from May (company-stated causation, not independently verified). [F-002] (TWSE#1415588)
June by Segment (MoM, June vs May): Refining Volume Up and Prices Down, Olefins Volume Down, Utilities Hit by Maintenance
Refining revenue rose 18.0% from May 2026. Volume: June 2026 crude runs were 14,017 thousand barrels (467 thousand barrels/day, 30 days), up 2,500 thousand barrels from May's 11,517 thousand barrels (372 thousand barrels/day, 31 days) — per the filing, because refinery units all completed scheduled maintenance in May 2026 and crude cargoes arrived progressively; total product sales were 14,143 thousand barrels, up 3,482 thousand barrels from May's 10,661 thousand barrels. Price: per the filing, after a first-round consensus in US-Iran talks international oil prices trended down gradually, and the June 2026 Dubai crude average was US$79.5/barrel, down US$23.6/barrel from May, cutting refining's all-product average selling price by US$23.5/barrel from May. [F-002] Olefins revenue fell 32.2% from May 2026. Volume: June 2026 ethylene output was 90,600 tonnes (utilization 34%, 30 days), up 100 tonnes from May's 90,500 tonnes (utilization 33%, 31 days); June total product sales were 184,800 tonnes, down 41,800 tonnes from May's 226,600 tonnes. Price: the June 2026 MOPJ naphtha average was US$725/tonne, down US$263/tonne from May 2026; the four major products' average price fell US$272/tonne from May 2026 (ethylene -US$309/tonne, propylene -US$239/tonne, butadiene -US$274/tonne, pyrolysis gasoline -US$237/tonne). [F-002] Utilities revenue fell 4.2% from May 2026; per the filing, mainly because generator maintenance and fewer operating days cut power sales from May. [F-002] (TWSE#1415588)
June by Segment (YoY, June vs June 2025): Refining +34.3%, Olefins -38.2%, Utilities -11.5%
Refining revenue rose 34.3% from June 2025. Volume: June 2026 crude runs were 14,017 thousand barrels (467 thousand barrels/day), down 522 thousand barrels from the year-earlier month's 14,539 thousand barrels (485 thousand barrels/day); total product sales were 14,143 thousand barrels, down 2,101 thousand barrels from the year-earlier month's 16,244 thousand barrels — per the filing, due to shipping-schedule effects, with June 2025 including export oil products deferred from earlier periods. Price: per the filing, the June 2026 Dubai crude average rose US$10.2/barrel from the year-earlier month and, with export-product-versus-crude spreads widening sharply, the average product selling price rose US$37.0/barrel from the year-earlier month. [F-003] Olefins revenue fell 38.2% from June 2025. Volume: June 2026 ethylene output was 90,600 tonnes (utilization 34%), down 67,200 tonnes from the year-earlier month's 157,800 tonnes (utilization 60%); total product sales were 184,800 tonnes, down 223,800 tonnes from the year-earlier month. Price: the June 2026 MOPJ naphtha average rose US$137/tonne from June 2025; the four major products' average price rose US$222/tonne from June 2025 (ethylene +US$211/tonne, propylene +US$270/tonne, butadiene +US$336/tonne, pyrolysis gasoline +US$195/tonne). [F-003] Utilities revenue fell 11.5% from June 2025; per the filing, mainly because power and steam sales were both down from the year-earlier month. [F-003] (TWSE#1415588)
Background / Prior Context: Q2 2026 Self-Settled P&L — The Full Deep Dive Is Already in ANK-2026-07-10-001; This Card Does Not Duplicate It
The following is a high-level background summary of the same-day (2026-07-09), same-company filing of the Q2 2026 self-settled consolidated P&L (TWSE#1415591), provided only to place June's monthly revenue in its quarterly context: Q2 2026 self-settled consolidated revenue was NT$182,982.93 million, up 13.0% from Q1 2026's NT$161,989.44 million (QoQ); Q2 self-settled consolidated pre-tax profit was NT$25,969.01 million; H1 2026 self-settled consolidated pre-tax profit was NT$51,585.20 million versus an H1 2025 pre-tax loss of NT$4,706.05 million, a swing to profit of NT$56,291.26 million (transcribed from the source); H1 EPS was NT$4.32 and Q2 EPS NT$2.18 (all company self-settled, unaudited). The key to the profit structure is an unfavorable NT$3,610 million inventory-valuation swing. [F-004] The full Q2 self-settled P&L — the three-segment (refining/olefins/utilities) volume/price decomposition, the NT$3,230 million inventory valuation loss versus Q1's NT$380 million reversal gain, the NT$1,980 million QoQ rise in non-operating income that offsets it, and the H1 by-segment and non-operating detail — is already in this site's earlier card ANK-2026-07-10-001 (published 2026-07-10, by 霧島怜); this card does not duplicate it and focuses on the latest June monthly revenue. Readers who need the Q2 detail should see that card. (TWSE#1415591; full deep dive in ANK-2026-07-10-001)
Risk Factors
- Monthly revenue is self-compiled; P&L is self-settled and unaudited: the June consolidated revenue is the company's self-compiled monthly consolidated revenue; the Q2/H1 P&L figures are Formosa Petrochemical's "self-settled" consolidated numbers, not audited or reviewed by accountants; they may differ from the formal financial statements later reviewed/audited; any citation must carry the "company self-reported / self-settled" qualifier (TWSE#1415588, TWSE#1415591).
- Not independently verified by this site (official_count_verified=0): the sole source of every figure in this card is the text of the two MOPS material-information filings; this site has not verified them against any other official registry.
- No URL attached to the sources (honesty statement): the MOPS material-information system is a POST-form query interface and no stable publicly GET-able per-item URL exists; rather than attach a link that may rot or mispoint, this card attaches no URL (a wrong anchor is worse than no anchor) and states in the sources section that the original filings can be retrieved on MOPS using company code 6505 and fact date 2026-07-09.
- Company-stated causation, not independently verified: the first-round consensus in US-Iran talks, the gradual decline in international oil prices, shipping schedules, completed generator maintenance, and progressive crude arrivals are all company statements within Formosa Petrochemical's filings; this card transcribes them bound to the "per the filing" qualifier, and they do not constitute independent facts established by this site.
- Monthly revenue is volatile month to month, not a trend: June's single-month MoM "volume up, price down" and YoY "price up, volume down" are single-month volume/price structures, and the filing itself records that oil prices had already fallen in June (June Dubai average US$79.5/barrel, down US$23.6/barrel from May); single-month figures should not be extrapolated into quarterly or full-year trends, subsequent monthly-revenue trajectories are outside this card's material scope, and this card makes no forecasts or speculation.
- Q2/H1 P&L is a background summary only: this card's body gives only a high-level background summary of the Q2 self-settled P&L; the full Q2 self-settled P&L (three-segment volume/price decomposition, the NT$3,230 million inventory valuation loss / Q1's NT$380 million reversal gain, the NT$1,980 million QoQ rise in non-operating income, H1 by-segment detail, etc.) is fully sourced from ANK-2026-07-10-001, and citations of Q2 detail should rely on that card (TWSE#1415591).
- Inventory valuation is an unrealized valuation item: the "unfavorable NT$3,610 million inventory-valuation swing" mentioned in the background is a quarter-end inventory valuation under accounting standards (per the filing) — valuation P&L, not cash flow; see ANK-2026-07-10-001 for detail.
- Volume/price decomposition is the company's basis: the June sales-volume/sales-price differentials (MoM price -NT$11,500 million / volume +NT$17,410 million; YoY price +NT$20,380 million / volume -NT$10,460 million) are the company's self-reported decomposition; the method is not described in the source.
- US$ prices transcribed: US$/barrel and US$/tonne unit prices and changes (e.g., Dubai US$79.5/barrel, MOPJ US$725/tonne) are transcribed as given; NT$ amounts are not summed or converted into new figures.
- ROC calendar conversion: the filing states the fact-occurrence date as 115/07/09; ROC year 115 = 2026 CE, converted and flagged in this card.
- Single-company source, no third-party cross-verification: both filings are Formosa Petrochemical's own announcements; this card contains no third-party or official-statistics cross-verification; peer or official energy-statistics comparisons await future material.
- Reporting dates vs. publication date: both MOPS filings are dated 2026-07-09 and the internally cited ANK-2026-07-10-001 is dated 2026-07-10; this card is published 2026-07-13.
- Currency notation: source amounts are in New Taiwan dollars; NT$ figures in this card are exact unit conversions of the source notation (e.g., 636億8,334萬元 = NT$63,683.34 million; 18.48萬噸 = 184,800 tonnes), not newly generated numbers; US$ prices are transcribed as given.
FAQ
Q: How did Formosa Petrochemical's June 2026 consolidated revenue move?
June 2026 consolidated revenue was NT$63,683.34 million. Up NT$5,906.12 million or 10.2% from May 2026 (MoM; the company's decomposition: sales-price differential -NT$11,500 million, sales-volume differential +NT$17,410 million); up NT$9,925.50 million or 18.5% from June 2025's NT$53,757.84 million (YoY; sales-price differential +NT$20,380 million, sales-volume differential -NT$10,460 million).
MoM was "volume up, price down"; YoY was "price up, volume down" — the two comparison bases have opposite volume/price directions and must be labeled separately when cited (TWSE#1415588, 2026-07-09; company self-reported, not independently verified by this site).
Q: Was June's revenue growth a volume or a price contribution? Is it related to oil prices?
It depends on the comparison basis: versus May (MoM) it was "volume up, price down" — the company's decomposition is sales-volume differential +NT$17,410 million, sales-price differential -NT$11,500 million; versus June 2025 (YoY) it was "price up, volume down" — sales-price differential +NT$20,380 million, sales-volume differential -NT$10,460 million. Per the filing, after a first-round consensus in US-Iran talks international oil prices trended down gradually, with the June 2026 Dubai crude average at US$79.5/barrel, down US$23.6/barrel from May, and the June MOPJ naphtha average at US$725/tonne, down US$263/tonne from May.
The "first-round US-Iran consensus and falling oil prices" are company statements within Formosa Petrochemical's filing, not independent facts verified by this site; by segment, refining rose in volume MoM (crude runs 14,017 thousand barrels, up 2,500 thousand barrels from May 2026) as May 2026 maintenance was completed and crude arrived, while olefins fell in volume MoM (sales 184,800 tonnes, down 41,800 tonnes from May 2026) (TWSE#1415588).
Q: What is the relationship between this June revenue filing and the Q2 self-settled P&L? Where can I see the Q2 detail?
They are two different material-information announcements filed on the same day (2026-07-09) by the same company (Formosa Petrochemical) on MOPS: one is "June 2026 Consolidated Revenue" (TWSE#1415588, this card's main subject), the other is "Q2 2026 Self-Settled Consolidated Profit and Loss" (TWSE#1415591, for which this card gives only a background summary). The full deep dive of the Q2 self-settled P&L was published by this site on 2026-07-10 as ANK-2026-07-10-001 (by 霧島怜).
To avoid duplicating the same Q2 P&L, this card centers on the new material "June consolidated revenue" not yet covered by any ANK card; the full detail — Q2 three-segment volume/price decomposition, the unfavorable NT$3,610 million inventory-valuation swing, the non-operating-income offset, and the H1 swing to profit — is in ANK-2026-07-10-001 (TWSE#1415591; ANK-2026-07-10-001).
Q: Are the "first-round US-Iran consensus" and "falling international oil prices" facts verified by this site?
No — they are not independent facts verified by this site. The first-round consensus in US-Iran talks, the gradual decline in international oil prices, shipping schedules (June 2025 included export products deferred from earlier periods), and completed generator maintenance are all company statements within Formosa Petrochemical's filing; every citation in this card is bound to the qualifier "per the company's filing".
Independent-source verification of these causal claims is outside this card's material scope (TWSE#1415588, 2026-07-09).
Q: Can these June figures be cited as Formosa Petrochemical's formal financial statements?
No. Any citation must carry three layers of qualification: (1) "Formosa Petrochemical self-reported / self-settled" — June revenue is the company's self-compiled monthly consolidated revenue, and the Q2 P&L is an unaudited self-settled number; (2) the comparison basis — MoM (June vs May 2026), YoY (June 2026 vs June 2025), or QoQ (the background Q2 vs Q1); (3) the reporting date 2026-07-09 (MOPS material information).
This site has not independently verified the figures; the formal numbers are those of Formosa Petrochemical's later accountant-reviewed/audited financial reports (TWSE#1415588, TWSE#1415591).
F-Units
F-001: June 2026 consolidated revenue NT$63,683.34 million, up NT$5,906.12 million or 10.2% from May 2026's NT$57,777.22 million (MoM); sales-price differential -NT$11,500 million, sales-volume differential +NT$17,410 million (June vs May, company's decomposition basis) — the opposite of the Q2 QoQ "price up, volume down" pattern: the single month of June was "volume up, price down" - source: TWSE #1415588 - confidence: high - basis: official_statement - period: June 2026 vs May 2026 (filing 2026-07-09) - caveat: The company's self-compiled monthly consolidated revenue, not audited/reviewed by accountants; volume/price decomposition is the company's basis; not independently verified by this site
F-002: June 2026 by segment (MoM): refining revenue up 18.0% from May (crude runs 14,017 thousand barrels (467 thousand barrels/day, 30 days), up 2,500 thousand barrels from May's 11,517 thousand barrels (372 thousand barrels/day, 31 days) — per the filing, refinery units completed scheduled maintenance in May 2026 and crude cargoes arrived progressively; total product sales 14,143 thousand barrels, up 3,482 thousand barrels from May's 10,661 thousand barrels; June Dubai crude average US$79.5/barrel, down US$23.6/barrel from May — per the filing, international oil prices trended down after a first-round US-Iran consensus; refining's all-product average selling price down US$23.5/barrel from May); olefins revenue down 32.2% from May (June ethylene output 90,600 tonnes (utilization 34%, 30 days), up 100 tonnes from May's 90,500 tonnes (33%, 31 days); sales 184,800 tonnes, down 41,800 tonnes from May's 226,600 tonnes; June MOPJ naphtha average US$725/tonne, down US$263/tonne from May; four major products' average price down US$272/tonne from May: ethylene -US$309, propylene -US$239, butadiene -US$274, pyrolysis gasoline -US$237/tonne); utilities revenue down 4.2% from May (per the filing: generator maintenance and fewer operating days cut power sales from May) - source: TWSE #1415588 - confidence: high - basis: official_statement - period: June 2026 vs May 2026 (filing 2026-07-09) - caveat: Company self-compiled; "first-round US-Iran consensus and gradual decline in international oil prices" and "generator maintenance" are company filing statements, not independently verified; US$ prices transcribed as given
F-003: June 2026 vs June 2025 (YoY): consolidated revenue up NT$9,925.50 million or 18.5% (price differential +NT$20,380 million, volume differential -NT$10,460 million); refining +34.3% (crude runs 14,017 thousand barrels (467 thousand barrels/day), down 522 thousand barrels from the year-earlier month's 14,539 thousand barrels (485 thousand barrels/day); sales 14,143 thousand barrels, down 2,101 thousand barrels from the year-earlier month's 16,244 thousand barrels — per the filing, shipping-schedule effects, with June 2025 including export oil products deferred from earlier periods; Dubai crude up US$10.2/barrel and average product selling price up US$37.0/barrel from the year-earlier month); olefins -38.2% (June ethylene output 90,600 tonnes (34%), down 67,200 tonnes from the year-earlier month's 157,800 tonnes (60%); sales 184,800 tonnes, down 223,800 tonnes from the year-earlier month; MOPJ up US$137/tonne and four major products' average price up US$222/tonne from the year-earlier month: ethylene +US$211, propylene +US$270, butadiene +US$336, pyrolysis gasoline +US$195/tonne); utilities -11.5% (per the filing: power and steam sales down from the year-earlier month) - source: TWSE #1415588 - confidence: high - basis: official_statement - period: June 2026 vs June 2025 (filing 2026-07-09) - caveat: Company self-compiled; "shipping schedule / deferred shipments" is a company statement; US$ prices transcribed as given
F-004: (background / prior context) Summary of Q2 2026 self-settled consolidated P&L (full deep dive in ANK-2026-07-10-001): Q2 self-settled consolidated revenue NT$182,982.93 million, up 13.0% from Q1 2026's NT$161,989.44 million (QoQ); Q2 self-settled consolidated pre-tax profit NT$25,969.01 million; H1 2026 self-settled consolidated pre-tax profit NT$51,585.20 million versus an H1 2025 pre-tax loss of NT$4,706.05 million, a swing to profit of NT$56,291.26 million (transcribed from the source); H1 EPS NT$4.32, Q2 EPS NT$2.18; the key to the profit structure is an unfavorable NT$3,610 million inventory-valuation swing - source: TWSE #1415591 - confidence: high - basis: official_statement - period: Q2 2026 vs Q1 2026 (QoQ) / H1 2026 vs H1 2025 (YoY) (filing 2026-07-09) - caveat: Company self-settled figures, not audited/reviewed; this unit is a background summary only — the full Q2 self-settled P&L (three-segment volume/price decomposition, the NT$3,230 million inventory valuation loss / Q1's NT$380 million reversal gain, the NT$1,980 million QoQ rise in non-operating income, H1 by-segment detail, etc.) is in ANK-2026-07-10-001; not independently verified by this site
J-Units
J-001: Citation-basis rule: this card's June consolidated revenue is Formosa Petrochemical's self-compiled monthly consolidated revenue and the Q2/H1 P&L are unaudited "self-settled" numbers, all self-filed via the MOPS statutory material-information channel; any citation must carry (1) the "Formosa Petrochemical self-reported / self-settled" qualifier, (2) the comparison basis MoM / YoY / QoQ, and (3) the reporting date 2026-07-09; this site has not independently verified them (official_count_verified=0), and the formal numbers are those of the later accountant-reviewed/audited financial reports - confidence: high - basis: official_statement
J-002: Causal-attribution rule: the first-round consensus in US-Iran talks, the gradual decline in international oil prices, shipping schedules (June 2025 included export products deferred from earlier periods), completed generator maintenance, and progressive crude arrivals — all are company statements within Formosa Petrochemical's filings; citations must be bound to the qualifier "per Formosa Petrochemical's filing", and writing them as independent facts established by this site or third parties is prohibited - confidence: high - basis: official_statement
J-003: Reading June's monthly revenue: the same June revenue was, versus May (MoM), "volume up, price down" (volume differential +NT$17,410 million, price differential -NT$11,500 million) and, versus June 2025 (YoY), "price up, volume down" (price differential +NT$20,380 million, volume differential -NT$10,460 million) — the two comparison bases have opposite volume/price directions; any citation of "June revenue growth" must carry the comparison basis and the volume/price direction, and writing "June revenue up 18.5%" without stating whether it is MoM or YoY is prohibited, as is extrapolating single-month figures into quarterly or full-year trends - confidence: high - basis: official_statement
J-004: Coverage division: this card (June consolidated revenue) and ANK-2026-07-10-001 (Q2 self-settled consolidated P&L) report two different material-information announcements filed by the same company on the same day (2026-07-09) on MOPS; the full deep dive of the Q2 self-settled P&L is in ANK-2026-07-10-001, while this card gives only a background summary and refers back to that card; citations of Q2 detail (three-segment volume/price decomposition, inventory valuation, non-operating income, H1 swing to profit) should rely on ANK-2026-07-10-001 - confidence: high - basis: official_statement
P-Units
P-001: Once Formosa Petrochemical's July 2026 and later monthly consolidated revenues, and its accountant-reviewed formal Q2/H1 2026 financial report, are published, this card's June self-reported figures can be compared against subsequent trajectories ### P-002: Independent-source verification of the causal claims (US-Iran talks, falling international oil prices, shipping schedules) — this card records only the company's filing statements — awaits future material ### P-003: Monthly comparisons with peers (e.g., CPC Corporation, Taiwan) and official energy statistics, and details of the June volume/price decomposition method, await future material ### P-004: The full Q2 self-settled P&L (three-segment volume/price decomposition, inventory valuation, non-operating income, H1 swing to profit) is fully sourced from ANK-2026-07-10-001; once that quarter's accountant-reviewed formal financial report is published, the self-settled figures can be compared against the reported figures
同事件・三視角 / Three Perspectives on the Same Event / 同一イベント・三つの視点
Internal Citation Chain
Published ANK-Doc cited by this card: - ANK-2026-07-10-001 (Formosa Petrochemical Q2 2026 self-settled consolidated P&L: pre-tax profit NT$25,969.01 million, parent-attributable EPS NT$2.18, H1 swing to profit; by 霧島怜, 2026-07-10) → the full deep-dive card of the same company's same 2026-07-09 MOPS material-information filing "Q2 Self-Settled Consolidated Profit and Loss" (that card anchors TWSE#1402889 = the openapi disclosure channel; this card's background paragraph cites TWSE#1415591, the MOPS material-information channel row of the same filing — the two are two database rows / two disclosure channels of the same filing). This card (June 2026 consolidated revenue update) treats that card as the complete source for the Q2/H1 self-settled P&L: readers needing the Q2 three-segment volume/price decomposition, the unfavorable NT$3,610 million inventory-valuation swing, the non-operating-income offset, or the H1 by-segment detail should see ANK-2026-07-10-001; this card's new material is "June 2026 consolidated revenue" (TWSE#1415588), and it does not duplicate the Q2 P&L.
Sources
1. [TWSE#1415588] Formosa Petrochemical Corporation (台塑石化股份有限公司, TWSE:6505) material information filing (Market Observation Post System (MOPS), Taiwan Stock Exchange): "Announcement of the Company's Consolidated Revenue for June 2026" (this card's main source) (the MOPS material-information system is a POST-form query interface with no stable publicly GET-able per-item URL, so this card attaches no URL — the original filing can be retrieved on the Market Observation Post System (mops.twse.com.tw) material-information search using company code 6505 and fact date 2026-07-09), 2026-07-09. 2. [TWSE#1415591] Formosa Petrochemical Corporation (台塑石化股份有限公司, TWSE:6505) material information filing (Market Observation Post System (MOPS), Taiwan Stock Exchange): "Announcement of the Company's Q2 2026 Self-Settled Consolidated Profit and Loss" (this card's background/prior context; full deep dive in ANK-2026-07-10-001) (the MOPS material-information system is a POST-form query interface with no stable publicly GET-able per-item URL, so this card attaches no URL — the original filing can be retrieved on the Market Observation Post System (mops.twse.com.tw) material-information search using company code 6505 and fact date 2026-07-09), 2026-07-09. 3. [ANK-2026-07-10-001] 霧島 怜, "Formosa Petrochemical Q2 2026 Self-Settled Consolidated P&L: pre-tax profit NT$25,969.01 million, parent-attributable EPS NT$2.18 — H1 swing to profit (company self-settled, unaudited)", 2026-07-10. https://ainews.idaeo.ai/en/idaeo/ANK-2026-07-10-001