8TMP eased Rs 3 this week to Rs 380/kg but stands a staggering Rs 255 above its March level of Rs 125. Support at Rs 360 decides whether the coatings-chain feedstock consolidates or cools.

8HDPE E52009 prices hold at Rs 159 per kg in Delhi market
8HDPE B56003 assessed at Rs 160 per kg in Chennai market
8HDPE B56003 prices steady at Rs 160 per kg in Hyderabad market
8PP H100EY prices hold at Rs 144 per kg in Delhi market

8DTY prices in India climb to the strongest level this cycle
8Spun rayon prices in India climb to a fresh recent trading high

What was meant to have be an easy deal is no longer so
8Find out what kind of speculations are on

8Has the war changed pricing dynamics in India?

8And that includes the problem

8How war impacts gas supply, purchase and pricing
8And then a seller drops the cap, a buyer keeps an exit

8Importing finished DAP beats importing acid, tonne for tonne.

Rock-route producers now lose in the-$500s/t even after full subsidy.
8Finished DAP bleeds slowest but that is in short supply.
8The math is a complete mess.

The escape route from expensive DAP runs through a single origin
8And this supplier too is re-pricing deal by deal.

8Hydrochloric Acid has crashed from Rs 13.25 to Rs 3.50/kg in a month and is only now finding a floor, while Melamine's retreat from Rs 164 to Rs 128 deepens. The downside stories your buyers will want to time.

8NBA hit its yearly peak of Rs 158/kg in Hazira (+Rs 81 in three months) while Polyurethane Resin for Sole touched Rs 232 on steady footwear-chain demand. Two breakouts confirming strength beyond the headline products.

8The Mumbai-based maker's SunTone and SunCoat ranges get Omya's 170-location distribution muscle across most of Europe, the UK and the Balkans. A small-cap with a credible five-year international growth lever.

8ICRA lifted Gravita India's Rs 1,000-crore facilities to AA (Stable) — but reaffirmed Thirumalai Chemicals with a Negative outlook and cut Allchem Lifescience back to Stable after FY26 margins cracked. A neat snapshot of who's weathering the cycle.

8The Expert Appraisal Committee meets June 18-19 on Coromandel International's fertilizer expansion plus a heavy Gujarat slate — Benzo Chem, Intas Pharma, Greenply Speciality Panels and a string of Bharuch bulk-drug units. The project pipeline's next gating moment.

8Banned or restricted in 30-plus countries, glyphosate is still sprayed unprotected across Indian farms while the PCO mandate sits shelved in the Delhi High Court. An investigation into the regulatory stalemate — and who benefits from it.

8FY26 net profit rose to Rs 5,431 million on revenue of Rs 31,858 million, with a sharp Q4 jump — though glyphosate's regulatory limbo and a Labour Codes one-off lurk in the fine print.

8A plant-visit note projects LoI-linked revenue climbing from ~Rs 4 billion in FY26 to Rs 10 billion by FY28, with the pipeline tilting to polymers, pharma and EV/semiconductor chemicals. Jayhawk and Tanfac deals add specialty reach and fluorination depth.

8NCLT Ahmedabad has disposed of the Section 9 insolvency application against the agrochemical maker after an out-of-court settlement. The March overhang on the stock is now formally cleared.

8A late-night blaze at Unit-9B on June 9 caused no injuries and spared other plants, but operations stay suspended pending inspection and a root-cause probe. Watch for supply ripples in the pharma-intermediates chain.

8The SPA signed June 10 gives TTL a Maharashtra manufacturing base and deepens its HDPE pipe portfolio, with the outlay covering plant upgrades and capacity expansion. A clean inorganic move in a hot polymer-pipes market.

8Apollo, CEAT, JK Tyre and BKT are pressing massive expansions with plants at 85-90% utilisation — JK Tyre's Rs 6,110 crore plan is among its largest ever. The wager: demand stays buoyant even as crude-linked raw materials spike in the high teens.

8Domestic MMA jumped Rs 30/kg in a week to its yearly peak just as buyers, facing short inventory, chase Chinese imports near $1,690/mt CFR WCI against producer offers of $1,750-1,800. The standoff over July shipments will decide whether Rs 300 holds.

8Tehran has closed Hormuz to all vessels after US strikes, days after bombing turned South Pars — source of 85% of Iran's petrochemical exports — into a war target, sending energy benchmarks up 40-50%. For India, the question is no longer price: it's whether naphtha, LPG, methanol and Gulf polymer cargoes can arrive at all.

Solvents and aromatics
8Acetone prices in China fall today, extending a steep monthly decline
8Chloroform prices in China hold flat as the market stays steady
8Phenol prices in China climb today, rising above last month's level
8Toluene prices in China hold flat, staying firmer than last month
8Benzene prices in China edge up today but trail last month
Petrochemical intermediates
8Maleic anhydride prices in China hold steady, firmer than last month
8Acetic acid prices in China edge up today after monthly decline
8Adipic acid prices in China slip again on sustained monthly weakness
8Aniline prices in China hold steady, still below last month's level
Glycols and oxides
8Ethylene glycol DEG prices in China hold steady after recent monthly recovery
8Ethylene oxide prices in China hold near lows on monthly losses
Plasticizers and oxo-alcohols
82-EHprices in China rise today despite softer monthly price levels
8DOP prices in China dip today, staying below last month's level
Inorganics and industrial chemicals
8Phosphorus yellow prices in China rise again on strong monthly gains
8Soda ash light prices in China hold flat, easing from last month
8Sulphuric acid prices in China jump again, climbing well above last month
8Titanium dioxide prices in China hold flat but trail last month