World Chemical Wire — India Impact – 30 Jul 2026

PROJECTS, CAPACITY & TECHNOLOGY WATCH

Fuhua’s 200,000-tonne peroxide bet reaches beyond bulk supply into high-purity markets—and could raise the stakes for Indian suppliers

SCGC cuts Middle East feedstock exposure and plans a US$700-million shift at Long Son toward US ethane

LOTTE pairs a profit rebound with a larger TMAC bet—but qualified semiconductor demand remains the test

Daqing starts a flexible 50,000-TPA 1-hexene/1-octene unit, but regional impact depends on customer approval and exports

A 3,750-tonne China–Korea cargo puts repeatable Asian green-ammonia trade to its first real test

EARNINGS, OPERATIONS & SUPPLY WATCH

BASF lifts its earnings range while cutting its chemical-growth assumption—a recovery with uneven foundations

Zeon’s specialty-binder operating profit jumps 160% as EV and storage shipments rise

Kenya halts Tata Chemicals Magadi mining and exports, leaving duration and regional supply exposure unquantified

SABIC’s prices jump 41% as volumes collapse 33%, revealing the earnings effect of disrupted supply

Solvay keeps its 2026 outlook alive on a Saudi peroxide restart and a second-half cash rebound

SABIC shifts polymers and urea toward Saudi west-coast routes while recording a separate South Asia chemicals high

PRICES, MARKETS & DEMAND WATCH

China’s PTA squeeze lifts prices 4.2%, but returning capacity could expose weak textile demand

ChemNet reports a US$200-a-tonne Wanhua MDI/TDI increase in Southeast Asia as maintenance tightens prompt supply

Zeon’s semiconductor-material shipments follow AI and fab investment while handset demand stays weak

China’s polyethylene surge rests on oil and maintenance—not a recovery in seasonally weak demand

China’s hydrogen-fluoride price gains 5.4% as temporary mine closures and plant outages overpower weak refrigerant demand