Bulletin Updates
NOCIL’s 9% volume growth masks postponed orders as domestic ambitions outpace a slower export… – Markets, Technology & Sustainability, 4 Aug 2026
Aug 04, 2026
Feedstock, pricing and policy squeeze margins
Dhampur and Bajaj Hindusthan show how cane scarcity and ethanol allocations are constraining sugar-mill economics
India’s caustic-soda exports jump about 80% as domestic plants run near 75% and negative chlorine values constrain ECU economics
Chinese soda-ash oversupply keeps Southeast Asian exports near break-even as Tata Chemicals faces freight and fuel risk
PVC’s April price collapse triggers destocking before a Rs. 9-a-kg rise and import protection bring buyers back
Asian Paints’ 25% material inflation outruns 7% pricing as new products and B2B expansion test demand resilience
Companies redraw markets to defend growth
NOCIL’s 9% volume growth masks postponed orders as domestic ambitions outpace a slower export market
Kansai Nerolac adds 1,700 dealers as construction chemicals and waterproofing widen growth beyond conventional paint
China-led export demand and cotton near import parity reshape Sanathan Textiles’ Indian yarn economics
KG Petrochem faces a three-business slowdown as GAIL polymer volumes, artificial leather and textiles all weaken
Aarti cuts West Asia revenue exposure from about 15% to 2% by redirecting volumes
Import dependence meets domestic technology ambitions
India’s solar-manufacturing push still depends on imported inputs as domestic R&D seeks to close material gaps
Tata Steel’s Rs. 7,000-crore low-carbon technology programme could create a measured domestic market for industrial biochar
Agratas begins an indigenous LFP pilot as cell makers test local battery-material capability before scale-up
Circular chemistry moves from research toward application
Bio-lipoamide chemistry offers a new polymer pathway, but laboratory performance remains short of industrial proof
Water-and-oxygen polyolefin upcycling research targets value recovery without assuming a commercial recycling process
Kemira and Repur combine water-treatment chemistry with a recovered-material partnership
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