Markets, Trade & Policy – 6 Aug 2026

DCM Shriram flags PVC import-policy reversal as domestic utilisation still depends on landed competition

Jindal Stainless says QCO and anti-dumping measures matter, but demand and energy still set utilisation

DCM Shriram ethanol allocation rises while feedstock imbalance limits Indian distillery economics and utilisation

Styrenix diversified sourcing contains Strait disruption while lower volume limits procurement resilience

Indian chemical margins gain from inventory timing while weak demand threatens the next reset

ICL potash shipments rise to India as farmgate pricing and inventory remain the transmission test