Chemicals, Feedstocks & Product Chains – 7 Aug 2026

India is adding 2.4 million tonnes of PTA, but polyester’s MEG import exposure keeps feedstock security incomplete

GHCL holds elevated soda-ash margins, but soft demand and high Chinese stocks argue for normalisation

Clean Science reaches record sales as HALS diversifies the mix, but Rs. 850 crore of investment still needs a capacity return

GNAL improves chlor-alkali profitability, but negative chlorine realisations and energy intensity cap the upside

India’s Rs. 3.4 lakh crore PCPIR base shifts policy focus from investment counts to functioning chemical clusters

India carbon market turns emission intensity into a chemical operating metric before petrochemical targets fully settle

Worley routes US critical-minerals engineering through India as Missouri hub combines cobalt and battery-waste processing