Bulletin Updates
China raises battery-grade NMP purity above 99.90%, setting Indian suppliers a higher… – International Developments With India Relevance, 17 Aug 2026
Aug 17, 2026
Gulf Shockwaves
Hormuz disruption reaches beyond crude as tripled freight and 14-day delays raise India's LNG, polymer and fertilizer cost risk
Saudi petrochemical losses halve to SAR 1.7 billion, but weak volumes and input costs cloud price relief for Indian buyers
Luberef's H1 profit rises 113% as volume falls 5%, sharpening the Gulf base-oil price test for India
Petrochemical Power Shift
PTTGC targets a 70:30 commodity-speciality mix, but its US$300 million EBITDA uplift depends on a 45-facility reset
Europe, Korea and Japan plan a 15-million-tonne ethylene exit, but China's delayed additions complicate the India price signal
ENEOS moves toward the world's third-largest butadiene position, but the TPC deal still needs October closing conditions
New Rules, Higher Bar
China raises battery-grade NMP purity above 99.90%, setting Indian suppliers a higher qualification benchmark from December
UK keeps compostable plastics inside its GBP 228.82-a-tonne tax unless recycled-content tests are met
Green Ambition, Execution Pending
BioBTX targets 10,000 tonnes of circular aromatics from 20,000 tonnes of mixed waste, but commercial yield still has to be proved
Morocco maps 560,000 tonnes of green ammonia on 900 MW, but the export project remains at pre-FEED
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