8Vishnu’s South African plant is due in the second half while planned solar capacity jumps from 4.3 MW to 24.3 MW—two ramps must be funded together
8Balkrishna Industries plans Rs 3,000 crore of FY27 capex after spending Rs 1,000 crore in one quarter—the on-highway bet is arriving before margin pressure clears
8GHCL expects bromine and vacuum salt in the second quarter—the smaller projects will reveal whether its soda-ash cash can diversify earnings
8Sinopec has added 50,000 tonnes of PVA and exported the first batch to Europe—the new line takes one site to 210,000 tonnes before demand is proven
8Egypt’s 205,000-cubic-metre MDF plant is turning rice straw into import substitution—but trial operation still has to prove collection economics
8A solar ambulance is using PPG’s fire-protection coating to remain off-grid—the coating matters because battery failure would disable both transport and care
8DRDO is funding Navin Fluorine to make sodium borohydride in bulk—the strategic gain depends on whether a defence chemical becomes an economic plant
8Aether and Dow are researching silicone processes in Surat—the partnership matters only if Dow’s science becomes Indian commercial volume
8Sangam is committing roughly Rs 60 crore to plant and machinery through March 2029—the long window leaves the utilisation case undefined
8TVS Srichakra is adding exclusive stores to a network backed by three million tyres a month—the danger is shifting sales rather than creating demand

Growth without clean margin conversion
8Huhtamaki India’s 23% sales growth produced only a 7.6% margin—the recovery still depends on price, mix and cash rather than volume alone
8Century Enka’s tyre-cord sales jumped 69% to Rs 306 crore—the question is whether the mix gain can outlast a volatile nylon cycle
8India Pesticides lost 9% of revenue and six margin points of profit while job-work cost nearly doubled—its EU approval has arrived before domestic recovery
8Deepak Fertilisers sold 12% less mining chemical but earned 37% more revenue—price strength is carrying the quarter while two plants approach commissioning
8GHCL’s revenue fell 3% while PAT rose 32%—a Rs 40 crore exceptional gain makes the apparent earnings improvement less clean
8Oriental Aromatics sold 22% more and produced 18% more, but profit fell sharply—the volume recovery is not yet a margin recovery
8Punjab Chemicals grew revenue 9% and EBITDA 19%, yet an 11.8% margin leaves little room for another freight or raw-material shock
8Responsive Industries added Rs 73 crore of domestic sales but lost Rs 87 crore of exports—the home market cushioned rather than replaced the decline
8Balmer Lawrie’s first-quarter income rose 9.8%, but the conglomerate structure still obscures which business created the gain
8Archean Chemical’s revenue rose 12%, but PAT fell 24% year on year—the 148% sequential rebound is a low-base comparison
8CEAT crossed Rs 15,000 crore of revenue and lifted profit 48%—premium tyres and the CAMSO integration now have to justify the larger base
8Nilkamal’s quarterly sales fell about 7% and margin narrowed—the furniture and plastics mix did not protect the result
Capacity bets face the utilisation test
8APAR says it delivered its highest quarterly sales and profit as unit realisations rose—the record must now survive a heavy capacity programme
8UFlex has started an 80-million-bag Mexican plant—the risk is not construction now but how quickly customers fill it
8Aditya Birla Speciality Chemicals is spending about Rs 30 crore on 10,000 tonnes of food phosphates—but ratings warn that margins below 5% would weaken the case
8Ishan Dyes wants four sulphur products in the market within three months—the timetable is faster than normal customer qualification
8Aether’s sales grew 27% while one new site ran at 58% and Ascend reached 72%—the expansion is beginning to load, but unevenly
8Filatex is spending Rs 235 crore on 26,750 tonnes of textile recycling and targets 30–35% EBITDA margins—the premium must survive real feedstock
Deals, disclosures and balance-sheet risk
8APL Apollo is selling a subsidiary for Rs 160 crore against a Rs 150.3 crore carrying value—the narrow accounting gain hides the capital-allocation question
8Kesoram’s 42.8% promoter stake is changing hands while the buyer provides going-concern support—the control transaction is also a liquidity story
8Haryana Petrochem remains rated B-minus under non-cooperation—the missing information is now part of the credit risk
8Aether booked a Rs 7 crore inventory loss after a warehouse fire—the insurance recovery is still outside the earnings
8Clean Science has taken a long-term Kemin supply commitment, but the filing withholds the ingredient, volume and economics

It is easy to get month-old import data but it is difficult to solicit forthcoming shipment information in India. We go through a laborious process of data collection to get you full import information, including company-wise, quantity-wise, port-wise, vessel-wise cargoes which are coming into India in the next 15-to30 days.
Get the daily updates for :
8LNG
8Crude
8Chemicals
8Fertilizers
8LPG
8Ammonia
8Coal & Coke
8All tankers
8Bulk and Dry cargo

8PP (H100EY) Delhi price stands at Rs 147 per kg in domestic trade
8HDPE (B56003) Mumbai price stands at Rs 141 per kg in domestic trade
8LDPE (16MA400) Chennai price stands at Rs 174 per kg in domestic trade
8LDPE (1070LA17) Delhi price stands at Rs 168 per kg in domestic trade

8Polyester Chips extends four straight gains to fresh one-month high
8Spandex extends steady monthly climb to fresh one-month high
8Spun Rayon R40S climbs steadily to fresh one-month high
8Recron 3S extends steady monthly rally to fresh one-month high

Petrochemical feedstocks watch
8Methanol prices stabilize after weekly decline while monthly gains remain firmly intact
8Dimethylformamide prices drift lower after weekly fall but retain monthly gains overall
8IPA prices retreat sharply after weekly drop despite strong monthly gains overall
8Benzene prices ease after weekly dip while monthly gains remain strong overall
8Ethyl Acetate prices hit yearly high after sharp weekly surge continues further
8EDC prices surge sharply as weekly gains extend strong monthly recovery further
8Vinyl Acetate Monomer prices plunge as weekly losses erase part of recent gains
Chemical value chain tracker
8Maleic Anhydride prices drop sharply as weekly decline reverses recent stability trend
8Acrylamide prices extend steady climb as weekly gains reinforce monthly strength further
8Phthalic Anhydride prices extend rise as fortnightly gains strengthen monthly trend further
8Paraformaldehyde prices extend decline as weekly losses deepen monthly weakness across trade
8Nitrobenzene prices plunge as weekly losses deepen sharp monthly decline further overall
8C5 prices edge higher weekly but remain below last month's level overall
Industrial chemicals monitor
8Palm Wax prices retreat after weekly decline despite recent fortnightly gains overall
8Stearic Acid prices extend gains as fortnightly rally lifts monthly trend further
8Glycerine prices surge sharply as weekly jump drives stronger monthly recovery momentum
8Sulphuric Acid prices extend decline as weekly weakness reinforces monthly softness overall
8Heavy Soda Ash prices edge higher as gradual recovery continues through trading
8Mancozeb prices climb as weekly gains strengthen month-long recovery from recent lows
Polymer pricing tracker
8PP prices hold steady after fortnightly decline while monthly gains survive intact
8PBT prices hold at yearly high as fortnightly gains remain firmly intact
8ABS prices hold steady as fortnightly gains reinforce gradual monthly recovery trend
Elastomers market watch
8PBR prices soften further as July stability gives way to losses again
8SBS prices ease after recent recovery while monthly gains remain intact overall

Aromatics & solvents in focus
8Acetone prices jump sharply after weekend extending powerful monthly upward momentum further
8Chloroform prices edge higher after weekend but remain below monthly levels overall
8Phenol prices climb sharply after weekend extending strong monthly upward momentum further
8Toluene prices fall sharply after weekend despite remaining above monthly levels overall
8Benzene prices fall sharply after weekend while monthly gains remain firmly intact
8Acetic Acid prices decline after weekend but remain above monthly opening levels
Chemical intermediates market watch
8Maleic Anhydride prices ease after weekend while monthly gains remain firmly intact
8Aniline prices edge higher after weekend extending strong monthly upward momentum further
8Adipic Acid prices edge higher after weekend extending steady monthly upward momentum
8Ethylene Glycol/DEG prices decline after weekend but remain above monthly levels overall
8Ethylene Oxide prices edge higher after weekend extending strong monthly upward momentum
82-Ethylhexanol prices fall after weekend but retain firmly strong monthly gains overall
Inorganics & industrial chemicals
8Phosphorus Yellow prices rise marginally after weekend while monthly losses persist overall
8Soda Ash prices fall further after weekend extending sustained monthly downward trend
8Titanium Dioxide prices edge higher after weekend but monthly weakness persists overall
8Sulphuric Acid prices edge higher after weekend while monthly levels remain stable
Plasticizers market pulse
8DOP prices decline after weekend but remain firmly above monthly opening levels

8EVA (18%) in Delhi trades at Rs 146.50 per kilogram in domestic market
8EVA (18%) in Hyderabad trades at Rs 146 per kilogram in domestic market
8N-Hexane prices in Delhi stand at Rs 100 per kilogram in domestic market
8Paraffin wax prices in Mumbai stand at Rs 148 per kilogram today

8Polyester Chips prices hit monthly Mumbai high after steady Rs 9/kg climb
8Knitting Yarn 60/1 Combed prices hit monthly Ahmedabad high after steady climb
8Polyester Industrial Yarn prices rebound weekly but remain below July opening level
8Polyester Spun Rayon T40S/2 prices hit monthly high after measured Ahmedabad climb

Aromatics and oxygenates watch
8Octanol prices retreat from daily high but retain weekly and fortnightly gains
8Ortho-Xylene prices correct sharply after surge while remaining well above monthly levels
8Benzyl Alcohol prices reach yearly high as sustained domestic rally gathers momentum
8Toluene prices ease marginally in Mumbai but retain strong monthly gains overall
8Phenol prices edge lower in Kandla while holding substantial monthly gains firmly
Solvents and glycol ethers pulse
8Ethylene Glycol Monoethyl Ether Acetate prices dip weekly despite strong monthly recovery
8Diethylene Glycol Monobutyl Ether prices ease near yearly high after monthly surge
8Dichloropropane prices explode to yearly high after dramatic weekly surge in Mumbai
8Pine Oil prices rebound sharply in Delhi after fortnight of complete stability
8Perchloroethylene prices rise in Delhi as longer-term domestic momentum remains firmly positive
8Cyclohexanone prices surge to fresh high as monthly gains reach Rs 195/kg
8Methyl Ethyl Ketone prices slip weekly as broader three-month decline remains severe
8Methyl Isobutyl Ketone prices fall sharply as domestic weakness deepens this week
Specialty chemicals radar
8Caprolactam prices hit yearly high as Delhi market extends powerful monthly rally
8Refrigerant R404A prices extend monthly decline but retain longer-term domestic gains overall
8Wet Slurry prices slide in Delhi as substantial three-month losses deepen further
Polymer market tracker
8PVC prices climb in Hyderabad as monthly and yearly gains strengthen further
8PS prices hold steady in Delhi after sustained monthly and quarterly declines

Aromatics and derivatives watch
8Phenol prices climb in China as gains accelerate above late-June benchmark levels
8Toluene prices rise in China but remain below late-July benchmark levels today
8Aniline prices climb in China as month-long upward momentum strengthens further today
8Benzene prices retreat in China while remaining comfortably above late-June levels today
Solvents and oxygenates pulse
8Acetone prices ease marginally in China but remain sharply above June levels
8Chloroform prices edge higher in China but remain below late-June benchmark levels
8Ethylene glycol/DEG prices edge higher in China, extending strong gains over June
8Acetic acid prices edge higher in China while holding above June levels
82-Ethylhexanol prices fall sharply in China but remain above late-June benchmark levels
8Ethylene oxide prices surge in China, widening gains over late-June benchmark levels
Industrial chemicals radar
8Phosphorus yellow prices surge in China but remain below late-June benchmark levels
8Soda ash prices fall sharply in China as month-long decline deepens further
8Titanium dioxide prices edge higher in China but remain below June levels
8Sulphuric acid prices edge higher in China but remain below June levels
Polymer feedstocks and plasticizers tracker
8Maleic anhydride prices rise in China, extending strong gains over late-June levels
8Adipic acid prices advance in China as sustained monthly gains strengthen further
8DOP prices edge higher in China as monthly gains continue building steadily

We have found requirements for 30 chemical products in bulk which you can sell:
Inorganic Chemicals
8Liquid Chlorine
8Liquid Ammonia
8Sulphuric Acid
8Aluminium Sulphate
8Non-Ferric
8Trisodium Phosphate
8Ammonium Bisulphite
8Sodium Chlorite
8Sodium Silicate
Industrial & Specialty Gases
8Hydrogen
8Sulphur Hexafluoride
8Nitrogen
8Refrigerant Gas
Specialty & Treatment Chemicals
8Scale Inhibitor
8Oxidising Biocide
8Morpholine
8PRF Reference Fuels
8Fine Chemicals
8AR-Grade Lab Reagents
8Butylated Hydroxytoluene
8Sodium Oleate
8Zinc Nitrate
8Mixed Xylene
8Methanol
8LABSA
8EO-PO Block Copolymer
Petrochemicals, Catalysts & Fertilizers
8HDS Catalyst
8Isomerisation Catalyst
8Ion Exchange Resins
8Drier Adsorbent
Click on Details for all 30 chemical requirements, along with who wants to buy them

8BPCL’s Bina expansion is running on two clocks—and specialist packages show where execution could slip
8RCF seeks 1.7 million tonnes of urea as tighter sanctions rules narrow the supplier pool
8Ameenji’s Rs47.47-crore rubber-pad order becomes an 18-month execution test

PROJECTS, CAPACITY & TECHNOLOGY WATCH
8Fuhua’s 200,000-tonne peroxide bet reaches beyond bulk supply into high-purity markets—and could raise the stakes for Indian suppliers
8SCGC cuts Middle East feedstock exposure and plans a US$700-million shift at Long Son toward US ethane
8LOTTE pairs a profit rebound with a larger TMAC bet—but qualified semiconductor demand remains the test
8Daqing starts a flexible 50,000-TPA 1-hexene/1-octene unit, but regional impact depends on customer approval and exports
8A 3,750-tonne China–Korea cargo puts repeatable Asian green-ammonia trade to its first real test
EARNINGS, OPERATIONS & SUPPLY WATCH
8BASF lifts its earnings range while cutting its chemical-growth assumption—a recovery with uneven foundations
8Zeon’s specialty-binder operating profit jumps 160% as EV and storage shipments rise
8Kenya halts Tata Chemicals Magadi mining and exports, leaving duration and regional supply exposure unquantified
8SABIC’s prices jump 41% as volumes collapse 33%, revealing the earnings effect of disrupted supply
8Solvay keeps its 2026 outlook alive on a Saudi peroxide restart and a second-half cash rebound
8SABIC shifts polymers and urea toward Saudi west-coast routes while recording a separate South Asia chemicals high
PRICES, MARKETS & DEMAND WATCH
8China’s PTA squeeze lifts prices 4.2%, but returning capacity could expose weak textile demand
8ChemNet reports a US$200-a-tonne Wanhua MDI/TDI increase in Southeast Asia as maintenance tightens prompt supply
8Zeon’s semiconductor-material shipments follow AI and fab investment while handset demand stays weak
8China’s polyethylene surge rests on oil and maintenance—not a recovery in seasonally weak demand
8China’s hydrogen-fluoride price gains 5.4% as temporary mine closures and plant outages overpower weak refrigerant demand

8India averages 20% ethanol blending through June, while Triveni reports capacity outrunning demand and 19% lower sales
8Assam Petro-Chemicals’ turnaround relies on a West Asia methanol premium that normalisation could erase
8Triveni’s water PBIT falls 86% as long-duration O&M makes up 72% of a Rs1,472-crore order book
8Four reported US chemical closures cluster in ageing, non-integrated assets despite cheap gas
8Asian coatings makers face a raw-material aftershock as shipping disruption tightens solvents and lifts input costs
8China’s 20% plasticizer-feedstock rise slows—but elevated costs can still travel into Indian PVC
8Korea and Vietnam tighten chemical rules as Asia’s coatings standards become more fragmented

CAPEX & EXPANSION WATCH
8Neogen’s Rs1,800-crore battery build nears commissioning before domestic demand is fully proven
8Gujarat Guardian’s second float-glass line reaches the lender-risk stage before cost and capacity are disclosed
8Balkrishna couples carbon-black integration with an on-highway tyre push—and a Rs6,800-crore execution burden
8Supreme Industries pursues a Rs1,000-crore FY27 capex plan before its volume recovery is visible
8Sumitomo shifts parent molecules to Indian plants, pushing the subsidiary beyond seasonal agrochemicals
8Laxmi Organic starts Dahej deliveries, but Phase II and customer qualification now decide the payoff
8Assam Petro-Chemicals commissions expanded capacity, but a 70% cost overrun leaves debt service dependent on support
8Vahh’s Rs25-lakh digital-printing entry tests a product adjacency—not yet a business at scale
BATTERY & ADVANCED MATERIALS WATCH
8PCBL’s silicon-carbon pilot clears a regulatory hurdle, but customer validation stands between it and commercial scale
OPERATIONS & EXECUTION WATCH
8Chemfab’s 10 MW hybrid-power supply arrives as chemical EBITDA rebounds—now the expected savings must survive softer prices
8Meghmani suspends TiO2 production as raw-material costs and weak realisations undermine the substitution case
8Chemfab adds OPVC lines before Jal Jeevan demand returns, turning capacity into a wager on public spending

RESULTS & MARGIN WATCH
8Syngene’s missing major-client offtake halves EBITDA and exposes the risk in concentrated biologics capacity
8Sharda Cropchem defies its European slowdown as stronger product mix pushes operating margins higher
8PCBL’s domestic and specialty growth masks an export slump—and a broker-estimated Rs70-crore inventory gain
8Vinyl Chemicals posts a 49% profit rise despite a 34% sales fall—the divergence demands a closer look
8Balkrishna hits record off-highway tyre volumes, but margins refuse to follow
DEMAND & RECOVERY WATCH
8Laxmi Organic’s profit surge rests on an Essentials-led recovery—not yet on a richer specialty mix
8Supreme Industries protects profit through pricing and mix while pipe volumes retreat
8Sumitomo’s exports rise 26% as monsoon delays and channel inventory restrain domestic sales
8Meghmani lifts profit on lower sales, but 39% pigment utilisation leaves the recovery unfinished
8Indo Rama holds EBITDA above last year even as quarterly income falls 28%
EXECUTION & GROWTH WATCH
8Neogen uses toll manufacturing to maintain deliveries during the Dahej shutdown—and raises its base-business outlook
8Vinati’s revenue surges 28%, but consolidated PAT grows only 4.5%
8Supreme Petrochem’s PAT nearly triples—but the supplied result extract leaves the durability of the gain unproven

8LDPE (24FS040) in Hyderabad is quoted at Rs 163 per kilogram today
8LDPE (16MA400) in Delhi is quoted at Rs 175 per kilogram today
8LLDPE (E24065) in Chennai is quoted at Rs 145 per kilogram today
8LLDPE (M26500) in Hyderabad is quoted at Rs 147 per kilogram today

8Nylon Cord Fibre prices hit fresh Mumbai high after steady July climb
8Viscose Filament prices extend measured Ahmedabad gains to fresh monthly high today
8Spandex prices reach fresh Ahmedabad high after steady month-long climb continues today
8Woven Yarn 20/2 prices hit monthly high after steady Mumbai climb continues

Aromatics and derivatives watch
8Phenol prices advance in China as strong gains widen over June levels
8Toluene prices inch higher in China while remaining below recent mid-July benchmark levels
8Aniline prices edge higher in China as sustained monthly rally remains intact
8Benzene prices edge higher in China but remain below mid-July benchmark levels
Solvents and oxygenates pulse
8Acetone prices climb in China as July gains extend beyond June benchmark
8Chloroform prices fall in China as broader monthly decline remains firmly intact
8Ethylene glycol/DEG prices dip in China but remain well above June levels
8Acetic acid prices remain nearly flat in China while holding above June levels
82-Ethylhexanol prices edge higher in China as broader monthly gains remain intact
8Ethylene oxide prices edge higher in China as July recovery remains intact
Industrial chemicals radar
8Phosphorus yellow prices rise in China but remain below late-June benchmark levels
8Soda ash prices edge lower in China as month-long decline continues gradually
8Titanium dioxide prices fall in China as broader monthly weakness persists further today
8Sulphuric acid prices remain nearly flat in China amid broader monthly decline
Polymer feedstocks and plasticizers tracker
8Maleic anhydride prices ease in China but remain sharply above June levels
8Adipic acid prices rise in China as month-long upward momentum strengthens further
8DOP prices decline in China but remain above late-June benchmark levels overall

Aromatics, solvents and glycols watch
8Mix-Xylene prices retreat slightly after monthly surge as domestic market seeks equilibrium
8Monoethylene Glycol prices slip in Ahmedabad while monthly benchmark remains unchanged overall
8N-Propyl Acetate prices hit fresh high after extraordinary month-long surge in Kandla
8NBA prices retreat from recent peak despite marginal fortnightly recovery in domestic market
8TEG prices reach recent high as Ahmedabad market extends monthly climb steadily
8Acetonitrile prices rebound sharply weekly but remain below three-month levels in Mumbai
Specialty chemicals and intermediates pulse
8Methyl Methacrylate prices rebound weekly but remain sharply below last month’s level
8ECH prices hover near recent lows after three-month decline deepens market caution
8SAP prices reach near one-year high as strong weekly gains reinforce market momentum
8Refrigerant R22 prices dip weekly but remain near their one-year high level
8Hydrochloric acid prices plunge in Mumbai as three-month losses deepen further sharply
Polyurethanes and plasticizers tracker
8Polymeric MDI MR200 prices leap weekly as domestic recovery gathers momentum rapidly
8PTMEG prices stage modest Delhi rebound but still remain under broader pressure
8DOA prices rebound weekly despite weaker monthly and three-month comparisons in domestic trading
8TOTM prices jump in Mumbai but remain below last month’s average level
8Trimethylolpropane prices plunge weekly as sustained three-month decline tests market confidence further
Polyolefins market watch
8HDPE prices edge higher in Hyderabad despite weaker monthly comparison and overall levels
8LLDPE prices stabilize in Hyderabad after steep monthly and quarterly declines recently
8LDPE prices rise in Hyderabad as fortnightly recovery extends despite broader declines
Rubber and industrial materials radar
8Fumed silica prices break July calm with sharp weekly rebound in Delhi
8RSS prices rebound sharply in Delhi after extended July stability ends abruptly

We have found requirements for 16 chemical products in bulk which you can sell:
Inorganic Chemicals
8Sulphuric Acid
8Caustic Soda
8Sodium Chlorite
8Sodium Hypochlorite
8Hydrated Lime
8Boric Acid
8Ammonium Bisulphite
Industrial & Specialty Gases
8Liquid Nitrogen
Specialty & Treatment Chemicals
8Biocide
8Bactericide
8Ethylene Glycol Mono Butyl Ether
Petrochemicals, Catalysts & Fertilizers
8Methanator Catalyst
8Resin (SRU HSS Removal)
8Cyclohexane
8Urea
8Rock Phosphate
Click on Details for all 16 chemical requirements, along with who wants to buy them

It is easy to get month-old import data but it is difficult to solicit forthcoming shipment information in India. We go through a laborious process of data collection to get you full import information, including company-wise, quantity-wise, port-wise, vessel-wise cargoes which are coming into India in the next 15-to30 days.
Get the daily updates for :
8LNG
8Crude
8Chemicals
8Fertilizers
8LPG
8Ammonia
8Coal & Coke
8All tankers
8Bulk and Dry cargo

8The chemical vessel line-up falls 11.8% from late June even as 789,506 tonnes remain scheduled
8India’s LNG line-up contracts 27.9% from late June to 1.71 million cubic metres
8India’s deduplicated LPG line-up falls 42.3% from late June—and 52.2% is waiting or at anchorage

8HPCL wants green ammonia customers before it proves the LPG pipeline can safely carry the molecule
8BPCL turns catalyst life into the real bidding currency for Bina Refinery’s SRU package
8BPCL asks Crisil to separate theoretical gas demand from customers actually willing to switch
8GAIL multi-vendor ILI award matches tools to differing pipelines but creates a data-comparability test