
Carbon Black (N110) - India CAS: 1333-86-4

Ethylene oxide prices stabilized through the remainder of June 2026 after a sharp decline earlier in the month. Procurement teams should examine whether this period of stability signals a temporary market pause or a shift toward more balanced petrochemical conditions.

SABIC’s Q3 supply calendar has emerged as a key indicator for polymer and chemical flows worldwide, with Ras Tanura’s logistics network playing a pivotal role. The company’s allocation decisions influence pricing, inventory levels, and competitive dynamics across major export markets.
This weekly brief highlights Gulf logistics recovery, structural helium constraints, rising GLP‑1 solvent demand, shifting polymer duties in India, and imminent EU regulatory updates. Procurement teams must adjust sourcing strategies to navigate these evolving risks and opportunities.

Venator Materials’ looming debt restructuring could reduce European TiO2 output, tightening supply for coatings, plastics, and paper. With Gulf feedstock constraints and high shipping costs, the industry faces higher lead times and costs. Buyers must now assess supplier stability as a core procurement factor.

Formaldehyde and resin producers may see cost relief in H2 2026 as methanol prices ease and Gulf supply conditions improve. Buyers in construction, wood panels and adhesives should monitor the timing of resin price adjustments.

Formaldehyde producers may finally see feedstock cost pressure ease as methanol supply conditions improve and crude oil prices remain softer. However, buyers of urea-formaldehyde and phenol-formaldehyde resins should not expect immediate price reductions, as contract structures and inventory cycles will delay market adjustments into August 2026.
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