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The global titanium dioxide (TiO2) market remains divided between Chinese oversupply and European supply constraints. As Brent crude falls below $80 per barrel and freight costs ease, Chinese TiO2 exports are becoming increasingly competitive in Europe, reshaping procurement decisions for coatings, plastics, and pigment buyers.

The US chemical industry's competitive advantage in ethylene and polyethylene is rooted in the ethane cracking route.
The transfer of LyondellBasell's European assets to Velogy has introduced fresh uncertainty for buyers of adhesive raw materials. Procurement teams sourcing European EVA, VAM and acrylic acid should closely monitor production plans at the French and German cracker sites.