8The Hormuz disruption hammered naphtha-dependent Japan, South Korea and Vietnam into plant cuts and shutdowns - but China, on diversified Russian crude, ethane and coal routes, barely flinched. With non-Middle-East naphtha still ~30% costlier, the war handed China's already cheap chemicals an even bigger structural edge.

8A US-Iran 'immediate and permanent' ceasefire has corrected Brent from $95-100 toward $83-85, and crude-sensitive Indian names rallied hard - Time Technoplast +5.4%, Supreme Industries +3.4%, Uflex +2.7%. The same forces erased nearly RM7 billion from PETRONAS Chemicals as the war premium unwound.

8Mitsui's dental-materials buy is a map of where Asian chemical majors are taking their capital
8Duy Tan and Cocoon's recycled-packaging pact is the template heading for India next

Promoters Keep Buying
8Premier Polyfilm sees fresh promoter buying - and a resubmitted disclosure
8Daikaffil promoter entity keeps buying - 11,844 shares across two days
Reshuffling The Family Holding
8Clean Science promoters execute a large inter-se gift transfer - over 1.34 crore shares change hands
The Warrant Trail
8Diamines & Chemicals lists 2.69 lakh warrant-conversion shares
8Ishan Dyes flagged by NSE over a warrant lock-in delay
Wooing The Investors
8Sudarshan Chemical lines up a one-on-one with Theleme India
8Transpek Industry posts its June investor presentation
Steady At The Board
8Board-level continuity: Cochin Malabar, Ludlow Jute and Excel Industries refresh leadership

The Ceasefire Dividend
8The ceasefire is already in the price sheet: Methanol, VAM and Glycerine lead a crude-driven retreat
The Chlor-Alkali Split
8Caustic soda's quiet Rs 12 climb signals a tightening chlor-alkali balance
8Hydrogen Peroxide's Rs 20 monthly collapse exposes an oversupplied market
Polymers On A Plateau
8Flat weeks, fat years: PP, PBT and ABS carry huge annual gains beneath calm surfaces
The Kharif Signal
8Mancozeb's Rs 15 rebound tracks the kharif spray season
The Oleochemical Engine
8Lauric Acid's Rs 50 monthly drop is an oleochemical story written in palm oil
8Palm Wax and Stearic Acid: the oleochemical complex holds firm even as Lauric Acid corrects

8PP H030SG holds firm in Delhi as prices stay at Rs 144
8PP H100EY remains steady in Chennai as prices stand at Rs 146
8PP H110MA holds stable in Hyderabad with prices at Rs 144
8PP M13530 stays strong in Mumbai as prices reach Rs 150

Solvents and Aromatics
8Acetone drops further in China as monthly price weakness continues sharply
8Phenol slips in China today but remains above early June levels
8Toluene weakens in China as prices retreat from last week’s levels
8Benzene falls in China as prices extend weakness from last month
Petrochemical Intermediates
8Maleic Anhydride edges higher in China as June prices extend monthly gains
8Acetic Acid edges up in China today despite wider monthly weakness
8Adipic Acid rises in China today despite steep monthly price decline
8Aniline stays firm in China today but remains sharply below May levels
Glycols and Oxides
8Ethylene Glycol DEG rises in China as monthly uptrend gains pace
8Ethylene Oxide EO edges higher in China today but monthly losses remain
Plasticizers and Oxo-Alcohols
82-Ethylhexanol 2-EH slips in China today while monthly pressure persists
8DOP holds steady in China today but remains below May levels
Inorganics and Industrial Chemicals
8Phosphorus Yellow surges in China as prices extend strong monthly rally
8Sulphuric Acid climbs in China as June gains strengthen market momentum
8Soda Ash light steadies in China despite slight monthly price softness
8Titanium Dioxide inches up in China but stays below early June highs
8Chloroform holds nearly stable in China amid limited short-term price movement

8Reactive Dye Black WNN 200% climbs to monthly high after steady gains
8Polyester Industrial Yarn nears recent peak after extending June gains

We have found requirements for 31 chemical products in bulk which you can sell:
Inorganic Chemicals
8Liquor Ammonia Solution
8Sulphuric Acid
8Hydrated Lime
8De-watering Polyelectrolyte
8Sodium Hypochlorite
8Trisodium Phosphate
8Caustic Soda
8Acetone
8Liquid Nitrogen
8Liquid Chlorine
8Water Injection Corrosion Inhibitor
8Low Temperature Demulsifier
8Hydrochloric Acid
Industrial & Specialty Gases
8Refrigerant Gas (R-134A)
8Nitrogen Gas
8Oxygen Gas
8Argon Gas
8Helium Gas
8Zero Air
8Hydrogen Gas
Specialty & Treatment Chemicals
8Alumina Castable Refractory
8Plastic Refractory
8Anionic Polyelectrolyte
8Lab Chemicals
8Di-Butyl Sulphide
Petrochemicals and Catalysts
8SSP (Single Super Phosphate)
8Technical Grade Urea
8Hot Zone Catalyst
8Main Active Catalyst
8Spent Caustic Liquid Oxidation Catalyst
8Desulphurizer Catalyst
Click on Details for all 31 chemical requirements, along with who want

8Viscose filament prices in India extend gains, trading near recent highs
8Nylon yarn DTY prices in India climb to a fresh recent high

8HDPE E52009 prices hold at Rs 158 per kg in Mumbai market
8HDPE F5400 assessed at Rs 161 per kg in Ahmedabad market
8EVA 18% prices steady at Rs 165 per kg in Delhi market
8EVA 18% prices hold at Rs 165 per kg in Ahmedabad market

8A major fertilizer capacity hike is back before the EAC, wrapped in regulatory consolidation and debottlenecking language.

8Textile Exchange's new study covers the region producing over half the world's virgin PET and adds fresh data on thermomechanical and chemical recycling, with a human-rights overlay. For Indian polyester and PET exporters selling into audited Western supply chains, these become the numbers buyers quote overnight.

8The 600,000-tonne propylene oxide unit at Penglai is back after 46 days, with Chinese PO near RMB 9,100 a tonne and a slide toward RMB 8,800 in prospect as supply rebuilds. India's polyether polyol and PU foam chain prices off the Chinese marker — softer PO lands directly in import parity within weeks.

8May's official data show chemical raw materials prices up 12.7% on the year, but the month-on-month signs flipped — oil extraction swung from +24.1% to -1.8% and refined products turned negative. For Indian importers negotiating Q2 contracts against “costs are up” arguments, the inflection is the actionable line.

8Ukrainian drones set fires at Tolyattikauchuk — supplier of roughly a quarter of Russia's synthetic rubber — and at a Nizhnekamsk facility on 12 June, the second strike on the Tolyatti complex since April. For Indian tyre and rubber-goods makers leaning on imported PBR and butyl grades, repeat strikes on Russian rubber capacity are now a supply-and-price variable, not a headline.

8Diethylene glycol monobutyl ether rose Rs 7 to Rs 245/kg — up Rs 115 in three months, from Rs 130 to a yearly record without a single sharp correction. The steadiest bull trend in the domestic chemicals tape, with support now at Rs 238.

8Methyl ethyl ketone fell another Rs 12 this week to Rs 188/kg, down from Rs 315 a month ago and a yearly peak of Rs 410. A 40% collapse in four weeks after a parabolic run is a deflating squeeze, and the widening trading ranges say holders are still rushing the exit.

8Toluene in Kandla jumped Rs 4 to Rs 105.50/kg (up Rs 32.50 in three months), cyclohexane rose Rs 6 to Rs 113, MIBK gained Rs 5 to Rs 139 and trichloroethylene Rs 5 to Rs 115. Four crude-linked solvents moving together is the Middle East premium passing through Indian spot markets in real time.

8FY26 consolidated revenue inched up to Rs 3,238 crore while PAT rose to Rs 543 crore, with Q4 profit up about 11.6% — a margin-and-mix year, not a volume one. The related-party annexure holds a quiet detail: exports to Sumitomo Brazil now exceed sales to the Japanese parent itself.

8The new line targets high-speed, digital and UV printing applications and ramps progressively over coming months. A margin-mix play from India's largest carbon black maker — landing in the same quarter its Q4 profit fell nearly 60%.

8Astral Chemie takes 60% of Differentiated & Sustainable Solutions LLP, a 5,200 MT specialty polyamines, bismaleimides and benzoxazines maker serving electronics, aerospace and defence. The target's turnover halved to Rs 3.2 crore in FY26 — a technology and import-substitution bet, closing by 31 August.

8The company claims global-first commercial-scale production of ethyl trifluoroacetate on its continuous flow platform, launched 11 June into the US, Japan and other markets. The fluorinated building block addresses a $500–600 million global market across pharma and performance materials.

8Public institutions voted 50.69% against Girish Vanvari's second five-year term — 1.68 crore votes against versus 1.63 crore for — and the special resolution passed at 95.16% only because the promoters' 26.49 crore shares went 100% in favour. Fellow director Gopal Malpani drew just 9% institutional opposition, making the targeted dissent the question to put to the proxy advisors.

8Nilima Boob's 58 lakh shares went to the Alaknanda Boob Business Trust on 8 June, and Asha Boob has disclosed a pending gift of 1.01 crore shares that will take her personal stake from 10.38% to 0.88%. Nearly 15% of the specialty chemicals maker is being re-housed into family trusts — and Non-Executive Director Sanjay Kothari quit two days into the process.