Related Insights

Soda Ash: China Surplus Persists Even as Freight Costs Begin to Edge Down
China's soda ash market continues to face domestic oversupply despite months of global trade disruptions. As freight costs begin to soften following lower energy prices, buyers across Europe and Asia are reassessing the competitiveness of Chinese soda ash against higher-cost regional production heading into Q3 2026.

Acrylonitrile Supply Squeeze in 2026: How ABS, Acrylic Fiber and Carbon Fiber Markets Are Responding
Acrylonitrile markets entered Q2 2026 under significant pressure as feedstock volatility, high energy costs and tight supply pushed prices upward. Buyers across ABS plastics, acrylic fibers and carbon fiber precursors now face rising costs, longer lead times and increasingly complex procurement decisions.

Urea Price Collapse in June 2026: What the 37% Monthly Drop Means for Buyers
Urea prices fell 37% in June 2026 as Hormuz ceasefire progress eased supply fears and Gulf exports moved toward recovery. For fertilizer buyers, the correction creates opportunity, but China’s export restrictions remain a major market risk.

Formaldehyde Price Outlook 2026: Methanol Costs Push Resin Markets Higher
Formaldehyde producers are facing rising costs as higher methanol prices move through downstream resin supply chains. Buyers of urea-formaldehyde and phenol-formaldehyde resins should prepare for changing contract prices in Q3 2026.

Bentonite: The Industrial Clay That Holds Oil Wells, Wine and Cat Litter Together
Bentonite is one of the world's most versatile industrial minerals, serving applications that range from oilfield drilling and metal casting to wine clarification and cat litter production. Growing drilling activity in the Middle East is strengthening demand while specialty food and consumer markets continue to create high-value opportunities.

Methyl Ethyl Ketone: The Specialty Solvent at the Intersection of Supply and Regulation
Methyl Ethyl Ketone (MEK) is a key specialty solvent used across coatings, adhesives and printing inks. Recent plant closures and volatile propylene prices are reshaping its supply chain, creating both opportunities and risks for European buyers. This article explores MEK’s market dynamics, regulatory landscape and strategic responses for 2025‑2026.
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