Chemical Manufacturing Pulse 2025-11-25

I.Production Expansions & Innovations

1.Poliplast Launches Polymer Production Phase:This expansion boosts domestic high-molecular-weight polymer capacity in Russia, supporting import substitution goals.(ID:21511247)

2.Tata Chemicals Approves Capacity Expansion:The Rs 135 crore investment in soda ash capacity aims to meet rising demand for sustainable applications in India.(ID:21405691)

3.Ghani Chemworld Starts Calcium Carbide Plant:New 25,000-tonne annual production in Pakistan reduces import reliance and lowers costs through local limestone use.(ID:21393789)

4.Blue Star NBR Launches Synthetic Rubber Production:Domestic NBR glove manufacturing in the U.S. aims to cut dependence on Chinese supplies and secure local supply chains.(ID:21389954)

5.LG Chem Unveils Ultra-Thin Film Material:The UniCurl technology could increase packaging recycling rates by 30% with its single-material design.(ID:21386126)

6.EQUATE Expands Petrochemical Operations:A $2.1B investment in Kuwait boosts regional production capacity by 30%, enhancing petrochemical output.(ID:21378863)

7.Namrup Fertilizer Installs New Plant:The expansion adds 1.2 million metric tons of urea production annually, meeting regional agricultural demand in Assam.(ID:21438871)

8.Nippon Paint-Betek Opens Water-Based Facility:The $15 million investment in Turkey increases annual production by 225,000 tons, focusing on sustainable paint solutions.(ID:21440687)

9.Egyptian Soda Ash Gets Golden License:A $680 million project in New Alamein City will create 600 jobs and support local content requirements.(ID:21455578)

10.BASF Enhances APG Production in Thailand:The expansion adds 20% to regional surfactant capacity, catering to growing personal care and industrial markets.(ID:21493784)

11.Rustark Launches Starch Plant in Krasnodar:The ₽7.5B investment will produce over 50 types of starch, covering 60% of Russia’s demand and reducing imports.(ID:21516296)

12.New Fertilizer Plant in Assam Reaches Capacity:The 12.5 lakh MT per annum facility involves Rs 10,000 crore investment, boosting regional agricultural productivity.(ID:21475517)

13.Fertilizer Plant Construction Accelerates in Far East:The 227 billion ruble project in Nakhodka will enhance mineral fertilizer production, creating over 1,500 jobs.(ID:21536156)

 

II.Market Trends & Performance

1.AkzoNobel Downgraded on Merger Concerns:Bernstein’s rating cut reflects fears that the $25B merger with Axalta may face shareholder and antitrust challenges.(ID:21487259)

2.Symrise Upgraded to ‘Buy’ by Deutsche Bank:Despite a lowered price target, the upgrade signals eased skepticism in the chemical sector’s performance.(ID:21466232)

3.Evonik Rated ‘Hold’ Amid Sector Challenges:Deutsche Bank’s downgrade highlights ongoing existential crises and limited near-term catalysts in chemicals.(ID:21466208)

4.CF Industries Price Target Lowered by HSBC:The reduction to $91.00 indicates expected limited stock movement, reflecting market volatility in fertilizers.(ID:21522168)

5.Deutsche Bank Updates Chemical Sector Outlook:The note predicts weaker H2 2025 performance due to an 18% drop in global chemical demand.(ID:21465025)

6.Westlake Chemical Rating Lowered:Wall Street Zen’s downgrade to ‘hold’ reflects cautious investor sentiment despite a 1.8% stock rise.(ID:21419624)

7.Reliance Industries Surges 26% in 2025:The rally, adding Rs 4.4 lakh crore in market value, is driven by refining margins and telecom tariff hikes.(ID:21400719)

8.LANXESS Shares Rise in XETRA Trading:A 1.8% gain to 16.65 EUR shows positive momentum amid sector challenges, with institutional interest holding.(ID:21441174)

 

III.Corporate Investments & M&A

1.DuPont Shares Acquired by Nemes Rush Group:A 47.2% stake increase valued at $288,000 signals strong institutional confidence in DuPont’s growth.(ID:21495203)

2.Perimeter Solutions Acquires SQM Assets:The deal strengthens Perimeter’s position in specialty fertilizers, with 12.4% institutional ownership transfer.(ID:21449696)

3.Cynosure Increases Stake in Albemarle:A 52.2% rise in holdings reflects growing institutional investment in specialty chemicals companies.(ID:21441234)

4.Covestro and XRG Secure Partnership Approval:The final regulatory clearance enables joint innovation and expansion in polymer manufacturing.(ID:21531780)

5.Germany Approves Covestro Takeover by Adnoc:The deal removes the last major hurdle, potentially reshaping the European chemical landscape.(ID:21541023)

6.Stallion India Fluorochemicals IPO Doubles Wealth:The successful listing with a 360% gain highlights investor appetite for fluorochemical ventures.(ID:21477815)

 

IV.Incidents & Market Risks

1.Explosion at Logischem Chemical Plant in Argentina:The fire and injuries underscore safety risks in chemical storage, potentially disrupting local supply chains.(ID:21458925)

2.Mumbai Chemical Leak Causes Fatality:A toxic fume incident highlights the need for stricter safety protocols in industrial chemical facilities.(ID:21557801)

3.Indian Chemical Firms Face Chinese Dumping Risks:Margin pressures from imports and US tariff uncertainties could impact profitability and trade dynamics.(ID:21444308)

 

 

Disclaimer: This is a curated digest of industry news from public sources. The information is for general insight and is not professional advice; readers should verify details independently. Please provide news ID when you need the original url.

Chemical Manufacturing Pulse

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