Company Dynamic
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![Yulong Petrochemical’s 100,000-ton MMA Project Comes Online Amid a “Deep V-Shaped Rebound” — Opportunity or Hidden Risk?]( "Yulong Petrochemical’s 100,000-ton MMA Project Comes Online Amid a “Deep V-Shaped Rebound” — Opportunity or Hidden Risk?")
Yulong Petrochemical’s 100,000-ton MMA Project Comes Online Amid a “Deep V-Shaped Rebound” — Opportunity or Hidden Risk?
2026-03-19In mid-March 2026, major news emerged from Yulong Island in Yantai, Shandong: the 100,000 tpa methyl methacrylate (MMA) unit has successfully started up in one go and produced on-spec products.
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![Advent Drops Its 2026 Purchase, and LANXESS’s €1.2 Billion Exit Plan Falls Through]( "Advent Drops Its 2026 Purchase, and LANXESS’s €1.2 Billion Exit Plan Falls Through")
Advent Drops Its 2026 Purchase, and LANXESS’s €1.2 Billion Exit Plan Falls Through
2026-03-17Advent will not buy LANXESS’s 40.94% stake in Envalior in 2026, delaying the roughly €1.2 billion transaction. LANXESS says liquidity and debt repayment remain secure despite the postponement.
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![Lilly Bets US$3 Billion on China While Simultaneously Cracking Down on the Gray Market for Weight-Loss Drugs]( "Lilly Bets US$3 Billion on China While Simultaneously Cracking Down on the Gray Market for Weight-Loss Drugs")
Lilly Bets US$3 Billion on China While Simultaneously Cracking Down on the Gray Market for Weight-Loss Drugs
2026-03-13Lilly is investing US$3 billion in China while using safety warnings to squeeze gray-market tirzepatide substitutes.
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![From LANXESS’s 50% to Tire Makers’ 5%: The Rubber Industry Chain Is Experiencing a “Decreasing-Cost Transmission”]( "From LANXESS’s 50% to Tire Makers’ 5%: The Rubber Industry Chain Is Experiencing a “Decreasing-Cost Transmission”")
From LANXESS’s 50% to Tire Makers’ 5%: The Rubber Industry Chain Is Experiencing a “Decreasing-Cost Transmission”
2026-03-12Entering March 2026, driven by surging energy prices caused by geopolitical turbulence and the continued rise in the costs of major raw materials such as natural rubber and synthetic rubber, the global rubber and downstream tire industry chain has ... ...
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![After Two Price Hikes in One Week, Dow Has Fully Exposed the Most Sensitive Nerve in Europe’s Polyurethane Market]( "After Two Price Hikes in One Week, Dow Has Fully Exposed the Most Sensitive Nerve in Europe’s Polyurethane Market")
After Two Price Hikes in One Week, Dow Has Fully Exposed the Most Sensitive Nerve in Europe’s Polyurethane Market
2026-03-10Dow’s back-to-back hikes in polyether polyols and MDI expose the deeper fragility of Europe’s polyurethane chain.
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![China’s Approval of Pfizer’s GLP-1 Drug Signals a Sharper Obesity Race]( "China’s Approval of Pfizer’s GLP-1 Drug Signals a Sharper Obesity Race")
China’s Approval of Pfizer’s GLP-1 Drug Signals a Sharper Obesity Race
2026-03-08China’s approval of Pfizer’s GLP-1 therapy Xianweiying for long-term weight management is more than another product authorization. It is a sign that the country’s obesity and metabolic-health market is entering a far more competitive phase.
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![A Cold-Chain Crackdown in Delhi Sends a Much Bigger Message]( "A Cold-Chain Crackdown in Delhi Sends a Much Bigger Message")
A Cold-Chain Crackdown in Delhi Sends a Much Bigger Message
2026-03-08At first glance, the seizure of insulin stocks worth more than Rs 20 lakh in Delhi looks like a routine enforcement action. Yet the case carries a broader warning for India’s pharmaceutical distribution chain.
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![Beiersdorf Delivers 2025 Growth Despite Ongoing Market Pressure]( "Beiersdorf Delivers 2025 Growth Despite Ongoing Market Pressure")
Beiersdorf Delivers 2025 Growth Despite Ongoing Market Pressure
2026-03-05Beiersdorf recorded solid, if moderate, growth in fiscal year 2025 against a backdrop of continued volatility in the global skin-care market.
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![The Most Striking Thing in BASF’s 2025 Results Isn’t Profit — It’s “Cutting Weight” and “Stopping the Bleeding” at the Same Time]( "The Most Striking Thing in BASF’s 2025 Results Isn’t Profit — It’s “Cutting Weight” and “Stopping the Bleeding” at the Same Time")
The Most Striking Thing in BASF’s 2025 Results Isn’t Profit — It’s “Cutting Weight” and “Stopping the Bleeding” at the Same Time
2026-03-04BASF’s 2025 story is structural: faster cost cuts, reshaping the portfolio, and stronger cash focus to outlast a weak cycle.
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![BASF Moves to Sell 4,400 Employee Homes—Union Fury Reveals the Survival Math of a Chemical Giant]( "BASF Moves to Sell 4,400 Employee Homes—Union Fury Reveals the Survival Math of a Chemical Giant")
BASF Moves to Sell 4,400 Employee Homes—Union Fury Reveals the Survival Math of a Chemical Giant
2026-03-04BASF’s plan to sell 4,400 employee homes aims to free capital for core operations, exposing a sharper labor backlash in a weak cycle.
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![BASF Battles Market Turmoil as Profits Slide]( "BASF Battles Market Turmoil as Profits Slide")
BASF Battles Market Turmoil as Profits Slide
2026-03-02BASF reported weaker results for 2025 as challenging global market conditions weighed on performance.
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![Merck to Lay Off 150 Workers at US Gardasil Plant Amid Sales Weakness]( "Merck to Lay Off 150 Workers at US Gardasil Plant Amid Sales Weakness")
Merck to Lay Off 150 Workers at US Gardasil Plant Amid Sales Weakness
2026-02-28Merck plans to cut ~150 jobs at its US Gardasil plant as global HPV vaccine sales drop, reflecting shifting demand and production strategy.
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![COSMAX Acquires 51% Stake in Keminova, Establishes First European Production Base]( "COSMAX Acquires 51% Stake in Keminova, Establishes First European Production Base")
COSMAX Acquires 51% Stake in Keminova, Establishes First European Production Base
2026-02-28South Korea–headquartered COSMAX has signed a share purchase agreement to acquire a 51% stake in Italian cosmetics ODM company Keminova, marking the establishment of its first manufacturing base in Europe.
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![BASF increases prices for MDI in ASEAN countries]( "BASF increases prices for MDI in ASEAN countries")
BASF increases prices for MDI in ASEAN countries
2026-02-27German chemical giant BASF has announced a price increase for its Lupranate® MDI (methylene diphenyl diisocyanate) products in member countries of the Association of Southeast Asian Nations (ASEAN).
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![Trump Places Glyphosate Under the Defense Production Act, Turning Bayer from a Corporation into a “National Asset”]( "Trump Places Glyphosate Under the Defense Production Act, Turning Bayer from a Corporation into a “National Asset”")
Trump Places Glyphosate Under the Defense Production Act, Turning Bayer from a Corporation into a “National Asset”
2026-02-26Trump’s Defense Production Act order elevates glyphosate to strategic status, securing Bayer’s domestic role amid supply risks and global dependence.
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![Trump Places Glyphosate Under the Defense Production Act, Turning Bayer from a Corporation into a “National Asset”]( "Trump Places Glyphosate Under the Defense Production Act, Turning Bayer from a Corporation into a “National Asset”")
Trump Places Glyphosate Under the Defense Production Act, Turning Bayer from a Corporation into a “National Asset”
2026-02-26Trump’s Defense Production Act order elevates glyphosate to strategic status, securing Bayer’s domestic role amid supply risks and global dependence.
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![Covestro’s Sudden MDI Price Hike: What’s Really Rising Isn’t $220, but Pricing Power in North America’s Polyurethane Industry]( "Covestro’s Sudden MDI Price Hike: What’s Really Rising Isn’t $220, but Pricing Power in North America’s Polyurethane Industry")
Covestro’s Sudden MDI Price Hike: What’s Really Rising Isn’t $220, but Pricing Power in North America’s Polyurethane Industry
2026-02-26Covestro’s MDI price hike signals a strategic move to defend margins and reinforce pricing power amid rising costs and shifting North American supply dynamics.
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![Losses Persist, Yet Huntsman Raises Prices — A Quiet Turning Point in the MDI Cycle]( "Losses Persist, Yet Huntsman Raises Prices — A Quiet Turning Point in the MDI Cycle")
Losses Persist, Yet Huntsman Raises Prices — A Quiet Turning Point in the MDI Cycle
2026-02-26Huntsman’s price hikes despite losses signal a shift toward restoring margins, suggesting the MDI cycle may be quietly nearing a turning point.
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![Europe’s “Circulatory Defense”: BASF Quietly Ramps Up BDO — Not to Make Money, but to Survive]( "Europe’s “Circulatory Defense”: BASF Quietly Ramps Up BDO — Not to Make Money, but to Survive")
Europe’s “Circulatory Defense”: BASF Quietly Ramps Up BDO — Not to Make Money, but to Survive
2026-02-26BASF’s quiet BDO ramp-up is less about growth and more about safeguarding Europe’s industrial independence amid rising supply chain fragmentation and geopolitical risk.
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![Record Net Profit, Yet “Joining Forces” with a Rival? Axalta Drops a Final Trump Card Before the Merger]( "Record Net Profit, Yet “Joining Forces” with a Rival? Axalta Drops a Final Trump Card Before the Merger")
Record Net Profit, Yet “Joining Forces” with a Rival? Axalta Drops a Final Trump Card Before the Merger
2026-02-25As AkzoNobel moves forward with its roughly RMB 28 billion acquisition of Axalta Coating Systems, Axalta has released its results for the fourth quarter and full year 2025.
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