ChemAnalyst

📉 US Raw Kraft Liner Paper Prices Decline 0.99% in October: Will November Bring a Recovery?

The US Raw Kraft Liner Paper market recorded a modest decline in October 2026, as comfortable inventories, steady mill production, and cautious downstream purchasing weighed on prices.

With seasonal restocking largely completed and export enquiries from Mexico and Canada remaining weak, suppliers faced increased competition.

🔍 What's covered in our latest newsletter?
📊 October price movement and key market drivers
📦 Downstream packaging demand and inventory trends
🏭 Mill production, fibre availability, and manufacturing costs
🌎 Impact of weaker export enquiries
🔮 Price forecast from November 2026 to April 2027

With prices expected to rise by 1.6% in November, seasonal packaging demand could provide short-term support. However, comfortable supply may continue to limit significant price gains.

👉 Read the full newsletter on LinkedIn - linkedin.com/pulse/us-raw-k…

📰 Track on-spot Raw Kraft Liner Paper prices with historical data, forward forecasts, and disruption alerts on ChemAnalyst - lnkd.in/dvqxp8x7

🌐 Latest market updates: lnkd.in/futt4KW

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#RawKraftLinerPaper #KraftPaper #PaperIndustry #PackagingIndustry #PaperPrices #ProcurementIntelligence #SupplyChain #ChemAnalyst

@MIAX_Futures @ on Fertilizer Derivatives: Bringing Greater Transparency to Procurement & Price Risk Management

@Chemanalysts latest written interview features Mr. Ethan Ongstad, President of MIAX Futures™, discussing the launch of physically settled futures contracts for NOLA Urea, MAP, DAP and MOP, and their potential to transform risk management across the global fertilizer industry.

For procurement leaders, fertilizer price volatility can directly impact purchasing budgets, inventory costs and operating margins. The discussion explores how exchange-traded futures can help importers, distributors and large-scale agricultural buyers hedge anticipated purchases, manage procurement costs and gain greater price visibility.

The interview also examines the role of physical settlement in connecting futures prices with actual market transactions, the impact of geopolitical disruptions and freight costs, and the potential for NOLA futures to become broader reference points for fertilizer pricing.

As fertilizer supply chains face changing trade flows and market uncertainty, transparent pricing and effective hedging strategies are becoming increasingly important for procurement and commercial decision-makers.

👉 Read the complete written interview: Link in comments

#ChemAnalyst #MIAXFutures #FertilizerMarket #FertilizerPrices #ProcurementIntelligence #StrategicSourcing #PriceRiskManagement #CommodityMarkets #SupplyChain #Agriculture

@Evonik Deploys AI in Chemical Plants to Improve Efficiency and Reduce Emissions

Evonik Oxeno has introduced AI-powered process optimization at its facilities in Marl, Germany, and Antwerp, Belgium, bringing artificial intelligence directly into live chemical plant operations.

The technology, developed under the COMPAS project, uses AI-powered gray-box models trained on more than 1 million pre-calculated simulations to generate plant operating recommendations within seconds.

The initiative aims to reduce energy consumption, lower CO₂ emissions and help operators respond more quickly to changing feedstock conditions.

What does this mean for the chemical industry?

AI-driven process optimization could improve production economics for C4-based chemicals, including butadiene, 1-butene and 1-octene, by reducing energy requirements and operational inefficiencies. Wider adoption could also strengthen manufacturing efficiency across the chemical sector.

👉 For more such latest chemical industry updates, visit ChemAnalyst:
chemanalyst.com/NewsAndDeals/N…

#Evonik #ArtificialIntelligence #ChemicalManufacturing #DigitalTransformation #ProcessOptimization #Butadiene #Petrochemicals #EnergyEfficiency #ChemicalIndustry #ChemAnalyst

📈 Arsenic Metal Prices (USA): Tight Supply Keeps Market Bullish

Arsenic Metal (99%) CFR Houston prices rose 7.12% in September 2026, reaching USD 1,204/tonne, as tightening global supply and stronger industrial demand supported the market.

🔍 Key market drivers:
Supply: The US relies entirely on imports, with China accounting for over 90% of shipments.

Demand: Semiconductor manufacturing, AI data centres and lead-acid batteries are supporting consumption.

Logistics: Middle East tensions are pushing up freight and insurance costs.

Outlook: Prices are expected to remain firm through November.

👉 Track on-spot Arsenic Metal prices with full price history, forecasts, and disruption alerts to stay ready for market shifts - chemanalyst.com/Pricing-data/a…

#ArsenicMetal #CommodityPrices #ProcurementIntelligence #Semiconductors #SupplyChain #MarketIntelligence #ChemAnalyst

@GrupaORLEN Terminates Long-Term QatarEnergy LNG Contract Amid Supply Disruptions

Poland’s energy major Orlen has terminated a long-term LNG supply agreement with QatarEnergy, following prolonged delivery disruptions linked to the Iran war.

The terminated contract covered approximately 1 million tonnes of LNG annually and was originally scheduled to run until 2034. However, Orlen will retain a separate QatarEnergy agreement covering up to another 1 million tonnes annually through 2034.

Despite the termination, Orlen says Poland’s gas supply security remains unaffected, supported by domestic production, Norwegian gas supplies and long-term agreements with US LNG exporters.

What does this mean for chemical markets?

The shift towards alternative LNG suppliers could intensify competition for available cargoes and influence European natural gas prices. Higher gas costs could put additional pressure on production economics for ammonia, urea and methanol manufacturers.

👉 For more such latest chemical industry updates, visit ChemAnalyst:
chemanalyst.com/NewsAndDeals/N…

#Orlen #QatarEnergy #LNG #NaturalGas #EnergyMarkets #Ammonia #Urea #Methanol #ChemicalIndustry #ChemAnalyst