- 01
Chinese Silicone Producers Pivot to Southeast Asia as U.S. Tariffs Reshape Trade Flows
Vietnam, Thailand, and India are absorbing the Chinese silicone volumes that can no longer reach the U.S. market. Here's how the redirect is playing out — and what it means for buyers across the region.
Read - 02
Dow Q1 2026 Earnings: Silicone Segment Flags Tariff Headwinds as Volumes Soften
Dow posted a $445M net loss in Q1 2026. For global silicone procurement teams, the results send a clear signal about non-Chinese supply tightness through the rest of the year.
Read - 03
U.S. 145% Tariff on Chinese Goods: How Silicone Chemical Exporters Are Responding
With cumulative tariff rates now at 145%, China’s silicone chemical industry faces its steepest export hurdle in decades. Here’s what’s changing on the ground.
Read
Specialty Chemical Industry News
SEMITECH tracks news that matters to buyers and formulators in the silicone, fumed silica, and coupling agent space. Coverage focuses on events that move supply and price: tariff decisions, producer capacity changes, earnings signals, and trade flow redirections.
What We Track
- Trade policy — U.S., EU, and Southeast Asian tariff actions affecting Chinese chemical exports
- Producer updates — capacity, closures, and earnings from Dow, Elkem, Wacker, Xinghuo, and Runhe
- Market events — force majeures, port disruptions, seasonal demand shifts
- Regional flows — how Chinese volumes redirect when Western markets close or tighten
Context
News coverage complements the deeper analysis in Insights. Where Insights explains the structural forces behind a price move, News tracks the events as they happen.
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