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PLASTIC INVENTORY
An LNG glut is on its wayThe closure of the Strait of Hormuz and the shutdown of Qatar’s LNG exports have pushed gas prices higher, but the disruption could ultimat...- Crude awakening: Chemical companies face margin pressure as oil-linked costs surge amid geopolitical tensionsRising crude oil prices are pressuring chemical sector margins due to increased feedstock and energy costs. Despite this, the Nifty Chemica...
- Private sector activity eases in May; HSBC flash PMI slips to 58.1 amid West Asia conflictIndia's private sector activity saw a slight dip in May. New orders, output, and exports grew slower. This slowdown was influenced by the W...
- Supply-chain stress that peaked in covid heads higher againRising logistics costs and delivery times are pressuring central banks, with some indicators reaching multi-year highs, signaling potential...
- Oil market enters tight supply phase after years of underinvestment: Nikhil BhandariGlobal energy markets are entering a structurally tighter phase due to years of underinvestment in crude oil and refining. While renewables...
- West Asia Conflict: Supply chain woes hit smaller brands harder amid inflationAmid ongoing supply chain challenges and the burden of rising operational costs, smaller consumer goods players are feeling the squeeze. Th...
- Rising packaging bag costs major headwind for UltraTech Cement: OfficialUltraTech Cement is navigating rising costs for plastic packaging and fuel. These expenses are a concern for the company's target of double...
- UpGrad-Unacademy deal closes; India’s largest private satellite lifts offHappy Monday! Upgrad is set to acquire Unacademy at a 90% markdown of its peak valuation. This and more in today's ETtech Morning Dispatch.
- D2C brands tweak packaging as West Asia conflict pushes up costsInput cost hikes, fueled by the West Asia conflict, are forcing direct-to-consumer brands to adapt. Companies are shifting packaging, intro...
- West Asia War: US' new sanction on a mega Chinese refiner can shake the world’s supply chains — and it’s bigger than oilWest Asia War: United States sanctions on China's Hengli Petrochemical create new worries in West Asia. The move targets a major Chinese re...
- Retailers face AC shortage as heatwave boosts demandIntense heatwaves have driven a sharp rise in air-conditioner sales. This surge, following lower production in March, has created significa...
- Iran war could make petroleum products from clothes to crayons more costlyGlobal oil disruptions are making everyday items more expensive. From plush toys to bandages, the cost of materials derived from petroleum ...
- These 9 banking stocks have an upside potential of up to 27% in 1 year, according to analystsWe are in times when a statement by US President Trump can cause crude oil prices to drop sharply and another by Iran can push them back up...
- Global markets face rising strain as supply chain tightens and oil risk persists: Neelkanth MishraGlobal supply chains are showing stress as inventories run dry. This is impacting manufacturing and even international aviation. Oil market...
- Can Trump’s Iran blockade plunge India into an 'everything crisis'?India has so far managed the oil shock from the Iran war through policy buffers, diversified crude sourcing and intervention by the Reserve...
- Iran-US war pushes polymer, resin prices up 60%; plastics exporters squeezed despite ceasefireFreight rates jump up to 10x, polymer prices rise 60%, while supply disruptions and supply chain delays strain MSMEs and the sector's expor...
- $116 bn at risk: Why a fragile West Asia ceasefire may not ease pressure on India’s engineering exportsIndia's engineering exports face significant strain from the West Asia conflict, with a recent ceasefire offering limited relief. Disruptio...
- Electronics companies stockpile amid rising input costs and supply chain uncertaintyCompanies are building up stocks of memory chips and plastics. This is happening because input costs are rising and supplies are uncertain....
- War singes ecommerce, quick commerce supply chains as input costs riseThe first signs of stress, according to industry executives, are visible in packaging costs and inventory movement and fulfilment cycles, p...
- Plastic price surge hits MSMEs, disrupts supply chains for FMCG and footwear firmsPlastic processing units in Kerala are halting operations due to rising raw material costs and capital shortages, impacting FMCG, footwear,...
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