[Overseas News] Röhm Chemicals Mma Benefits Land! Mitsubishi Chemical Announces Pc Production Suspension Time! Iran Claims Shooting Down of Us Military Aircraft

International News Digest:

Raw Material News- Poland's Orlen signs preliminary agreement to acquire Grupa Azoty Polyolefins

- Industrialization of MMA chemical recycling technology is favorable.

Electronic NewsMitsubishi Chemical Corporation (MGC) will discontinue polycarbonate production operations at its Kashima Plant.

- Major New Regulation! India Mandates 40% Recycled Content in Food Packaging

Medical News- Breaking the Medical Packaging Recycling Dilemma! Recycled Material Solutions Compliant with ISO 11607

Macroeconomic News- Sources say the U.S. will delay delivery of Tomahawk missiles ordered by Japan.

The following is the detail of international news.：

1、 The industrialization of MMA chemical recycling technology brings benefits.

Rohm Group announced the first industrial application of its self-developed innovative chemical recycling technology at its Worms, Germany site, for processing and purifying recycled methyl methacrylate.885829) Methyl Methacrylate (MMA). This technology uses polymethyl methacrylate (885829) methyl methacrylate (PMMA) as the raw material, re-preparing high-quality MMA monomers through depolymerization. Widely used as a plastic, PMMA is often found in applications such as automotive taillights, medical devices (881144), and more. Its molecular structure makes it suitable for efficient and high-purity recycling, with a depolymerization yield exceeding 90%. This new technology can be conveniently integrated into WORMS' existing MMA production system, helping the Röhm Group to establish a scalable closed-loop material recycling system. Starting from the summer of 2027, recycled MMA will be used in the production of environmentally friendly proTerra series products across the Röhm Group's entire industrial chain.

2、Mitsubishi ChemicalMGC will cease polycarbonate production at its Kashima plant.

Mitsubishi Gas Chemical Co., Ltd.MGC hereby announces that at its Board of Directors meeting held on March 31, 2026, the company resolved to shut down its polycarbonate (PC) production facility at the Kashima Plant, with planned cessation of operations in March 2028. Overview of the facility to be shut down: (1) Facility name: Polycarbonate Production Facility (within Kashima Plant) (2) Capacity: 120,000 tons per year。

3、U.S. lawmakers urgeUSITC Takes Action on Chinese MDI Imports

4 On the 1st, US Congresswoman Kristen McDonald Rivet, along with several Michigan congressmen, jointly urged the US International Trade Commission (USITC) to take action on the import of Chinese methylene diphenyl diisocyanate (MDI) to protect American manufacturers and MDI industry jobs in Michigan. The Michigan congressman pointed out: "For years, China has been dumping MDI products in the US at prices far below fair market value, forcing domestic producers to compete with these low-priced products, ultimately leading to the devaluation of domestically manufactured products. These dumped low-priced products are threatening domestic production, supply chain resilience, and jobs."

4、Breaking New Regulation! India Mandates the Use of40% recycled material

Starting from April 1, 2026, food-grade packaging must contain 40% recycled materials. This initiative aligns with Prime Minister Narendra Modi's sustainable development strategy and also aims to reduce dependence on high-cost imported raw materials. The new regulations, issued by the Ministry of Environment, Forest and Climate Change (MoEFCC), come at a critical juncture. Global supply chain disruptions and geopolitical tensions have continuously squeezed the supply of virgin PET and pushed up its prices, making recycled alternatives not only environmentally valuable but also an economic necessity.

5、 Orlen signs preliminary agreement to acquire Grupa Azoty Polyolefins

Orlen S.A.Oren Co., Ltd. announced that it hasA preliminary agreement was signed on March 31, 2026, to acquire all shares of Grupa Azoty Polyolefins S.A. (GAP). Currently, Orlen holds 17.3% of GAP's shares. The transaction includes the acquisition of all shares of GAP and the provision of necessary funds by Orlen for the restructuring of GAP, with a total transaction value of 1.35 billion Polish zloty (PLN). The transaction is expected to be completed in the third quarter of 2026.。

6、Breaking the Medical Packaging Recycling Dilemma!Regenerative material solutions compatible with ISO 11607

For terminally sterilized medical device packagingISO 11607, Clause 5.1.5, explicitly stipulates that the origin, usage history, and traceability of all packaging materials—particularly recycled materials—must be clearly defined and subject to controlled management to ensure that preformed sterile barrier systems and/or sterile barrier systems consistently comply with the requirements of this standard. Until recently, a traceability system for recycled materials used in medical device packaging—fully compliant with ISO 11607—had not yet been realized. Currently, two commercially available solutions for recycled materials in medical packaging are available: materials derived from advanced recycled or alternative feedstocks certified via mass balance, and post-industrial recycled (PIR) materials with full end-to-end traceability.

Overseas macro market

A refinery of Kuwait National Petroleum Company was attacked and caught fire.

From the Kuwait National Petroleum Company, it was reported that the Ahmadi Port Refinery, which is under the company's jurisdiction, was attacked by a drone early in the morning, causing multiple operational units to catch fire. There are currently no reports of casualties. In a statement, the company said that emergency and fire personnel have begun implementing the emergency response plan and are working to prevent the spread of the fire. The company is also collaborating with relevant authorities to monitor the environment around the refinery. So far, no significant negative impact on air quality has been detected.

[Iranian official: Iran and Oman plan to jointly regulate vessels passing through the Strait of Hormuz]

According to Iranian sourcesOn the 2nd, it was reported that Iran and Oman are drafting an agreement aimed at implementing "transit regulation" for ships passing through the Strait of Hormuz, but both sides emphasized that it would not restrict the passage of ships. Gharibabadi, Deputy Foreign Minister for Legal and International Affairs of Iran, said that Iran is currently finalizing the relevant draft agreement, and after it is determined, Iran will negotiate with Oman to reach a joint protocol. The relevant agreement will come into effect after the current war between Iran and the US and Israel, to establish basic rules for the management of ship passage.

Sources said the US will delay delivery of Japan's order."Tomahawk" missile

According to a U.S. report on April 3, citing informed sources, deliveries of several hundred U.S.-made Tomahawk missiles ordered by Japan have been delayed due to tightened inventories resulting from U.S. and Israeli strikes against Iran. The report states that the U.S. side has informed the Japanese government that its original plan to deliver approximately 400 missiles by March 2028 will be affected. Neither the U.S. nor Japanese governments have issued an official response to this report.

Iran Again Claims Downing of U.S. Military AircraftF-35 Fighter Jet

On Thursday, April 3, the Public Relations Department of Iran's Islamic Revolutionary Guard Corps (IRGC) issued a statement claiming that an advanced air defense system deployed by the IRGC had "successfully shot down a second advanced U.S. F-35 fighter jet" in central Iranian airspace. The statement alleged that the aircraft had been "completely destroyed and crashed," adding that "no information has yet been obtained regarding the pilot's whereabouts." The U.S. military has not yet responded to these claims.

Israel to resume operations at its largest natural gas field, which was suspended at the beginning of the U.S.-Israel-Iran conflict.

Israeli Ministry of Energy and Infrastructure, local timeOn April 2, it was announced that the country's largest offshore natural gas field, the Leviathan gas field, which had halted operations at the outset of the U.S.-Israel-Iran conflict, would resume operations. The statement said that once the new drilling platform comes online, local natural gas supply will begin to increase and exports will also resume.

[Trump administration reportedly considering dismissing more senior officials]

The Atlantic MonthlyOn the 2nd, reports stated that sources revealed the White House is “actively discussing” the removal of several high-ranking officials, including FBI Director Kash Patel, Secretary of the Army Daniel Driscoll, and Secretary of Labor Lori Chavez-DeRemer; however, President Trump has not yet made a final decision.

Price Information:

The central parity rate of the Chinese yuan against the US dollar is quoted at6.8929, down 49 points; previous day's mid-price 6.8880, previous day's official closing price 6.8936, previous night's session closed at 6.8855.

Upstream Raw Material USD Market Price

April 1st, CFR Northeast Asia ethylene at 1450 USD/ton, up 10 USD/ton, CFR Southeast Asia ethylene at 1500 USD/ton, up 50 USD/ton.

Northeast Asia PropyleneFOB Korea average price to $1290/ton, up $40/ton; CFR China average price to $1290/ton, stable.

North Asia frozen cargo CIF, propane931-941 USD/ton; Butane 1031-1041 USD/ton.

Frozen cargo in South ChinaApril CFR prices: propane at $990–1,000/ton; butane at $1,040–1,050/ton.

Taiwan region frozen goods CIF price, propane931-941 dollars per ton; butane 1031-1041 dollars per ton.

【LLDPE US Dollar Market Price

Film:USD 1,170 per metric ton CFR Huangpu

Injection MoldingUSD 1,490 per metric ton (CFR Dongguan)

【HDPE USD market price

Film: No quotation;

Hollow:USD 1,380 per metric ton (CFR Dongguan);

Injection MoldingUSD 1,420 per metric ton (CFR Yantian)

Pipe: No quotation available

【LDPE USD Price Market

Thin film:$1,550/ton (CFR Dongguan)

Coating: No quotation.

【PP USD Market Price

Homopolymerization: Translate the above content into English, output the translation result directly, without any explanation.$1380 per ton (CFR Huangpu)

Copolymerization: Translate the above content into English, output the translation directly, without any explanation.USD 1,580 per metric ton (CFR Huangpu)

Membrane material:USD 1,560 per metric ton (CFR Huangpu)

Transparent:USD 1,625 per metric ton (CFR Huangpu)

Pipe Materials:1680 USD/ton (CFR Shanghai).