TiO2 Insider

TiO₂ Market Shows Early Signs of a Turn

Tue, 17 Mar 2026 00:00:00 -0400

Shifts in inventory, capacity and trade flows are beginning to reshape outlook across global pigment markets.

TiO₂ Value Chain Faces New Reality

Mon, 15 Dec 2025 00:00:00 -0500

Antidumping tariffs and overcapacity are reshaping the titanium dioxide market, with mixed regional outcomes and a slow recovery outlook.

Tariffs and Over-Capacity Reshape TiO2 Market Dynamics

Tue, 02 Sep 2025 00:00:00 -0400

Antidumping tariffs and overcapacity are reshaping the titanium dioxide market, with mixed regional outcomes and a slow recovery outlook.

Over-Capacity and Tariffs Weigh Heavily on the Chinese TiO2 Industry

Tue, 03 Dec 2024 00:00:00 -0500

Chinese titanium dioxide faces global pushback with anti-dumping tariffs, impacting exports and driving competitive market dynamics amid overcapacity challenges.

Tariffs, and a More-Dovish U.S. Federal Reserve

Mon, 07 Oct 2024 00:00:00 -0400

TiO₂ demand in 2024 shows mixed trends, with Asia experiencing growth while Europe lags. Tariffs on Chinese exports may reshape the market landscape. Explore the future outlook.

“Green Shoots” Beginning to Appear

Mon, 06 May 2024 00:00:00 -0400

This month’s edition of TiPMC Solution’s TiO₂ Insider focuses on the future of the TiO₂ market after a difficult 2023. According to TiPMC, the impact of reduced interest rates and improving housing markets throughout the world will stimulate demand for architectural coatings, the leading consumer of TiO₂.

TiO2 Industry: Downturn Impacting Global Operating Footprint

Tue, 03 Oct 2023 00:00:00 -0400

This month’s edition of TiPMC Solution’s TiO₂ Insider focuses on global TiO₂, mineral sands, and coatings producers’ first half earnings reports, and their outlooks for the remainder of 2023. The prolonged slump seems all but certain to continue for the rest of 2023. TiPMC believes 2023 will see a 5-8% drop in overall TiO₂ demand as compared to 2022, when the market declined an estimated 8% vs. the previous year.

TiO₂ Industry: Where is the Light at the End of the Tunnel?

Sat, 08 Jul 2023 15:51:46 -0400

The TiO₂ industry continues to experience difficult times. Multi-national producer volume in 1Q23 was 31% lower than 1Q22, while net exports from China increased 22%. This followed a fourth quarter that was down 35% compared to the previous year. Is there a light at the end of the tunnel, and if so, how long is the tunnel?

TiO₂ Industry: Painful Results Not Shared Across Value Chain

Thu, 11 May 2023 00:00:00 -0400

The TiO₂ industry has experienced three extremely difficult quarters, as rapid decreases in underlying demand, followed by destocking, led to significant decreases in demand. In this column, TiPMC discuss how an increasing portion of the capital investment within TiO₂ will focus on cost reduction.

TiO2 Industry: Destocking, Slowing Economies, and Supplier Response

Mon, 13 Feb 2023 00:00:00 -0500

TiPMC discusses the current TiO₂market specifically in regards to projections in demands outside of China, sales for the first half of 2023, and changes in the current destocking trend.

European Energy Costs and Chinese Lockdowns Dramatically Impact TiO2 Demand

Wed, 07 Dec 2022 00:00:00 -0500

The TiO₂ industry is entering a significantly challenging time. The optimism of the first half of 2022 has completely turned in the opposite direction. European demand may be off as much as 40-50% in the second half of 2022 versus the prior year. Numerous operating plants are reported to be curtailing or ceasing production. North America and Latin America were reported to remain strong. These regions are expected to slow in 2023, as recession is likely.

Conflicting Views of the Near-Term Market Explained

Wed, 05 Oct 2022 00:00:00 -0400

The consensus opinion of leading executives was there are many signs of slowing markets in Europe and parts of Asia, particularly China. Energy inflation throughout Europe, particularly Germany, took their toll on TiO₂ demand. One consulting firm believes the current trends are further evidence of an increasingly differentiated market for TiO₂.

TiO2 Industry: Unusual Circumstances Yield Uncommon Trends

Mon, 06 Jun 2022 10:50:00 -0400

The TiO2 industry continues to change through unusual global economic conditions. The uncommon response of global producers is changing the short- and long-term dynamics of the industry.

TiO2 Producers: Dealing with an Uncertain World

Mon, 04 Apr 2022 13:09:00 -0400

Given a variety of contributing factors, TiPMC believes tight TiO2 supply and increasing prices will persist through 2022.

TiO2 Producers: Opportunities and Challenges Vary

Tue, 04 Jan 2022 10:37:00 -0500

The TiO2 industry is seeing favorable supply and demand conditions. Chinese producers, the usual industry disruptors, are facing more serious challenges than their multinational competitors.

Impact of Price Stabilization Initiatives in 2021

Wed, 04 Aug 2021 09:00:00 -0400

The TiO2 industry is in a position never before experienced in its long history as it moves through the seasonally high coatings demand period in North America. Demand is returning beyond average GDP levels, particularly in China. In turn, price-sensitive customers are absorbing a huge increase in price.

China’s Changing Position in the Post-Pandemic World

Sun, 18 Apr 2021 13:10:00 -0400

The outlook is positive for most TiO2 producers for 2021. Increasing demand and the limited ability of Chinese producers to respond fairs well for global players. Multiple factors, including feedstock, Chinese chloride capabilities, and product quality all will impact the long-term future of the industry.

The Dilemma for North American TiO2 Consumers

Mon, 04 Jan 2021 11:11:00 -0500

As the TiO2 market strengthens post-pandemic, TiO2 consumers in North America will continue to be faced with the dilemma of how best to find reductions in TiO2 costs.

TiO2 Producers Believe the Worst is Behind – and the Future is Bright

Fri, 02 Oct 2020 09:00:00 -0400

TiPMC believes that the details support that the worst is over for TiO2 producers and that the industry is poised for a strong recovery.

COVID-19 Impact on TiO2 Sales Volumes

Tue, 07 Jul 2020 09:00:00 -0400

As COVID-19 spread outside China, TiO2 sales were impacted. TiPMC provides some insight, along with a view of what signs will signal an industry recovery.

TiO2 and the Coronavirus

Mon, 23 Mar 2020 11:39:00 -0400

TiPMC believes this scenario sets up the TiO2 industry for a roller coaster impact throughout the next several months. The implications of a weaker Chinese economy will be involved in a balancing act with reduced Chinese production and increasing Chinese production costs.

Is TiO2 Segmentation Growing?

Fri, 03 Jan 2020 08:00:00 -0500

The differentiation among TiO2 products is not only growing but impacting supply and demand. Customers and suppliers alike are recognizing inventories and pricing more as “sulfate vs. chloride”, which in reality deals more with the quality of products accepted within differential segments – and having their own supply/demand dynamics.

What Drives TiO2 Demand?

Tue, 01 Oct 2019 13:12:00 -0400

TiO2 demand is more closely correlated to industrial production than to GDP, and the correlation between TiO2 demand and GDP is likely to decline as service sectors grow as a share of global GDP.

Is the TiO2 Pricing Tide Turning?

Mon, 08 Jul 2019 11:26:00 -0400

Pricing is beginning to reflect destocking coming to a close. Based on recent reports and trade data, TiPMC foresees prices stabilized in all regions during the traditionally strong demand period of 2Q, with price increases gaining traction toward the end of the quarter in specific regions.

Asian Demand Triggers Mixed Pricing Signals Worldwide

Mon, 01 Apr 2019 08:00:00 -0400

The TiO2 industry worldwide is encountering difficulties and challenges short term, although there are some signs of hope. The trade wars, the potential of recession in the European economy, and political tensions in the Middle East are showing up in trade statistics, and they directly relate to TiO2 demand.

Why TiO2 Feedstock Matters

Thu, 03 Jan 2019 10:00:00 -0500

The TiO2 industry needs titanium feedstock to produce the volumes required by the global coatings industry. Depletion will result in higher prices.

What’s Going On with the TiO2 Pricing Momentum?

Thu, 04 Oct 2018 09:00:00 -0400

TiO2 forecasts for 2018 looked strong worldwide. Then yellow flags signaled warnings by early summer. What happened? And what can we expect in the near future? CEOs of major TiO2 producers are still upbeat, because they see a strong industry and growing demand without significant capacity expansion.

Sustaining the TiO2 Cycle Rather Than Exploiting It

Mon, 02 Jul 2018 09:00:00 -0400

From the perspective of TiPMC Solutions, ensuring reliable supplies of high-quality TiO2 and the feedstocks required to produce it will mean that coatings and other downstream customers will need to share value with the TiO2 producers, and their feedstock suppliers.