[SMM Analysis] Titanium Dioxide Prices Rise Post-Holiday, Geopolitical Risks Cloud Export Outlook
As of March 3, domestic titanium dioxide prices edged up, driven by post-holiday price hike announcements from both chloride and sulfate producers. The rally is supported by rising sulfuric acid costs, improving demand, and low inventory levels. However, escalating geopolitical tensions have disrupted shipping routes, affecting key export markets including India and the Middle East. Near-term focus remains on downstream restocking and the evolving geopolitical landscape.