(June 7, 2026) As June begins, several leading domestic white carbon black companies are accelerating their overseas capacity planning. Relying on mature local production technologies, they are targeting Southeast Asia, the Middle East, and other overseas markets by building new production lines to avoid multiple risks such as international trade tariffs and raw material cost fluctuations. Global layout has become a new trend in the industry.

In recent years, many overseas countries have gradually expanded their local silica production capacity, and rising trade barriers and import tariffs have caused the cost of direct domestic exports to continue rising. To stay close to downstream hubs for tires and rubber, leading domestic silica companies have shifted their business approach, shifting from exporting products to building local factories for production. Southeast Asia, relying on rubber industry clusters and low land and labor costs, has become the preferred region for enterprises going overseas, with projects under construction mainly producing high-dispersion precipitated silica for tires.

From a market advantage perspective, overseas bases supply local tire factories nearby, shortening logistics and transportation cycles, avoiding import and export tariffs, and significantly enhancing the competitiveness of comprehensive product prices. At the same time, overseas factories can purchase local silicon-source auxiliary materials locally to offset the cost pressures caused by rising prices of domestic quartz sand and sulfuric acid raw materials.

Meanwhile, the original domestic factory focus shifted to high-end specialty silica production, focusing on high value-added fields such as lithium batteries, pharmaceuticals, and coatings, forming a production and sales division model of "overseas mass production of general materials, domestic deep cultivation of high-end materials." Small and medium-sized white carbon black manufacturers, limited by funding and technology, cannot go overseas and can only focus on niche domestic markets, further widening industry polarization.

Industry research indicates that in the next 2~3 years, domestic companies will experience a peak period of overseas production launches. Global capacity layout will effectively optimize the domestic industry supply-demand structure, alleviate the problem of domestic low-end silica overcapacity, and help local brands deeply capture the global raw material market.

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