Latest Developments: The Indian Ministry of Commerce and Industry's anti-absorption investigation into untreated fumed silica originating from China (Customs Tariff No. 28112190, etc.) has reached its final determination stage. The probe primarily examines whether Chinese manufacturers have circumvented existing anti-dumping duties (Shandong Dongyue at $1,018/ton, other Chinese firms at $1,296/ton) through price adjustments or supply chain modifications.
Potential Impact: Should the ruling be affirmed, India may implement additional tariff increases, potentially disrupting China's exports to India (China's white carbon black exports to India hit a decade-high record in 2023).