(August 3, 2026) The global white carbon black (synthetic amorphous silica) market has undergone profound structural restructuring in early August 2026, presenting a clear trend of differentiated demand and polarized prices across international and domestic markets. Driven by the EU CBAM carbon border adjustment mechanism, global low-carbon environmental policies, and the rapid expansion of the new energy vehicle and new material industries, the market competition of white carbon black has completely shifted from traditional low-price homogeneous competition to high-value competition centered on green production, customized modification, and high-purity performance. According to the latest real-time monitoring data from global chemical customs and industry institutions released on August 3, the export volume of ordinary low-end precipitated silica from Chinese mainstream manufacturers dropped significantly month-on-month in late July, with a month-on-month decline of 12.9%, as overseas downstream enterprises continue to reduce procurement of high-carbon-footprint conventional silica products.
On the contrary, high-end customized white carbon black products, including high-dispersion silica for green tires, UV curing coating special silica, and silicone material reinforcing silica, have maintained a booming overseas export trend with rigid demand. Industry data shows that the export orders of low-carbon certified silica products achieved a year-on-year surge of nearly 42%, and European professional buyers are willing to pay a premium of 40 to 70 US dollars per ton for products that meet EU low-carbon environmental standards and high dispersion indicators. This fully reflects that the global market’s recognition of green and high-performance silica products is continuously improving, and the product structural upgrade of the silica industry has entered an accelerated stage.
In emerging markets such as the Middle East and Southeast Asia, the new energy tire manufacturing industry is expanding rapidly. Pakistan’s Gandhara Tire officially launched its full-scale export layout plan targeting Gulf Standard Organization member countries on August 3. The new green tire production lines put into operation in batches will directly drive a continuous surge in demand for tire-grade high-reinforcement white carbon black in the local market in the next six months. At the same time, Southeast Asian coating and rubber processing enterprises are also accelerating the elimination of backward raw materials, further expanding the market share of modified high-performance silica.
In the domestic Chinese market, the factory prices of conventional general-purpose white carbon black remain stable with sufficient inventory, while hydrophobic fumed silica used in electronic packaging materials, automotive anti-fog coatings, high-temperature resistant silicone sealants, and LED encapsulation adhesives is in continuous short supply. Leading domestic silicon material enterprises represented by IOTA Silicone are actively promoting the expansion of low-carbon green silica production lines and the upgrading of continuous intelligent production processes. By adopting advanced micro-channel reactor technology and carbon cycle production processes, these enterprises effectively reduce unit carbon emissions, stabilize product batch consistency, and continuously seize the high-end global silica market share. Industry analysts predict that in the second half of 2026, the global white carbon black industry will further eliminate backward low-capacity production capacity, and green, high-purity, and functionally modified silica will become the core growth engine of the entire industry’s foreign trade and domestic sales.