H.B. Fuller Company (Kömmerling)(FUL)
Global adhesives maker; hot-melt EVA/PUR for bookbinding, packaging, hygiene.
chemical · input
Water-based emulsion or hot-melt adhesive for 2-ply and 3-ply lamination and emboss-bonding. Fragmented supply: H.B. Fuller, Henkel, Evans (Meridian), and regional compounders. Low concentration risk.
12
Source countries
5
Companies
1
Goods affected
0
Claims on record
What depends on it
1 essential American goods rely on acrylic / pva adhesive for ply bonding somewhere upstream in their supply chain.
Where it comes from
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| DEGermany (Federal Republic of Germany) | 30% |
| MXMexico | 15% |
| CACanada | 13% |
| CNChina | 6% |
| JPJapan | 6% |
| ITItaly | 5% |
| KRSouth Korea (Republic of Korea) | 4% |
| EGEgypt | 3% |
| NLNetherlands | 3% |
| GBUnited Kingdom | 3% |
| FRFrance | 2% |
| PLPoland | 2% |
Who makes it
5 companies produce acrylic / pva adhesive for ply bonding.
Global adhesives maker; hot-melt EVA/PUR for bookbinding, packaging, hygiene.
Arkema S.A. (Colombes, France; Euronext: AKE; ~€11B revenue 2023; specialty chemicals and advanced materials) is the world's largest producer of tert-butyl mercaptan (TBM), the primary natural gas odorant compound used across North America and much of Europe. Arkema's Lacq, France facility — located in the historic Lacq natural gas field in the French Pyrenees — is the dominant global TBM production site. Arkema also produces ethyl mercaptan (EM) and other thiol compounds. TBM production at Lacq leverages proximity to historic sulfur byproducts from the local natural gas field; Lacq was France's primary natural gas production region from the 1950s through the 1990s. Arkema also supplies mercaptans for industrial chemical synthesis (pharmaceuticals, rubber additives, lubricant additives) through its Thiochemicals business line. Arkema's broader portfolio includes high-performance polymers (PEBA, PVDF), adhesives (Bostik), and coating solutions (Coatex).
US specialty chemical company; world's largest vinyl acetate monomer (VAM) producer (~18% global share, >1,565 kt/yr capacity across 7 plants); also major VAE emulsion supplier for architectural paint binders.
World’s largest adhesives maker (>13% of global adhesives; €10.97B Adhesive Technologies 2024); wood/furniture glues (Loctite, UF resins).
Wacker Chemie AG (Munich, Bavaria, Germany; XETRA: WCH; ~€6B revenue; majority-owned by Dr. Alexander Wacker Familiengesellschaft family trust, ~50.3% stake) is the world's second-largest silicone producer with approximately 20-25% global silicone market share. Wacker's BELSIL brand personal care silicones (BELSIL DM dimethicone fluids, BELSIL CM cyclomethicone, BELSIL PDM dimethicone copolymers) are major ingredients in hair conditioners, shampoos, and skin lotions globally. Wacker's Burghausen, Bavaria facility is the world's largest single integrated silicone production site — a 500-hectare campus on the Salzach River employing ~6,000 people where Wacker produces silicon metal, methylchlorosilanes, silicone polymers, and downstream personal care silicone grades within a single Verbund complex. The same Burghausen campus also produces hyperpure polysilicon for solar panels and semiconductors — Wacker Polysilicon is the world's second-largest polysilicon producer. Wacker's second major silicone site is Nünchritz, Saxony (formerly East Germany), which produces silicone intermediates and specialty grades. In 2024, Wacker announced restructuring including headcount reductions driven by Chinese silicone competition and solar market pricing pressure.