Daesan Unit 1 shut down... petrochemical restructuring, final furnace at LG Chem
The headline indicates a shutdown/restructuring affecting petrochemical production at Daesan and LG Chem.
Source →The trace
How it reaches your house.
Starting from LG Chem Ltd., we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Lotte Chemical Corporation →Shortage riskLotte Chemical's permanent Daesan shutdown should cut supply of PET packaging resin from this supplier; the 4-month replacement lead time limits quick substitution.
82% confidenceLotte Chemical Corporation →Shortage riskPurified Terephthalic Acid (PTA) — PET Plastic Monomer
The restructuring should also tighten PTA availability from Lotte Chemical; the edge shows only 5% market share and a 2-month replacement window, so the near-term shock is real but moderate.
79% confidenceLG Chem Ltd. →Shortage riskHop 2
Isopropyl Alcohol (IPA) →Shortage riskCleaning and sanitation supplies
IPA is marked as a critical input for cleaning and sanitation supplies, so a production halt at LG Chem should reduce availability of that good.
93% confidenceSolution styrene-butadiene rubber (SSBR) →Shortage riskTires are a critical downstream user of SSBR, so LG Chem's SSBR outage tightens supply to tire makers.
92% confidenceThin-film composite RO membranes (FilmTec polyamide) →Shortage riskHop 3
Tires →DelaysDistribution
With tire output constrained by the SSBR shortfall, the downstream distribution step is delayed because fewer finished tires are available to ship.
84% confidenceArlanxeo →Shortage riskSolution styrene-butadiene rubber (SSBR)
Arlanxeo's production halt can further reduce SSBR output on a direct supply edge, compounding the upstream SSBR disruption and removing a product with 22% market share.
78% confidenceBaby and child care products →Shortage riskDiaper Core Formation (SAP + Fluff Pulp)
SAP is a critical ingredient in diaper-core formation, so the SAP production halt should reduce throughput at this manufacturing step.
76% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Cleaning and sanitation supplies · Tires · Water filters and purification · Plumbing pipes and fittings · Asphalt and paving materials · Baby and child care products · Feminine hygiene & period products
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