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Does war have an impact on the silicone sealant industry?

Does war have an impact on the silicone sealant industry?

2026-04-16

Fluctuations in Raw Material Supply
The core raw materials of silicone sealants include organosilicon monomers, fumed silica, and others. Among them, the production of organosilicon monomers is highly dependent on fossil energy sources such as petroleum and natural gas. War may lead to:

Surging energy prices: For example, during the Russia-Ukraine conflict, European natural gas prices once soared tenfold, directly driving up the production costs of organosilicon monomers.
Supply chain disruption: If major raw material production regions (such as the Middle East and Southeast Asia) fall into war, there may be risks of supply interruption.
Trade restrictions: Both sides of a conflict may impose export restrictions on chemical raw materials, further exacerbating supply tensions.