
Ammonium Bicarbonate (E503(ii)) CAS: 1066-33-7
The transfer of LyondellBasell's European assets to Velogy has introduced fresh uncertainty for buyers of adhesive raw materials. Procurement teams sourcing European EVA, VAM and acrylic acid should closely monitor production plans at the French and German cracker sites.

QAFCO and SABIC have restarted ammonia export operations to the Gulf, signaling a rebound in regional supply that will shape 2026 market dynamics. The move opens new sourcing options for fertilizer producers and industrial buyers, while influencing global ammonia prices and feedstock availability. Below we explore the implications for the market, pricing trends, and the broader fertilizer sector.

China’s expanding domestic petrochemical capacity helped replace Gulf PTA and paraxylene supply during recent disruptions. As Gulf exports begin returning, PTA buyers need to assess how new competition could affect pricing and sourcing strategies.

As desalination plants across the GCC return to normal operations following the Hormuz recovery, utilities are rebuilding inventories of critical water treatment chemicals. Demand for PAC, polyacrylamide, sodium hypochlorite, scale inhibitors, and biocides is surging, creating significant procurement opportunities for suppliers serving the Middle East water sector.

China’s tightening export controls on herbicides, pesticides, and key fertilizer inputs have rattled global agrochemical supply chains. Buyers are diversifying suppliers, boosting inventories, and rethinking procurement strategies. The shift is reshaping the industry’s risk profile and trade patterns.

Fertilizer buyers face a critical Q3 2026 contracting window as urea prices fall 37%, DAP prices correct, and Hormuz supply recovery begins. Procurement decisions now depend on shipping recovery, China’s export policy, and India’s tariff decisions.
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