Related Insights
8.5 Million Barrels Still Crossed Hormuz on Sunday: Reading the Traffic That Remains
On Sunday, the Strait of Hormuz remained a bustling artery, with 8.5 million barrels of oil passing through. This steady flow offers insights into maritime capacity, energy logistics, and the resilience of chemical supply chains. The data reveals how global trade adapts to geopolitical tensions and shifting market demands.
Adhesive Raw Materials and the Velogy Transition: What EVA, VAM and Acrylic Acid Buyers Need to Know
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.
Tropical Storm Arthur and Domestic US Food Ingredient Supply: What Gulf Coast Chemical Disruption Affects
Tropical Storm Arthur’s July 1 Texas landfall is creating short-term supply chain risk for US food manufacturers dependent on Gulf Coast chemical production. Even temporary disruption at Eastman, Celanese, and regional logistics hubs could affect July deliveries of critical food-grade chemicals and processing aids.
Propylene Glycol USP: Post-LyondellBasell POSM Closure – Q3 Supply Assessment
The closure of major propylene oxide capacity has tightened the global supply of USP-grade propylene glycol. Pharmaceutical manufacturers should prioritize supply security and GMP-certified sourcing as Q3 2026 procurement begins.
Ammonia Export Restart: Bürgenstock Roadmap Positions QAFCO and SABIC for Q3
The Bürgenstock roadmap and recent Hormuz transit data signal a clear path for QAFCO and SABIC to resume ammonia exports in Q3 2026. While force majeure conditions may lift in July, mine clearance delays could postpone full tanker capacity until August. Agricultural and industrial buyers should prepare for an improved but staggered supply outlook.
Sulfuric Acid Market Tightens as OCP Morocco Expansion Drives Global Demand Growth
Sulfuric acid demand is entering a new phase as Morocco's OCP Group expands phosphate processing capacity and strengthens its role in global fertilizer supply. Rising consumption in Morocco and Indonesian nickel projects is reshaping sulfur trade flows, tightening availability and influencing procurement strategies across agricultural and industrial markets.
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