
Ammonia Anhydrous CAS: 7664-41-7

H1 2026 reshaped global chemical trade as the Hormuz crisis disrupted supply routes, cut seaborne volumes by up to 20%, boosted Chinese and US exports, and permanently altered logistics patterns. H2 will determine which of these structural shifts become the new normal.

As global shipping routes begin normalizing after the Hormuz disruption, the Panama Canal is experiencing renewed congestion. Chemical shippers should prepare for extended transit times and scheduling uncertainty through Q3 2026.

The Borouge Group International merger creates a major global polyolefins producer with significant PE and PP capacity. Buyers are watching the group’s H2 2026 recovery path as Middle East supply normalization influences polymer markets.

China implemented restrictions on agrochemical intermediate exports in 2025–2026 to protect domestic supply

The Hormuz ceasefire agreement has improved sentiment, but supply chain conditions remain far from normal. Vessel congestion, mine clearance operations and production restart delays mean chemical buyers should maintain elevated inventory levels for now.

Mexico's Pemex has unveiled a $5.3 billion petrochemical and fertilizer reinvestment strategy aimed at dramatically expanding domestic output by 2030. While the plan could reshape regional fertilizer trade over the long term, buyers should not expect immediate relief for tight global nitrogen markets.
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