Related Insights

Iran’s “Service Fees”: What Toll-Based Passage Would Cost the Chemical Industry Annually
Iran’s proposal to charge “service fees” for Hormuz passage could permanently reshape the economics of global chemical trade. If transit charges become permanent, Gulf-origin chemical supply chains may face $500 million to $1.5 billion in additional annual costs that buyers will ultimately absorb through higher contract pricing.

Green Ammonia: The 60-Day MoU Clock and What It Means for Gulf Green Project Timelines
The 60-day diplomatic window following the June 2026 MoU is becoming a key milestone for green ammonia investments. Developers and industrial buyers are closely monitoring project timelines, supply security, and future procurement opportunities.

MEG After India's Duty Reinstatement: Understanding the New Landed Cost Arithmetic for Polyester Buyers
India's reinstatement of the 5% Basic Customs Duty on MEG imports changes the cost equation for polyester manufacturers and chemical buyers. This article explains the new landed cost arithmetic, why today's costs remain below April's market peak and what procurement teams should monitor in the months ahead.

Tropical Storm Arthur and Gulf Coast Chemical Disruption: What It Means for Corn Starch, Glucose and Dextrose Supply
Tropical Storm Arthur has renewed attention on Gulf Coast supply chain risk just as the 2026 Atlantic hurricane season begins. Find out how refinery shutdowns, logistics disruptions and weather uncertainty could affect procurement strategies for corn starch, glucose and dextrose buyers during the second half of 2026.

Water Treatment Chemicals: GCC H1 Closing Review and H2 Procurement Wave
GCC water treatment utilities close H1 2026 having managed through four months of emergency chemical

Electronic Chemicals: Structural Demand Independent of Hormuz — Sustaining Supply Security Focus
Strong semiconductor demand continues to tighten electronic chemical supply despite improving global logistics.
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