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In 2026, Iran’s petrochemical industry suffered a catastrophic 85% loss of production capacity due to sanctions and internal conflicts. The collapse threatens global methanol supply, disrupts Middle East petrochemicals, and forces exporters to seek new markets. Read on for a deep dive into reconstruction challenges and supply chain implications.

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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.

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Middle East chemical supply recovery after the Hormuz crisis will likely take far longer than expected. With QatarEnergy extending force majeure and ICIS forecasting a 12–18 month normalization period, buyers should prepare for prolonged pricing pressure through H2 2026.

Braskem PE Rationing Ends as Global Supply Normalises Mid-2026, What Buyers Need to Watch Next
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